Campaign process (form) [AX 2012]

Updated: September 22, 2011

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.

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.


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

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