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Sales and marketing Role Centers for Microsoft Dynamics AX 2009

The following Sales and marketing Role Centers are included with Microsoft Dynamics AX by default. You can view information about each Role Center, and then download a document that gives the details of the information that is displayed on that Role Center.

NoteNote

Users are assigned to Role Centers based on user profiles, which are sets of default information for a specific role in the organization. Each user is assigned to a user profile, and a Role Center is specified for each profile. For more information, see the System and Application Setup Help in Microsoft Dynamics AX.


This Role Center provides access to key tasks, activities, and business data that are related to sales and marketing account management. Common tasks for this role might include supporting existing customers and reaching sales targets.

Role Center page name: EPAccountManagerRoleCenter

Associated default user profile: AccountManager

More information: Download the Account Manager Role Center details

This Role Center provides access to key tasks, activities, and business data that are related to customer service. Common tasks for this role might include monitoring the service activity and service levels, and negotiating service agreements with customers.

Role Center page name: EPServiceOperationsManagerRoleCenter

Associated default user profile: ServiceOperManager

More information: Download the Customer Service Operations Manager Role Center details

This Role Center provides access to key tasks, activities, and business data that are related to daily sales work. Common tasks for this role might include finding and managing leads and opportunities, and reaching sales targets.

Role Center page name: EPDedicatedSalesRepresentativeRoleCenter

Associated default user profile: DedicatedSalesRepres

More information: Download the Dedicated Sales Representative Role Center details

This Role Center provides access to key tasks, activities, and business data that are related to marketing management. Common tasks for this role might include managing and tracking marketing staffers, and helping staffers to generate quality leads.

Role Center page name: EPMarketingManagerRoleCenter

Associated default user profile: MarketingManager

More information: Download the Marketing Manager Role Center details

This Role Center provides access to key tasks, activities, and business data that are related to daily marketing work. Common tasks for this role might include managing marketing campaigns, tracking how campaigns are performing, and helping to generate quality leads.

Role Center page name: EPMarketingStafferRoleCenter

Associated default user profile: MarketingStaffer

More information: Download the Marketing Staffer Role Center details

This Role Center provides access to key tasks, activities, and business data that are related to order processing. Common tasks for this role might include processing sales orders and sales quotations, monitoring delayed orders and upcoming orders, creating and working with open sales orders, following up on back-ordered lines and non-invoiced sales orders, initiating invoicing, handling return orders, and monitoring delivery performance.

Role Center page name: EPOrderProcessorRoleCenter

Associated default user profile: OrderProcessor

More information: Download the Order Processor Role Center details

This Role Center provides access to key tasks, activities, and business data that are related to sales and marketing operations. Common tasks for this role might include managing sales and marketing strategy, monitoring marketing effectiveness and industry success, and building, presenting, and arguing the business case for the sales and marketing budget.

Role Center page name: EPSalesAndMarketingExecutiveRoleCenter

Associated default user profile: SalesAndMarketingExe

More information: Download the Sales and Marketing Executive Role Center details

This Role Center provides access to key tasks, activities, and business data that are related to sales management. Common tasks for this role might include managing sales representatives for a specific area, monitoring sales representative performance, helping representatives close sales, and participating in sales activities on a limited basis.

Role Center page name: EPSalesManagerRoleCenter

Associated default user profile: SalesManager

More information: Download the Sales Manager Role Center details

This Role Center provides access to key tasks, activities, and business data that are related to daily sales work. Common tasks for this role might include finding and managing leads and opportunities, supporting existing customers, and reaching sales targets.

Role Center page name: EPSuperSalesRepresentativeRoleCenter

Associated default user profile: SuperSalesRepresenta

More information: Download the Super Sales Representative Role Center details

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