Smartsheet for Teams is compatible with both the browser and desktop versions of the Microsoft Teams application. Anyone in Teams can search for the Smartsheet for Microsoft Teams integration within the Microsoft Store ; however, only an Office 365 admin can allow the Smartsheet application to be installed within their organization.
How do I integrate Smartsheet with Microsoft Teams?
From Microsoft Teams, in the search bar at the top of the Teams window, type “Smartsheet” and select the Smartsheet app. NOTE: To be able to use the Smartsheet for Microsoft Teams integration, you may need to submit a request to your Office 365 Admin to enable the bot with the steps in this Microsoft Help Article.
The Smartsheet integration with Microsoft Teams harnesses the creativity and spontaneity of conversations, pairing them with a work execution platform to transform conversations into action. Send Notifications to a Teams Channel – Program owners and project managers can now set Smartsheet notifications to be automatically sent to a Teams channel .
You could be asking “What are the benefits of the Smartsheet and Microsoft Teams integration?”
All customers of Smartsheet and Microsoft Teams are able to take full advantage of the integration’s many benefits. Smartsheet easily connects with Microsoft 365 to streamline work processes. Publish a sheet, report, or dashboard from Smartsheet to a Microsoft Teams channel to transform conversations into action.
To receive Smartsheet alerts and requests as direct messages or in a Teams channel, you’ll need to authenticate the Smartsheet bot with Teams. Here’s how you can do that : From Microsoft Teams, in the search bar at the top of the Teams window, type “Smartsheet” and select the Smartsheet app.
How do I display channels in Smartsheet for Microsoft Teams?
Smartsheet for Microsoft Teams is compatible with both the browser and desktop versions of the Microsoft Teams application. From Microsoft Teams, select the channel you want from the left panel. Click the Plus icon under the name of the channel to display.
Can my team receive notifications from Smartsheet?
Please note that before your Team can receive the notifications, your O365 admin must approve the Smartsheet application. All customers of Smartsheet and Microsoft Teams are able to take full advantage of the integration’s many benefits.
How does Smartsheet integrate with Microsoft Office 365?
Smartsheet easily connects with Microsoft Office 365 to streamline work processes. Connect Smartsheet with the Microsoft Office 365 tools your teams use to get work done, so they can be even more productive. Smartsheet seamlessly integrates with Microsoft Office 365.
One way to consider this is Smartsheet and Microsoft reduces complexity and helps our joint customers work smarter. Transform conversations into action with Microsoft Teams and Smartsheet.