Keep stale Dynamics365 cases moving
Turn forgotten cases into a visible follow-up list with useful context for the next action.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Case
Updates an existing case (incident) entity record in dynamics crm using the web api.
Why this helps
Cases can remain open without a clear owner action or fresh status note.
- Reduce forgotten cases
- Make follow-up explicit
- Improve support visibility
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Dynamics365 in the Notis portal.
- 2Create a scheduled stale-case automation.
- 3Tell Notis to find stale cases, use 0CodeKit to summarize the latest context, and update each case with a concise follow-up note.
- 4Pick the notis_cron trigger and set the schedule.
- 5Choose a report channel and test with one real run.
Questions about this workflow
What makes a case stale?
Define the age or inactivity rule in your instruction.
Will it close cases?
Only if you explicitly instruct Notis to do so and the available case data supports it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Dynamics365. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
0CodeKit and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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