Activity phases (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 > Activities > Activity phases.

Use this form to store a list of phases that indicate the progress of an activity.

Examples of activity phases are "On hold," "Planning," "Needs analysis," "Conclusion needed," and "50% completed."

When an activity is created in the Activities form, you can select one of these phases to indicate the progress of the activity. You can also update the activity phase as the activity progresses.

The following table provides descriptions for the controls in this form.

Fields

Field

Description

Phase

View or enter the code for an activity phase. This phase is typically a phase in a sales process.

Description

View or enter a more precise description of the activity phase code.

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