Build a focused recurring CRM review
Get a manageable slice of CRM records with relevant public context in one scheduled report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query Entity Data
Query supported CRM collections and return one page of results with a link to the next.
Why this helps
Large CRM collections are hard to review, and useful context is spread across records and the web.
- Keep recurring reviews to a bounded page of results.
- Add web context only where a page is supplied.
- Make a review brief easier to scan.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Dynamics 365 once in the Notis portal.
- 2Create an automation for recurring CRM collection review.
- 3Ask Notis to query the specified supported collection with a bounded result set and research any supplied public pages with AgentQL for a concise report.
- 4Choose a Notis cron schedule and where run reports go.
- 5Test with one collection and confirm the report scope.
Questions about this workflow
Can it query any Dynamics table?
Use a collection supported by the query action and validate the request during your test.
Will it fetch every record?
The action returns a bounded page and may provide a next link. Keep the requested review scope explicit.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Dynamics365. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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