Create Dynamics365 opportunities from Outlook meetings
Start pipeline tracking as soon as a serious conversation is booked.
Trigger
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Action
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Why this helps
Discovery calls get scheduled but are not consistently reflected in the sales pipeline.
- Open pipeline records earlier
- Preserve meeting context
- Reduce CRM lag
Setup
Build it in a few focused steps.
- 1Connect Outlook and Dynamics365 in Notis once.
- 2Create an automation that creates a Dynamics365 opportunity for qualifying discovery meetings and includes the event details.
- 3Pick New Calendar Event as the trigger.
- 4Select a report channel and test with one real discovery meeting.
Questions about this workflow
How does Notis know which meetings qualify?
Describe the meeting names, participants, or context that indicate a real discovery conversation.
Can it create opportunities for internal meetings?
Tell Notis to ignore internal or operational meetings unless they match your qualification 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dynamics365.