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
Navigating the form
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).