Create a Dynamics365 case from a new issue slide
Make customer problems trackable while the context is still fresh.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Why this helps
Support issues discussed in decks can disappear between meetings and ticket queues.
- Reduces lost support requests
- Preserves issue context
- Starts ownership sooner
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Dynamics365 once.
- 2Create a new automation in Notis.
- 3Tell Notis to recognize customer issues on new slides and create Dynamics365 cases with concise summaries.
- 4Select New Slide Added and choose the report destination.
- 5Test with a real issue slide.
Questions about this workflow
Can Notis separate several issues on one slide?
Yes. Ask it to create one case per distinct issue.
Will it invent severity or priority?
No. It can use stated information and report fields that are not provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Dynamics365. A trigger fires from one place; an action lands in another.
Google Slides triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Google Slides and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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