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Notis

Your Dynamics365 always
one message away

From your messaging apps, create leads, contacts, and cases, update opportunities, and look up Dynamics365 records by voice or text.

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Dynamics365

What it does

Six ways to run it from a message.

Drive it by message when you need it, or put it on autopilot.

01 · The remoteDrive Dynamics365 by messageYour least-resistance path to capture, update and query.

Capture CRM records

Turn a voice memo or forwarded email into a Dynamics365 lead, contact, account, or case from chat.

Update by message

Change existing lead, contact, case, and opportunity records. For example, “Move the Acme opportunity to negotiation.”

Ask about CRM data

Ask about Dynamics365 records and get a lookup in chat, such as “Which leads were created this week?”

02 · The autopilotPut Dynamics365 on autopilotRecurring workflows that run without you.

Recurring CRM digests

Get scheduled summaries of Dynamics365 leads, cases, opportunities, or sales records delivered to your messages.

Scheduled CRM workflows

Have Notis run a recurring check of Dynamics365 records and send results to your messages on a schedule.

Connect CRM workflows

Bring Dynamics365 records into workflows with Gmail, Slack, or Google Calendar, using the connected tools you use.

Channels

Dynamics365, from anywhere you
message.

Pick the channel you already live in. Notis turns it into a fully native Dynamics365 remote.

Telegram

Voice-first Dynamics365 bot. Record, tag, file.

WhatsApp

WhatsApp business or personal, both work.

Slack

Slash-command your way through any workspace.

iMessage

Native bubbles. iPhone, iPad and Mac.

Gmail

Forward emails. Get them filed in Dynamics365.

Notis Desktop

Run from Notis desktop with hotkeys & history.

Popular workflows

What people automate with
Dynamics365 + Notis.

Turn Notion lead notes into Dynamics 365 leads

Create a Dynamics 365 lead from each new Notion database entry used for prospect intake, so promising contacts do not get stranded in planning notes.

Turn Slack prospect mentions into Dynamics 365 leads

Capture a prospect shared in a Slack channel as a Dynamics 365 lead, so a promising name is easier to follow up.

Capture Telegram lead requests in Dynamics 365

Turn a Telegram message that signals buying interest into a Dynamics 365 lead, so a promising conversation has a clear home.

Turn qualified chatbot conversations into Dynamics leads

Send a Chatforma conversation to Dynamics365 as a lead when a prospect signals real buying interest.

Turn Linear sales requests into Dynamics 365 leads

Create a Dynamics 365 lead when a new Linear issue captures a prospective customer or sales inquiry.

Airtable Schema Change to Dynamics 365 Review Case

Turn Airtable table, field, or view structure changes into a Dynamics 365 case for CRM impact review.

Trigger / Action

Supported triggers and
actions

Notis builds workflows that link this app to anything else. A trigger fires from one place; an action lands in another.

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Start saving time today.

Connect in 60 seconds. No DIY, no maintenance, no setup tax.