Setting up and maintaining Sales and marketing

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

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

The following table lists the forms that support setting up and maintaining Sales and marketing. The table entries are organized by task and then alphabetically by form name.

Note

Some forms in the following table require information or parameter settings to open them.

For more information about setup and maintenance tasks, see the System and Application Setup Guide.

Task	Form name	Usage
Configuring contacts, customers, and prospects	Character	Define levels of personal characters to select from when you are creating a contact person record.
	Company chains	Create a list of parent companies and the companies or business units that live under the parent companies.
	Competitors	Create and store information about competitors.
	Complimentary close	Create closings to use in written communication with contact persons.
	Contact persons	Create and maintain information about company contacts.
	Customer groups	Create groups of customers who share key parameters.
	Decision	Create a list of decision codes to use when describing the contact person's influence on the decision making process for a prospect.
	File format definition	Define the tables where imported information will be located in Microsoft Dynamics AX.
	Functions of persons	Create a list of job functions to categorize the areas of job responsibility for a prospect's contact person.
	Global address book	Create and maintain information about all entities that are working with the company.
	Import business sectors	Define classification codes for prospects.
	Interest	Create a list of both professional and personal interests for use when entering information for a contact person.
	Job title	Set up a list of job titles for a contact person.
	Loyalty	Define a list of phrases that describe a contact person's loyalty to a company.
	Phase	Create quotation phases to use when tracking quotation progress,
	Phone parameters	Set up telephony integration.
	Priority	Define priority types for lead records.
	Probability	Define probability rates for sales orders.
	Prognosis	Create prognosis periods for sales quotations.
	Rating	Define ratings to assign to lead records.
	Reason	Define reasons that a quotation or sale was won or lost.
	Relation types	Set up prospect types.
	Relation/Prospect journal	Import and validate file format types.
	Sales districts	Set up a list of geographical areas that can be used for sales and sales statistics.
	Salutation	Create salutations that can be used when communicating with contact persons.
	Segments	Set up general business segments to categorize prospects.
	Source type	Create source types for leads and opportunities.
	Status	Create a list of phrases to describe the performance of a prospect.
	Subsegments	Set up more specific business segments to further categorize prospects.
	Type	Create lead types to select from when you create a lead record.
	Vendor groups	Create groups for vendors that share common parameter information.
Defining Sales and marketing processes and stages	Activity phases	Create a list of activity phases for use in tracking the status of an activity.
	Activity plans	Set up activity plans.
	Activity types	Create possible activity types.
	Campaign group	Create campaign groups in order to generally categorize campaigns.
	Campaign process	Create processes for campaigns.
	Campaign target	Specify campaign targets for campaigns.
	Campaign type	Create campaign types for a more detailed categorization of campaigns.
	Document conclusions	Create conclusions for quotation documents.
	Document intros	Create introductions and salutations for quotation documents.
	Document titles	Create titles for use in quotation documents.
	E-mail category	Set up e-mail categories.
	E-mail groups	Set up e-mail groups.
	E-mail template	Create e-mail templates for marketing campaigns.
	Mailing category	Set up mailing categories for contacts.
	Mailing items	Set up subcategories for each mailing category.
	Parameters	Define the parameter rules for the Sales and marketing area.
	Qualify process	Create processes for qualifying leads.
	Query administration	Set up tables, fields, and methods for queries.
	Reason canceled	Enter reasons why a telemarketing call might have been canceled.
	Record group	Set up record groups for importing file format definition.
	Responsibilities	Assign responsibilities to job descriptions.
	Sales process	Create processes for sales.
	Sales unit/team	Create and maintain sales units.
Integrating with Microsoft Office Outlook	Employee	Set reminder minutes for activities and default activity start and end times and store employee information.
	Microsoft Dynamics to Microsoft Office Outlook mapping	Define how the contacts stored in Microsoft Dynamics AX and Microsoft Office Outlook should be mapped.
	Microsoft Office Outlook administration	Review and maintain contact person synchronization between Microsoft Dynamics AX and Microsoft Office Outlook.
	Microsoft Office Outlook setup wizard	Create a user identification for an employee, and synchronize the employee's activities in Microsoft Dynamics AX and Microsoft Office Outlook.
	Microsoft Office Outlook synchronization parameters	Define the parameter rules for integration between Microsoft Dynamics AX and Microsoft Office Outlook.
	My contacts	Add and synchronize contacts from Microsoft Office Outlook to Microsoft Dynamics AX and from Microsoft Dynamics AX to Microsoft Office Outlook.
	Synchronize	Synchronize contacts, tasks, and appointments in Microsoft Office Outlook with Microsoft Dynamics AX.
	User relations	Assign a user to a user ID.