Sales and marketing parameters (form)

  • Article

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Sales and marketing > Setup > Sales and marketing parameters.

Use this form to set up parameters for the Sales and marketing area.

Tasks that use this form

Create activities automatically

The following tables provide descriptions for the controls in this form.

Link

Description

General

Set up default values for the selected fields.

The default values that are defined in the fields are transferred to a newly created prospect. The defined default values are not transferred if the prospects were imported into the application.

Documents

Set up the document handling parameters.

You can define the age limit of the document display in the Documents form and the mailing file directory, and you can select the various document types from the drop-down lists in the respective fields.

Campaigns

Set up default values for selected fields for newly created campaigns.

Activities

Define the default start time and end time for newly created activities.

Define whether follow-up activities should be created automatically when you create certain types of records.

Set up default values for activities that are created automatically based on certain specific actions.

Transaction log

Set up the transaction logging of all database transactions. Database transactions include Track new transactions, Delete, and Update actions.

The default log period can also be set on this tab.

Note

Selecting many tables to be included in the transaction logs will adversely affect application performance, especially when you are working with large amounts of data and many transactions.

Telephony

Define the default activity type to be automatically created whenever an incoming or outgoing telephone call is registered.

You can also define a prefix for outgoing telephone calls.

Number sequences

Define the number sequences that are required for the Sales and marketing area.

Fields

Field

Description

Period code

Select the period that you want information about.

Periods are set up in the Period types form.

Start date

Select the default start date for prospect statistics and sales targets.

End date

Select the default end date for prospect statistics and sales targets.

Create opportunity when qualified

Select this check box to automatically create an opportunity record when a lead record is qualified.

Create customer when qualified

Select this check box to automatically create a customer record when a lead record is qualified.

Create opportunity for sales quotation

Select whether to create an opportunity record when a sales quotation is created.

Create opportunity for project quotations

Select whether to create an opportunity record when a project quotation is created.

Update opportunity when sales quotation status changes

Select whether to update an opportunity record when the status of a sales quotation is changed.

Update opportunity when project quotation status changes

Select whether to update an opportunity record when the status of a project quotation is changed.

Language

Select the default language for a new prospect when it is created in the Prospect details form.

Customer group

Select the default customer group for a new prospect when it is created in the Prospect details form.

Vendor group

Select the default vendor group for a new prospect when it is created in the Prospect details form.

Currency

Select the default currency code for a new prospect when it is created in the Prospect details form.

Type

Select the default prospect type for a new prospect when it is created in the Prospect details form.

The prospect types are defined in the Relation types form.

Opening time

Enter the default opening hours of business for a newly created prospect.

Closing time

Enter the default closing hours of business for a newly created prospect.

Status

Select the default prospect status.

E-mail group copy type

Select how e-mail messages that are sent through e-mail groups are sent to the recipient.

Open customer or vendor form on converting a prospect

Select this check box to open either the Vendors form or the Customers form when a prospect of the corresponding type is created.

Hide documents if older than

Enter the upper age limit of the documents to be displayed in the Documents form.

This upper age limit is defined as the present date minus the number (of days) in this field.

If you enter 10, only documents created between 10 days ago and today will be displayed.

Mailing file directory

Select a directory to use for storing mailing files.

Document type for incoming e-mail

Select the document type to use when saving incoming e-mail messages as standard documents. Document types are set up in the Document types form.

Document type for outgoing e-mail

Select the document type to use when saving outgoing e-mail messages as standard documents. Document types are set up in the Document types form.

Document type for other documents

Select the document type to use when saving files by using the drag-and-drop feature. Document types are set up in the Document types form.

Status

Select the default campaign status. The status will appear when a new campaign is created in the Campaign form.

Type

Select the default campaign type. This will become the default campaign type when a new campaign is created in the Campaign form.

Group

Select the default campaign group. This will become the default campaign group when a new campaign is created in the Campaign form.

Target

Select the default campaign target. This will become the default campaign target when a new campaign is created in the Campaign form.

Days campaign expires

Enter the default number of days from the start date to the expiration date of a campaign.

