Update Dynamics365 cases from Outlook calendar changes
Keep customer issue timelines aligned with the calendar.
Trigger
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Action
Update Case
Updates an existing case (incident) entity record in dynamics crm using the web api.
Why this helps
Case plans become inaccurate when appointments change but case records stay untouched.
- Keep case timelines accurate
- Surface cancellations quickly
- Reduce coordination messages
Setup
Build it in a few focused steps.
- 1Connect Outlook and Dynamics365 in Notis once.
- 2Create an automation that updates the matching Dynamics365 case when a customer appointment changes.
- 3Pick Calendar Event Changes as the trigger.
- 4Choose a report channel and test with one rescheduled or canceled appointment.
Questions about this workflow
Can it distinguish a reschedule from a cancellation?
Yes. Tell Notis to describe the specific change returned by the calendar event.
What if the case cannot be matched?
Ask Notis to report the unmatched appointment for manual review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Dynamics365. A trigger fires from one place; an action lands in another.
Outlook 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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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