Telemarketing (form)

Article
05/05/2014

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 > Common > Telemarketing > Call distributions.

Use this form to maintain and use call lists.

Tasks that use this form

Change status on the call list

Navigating the form

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

Filters

Filter	Description
Call list ID	Display the targets for the selected call list.
Worker	Display calls that are assigned to a specific Worker. To display all call list targets for all employees, leave this field empty.
Show all	Select whether to display all calls, regardless of status.
To be called	Select this check box to display all calls that have the Open or Call back status.
Status	Display all calls that have the selected Status.

Tabs

Tab	Description
Overview	View or edit targets in the selected call list. You can enter the status of the call, the name of the contact person, the planned date and time of the call, and the name of the business with whom the contact person is associated.
General	View or modify the active call list target. You can select a reason for the call cancellation, the actual date and time of the call, the name of the worker who made the call, and any activity or questionnaire that is attached to the call list target.

Buttons

Button	Description
Call	Call the active call list target. To call, the Telephony Application Programming Interface (TAPI) integration must be set up for the Microsoft Dynamics AX client.
Questionnaire	Start the Questionnaire that is assigned to the call list.
Prospect details	Open the Prospect details form, where you can view information about the selected prospect.
Contact details	Open the Contact details form, where you can view the contacts for the selected prospect.
Functions	Open a menu that contains the following items: Call back – Change the status of the call list target to Call back. You must select a Planned date that is between the Start date/time and the End date/time for the selected call list. Canceled – Change the status of the call to Canceled. Closed – Change the status of the call list target to Closed. Documents – Open the Documents form, where you can view the documents, if any, that are related to the call list target.
Inquiry	Open a menu that contains the following items: Activities – Open the Activity details form, where you can view activities, such as a planning meeting, for the active call list target. Quotations – Open the Sales quotation form, where you can create a new quotation for the selected active call list target. Mailings – Open the Mailings form, where you can view letters and other communications with the active call list target. Call list statistics – Open the Call list statistics form, where you can view the statistics for calls to the active call list target. Transaction log – Open the Transaction log form, where you can view all transactions with the active call list target. Calls – Open the Calls form, where you can view the details for calls to and from the active call list target. Answers – Open the Answers form, where you can view responses from the active call list target to a questionnaire. Note If no records are registered on the call list target, the form opens and displays all records (for example activities, quotations, and sales orders).

Fields

Field	Description
Status (Overview tab)	Enter the status of the call.
Contact for:	Enter the name of the business prospect.
Contact	Enter the contact person for the business prospect.
Planned date/time	Enter the planned date for the call.
Owner	Enter the worker who maintains the call list target.
Responsible	Enter the worker who is responsible for making the call.
Actual date/time	Enter the date on which the call was made.
Actual duration	Enter the length of time that the call lasted.
Contact ID (General tab)	The identification number for the business prospect contact person.
Call list ID	The call list identification number.
Activity number	The activity number, which is assigned automatically.
Questionnaire	Enter the name of the selected questionnaire.
Answer	Identify a planned or answered questionnaire.
Campaign ID	Enter the campaign identification number that is related to the call.
Reason canceled	Enter the reason that the call was canceled.

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