Keep case progress visible in Dynamics 365
Send Notis the case reference and progress update. It records the supplied changes on the existing Dynamics 365 case.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Case
Update an existing case.
Why this helps
Support progress can stay in private notes or chat instead of reaching the case record the team relies on.
- Record supplied progress on an existing case.
- Reduce repetitive case edits after support work.
- Keep shared case context closer to the CRM record.
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 case update to apply.
- 3In one instruction, ask Notis to update a specified Dynamics 365 case with the supplied progress details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real case and confirm the updated record.
Questions about this workflow
Can this resolve the case too?
No. This action updates a case. Resolving an active case uses a separate action and requires a resolution activity.
Does it add a note or edit the case?
This workflow updates the case using fields supported by the action. Use the annotation action when you need a separate text note.
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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