Start a focused review with the Dynamics records that matter
Bring a bounded set of Dynamics records into a scheduled review so you can decide what deserves a closer look.
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
A growing CRM makes it easy to miss records that need fresh research or a deliberate next step.
- Query a supported Dynamics collection on a recurring schedule.
- Use returned records to focus a research review.
- Keep the review bounded to the query's returned page and available fields.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Dynamics 365 once in the Notis portal.
- 2Create an automation in Notis and name it for the record review.
- 3Tell Notis in one instruction which supported Dynamics records to review and what research or decision you want from the returned data.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and review the returned records and report.
Questions about this workflow
Does this action query every Dynamics collection?
The action queries supported CRM collections and returns one bounded page. The workflow should target a supported collection and account for pagination when needed.
Can it compare records with current website information?
It can only use research that is made available in the workflow. Do not assume the scheduled query itself triggers an Agenty scrape or supplies fresh website data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Dynamics365. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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