Defining Sales and marketing processes and stages [AX 2012]

Updated: March 6, 2011

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

The topics in this section provide information about how to set up the Sales and marketing parameters, and how to define processes, stages, and responsibilities for campaigns, leads, and opportunities. They also provide information about activities and time zones.

Setting up Sales and marketing parameters

Defining processes

Define processes and stages for campaigns, leads, and opportunities

Create activities automatically

Set up Sales and marketing transaction logging

About implementing responsibilities

Time zones and activities

Assign responsibilities

Select preferences for collaboration workspaces

Create case processes and categories


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

Community Additions

ADD
Show: