Give project issues a regular support review
Use a recurring check to move the issues that need attention into Dynamics 365 cases.
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
Issues can remain buried in project details when nobody has a reliable time to route them into support.
- Establish a recurring issue checkpoint
- Give selected issues a support record
- Make follow-up easier to track
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review available AccuLynx project issues and create a Dynamics 365 case when an issue meets your stated criteria.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real issue before relying on regular runs.
Questions about this workflow
Can Notis judge issue severity?
It can assess available issue details against criteria you provide. If AccuLynx does not supply the needed facts, provide them or leave severity for a person to decide.
How can repeated reviews avoid duplicate cases?
A reliable identifier or tracking method is needed to tell whether an issue already has a case. If the available data lacks one, include a duplicate review step.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Dynamics365. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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