Microsoft Dynamics 365 Business Central + Smartsheet Integration

Integrate Microsoft Dynamics 365 Business Central (Beta to Smartsheet in one click, or tell Integrately AI how you want each record handled. Track operations, update your sheets and project boards, alert your team, and trigger follow-ups automatically.

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1.
  • Microsoft Dynamics 365 Business Central
    Record is updated in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Record is created in Microsoft Dynamics 365 Business Central
  • Smartsheet
    Row is added in Smartsheet
  • Smartsheet
    Row is updated in Smartsheet
  • Smartsheet
    Attachment is added in Smartsheet
  • Smartsheet
    Comment is added in Smartsheet
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2.
  • Microsoft Dynamics 365 Business Central
    Update record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Create record in Microsoft Dynamics 365 Business Central
  • Microsoft Dynamics 365 Business Central
    Search record in Microsoft Dynamics 365 Business Central
  • Smartsheet
    Add attachment to row in Smartsheet
  • Smartsheet
    Search row in Smartsheet
  • Smartsheet
    Update row in Smartsheet
  • Smartsheet
    Add row in Smartsheet
  • Smartsheet
    Send row in Smartsheet
  • Smartsheet
    Copy row in Smartsheet
  • Smartsheet
    Move row in Smartsheet
  • Smartsheet
    Add discussion to row in Smartsheet
  • Smartsheet
    Create sheet from a template in Smartsheet
  • Smartsheet
    Share sheet in Smartsheet
  • Smartsheet
    Create sheet from existing sheet in Smartsheet
  • Smartsheet
    Send sheet in Smartsheet
  • Smartsheet
    Create workspace in Smartsheet
  • Smartsheet
    Copy workspace in Smartsheet
  • Smartsheet
    Share workspace in Smartsheet
  • Smartsheet
    Copy folder in Smartsheet

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Ready WorkflowsReady Workflows   for Microsoft Dynamics 365 Business Central + Smartsheet Integration

Capture records, organise rows, keep sheets updated, alert your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
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Connect more apps to your Microsoft Dynamics 365 Business Central (Beta + Smartsheet flow

Log data across your spreadsheets, notify team channels, update customer records, and trigger follow-up actions. Pick a combination and activate it in one click.

Microsoft Dynamics 365 Business Central
Smartsheet
+
Microsoft ExcelMicrosoft Excel (4)
+
Microsoft OutlookMicrosoft Outlook (4)
+
SalesforceSalesforce (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
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Add every new Microsoft Dynamics 365 Business Central (Beta record to Smartsheet, and log the data in Microsoft Excel
New Microsoft Dynamics 365 Business Central (Beta records appear in Smartsheet and Microsoft Excel instantly, eliminating manual data entry.
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When a Microsoft Dynamics 365 Business Central (Beta record is updated, update the Smartsheet row and update Microsoft Excel
Keep Smartsheet and Microsoft Excel synchronized whenever a record changes in Microsoft Dynamics 365 Business Central (Beta.
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M
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Search records in Microsoft Dynamics 365 Business Central (Beta, add a Smartsheet row, and record it in Microsoft Excel
Find existing records and log them into Smartsheet and Microsoft Excel in one automated sequence.
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Use Claude to summarise Microsoft Dynamics 365 Business Central (Beta records, add them to Smartsheet, and log in Microsoft Excel
Extract insights from new records using Claude before saving them to Smartsheet and Microsoft Excel.

Supported triggers and actions for Microsoft Dynamics 365 Business Central and Smartsheet

Mix and match to build the exact automation you need

Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central Triggers & Actions
Record is updated in Microsoft Dynamics 365 Business Central
Triggers the automation when a record is updated
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Record is created in Microsoft Dynamics 365 Business Central
Triggers the automation when a new record is created
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Update record in Microsoft Dynamics 365 Business Central
Updates an existing record
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Create record in Microsoft Dynamics 365 Business Central
Creates a new record
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Search record in Microsoft Dynamics 365 Business Central
Searches for a specific record
Try it →
Smartsheet
Smartsheet Triggers & Actions
Row is added in Smartsheet
Triggers the automation when a new row is added to a spreadsheet
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Row is updated in Smartsheet
Triggers the automation when a row is updated
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Attachment is added in Smartsheet
Triggers the automation when a new attachment is added
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Comment is added in Smartsheet
Triggers the automation when a comment is added
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Add attachment to row in Smartsheet
Attaches a file to a row
Try it →
Search row in Smartsheet
Searches and retrieve a row of data within a dataset
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Update row in Smartsheet
Updates a specified row in a spreadsheet or database
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Add row in Smartsheet
Adds a new row to the particular spreadsheet
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Send row in Smartsheet
Sends a row
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Copy row in Smartsheet
Duplicates a row of data within a spreadsheet
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Move row in Smartsheet
Relocates a selected row of data to a new position within the spreadsheet
Try it →
Add discussion to row in Smartsheet
Adds a discussion thread to a row
Try it →
Create sheet from a template in Smartsheet
Creates a new sheet from a template
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Share sheet in Smartsheet
Shares a sheet
Try it →
Create sheet from existing sheet in Smartsheet
Creates a new sheet based on an existing one
Try it →
Send sheet in Smartsheet
Sends a sheet
Try it →
Create workspace in Smartsheet
Creates a new workspace
Try it →
Copy workspace in Smartsheet
Duplicates a workspace to create a new identical workspace
Try it →
Share workspace in Smartsheet
Shares a workspace
Try it →
Copy folder in Smartsheet
Duplicate a folder and all its contents
Try it →

What can you automate with Microsoft Dynamics 365 Business Central (Beta + Smartsheet?

