Make every Dynamics365 opportunity show its next step
Keep pipeline reviews practical by putting the next action on the opportunity itself.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Opportunities often have a stage but no clear action for moving them forward.
- Improve pipeline clarity
- Reduce stalled deals
- Make reviews more actionable
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Dynamics365 in the Notis portal.
- 2Create a scheduled opportunity review automation.
- 3Tell Notis to review selected opportunities, use 0CodeKit to identify the next best action, and update each opportunity with that action and rationale.
- 4Pick the notis_cron trigger and set the schedule.
- 5Choose a report channel and test with one real run.
Questions about this workflow
Can it focus on stalled opportunities?
Yes. Define the stage or inactivity condition in the prompt.
Does it change opportunity value?
Only if you explicitly request that and the available 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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