Smartsheet for Dynamics 365 Connector

Smartsheet for Dynamics 365 Connector

Create workflows that sync information between Smartsheet and your Microsoft Dynamics 365 instance

About this course

Use the Smartsheet for Microsoft Dynamics 365 Connector to create workflows that sync information between Smartsheet and your Microsoft Dynamics 365 instance. The Connector provides real-time synchronization, which can save your team valuable time, and allows for a seamless handoff from sales to service. 

In this course, you’ll learn:

  • How to use the Dynamics 365 connector workflow wizard to create a workflow that syncs information between both Smartsheet and Dynamics 365 
  • Options for managing workflows
  • Where to troubleshoot sync errors
  • How to update data from Smartsheet to Dynamics and vice versa

Curriculum

  • Dynamics 365 Connector
  • Dynamics 365 Connector Course Evaluation

About this course

Use the Smartsheet for Microsoft Dynamics 365 Connector to create workflows that sync information between Smartsheet and your Microsoft Dynamics 365 instance. The Connector provides real-time synchronization, which can save your team valuable time, and allows for a seamless handoff from sales to service. 

In this course, you’ll learn:

  • How to use the Dynamics 365 connector workflow wizard to create a workflow that syncs information between both Smartsheet and Dynamics 365 
  • Options for managing workflows
  • Where to troubleshoot sync errors
  • How to update data from Smartsheet to Dynamics and vice versa

Curriculum

  • Dynamics 365 Connector
  • Dynamics 365 Connector Course Evaluation