Confirm the available campaign data before planning
Make workflow planning easier by checking what Dynamics actually exposes before relying on a campaign field.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Entity Definitions
Discover Dataverse table definitions and return selected metadata.
Why this helps
Planning against assumed CRM fields creates rework when the data model does not contain what a workflow needs.
- Retrieve Dynamics table definitions for planning.
- Confirm available metadata before depending on fields.
- Reduce rework from assumptions about the data model.
Setup
Build it in a few focused steps.
- 1Connect Adrapid and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Dynamics table definitions relevant to campaign planning and summarize the returned metadata.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and verify the requested definitions are returned.
Questions about this workflow
Does this return campaign records?
No. The listed action retrieves table definitions and selected metadata, not campaign record data.
Can it confirm a specific field exists?
Use the definitions returned by the action to check available metadata. The result depends on the table definitions requested and returned.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adrapid to Dynamics365. A trigger fires from one place; an action lands in another.
Adrapid 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.
Adrapid and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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