Smartsheet and Business Central integration

Pradeep Swami · 01/04/21

Hello All,

I'm trying to integrate the Business Central projects table with the Smartsheet. I want to create a new project sheet in Smartsheet whenever a new project is added to the Business Central. However, it seems the Create a sheet option is not currently available with the PowerAutomate. Did anyone face the same issue? Any suggestion is welcome. Thanks in Advance!

Sean Morgan · 01/08/21

Hello @Pradeep Swami ,

I hadn't actually heard of Business Central until reading your post, so I gave it a quick check on Google, and it's very similar to our own product Control Center.

From what I can see, Business Central spools up different assets such as analytics. As of now, we do not have a dedicated method of doing this, so please feel free to raise an Enhancement Request using the Hamburger/3 Vertical Line menu in the top left of Smartsheet, so our Product Team can see that you'd be interested in a direct integration.

Contrary to this, you may want to review our Smartsheet Control Center Add-on. This has automation features similar to Business Central in that any time a new Project is received, it can automatically create Sheets, Reports and Dashboards to report on key data. See more on this below:

https://help.smartsheet.com/learning-track/control-center/control-center-overview

Let me know if you have any questions!

Regards

Sean

Pradeep Swami · 01/09/21

Thank you, @Sean Morgan

TomBelvas_123 · 02/01/22

Any news on this item. BUsiness Central is whidely used in Europe in small to medium sized companies and an connection between these two platforms would be of great use for a lot of entrepreneurs...

Where do i need to ask this change request?

Maaik Meijerink · 06/14/22

Hello Pradeep Swami,

interested in your question about creating a project sheet in Smartsheet triggered by an external event (such as creating a new project in Business Central).

as Power Automate and other tools do not support every kind of actions, we did our own development by using the Smartsheet API in a very efficiënt way

to much to explain here in detail, but if you can connect to your Business Central by API or by database, I can build/configure your solution.

let me know.

regards, Maaik

Maaik Meijerink · 06/14/22

in addition to my comment: @TomBelvas_123 @Pradeep Sharma also in combination with Smartsheet Control Center which Sean mentioned.

grtz, Maaik

Lock W · 05/28/24

Dear Members,

I am new to this community. Please guide me when required. I am too looking for solution to integrate smartsheet with Dynamics Business Central. Are there any updtes since it was last active ly updated in 2022.

Andrée Starå · 05/28/24

https://community.smartsheet.com/discussion/comment/437875#Comment_437875

Hi,

I hope you're well and safe!

Depending on your needs, it might be possible to integrate with 3rd-party options like Zapier and similar.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

Paul Newcome · 05/28/24

@Lock W I have helped put together an API to link BC to SS so that new projects created in BC automatically spun up a new project in SS complete with dashboards, reports, etc..

Lock W · 05/29/24

@Paul Newcome

That's fantastic and really quick response. How do i liase with you to access the API? Do we need a connector to establish a 2-way update between Smartsheet and BC? We plan to create the source in BC and the users will update in Smartsheet and this can be synch back to BC. Is this possible? Trying to establish the technical possibilities of this as what the users are trying to maximse their productivity using smartsheet and BC. Many thanks in advance.

Lock W · 05/29/24

@Andrée Starå

Thanks for the recommendation. Let me do a bit of research as I am quite new to this. I will reach out to you if i have more questions. Thank you and have a good day/week ahead.

Andrée Starå · 05/29/24

https://community.smartsheet.com/discussion/comment/438066#Comment_438066

Happy to help!

Here's more information. I've also included Power Automate.

https://zapier.com/apps/microsoft-dynamics365-business-c/integrations

https://powerautomate.microsoft.com/en-us/connectors/details/shared_dynamicssmbsaas/dynamics-365-business-central/

We could use one of these or another one, and then we could connect it with the Smartsheet Control Center to automatically create the projects, assets, and everything else.

✅ Remember! Did my comment(s) help/answer your question or solve your problem? Please support the Community and me by marking it - Insightful 💡- Vote Up ⬆️ - Aweseome ❤️ - or/and as the accepted answer. It will make it easier for others to find a solution or help to answer! I appreciate it, thanks!

Paul Newcome · 05/29/24

@Lock W Feel free to reach out using the link in my signature line.

https://10xviz.com/schedule/

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Smartsheet and Business Central integration

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