Make Dynamics campaign reviews easier to scan
Turn a scheduled campaign data check into a concise summary you can review before deciding what needs attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Query campaigns
List or filter campaigns, with optional field selection, related records, counts, or grouped results.
Why this helps
Campaign reviews can require opening many records just to find the details relevant to a decision.
- Reduce manual campaign record scanning.
- Focus summaries on your stated review criteria.
- Keep review claims tied to returned campaign data.
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Dynamics365 once in Notis.
- 2Create an automation in the portal or from any channel.
- 3Ask Notis to query campaigns and summarize the returned fields that match your review criteria.
- 4Choose a recurring schedule and report channel.
- 5Test one real run and compare the summary with the campaign records returned.
Questions about this workflow
Will the workflow change campaigns?
No. The selected action queries campaign records and the workflow summarizes the returned data.
Can it compare performance over time?
Only when the query results include suitable history or you provide a baseline for comparison.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Dynamics365. A trigger fires from one place; an action lands in another.
Ai ml api triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
View all invoices.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Annotation
Creates a text or attachment note, optionally linked to a supported record.
Create Account
Create a new account record.
Create Email Activity
Creates and stores a draft email activity without sending the email.
Create Case
Create a new case.
Create Product
Creates a catalog product and returns its selected representation.
Create Contact
Create a new contact.
Create Product Price List Item
Adds an existing product and unit to an existing price list.
Connect any two apps with Notis in the middle.
Ai ml api and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Dynamics365.