Check Dynamics setup for reliable relationship handoffs
Understand the Dynamics record structure your team depends on before standardizing a handoff.
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
Teams can plan a CRM handoff around fields or record types that are not available in their Dynamics environment.
- Inspect Dynamics entity definitions on a schedule.
- Surface structural details relevant to your handoff process.
- Reduce surprises when reviewing a planned CRM workflow.
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 inspect the relevant Dynamics entity definitions and report whether the structure needed by your stated Affinity handoff is present.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real run and verify the definitions and summary.
Questions about this workflow
Does this inspect Affinity configuration?
No. The available metadata action is for Dynamics. Describe the expected handoff structure in the instruction.
Will this change the Dynamics schema?
No. It reads entity definitions and reports findings.
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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