Update Dynamics365 cases with a webhook
Keep case records current when updates originate outside your inbox.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Case
Updates an existing case (incident) entity record in dynamics crm using the web api.
Why this helps
Operational updates arrive from other systems and require manual CRM edits.
- Reduce duplicate updates
- Centralize case status
- Connect operational signals to CRM
Setup
Build it in a few focused steps.
- 1Connect Dynamics365 in Notis once.
- 2Create an automation that updates the matching case using the approved webhook payload and your update rules.
- 3Choose a webhook trigger and provide its endpoint to the sending system.
- 4Select a report channel and test with one real payload.
Questions about this workflow
Can the webhook create a case?
This workflow updates an existing case; use a separate create-case instruction when appropriate.
What if the payload lacks a case match?
Tell Notis to report the unmatched payload for 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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