Manage sales force overview [AX 2012]

Updated: May 20, 2011

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

The following topics provide information about how to assign sales territories, define a sales process, establish targets, and monitor the progress of your organization's sales.

Define sales processes

Establish sales targets

Monitor sales progress

Review and adjust sales targets

The following table lists the forms that support the Manage sales-force business process component. The table entries are organized first by business process component task and then alphabetically by form name.


Some forms in the following table can be opened only if prerequisite information or parameter settings have been entered in the system.

Business process component task

Form name


Define sales processes

Document handling

Use this form to view or attach documents to an entity record in Sales and marketing.

Knowledge article

Use this form to collect links, file paths, and files from various stored locations.

Knowledge articles

Use this form to add a knowledge article.

Management statistics

Use this form to view sales-management statistics in a graph form.


Use this form to create and store queries.




Establish sales targets


Use this form to qualify a lead record into an opportunity or customer record.


Use this form to view, create, or modify an opportunity record.

Sales target

Use this form to create sales targets.




Monitor sales progress


Use this form to view the progress of an opportunity record.

Sales quotation

Use this form to view the status of an opportunity's sales quotation.

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