Know which Dynamics identity runs the workflow
Keep the connection identity visible so your team knows which Dynamics account is behind its campaign automations.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Caller Identity
Return the connected caller’s identity IDs.
Why this helps
When a shared workflow runs under an unclear connection, troubleshooting ownership can consume time and attention.
- Retrieve the connected Dataverse caller identity.
- Make workflow connection ownership easier to verify.
- Provide a simple periodic connection context report.
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 the Dynamics caller identity and report the returned identity details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the reported identity.
Questions about this workflow
Does this check Adrapid connection status?
No. The selected action returns the connected Dataverse caller's identity IDs.
Does the identity check update CRM data?
No. It retrieves caller identity information and does not change a Dynamics record.
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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