Bring Dynamics record context into Agile CRM reviews
Ask focused questions across your CRM context and bring back a bounded set of Dynamics records.
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 review can stall when the information needed to decide is spread across multiple CRM collections.
- Retrieve relevant records for a focused review
- Bound results to keep reports manageable
- Use supplied criteria to support decisions
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 query a supported Dynamics collection using the review criteria and fields you specify, then summarize the bounded results alongside available Agile CRM context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run the query with one real review question and check the returned records.
Questions about this workflow
Can this query any Dynamics table?
The action supports specific CRM collections. Use a supported collection and provide clear query criteria.
Will it return every matching result?
It returns a bounded page and may include a next link when more results are available.
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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