Telemarketing (form) [AX 2012]

Updated: December 10, 2010

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 > Common > Telemarketing > Call distributions.

Use this form to maintain and use call lists.

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

Filter

Description

Call list ID

Display the targets for the selected call list.

Worker

Display calls that are assigned to a specific Worker. To display all call list targets for all employees, leave this field empty.

Show all

Select whether to display all calls, regardless of status.

To be called

Select this check box to display all calls that have the Open or Call back status.

Status

Display all calls that have the selected Status.

Tab

Description

Overview

View or edit targets in the selected call list. You can enter the status of the call, the name of the contact person, the planned date and time of the call, and the name of the business with whom the contact person is associated.

General

View or modify the active call list target. You can select a reason for the call cancellation, the actual date and time of the call, the name of the worker who made the call, and any activity or questionnaire that is attached to the call list target.

Button

Description

Call

Call the active call list target. To call, the Telephony Application Programming Interface (TAPI) integration must be set up for the Microsoft Dynamics AX client.

Questionnaire

Start the Questionnaire that is assigned to the call list.

Prospect details

Open the Prospect details form, where you can view information about the selected prospect.

Contact details

Open the Contact details form, where you can view the contacts for the selected prospect.

Functions

Open a menu that contains the following items:

  • Call back – Change the status of the call list target to Call back. You must select a Planned date that is between the Start date/time and the End date/time for the selected call list.

  • Canceled – Change the status of the call to Canceled.

  • Closed – Change the status of the call list target to Closed.

  • Documents – Open the Documents form, where you can view the documents, if any, that are related to the call list target.

Inquiry

Open a menu that contains the following items:

  • Activities – Open the Activity details form, where you can view activities, such as a planning meeting, for the active call list target.

  • Quotations – Open the Sales quotation form, where you can create a new quotation for the selected active call list target.

  • Mailings – Open the Mailings form, where you can view letters and other communications with the active call list target.

  • Call list statistics – Open the Call list statistics form, where you can view the statistics for calls to the active call list target.

  • Transaction log – Open the Transaction log form, where you can view all transactions with the active call list target.

  • Calls – Open the Calls form, where you can view the details for calls to and from the active call list target.

  • Answers – Open the Answers form, where you can view responses from the active call list target to a questionnaire.

NoteNote

If no records are registered on the call list target, the form opens and displays all records (for example activities, quotations, and sales orders).

Field

Description

Status (Overview tab)

Enter the status of the call.

Contact for:

Enter the name of the business prospect.

Contact

Enter the contact person for the business prospect.

Planned date/time

Enter the planned date for the call.

Owner

Enter the worker who maintains the call list target.

Responsible

Enter the worker who is responsible for making the call.

Actual date/time

Enter the date on which the call was made.

Actual duration

Enter the length of time that the call lasted.

Contact ID (General tab)

The identification number for the business prospect contact person.

Call list ID

The call list identification number.

Activity number

The activity number, which is assigned automatically.

Questionnaire

Enter the name of the selected questionnaire.

Answer

Identify a planned or answered questionnaire.

Campaign ID

Enter the campaign identification number that is related to the call.

Reason canceled

Enter the reason that the call was canceled.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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