Carry Agile CRM resolution details into Dynamics cases
Keep Dynamics case notes aligned with the resolution details available in Agile CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Case
Update an existing case.
Why this helps
A resolved issue can leave a stale Dynamics case when its outcome is recorded elsewhere.
- Reduce stale case details
- Bring resolution context into the case record
- Review uncertain matches before changes
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 find Agile CRM issues marked resolved that have a reliable Dynamics case match and update the case with supplied resolution details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Run it on one known resolved issue and verify the updated case.
Questions about this workflow
Will this resolve a Dynamics case?
The listed action updates a case; it does not create a resolution activity. Use it to update supported case details only.
What happens when the match is unclear?
Instruct Notis to report uncertain matches for review and avoid updating the wrong case.
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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