Marketing manager security role (CRMMarketingManager) [AX 2012]

Updated: May 5, 2014

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

The Marketing manager security role represents a user who manages product marketing.

By default, this security role is assigned the following duties in Microsoft Dynamics AX.

Duty name

Duty AOT name

Duty description

Inquire into customer master

CustCustomerMasterInquire

Respond to inquiries about customer master data

Role center URL redirection

EPHomePageView

Enable redirection from generic Role center URL

Inquire into broker commissions

NoteNote

This duty is assigned to this role only in Microsoft Dynamics AX 2012 R3.

MCRBrokerCommissionInquire

View information about broker commissions

Maintain broker information

NoteNote

This duty is assigned to this role only in Microsoft Dynamics AX 2012 R3.

MCRBrokerMaintain

Make changes to broker information

Maintain rental list

NoteNote

This duty is assigned to this role only in Microsoft Dynamics AX 2012 R3.

MCRRentalListMaintain

Maintain source code and catalog offers

NoteNote

This duty is assigned to this role only in Microsoft Dynamics AX 2012 R3.

MCRSourceOfferMaintain

Make changes to source code and catalog offer information

Maintain activities

smmActivitiesMaintain

Maintain activities

Inquire into activities

smmActivityInquire

Respond to inquiries about activity data

Enable activity process

smmActivityProcessEnable

Set up policies and reference data to enable the activity process

Review activity process

smmActivityProcessReview

Monitor, analyze, and improve the activity process

Inquire into activity reference data

smmActivityReferenceDataInquire

Respond to inquiries about activity reference data

Inquire into prospect master

smmBusinessRelationMasterInquire

Respond to inquiries about prospects master data

Enable prospect process

smmBusinessRelationProcessEnable

Set up policies and reference data to enable the prospect process

Inquire into prospect reference data

smmBusinessRelationReferenceDataInquire

Respond to inquiries about prospect master reference data

Review campaign process

smmCampaginProcessReview

Monitor, analyze, and improve the campaign process

Inquire into campaign progress

smmCampaignProgressInquire

Respond to inquiries about the status of campaigns

Maintain campaigns

smmCampaignsMaintain

Maintain competitors

smmCompetitorsMaintain

Maintain competitors

Inquire into contact master

smmContactMasterInquire

Respond to inquiries about contact master data

Enable contact process

smmContactProcessEnable

Set up policies and reference data to enable the contact process

Inquire into contact reference data

smmContactReferenceDataInquire

Respond to inquiries about contact master reference data

Inquire into Sales and marketing policies

smmCRMPolicyInquire

Respond to inquiries about policies governing the Sales and marketing process

Review leads and opportunities

smmLeadsAndOppoortunitiesReview

Monitor, analyze, and improve leads and opportunities

Inquire into leads and opportunities

smmLeadsAndOpportunitiesInquire

Respond to inquiries about lead and opportunity data

Inquire into marketing policies

smmMarketingPolicyInquire

Respond to inquiries about policies governing the marketing and telemarketing process

Enable marketing process

smmMarketingProcessEnable

Set up policies and reference data to enable the marketing and telemarketing process

Inquire into marketing reference data

smmMarketingReferenceData

Respond to inquiries about marketing and telemarketing reference data

Maintain sites service solution in sales and marketing module

smmSitesSolutionMaintain

Inquire into telemarketing

smmTelemarketingInquire

Respond to inquiries about telemarketing

Maintain telemarketing

smmTelemarketingMaintain

Respond to inquiries about telemarketing

Inquire into telemarketing progress

smmTelemarketingProgressInquire

Respond to inquiries about the status of telemarketing cases

Maintain trade allowance inquiries

NoteNote

This duty is assigned to this role only in Microsoft Dynamics AX 2012 R3.

TAMAllowanceInquiryMaintain

Process and review trade allowances

Maintain trade allowances

NoteNote

This duty is assigned to this role only in Microsoft Dynamics AX 2012 R3.

TAMMaintain


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

Community Additions

ADD
Show: