Marketing coordinator security role (CRMMarketingCoordinator) [AX 2012]

Updated: October 11, 2011

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

The Marketing coordinator security role represents a user who produces and distributes marketing materials.

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

Duty name

Duty AOT name

Duty description

Inquire into competitor master

smmCompetitorMasterInquire

Respond to inquiries about competitor master data

Inquire into customer master

CustCustomerMasterInquire

Respond to inquiries about customer master data

Inquire into prospect master

smmBusinessRelationMasterInquire

Respond to inquiries about prospects master data

Maintain activities

smmActivitiesMaintain

Maintain activities

Maintain campaigns

smmCampaignsMaintain

Maintain contacts

smmContactsMaintain

Configure and maintain contacts

Maintain leads and opportunities

smmLeadsAndOpportunititiesMaintain

Configure and maintain leads and opportunities

Maintain telemarketing

smmTelemarketingMaintain

Respond to inquiries about telemarketing

Review activity process

smmActivityProcessReview

Monitor, analyze, and improve the activity process

Review leads and opportunities

smmLeadsAndOppoortunitiesReview

Monitor, analyze, and improve leads and opportunities

Role center URL redirection

EPHomePageView

Enable redirection from generic Role center URL


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

Community Additions

ADD
Show: