Prepare a weekly Dynamics365 opportunity review
Turn one opportunity review into a short decision brief your team can act on immediately.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Opportunity reviews expand into scattered tabs, notes, and uncertain next steps.
- Focus on decisions and next steps
- Spot stalled deals
- Reduce meeting preparation time
Setup
Build it in a few focused steps.
- 1Connect Dynamics365 once in the Notis portal.
- 2Create an automation that reviews the specified opportunity and summarizes risks and next actions.
- 3Pick the Notis cron trigger and set the weekly schedule.
- 4Choose a report channel and test with one real opportunity.
Questions about this workflow
Can it include proposal files?
Yes. Connect OneDrive and ask Notis to review linked proposal context when available.
Does it change the opportunity?
This workflow prepares a review brief; it does not update the record unless you instruct a separate action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Dynamics365. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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