Sales representative security role (TradeSalesRepresentative)

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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 Sales representative security role represents a user who documents sales events and responds to sales inquiries.

Duties

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

Duty name

Duty AOT name

Duty description

Review case process

CaseCaseProcessReview

Monitor, analyze, and improve the case process

Inquire into case progress

CaseCaseProgressInquire

Respond to inquiries about the status of cases

Maintain cases

CaseCasesMaintain

Maintain cases

Maintain sales cases

CaseSalesCasesMaintain

Maintain sales cases

Maintain service cases

CaseServiceCasesMaintain

Maintain service cases

Inquire into customer master

CustCustomerMasterInquire

Respond to inquiries about customer master data

Review customer master

CustCustomerMasterReview

Review customer master

Role center URL redirection

EPHomePageView

Enable redirection from generic role center URL

View fiscal document source texts

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.

FiscalDocumentSourceTextView_BR

Inquire into service event groups

Note

This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.

InquireIntoServiceEventGroups_IN

Inquire into related inventory status

InventRelatedInventoryStatusInquire

Respond to inquiries about the status of the related inventory

Process catalog requests

Note

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

MCRCatalogRequestMaintain

Merge and unmerge customers

Note

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

MCRCustMergeMaintain

Merge and unmerge customer records

Maintain customer service

Note

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

MCRCustomerServiceMaintain

Maintain customer service

Maintain direct delivery

Note

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

MCRDirectDeliveryMaintain

Make changes to direct delivery information

Inquire into order events

Note

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

MCREventInquire

Respond to inquiries about order events

Maintain price overrides

Note

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

MCRPriceOverrideMaintain

Maintain price overrides for sales orders in call centers

Maintain sales order holds

Note

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

MCRSalesHoldMaintain

Maintain sales order

Note

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

MCRSalesMaintain

Maintain sales order

Note

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

MCRSalesOrderMaintain

Inquire into product builder configuration data

PBAProductBuilderConfigStatusInquire

Maintain product builder configuration

PBAProductBuilderConfigurationMaintain

Maintain project activity master

ProjActivityMasterMaintain

Maintain project activity hierarchy

Maintain project quotation

ProjProjectQuotationMaintain

Document and record project quotation

Inquire into CTP

ReqCtpStatusInquire

Respond to inquiries about capable to promise (CTP) requests

Inquire into sales return order progress

ReturnSalesReturnOrderProgressInquire

Respond to inquiries about the status of the sales return order process

Inquire into sales order progress

SalesOrderProgressInquire

Respond to inquiries about the status of the sales order process

Maintain quotation

SalesQuotationMaintain

Document and record quotation

Inquire into quotation progress

SalesQuotationProgressInquire

Respond to inquiries about the status of the quotation process

Inquire into service agreement master

SMAServiceAgreementMasterInquire

Inquire into service orders

SMAServiceOrderProgressInquire

Inquire into service subscriptions

SMAServiceSubscriptionProgressInquire

Maintain activities

smmActivitiesMaintain

Maintain activities

Review prospects

smmBusinessRelationMasterReview

Monitor, analyze, and improve the prospects

Maintain prospects

smmBusinessRelationsMaintain

Maintain prospects

Inquire into campaigns

smmCampaignInquire

Respond to inquiries about campaigns

Inquire into competitor master

smmCompetitorMasterInquire

Respond to inquiries about competitor master data

Inquire into contact master

smmContactMasterInquire

Respond to inquiries about contact master data

Maintain contacts

smmContactsMaintain

Configure and maintain contacts

Inquire into knowledge articles

smmKnowledgeArticlesInquire

Respond to inquiries about knowledge article data

Inquire into leads and opportunities

smmLeadsAndOpportunitiesInquire

Respond to inquiries about lead and opportunity data

Maintain leads and opportunities

smmLeadsAndOpportunititiesMaintain

Configure and maintain leads and opportunities

Maintain Microsoft Outlook synchronization

smmOutlookSynchronizationMaintain

Configure and maintain Microsoft Outlook synchronization

Review sales target process

smmSalesTargetProcessReview

Monitor, analyze, and improve the sales target process

Inquire into telemarketing progress

smmTelemarketingProgressInquire

Respond to inquiries about the status of telemarketing cases

Inquire into calendar master

WorkCalendarMasterInquire