Streamline your operational workflows by connecting record creation, sheet updates, and team notifications.

What you can automate?
🔄
Sync records from Microsoft Dynamics 365 Business Central (Beta to Smartsheet
Automatically add a new row in Smartsheet whenever a record is created in Microsoft Dynamics 365 Business Central (Beta. Keep your operations and project boards perfectly aligned.
📝
Capture every submitted field in your sheets
Map all available Microsoft Dynamics 365 Business Central (Beta fields into separate Smartsheet columns instead of just basic names. Your sheet becomes a complete operational resource.
🔔
Alert team members as soon as records arrive
Trigger instant notifications or emails when new records are added to Smartsheet, ensuring your project team can take immediate action.
🔀
Route records based on specific field criteria
Send high-priority records to specialized Smartsheet folders while routing standard operational entries to your main project board.
🔄
Keep destination sheets updated when records change
Automatically update existing Smartsheet rows whenever a record is modified in Microsoft Dynamics 365 Business Central (Beta, preventing outdated information.
🔍
Search and update instead of creating duplicates
Look up existing records before adding new rows in Smartsheet, ensuring your project boards remain clean and free of duplicate entries.
✅
Handle later status changes and completions
Update project statuses in Smartsheet when operational milestones are completed or modified in Microsoft Dynamics 365 Business Central (Beta.
💬
Extend your workflow with team messaging apps
Connect your Microsoft Dynamics 365 Business Central (Beta and Smartsheet flow to Slack to announce updates and keep all stakeholders informed.
And much more...

Who is Microsoft Dynamics 365 Business Central (Beta + Smartsheet integration for?

Teams managing financial operations, project sheets, and cross-departmental records eliminate manual copy-pasting and maintain real-time data accuracy.

Financial Managers
Financial Managers
Project Operations Leads
Project Operations Leads
Client Success Directors
Client Success Directors
Operations Coordinators
Operations Coordinators
Team Supervisors
Team Supervisors
Data Analysts
Data Analysts
📈
Financial Managers
You're reviewing financial records in Microsoft Dynamics 365 Business Central (Beta but tracking operational budgets in Smartsheet, so your reports are always missing recent updates — this integration means every new record lands in your sheet instantly and your tracking stays current.
⚡
Project Operations Leads
You need to act fast when project milestones change in Microsoft Dynamics 365 Business Central (Beta, but you find out too late because project sheets are updated manually — with this integration, every status change updates your board instantly.
📋
Client Success Directors
You answer to stakeholders who want to see live progress in Smartsheet, but your team enters data into Microsoft Dynamics 365 Business Central (Beta first — automating both apps means your client sheets reflect real progress without double entry.
📊
Operations Coordinators
The volume of new records in Microsoft Dynamics 365 Business Central (Beta is too high for anyone to keep up by hand, leading to missing rows in Smartsheet — with this integration, high-volume data syncs automatically without errors.
🤝
Team Supervisors
You own the next step in project execution and depend on someone upstream to log records, but handoffs get delayed — automating both apps means your team gets notified in Smartsheet the moment a record appears.
🗂️
Data Analysts
You need a reliable audit history in Smartsheet, but you keep finding gaps caused by missed manual entries from Microsoft Dynamics 365 Business Central (Beta — this integration means every single record gets logged without exception.
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Why choose Integrately to automate Microsoft Dynamics 365 Business Central + Smartsheet

Build and manage your Microsoft Dynamics 365 Business Central + Smartsheet automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 Business Central + Smartsheet with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 Business Central (Beta to Smartsheet?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 Business Central (Beta to Smartsheet easily using 1-click workflows or Integrately AI. Pick a ready template with Microsoft Excel, Slack, or Google Drive, authenticate your accounts, and start automating your data sync.
Can I automatically create a Smartsheet row whenever a Microsoft Dynamics 365 Business Central (Beta record is created?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 Business Central (Beta, Smartsheet, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 Business Central (Beta and Smartsheet?
Frequently Asked Questions
How does Microsoft Dynamics 365 Business Central (Beta handle record data during synchronization?
Frequently Asked Questions
Can Smartsheet rows trigger updates in other connected business applications?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 Business Central (Beta and Smartsheet?
Frequently Asked Questions
Is the Microsoft Dynamics 365 Business Central (Beta and Smartsheet integration free?
Frequently Asked Questions
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