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Integration

AEC Integrations maintained

How Smartsheet and Microsoft Dynamics 365 exchange data

Smartsheet Smartsheet Microsoft Dynamics 365 Microsoft

1 type of data shared

Smartsheet for Microsoft Dynamics 365 Connector

Direction:Both

Real-time bidirectional sync of Dynamics 365 records (Leads, Opportunities, Accounts, Contacts, custom entities) to Smartsheet rows for pipeline reporting and sales-to-delivery handoff at AEC firms.

At a glance

How you get it
Native
⇄

Syncs both ways

  • Directory & Contacts Listed by AEC Integrations

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