Review Dynamics365 leads each morning
Start the day with the leads that need your attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Dynamicscrm get all leads
Dynamicscrm get all leads
Why this helps
Lead queues grow quietly, making it hard to see what is stale or urgent.
- Reduce CRM backlog
- Focus on actionable leads
- Create a consistent review habit
Setup
Build it in a few focused steps.
- 1Connect Dynamics365 in Notis once.
- 2Create an automation that reviews all returned leads and reports stale, incomplete, or high-priority records.
- 3Choose a recurring schedule as the trigger.
- 4Select a report channel, then test with one real run.
Questions about this workflow
Does this update leads?
No. It reviews returned lead data and reports priorities for you.
Can I define what stale means?
Yes. Include your stale threshold or review rule in the automation instruction.
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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No card. Works with personal or business Dynamics365.