Make the sale overview [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 respond to Requests for proposals (RFPs) and Requests for quotations (RFQs). They also provide information about how to contact customers and offer solutions, and how to close and implement deals with customers.

Respond to RFQ/RFP

Contact customer and gather requirements

Offer a solution to the customer

Close a deal and implement

The following table lists the forms that support the Make the sale business process component. The table entries are organized first by task, and then alphabetically by the name of the form.

NoteNote

To open some of the forms in the following table, you must enter information or parameter settings.

Business process component task

Form name

Usage

Contact customer and gather requirements

Customer groups

Use this form to create groups of customers who share key parameters.

Customers

Use this form to create or view customer records.


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

Community Additions

ADD
Show: