Microsoft 365 Connector

Gina Smith

Where do we find documentation on the Microsoft 365 connector? In the regular help, I found this article, https://help.smartsheet.com/learning-track/integrations-and-add-ons/microsoft-dynamics-365-connector?_gl=1l8x0as_gcl_auMTk2ODM3OTc0OC4xNzI0Njc3MDQ5_gaMTQyNDA1MTQ2NS4xNzI0Njc3MDQ5_ga_ZYH7XNXMZK*MTcyNTU1MzM0My4xMy4xLjE3MjU1NTMzNTMuNTAuMC4w, but the links in the article lead to 404 errors. I need to submit an enhancement request to get the use of the connector approved but I also need to attach some documentation so the approvers can read up on it and find comfort in approving it.

Thanks!

Isaac A.

Hi @Gina Smith!

Thank you for bringing the issue with the help article to our attention. I'll make sure to escalate it so it can be fixed as soon as possible. In the meantime, here are some articles you can provide for your enhancement request:

• Sync Smartsheet with Microsoft Dynamics 365
• Smartsheet for Microsoft Dynamics 365 Connector: Admin setup

I hope this information helps!

Cheers,

Isaac.

Gina Smith

Thank you @Isaac A. These are great how-to articles which will be helpful once this is approved and I have to set it up. I was looking more for an higher level overview article that might explain more about how the connector works so those needing to approve it could find comfort in approving it.

Isaac A.

You are welcome @Gina Smith !

And what you've mentioned totally makes sense. After carefully checking, the highest level article I could find is this one: Smartsheet + Microsoft 365: Better Together.

If you still need more detailed information, it might be worth reaching out to our Sales Team as they might have more resources available for your approvers regarding this connector.

I hope this helps!

Cheers,

Isaac.