Get a scheduled brief of Dynamics contacts
Notis retrieves a page of contacts from Dynamics 365 on your schedule, then gives you a concise report to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query contacts
List or filter contacts, with optional field selection, related records, counts, or grouped results.
Why this helps
Contact information stays out of sight when reviewing it requires repeated CRM searches and manual summarizing.
- Make contact reviews easier to remember with a recurring schedule.
- Summarize the contact data returned by Dynamics 365.
- Reduce time spent opening records one by one.
Setup
Build it in a few focused steps.
- 1Connect Anthropic administrator and Dynamics365 once in the Notis portal.
- 2Create an automation in the portal or tell Notis what contact review to prepare.
- 3In one instruction, ask Notis to retrieve Dynamics 365 contacts and summarize the returned information for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the report matches returned contact data.
Questions about this workflow
Can the review include all contacts?
The query returns a bounded page and may provide a next link. The workflow should describe only the data it retrieves.
Can it flag contacts that need attention?
Yes, when the returned fields and your criteria support that decision. Specify the criteria and ensure the necessary data is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Anthropic administrator to Dynamics365. A trigger fires from one place; an action lands in another.
Anthropic administrator 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.
Anthropic administrator and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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