Update Dynamics365 opportunities from sent proposal emails
Make proposal follow-up visible the moment it leaves your outbox.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
Update Opportunity
Updates an existing opportunity entity record in dynamics crm using the web api.
Why this helps
Teams send proposals but forget to update the opportunity stage or next action.
- Keep proposal milestones visible
- Reduce CRM maintenance
- Support timely follow-up
Setup
Build it in a few focused steps.
- 1Connect Outlook and Dynamics365 in Notis once.
- 2Create an automation that updates the matching opportunity when a proposal or quote email is sent.
- 3Pick New Sent Message as the trigger.
- 4Choose a report channel and test with one proposal email.
Questions about this workflow
How does it identify proposal emails?
Tell Notis which subjects, phrases, or context indicate a proposal or quote.
What if the opportunity cannot be found?
Ask Notis to report the unmatched message instead of making a guessed update.
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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