Review Dynamics365 invoices every week
Keep billing follow-up visible with one predictable report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all invoices action
Get all invoices action
Why this helps
Invoice backlogs and exceptions are easy to miss between finance tasks.
- Surface billing exceptions
- Reduce manual invoice scanning
- Keep finance work predictable
Setup
Build it in a few focused steps.
- 1Connect Dynamics365 in Notis once.
- 2Create an automation that reviews all returned invoices and summarizes records needing follow-up.
- 3Choose a recurring schedule as the trigger.
- 4Select a report channel and test with one real run.
Questions about this workflow
Can I choose the review criteria?
Yes. State the invoice conditions or exceptions you want Notis to highlight.
Will it change invoice records?
No. This workflow reports on returned invoice data.
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.
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New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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Creates a new invoice entity record in dynamics crm using the web api.
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Triggered when a new message is received in the Outlook mailbox.
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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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