Resolve matched Dynamics cases from confirmed support outcomes
Close the loop in Dynamics when a resolution has been confirmed in the support handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Resolve Case
Resolve an active case by creating an incident-resolution activity.
Why this helps
A support issue can be resolved in one place while its Dynamics case remains active and appears unfinished.
- Close matched active cases after confirmation
- Reduce stale open case records
- Keep resolution handoffs explicit
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dynamics 365 once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to resolve a Dynamics case only when the webhook request confirms the issue is resolved and identifies a matching active case.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one confirmed resolution and verify the resulting case status and resolution activity.
Questions about this workflow
Will this close every case mentioned in a request?
It should resolve only a confidently matched active case with an explicit confirmed resolution.
What does the Dynamics action do?
It resolves an active case by creating its incident-resolution activity.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dynamics365. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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