Campaign process (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 > Campaigns > Campaign process.

Use this form to define processes and activities for a campaign.

Task that uses this form

The following tables provide descriptions for the controls in this form.

Tab	Description
General	Enter and view information about the selected campaign process.
Responsibilities	View the responsibilities for the selected campaign process, or add a new one.
Exit criteria	Set the exit criteria for the selected campaign process.

Button	Description
Actions	Create levels and activities for the campaign process.
Functions	Copy the hierarchy, or save it as a template for use in another campaign process.
Inquiry	View a list of all campaigns.

Field	Description
Name	Enter the name of the campaign process.
Description	Enter a brief description of the campaign process.
Active	Select this check box to start the campaign process.
Type	Select the type of hierarchy for the process. The available values are None, Project, Sales process, Lead qualifying process, Campaign process, and Case process.
Activity number	The unique identification number of the activity.
Purpose	Enter the purpose of the activity.
Calculated start in (days)	Enter the number of days from the current date that the activity should start.
Calculated end in (days)	Enter the number of days from the current date that the activity should end.
Start time	Enter the start time of the activity.
End time	Enter the end time of the activity.
Responsibility	Select the responsibility for the activity.
Responsible	Select the worker who is responsible for the activity.
Notes	Enter notes about the activity.
Responsibilities	Enter a responsibility for the campaign process.
Description	Enter a brief description of the responsibility.