Days before follow-up

Enter the default number of follow-up days from the start date to the follow-up date.

Note

Any automatic activities that are generated based on the campaign will use this field.

User ID

Select the default Web site user identification for creating campaigns that are broadcast on the Web and for gathering responses from the Web.

External URL

Select the default Web site that is associated with a campaign.

This Web site will be used when you are using the Web broadcast functionality on the campaign form.

Batch job default activity (field group)

Create activity – Select whether activities should be created automatically when you create records by using a batch job.

Quotation default activity (field grou)

  • Create activity – Select whether an activity for the sales quotation is created automatically when a sales quotation is created.

  • Category – Select the default activity category for the follow-up sales quotation activity.

  • Type – Select the default activity type for the follow-up sales quotation activity.

  • Purpose – Enter the default purpose for the follow-up sales quotation activity.

  • Phase – Select the default activity phase for the follow-up sales quotation activity.

Campaign default activity (field group)

  • Create activity – Select whether a follow-up activity for the campaign should be created automatically when a campaign is created.

  • Category – Select the default activity category for the follow-up campaign activity.

  • Type – Select the default activity type for the follow-up campaign activity.

  • Purpose – Enter the default purpose for the follow-up campaign activity.

  • Phase – Select the default activity phase for the follow-up campaign activity.

Campaign target default activity (field group)

  • Create activity – Select whether an activity should be created automatically for the responsible employee when a campaign target is assigned to that employee.

  • Category – Select the default activity category for the campaign target activity.

  • Type – Select the default activity type for the campaign target activity.

  • Purpose – Enter the default purpose for the campaign target activity.

  • Phase – Select the default activity phase for the campaign target activity.

Telemarketing default activity (field group)

  • Create activity – Select whether an activity should be created automatically when a telemarketing call list is created.

  • Category – Select the default activity category for the telemarketing call list activity.

  • Type – Select the default activity type for the telemarketing call list activity.

  • Purpose – Enter the default purpose for the telemarketing call list activity.

  • Phase – Select the default activity phase for the telemarketing call list activity.

Telemarketing call back default activity (field group)

  • Create activity – Select whether an activity should be created automatically when the status of a call list target in a telemarketing call list is changed to Call back.

  • Category – Select the default activity category for the telemarketing call back activity.

  • Type – Select the default activity type for the telemarketing call back activity.

  • Purpose – Enter the default purpose for the telemarketing call back activity.

  • Phase – Select the default activity phase for the telemarketing call back activity.

Telemarketing target default activity (field group)

  • Create activity – Select whether an activity should be created automatically for the responsible employee when a telemarketing call list target is assigned to that employee.

  • Category – Select the default activity category for the telemarketing call list target activity.

  • Type – Select the default activity type for the telemarketing call list target activity.

  • Purpose – Enter the default purpose for the telemarketing call list target activity.

  • Phase – Select the default activity phase for the telemarketing call list target activity.

Track changes for (field group)

Select the check box for each database record type that you want to include in the transaction log.

Selecting many tables to be included in the transaction logs will adversely affect application performance, especially when you are working with large amounts of data and many transactions.

Days to keep log

Enter the age of the transactions to appear in the log tab pages for prospects and contact persons. The age is expressed in number of days.

Track new transactions

Select this check box to include insert transactions in transaction log.

Insert transactions are transactions that insert a new record in the relevant table, for example, when you create a new prospect or campaign.

Track deleted transactions

Select this check box to include delete transactions in transaction log.

Delete transactions are transactions that delete a record in the relevant table, for example, when you delete a prospect or campaign.

Track updated transactions

Select if the transaction log should create a new transaction log every time that an update is made; update the last record; or not create transaction logs when updates are made.

Activity type for inbound calls

Select the default activity type when an incoming telephone call is registered.

Activity type for outbound calls

Select the default activity type when an outgoing telephone call is made.

Standard outbound phone number

Enter a prefix to use with the telephone number for outgoing calls.

Reference

View the reference type.

Number sequence code

Select a number sequence to associate with the reference.

Click Organization administration > Common > Number sequences > Number sequences.

See also

Setting up Sales and marketing parameters

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