Define processes and stages for campaigns, leads, and opportunities [AX 2012]

Updated: May 21, 2012

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

You can create a process and the stages of a process for campaigns, leads, and opportunities.

  1. Click Sales and marketing > Setup > Campaigns > Campaign process.


    Click Sales and marketing > Setup > Leads > Qualify process.


    Click Sales and marketing > Setup > Opportunities > Sales process.

  2. Press CTRL+N to create a new process.

  3. Enter the name of the process and a brief description.

    A process is automatically marked as active when you create it. If the new campaign, lead, or opportunity process should be inactive, clear the Active check box.

  4. On the Responsibilities tab, enter the responsibilities of the new process and descriptions of the responsibilities.

  5. Close the form to save your changes.

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