Resolve a Dynamics case after a documented resolution
Close the loop in Dynamics when a resolution handoff confirms the work is complete.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Resolve Case
Resolve an active case by creating an incident-resolution activity.
Why this helps
A resolved issue can remain active in the support queue when the final CRM step is easy to overlook.
- Record the resolution in Dynamics when confirmed
- Reduce the chance of leaving completed cases active
- Keep resolution tied to a clear handoff
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe that only a confirmed resolution request should resolve its identified active case.
- 4Select the webhook trigger and choose a report destination.
- 5Send one real confirmed resolution request and verify the case resolution activity.
Questions about this workflow
Will every completed document resolve a case?
No. The instruction should require an explicit resolution confirmation and an identified active case.
What does the action do?
It resolves an active case by creating its incident-resolution activity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Dynamics365. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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