Report

Spot over-budget and overdue campaigns in Dynamics 365 Sales

For marketers who want spend, budget and expected return for their Dynamics 365 Sales campaigns reviewed in one pass, by asking their AI assistant.

Dynamics 365 Sales campaign performance review

Review every Dynamics 365 Sales campaign we started in the last 180 days. Which are over budget?

I reviewed 9 campaigns started in the last 180 days, and 2 are over budget. - Over budget: Spring Trade Show at 118 percent of budget - Highest estimated return: Partner Webinar Series, estimated 6.2 times cost - Never ended: 1 campaign is past its end date and still active - Overdue: 4 campaign activities are open past schedule Want the cost-by-channel breakdown?

Microsoft Dynamics 365 Sales

Sample figures. Your results come from your own account.

microsoft-dynamics-365-sales-get-campaigns

microsoft-dynamics-365-sales-get-campaignactivities

On this page

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Microsoft Dynamics 365 Sales

Run it on your own Microsoft Dynamics 365 Sales data.

Connect Microsoft Dynamics 365 Sales, pick your AI tool and paste the prompt.

The problem

Overspent and overdue campaigns slip past the review

Campaign reviews mean adding up activity costs, comparing them with budget and expected revenue and spotting campaigns or activities that ran past their dates. By hand, overspend and campaigns that never formally ended are easy to miss.

Without PopdockAI

Add up activity costs per campaign
Compare spend with budget in a spreadsheet
Check end dates one campaign at a time
Miss activities still open past schedule

With PopdockAI

Campaigns and activities are read, templates left out
Spend over 100 percent of budget is flagged
Expected return is worked out and labelled as estimated
Overdue campaigns and activities are listed, and nothing is changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt

**Objective:** Review campaign `{campaign-name}` (or, if blank, every campaign that started in the last `{lookback-days}` days, default 180) for spend against budget and expected return.

**Step 1: Pull the campaigns**

If `{campaign-name}` is given, call `dynamics-365-sales-get-campaigns` with `name` (retry with `name.contains` if nothing matches; if several match, list them and stop). Otherwise call it with `actual-start-date.from` = today minus the lookback. Exclude templates (`template` = false).

**Step 2: Activities**

For each campaign call `dynamics-365-sales-get-campaignactivities` with `parent-campaign` = the campaign name. Sum `actual-cost` and `budget-allocated` per campaign and per `channel`.

**Step 3: Assess**

* Spend against budget: `total-cost-of-campaign` (or the activity cost sum if blank) against `budget-allocated`. Flag over 100%.
* Expected return: `estimated-revenue` divided by the cost.
* Timing: campaigns past their `proposed-end-date` with no `actual-end-date`, and activities past `scheduled-end` still open.

**Step 4: Report**

1. A table of campaigns: name, code, type, status, actual start and end, budget, cost, % of budget used, estimated revenue, estimated return.
2. Cost by channel across the campaigns.
3. Problems: over-budget campaigns, overdue activities, campaigns that never ended.

**Rules & Guidelines:**

* This prompt is read-only. Do NOT call any create or update tool: `dynamics-365-sales-create-account`, `dynamics-365-sales-create-contact`, `dynamics-365-sales-create-lead`, `dynamics-365-sales-create-opportunity`, `dynamics-365-sales-create-case`, `dynamics-365-sales-create-task`, `dynamics-365-sales-create-note`, `dynamics-365-sales-create-phone-call`, `dynamics-365-sales-update-account`, `dynamics-365-sales-update-contact`, `dynamics-365-sales-update-lead`, `dynamics-365-sales-update-opportunity`, `dynamics-365-sales-update-case`.
* Estimated revenue is a plan figure, not won revenue; label it as estimated.

**Validation:**

* If no campaigns match, say so and state the filters used.

Who it's for

One answer, three teams that use it

Marketing managers

Catch overspend before the quarter closes

Campaigns over budget are flagged with spend against budget, so you can act early.

Which Dynamics 365 Sales campaigns started this quarter are over budget?

Marketing operations

Close out campaigns that never ended

Campaigns past their end date and activities open past schedule are listed for clean up.

List Dynamics 365 Sales campaigns and activities that are past their end dates.

CMOs

See expected return by campaign

Expected return and cost by channel show where marketing money is working.

Review our Spring Launch campaign in Dynamics 365 Sales, with cost by channel and expected return.

How it works

What PopdockAI does when you ask

You name a campaign or a period and your AI assistant reviews campaigns and their activities in Dynamics 365 Sales. Campaign records stay as they are.

Ask

You name a campaign, or a period to review all campaigns started in it.

Your AI tool

Read

It reads the campaigns and their activities, leaving out templates.

microsoft-dynamics-365-sales-get-campaigns

microsoft-dynamics-365-sales-get-campaignactivities

Assess

It compares spend with budget and finds campaigns and activities past their dates.

No items found.

Report

You get a campaign table, cost by channel and a problems list.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Microsoft Dynamics 365 Sales and one secure connection to your AI tool. No code, no exports.

get-data

microsoft-dynamics-365-sales-get-campaigns

Returns Dynamics 365 Sales campaigns. Filter by name, actual start date, template, campaign type, budget allocated, campaign code and status, and cap how many records come back.

get-data

microsoft-dynamics-365-sales-get-campaignactivities

Returns Dynamics 365 Sales campaign activities. Filter by parent campaign, actual cost, status, subject, type, channel and scheduled start, and cap how many records come back.

Read only.Nothing in Microsoft Dynamics 365 Sales Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

The outcome

Over budget and overdue campaigns in one review

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One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.