Make account reviews part of your routine
Notis queries Dynamics 365 accounts on your schedule and prepares a report from the returned records, ready when you are.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query accounts
List or filter accounts, with optional counts, related records, or grouped results.
Why this helps
Account reviews get pushed aside when they depend on searching, filtering and summarizing the CRM by hand.
- Create a recurring checkpoint for account information.
- Receive a concise account report based on returned records.
- Spend less time navigating CRM lists to begin a review.
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 account review you want.
- 3In one instruction, ask Notis to query Dynamics 365 accounts and summarize the returned records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real example and confirm the report reflects returned account data.
Questions about this workflow
Can I specify which accounts to query?
The query action supports filtering and bounded results. Describe the criteria in your instruction, using fields supported by Dynamics 365.
Will the report include all matching accounts?
The action returns a bounded page and may include a next link. Do not describe the report as complete unless all relevant pages are handled.
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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