Know which Dynamics identity runs your workflows
Make the connected Dynamics identity visible during routine workflow checks.
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
It can be unclear which connected account is being used when a CRM workflow behaves differently than expected.
- Retrieve the connected Dynamics caller identity on a schedule.
- Make the active CRM connection easier to verify.
- Include a simple identity check in workflow operations.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dynamics once in Notis.
- 2Create an automation in Automations, New Automation, or describe it to Notis in plain language.
- 3In one instruction, ask Notis to retrieve the Dynamics caller identity and report the returned identity details for the connection check.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and confirm the report identifies the connected caller.
Questions about this workflow
Does this verify that Affinity is connected?
No. This action reports the Dynamics caller identity only. It does not retrieve Affinity connection status.
Does it change any CRM records?
No. The identity action is read-only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dynamics365. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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