Dynamics 365 CRM Workflow Automation & Approvals
Run Dynamics 365 on autopilot. Keep the veto.
16 actions
Leads get created, cases get updated, and invoices go out before you've seen a single record. Rills proposes each Dynamics 365 action; you approve before anything hits the CRM.
Interactive. No signup. 14 days free · approvals always free.
Most automation fires first, asks later. Rills shows you the change before it ships.
Every consequential crm action from Dynamics 365 arrives on your phone first. Approve in seconds. Decline without explaining yourself. Workflows wait, paused at zero cost, until you decide.
Queue 3
Reassign 9 stalled leads to the default queue?
9 leads · no activity in 14+ days
Same criteria as last Friday's cleanup batch
All currently assigned to reps who left the team
Free to wait. Free to think.
Approvals and logic don't cost a credit. Pause a workflow for three hours or three weeks. The price is the same: zero. You only pay when something real happens: an AI call, an outbound action.
Approve from your phone in five seconds.
Swipe right when you're sure. Decline when you're not. Between meetings, mid-coffee, on the train. No dashboard to babysit, no inbox triage, and no surprise send you find out about after it's already out the door.
Routine cases graduate themselves.
Every approval feeds a confidence score for that exact workflow shape. The obvious cases (the ones you've green-lit fifty times) start running on their own. The judgment calls still come to you.
About Dynamics 365 automation
Sales records in your CRM don't wait for you. A lead gets created with the wrong owner, an invoice goes out before the pricing is confirmed, or a case update fires and contradicts what you told the customer an hour ago.
When Dynamics 365 runs unsupervised
Any automation touching your CRM can post a record you'd never have approved if you'd seen it first. Leads, orders, and invoices are the ones that cost you the most to correct.
- A "Create Lead" action fires and assigns a high-value prospect to the wrong rep before anyone notices.
- "Create Invoice" posts with outdated pricing and the customer receives it before your team catches the error.
- "Update Case" closes a support ticket that should have stayed open, and the customer's follow-up disappears.
- "Create Sales Order" goes through with incomplete line items because the automation didn't wait for confirmation.
- "Update Opportunity" drops the deal stage backward and distorts your pipeline before the next forecast pull.
What Rills does inside Dynamics 365
Rills sits between the trigger and the write. When a workflow calls for a "Create Contact", "Update Lead", or "Create Opportunity", Rills surfaces the proposed record and holds it. You approve Dynamics 365 changes on your own timeline; nothing posts until you do.
The lead still gets created; you just see exactly what it says before it lands in the CRM.
Why Dynamics 365 has no triggers and how Rills fills the gap
Dynamics 365 automation in Rills is action-only: there are no native event triggers that start a workflow from inside Dynamics 365 itself. That means you connect it to an upstream signal, a schedule, or another tool that does fire events.
- Schedule a daily review that calls Get all leads and flags records that haven't moved in seven or more days, then proposes an Update Lead to reassign or close them.
- Use an upstream form submission or email tool as the trigger, then route the data into Create Contact and Create Opportunity as the proposed downstream actions.
- Pull Get all invoices action on a weekly cadence and queue an Update Invoice for any draft that's been sitting past your payment terms.
- Chain a customer support inbox trigger to Create Case so every qualifying message becomes a proposed case record you review before it opens in the CRM.
What Rills can do in Dynamics 365
4 of 16 actions across reads, writes, and updates.
- 01
Create Lead
Add a new lead to your Dynamics 365 CRM system to track and manage potential customers. This helps you capture prospect information and organize your sales pipeline in one centralized location.
- 02
Dynamicscrm get all leads
Retrieves all leads from your Dynamics 365 database so you can review, analyze, and take action on your sales pipeline. This helps you stay on top of all potential customers without manually searching through your CRM.
- 03
Update Lead
Modify lead information in your Dynamics 365 CRM when details change, such as contact info, company details, or lead status, keeping your customer database current and accurate.
- 04
Create Opportunity
Creates a new sales opportunity record in Dynamics 365 to track potential deals and revenue prospects. This helps you document and manage customer interactions that could turn into actual sales.
Common questions about Dynamics 365 automation
How do I automate Dynamics 365 lead creation without losing control?
Rills watches for the conditions you define, then proposes a Create Lead action before anything touches your CRM. You approve it from your phone or it waits. Nothing gets written to Dynamics 365 until you say so. That means no duplicate leads, no garbage data from a misread signal.
Can I get mobile approvals before Dynamics 365 invoices or orders ship?
Yes. Every proposed action, whether it is creating an invoice, updating a sales order, or closing an opportunity, lands in your mobile approval queue first. You review it, approve or reject it, and Dynamics 365 only gets updated after your call. No dashboard required.
How do I automate Dynamics 365 opportunity and case updates safely?
Rills proposes the update, shows you exactly what will change on the record, and waits. If the confidence score on a routine update climbs high enough over time, you can let that type of action run without a manual approval. Until then, every case and opportunity update waits for your review.
Can I automate Dynamics 365 account and contact records without AI going rogue?
Rills does not write to Dynamics 365 on its own. It proposes a Create Account or Update Lead action, you see the proposed field values before they ship, and you decide. If something looks off, you reject it in one tap. The AI never gets the keys; you keep the veto.
How is Rills different from Zapier for Dynamics 365 automation?
Zapier runs actions the moment a trigger fires. If the logic is wrong, the record is already written and you are cleaning it up after the fact. Rills holds the proposed action in a queue, shows it to you on your phone, and only fires it after you approve. You catch the bad ones before they ship.
Why use Rills instead of Make for Dynamics 365 workflows?
Make executes your scenario automatically, which is fine until it creates 200 leads from a bad data source or updates the wrong opportunity stage. Rills puts a human approval step between the AI decision and the Dynamics 365 record. You stay in the loop without building the loop yourself.
Does Rills support Dynamics 365 record reads as part of a workflow?
Yes. Rills can pull a specific lead, retrieve all leads, fetch an invoice, or get all invoices as part of a workflow. That data feeds into what the AI proposes next, so the action it suggests is based on real CRM state, not assumptions. You still approve before anything gets written back.
How much does Rills cost for Dynamics 365 automation?
Approvals and workflow logic are free. You only pay when Rills executes a real action, such as an AI call or an external operation that writes to Dynamics 365. If a proposed action sits in your queue and you reject it, you owe nothing for it. No action taken means no charge.