Managing relationships

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

This section contains the following topics:

Create or modify a prospect record

View prospect records

Create or modify a contact record

Associate contact information with a contact

View contact records

Create or modify a lead record

View lead records

Create or modify an opportunity record

View opportunity records

Create or modify an activity

View activities

View campaigns

View call lists