Responsibilities (form)

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 > Responsibilities.

Use this form to select roles that are associated with business responsibilities at your company.

Tasks that use this form

Assign responsibilities

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

Buttons

Button

Description

Inquiry

Open the forms that correspond to the responsibilities.

Fields

Field

Description

Responsibility

The responsibility codes that are assigned to employees (sales personnel).

Description

A description of the responsibility codes that are assigned to employees (sales personnel).

Leads

Select the check box to allow this responsibility to be used with lead records.

Opportunity

Select the check box to allow this responsibility to be used with opportunity records.

Prospect

Select the check box to allow this responsibility to be used with prospect records.

Customer

Select the check box to allow this responsibility to be used with customer records.

Vendor

Select the check box to allow this responsibility to be used with vendor records.

Campaign

Select the check box to allow this responsibility to be used with campaign records.

Call list

Select the check box to allow this responsibility to be used with call list records.

Sales unit

Select the check box to allow this responsibility to be used with sales unit records.

Case

Select the check box to allow this responsibility to be used with case records.

See also

About implementing responsibilities

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