Who is using Smartsheet and Teams integrations?

Hi @Johne Johnson,

I'm writing to share a quick guide on enabling the Smartsheet integration with Microsoft Teams. This integration allows you to easily access and collaborate on Smartsheet sheets, dashboards, and reports directly within Teams channels. Here's a step-by-step breakdown:

Enabling the Integration:

1. Select your desired channel: In the Microsoft Teams left panel, choose the channel where you want to integrate Smartsheet.
2. Click the "Plus" icon: Locate the "+" icon beneath the channel name and click to display available integrations.
3. Choose Smartsheet for Teams: Select "Smartsheet for Teams" from the list of options.
4. Review and Accept Agreements: Click "Accept" to agree to the Smartsheet license agreement.

Granting Permissions:

1. Connect to Smartsheet: Click "Connect to Smartsheet" to initiate the connection.
2. Authorize Access: Click "Allow" to grant Smartsheet access to integrate with Microsoft Teams.

Using the Integration:

Once the integration is enabled, you can add Smartsheet sheets, dashboards, and reports as "Tabs" within your chosen Team channel. This allows for easy collaboration on these documents within the familiar Teams environment, especially for those less comfortable with dedicated Smartsheet software.

Note: Depending on your organization's IT security settings, you might need assistance from your IT team to complete the permission steps.

Feel free to reach out if you have any questions!

Best regards,

Christina

This is great — I have a dynamic view in my dashboard and get a note that dynamic view isn't supported in third party sites. Any work around? Thanks, Sara

@CWimer

Thanks for sharing. We are thinking of using the integration at my organization and this is very helpful.