Update Dynamics365 cases from new slides
Move the latest investigation detail into the case record automatically.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
Action
Update Case
Updates an existing case (incident) entity record in dynamics crm using the web api.
Why this helps
Case investigations often evolve in presentation decks while tickets remain outdated.
- Keeps cases current
- Improves team handoffs
- Reduces status meeting preparation
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Dynamics365 once.
- 2Create the automation in Notis.
- 3Tell Notis to match each new issue detail to an existing case and append a concise update.
- 4Select New Slide Added and choose the reporting destination.
- 5Test with one active case slide.
Questions about this workflow
Can it update several cases from one slide?
Yes. Ask Notis to separate and match each distinct case reference.
What happens when details conflict?
Tell Notis to flag conflicts in the report instead of silently replacing data.
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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