Escalate relevant abuse reports into Dynamics cases
Let recurring report reviews create a case when an abuse report meets the criteria your team sets.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Case
Create a new case.
Why this helps
Reports can accumulate without a consistent way to decide which ones require a tracked investigation.
- Apply a stated escalation rule to report findings.
- Create cases for reports that merit tracked work.
- Keep report review connected to the team's case process.
Setup
Build it in a few focused steps.
- 1Connect Abuselpdb and Dynamics 365 once in the Notis portal.
- 2Create an automation from Automations, New Automation, and give it a name.
- 3Tell Notis which available reports to review and what criteria should create a Dynamics case.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real report that meets your criteria.
Questions about this workflow
Can the workflow review all historical reports?
Specify the review scope in your instruction. Do not assume report history or a baseline that the source does not return.
Can I choose what counts as escalation worthy?
Yes. State the criteria in the instruction, including any severity or business rules your team uses.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abuselpdb to Dynamics365. A trigger fires from one place; an action lands in another.
Abuselpdb triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
View all invoices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Create Account
Create a new account record.
Create Email Activity
Creates and stores a draft email activity without sending the email.
Create Case
Create a new case.
Create Product
Creates a catalog product and returns its selected representation.
Create Contact
Create a new contact.
Create Product Price List Item
Adds an existing product and unit to an existing price list.
Connect any two apps with Notis in the middle.
Abuselpdb and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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