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Sales and marketing series configuration key (SmmCRM)

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 and marketing series configuration key allows you to access the features in the Sales and marketing area of Microsoft Dynamics AX.

You cannot enable or disable this key in the License configuration form.

Forms enabled by the configuration key

Form

For more information

Prospect details

Prospects (form)

Documents

Documents (form)

Opportunities

Opportunities (form)

Price simulation

Run price simulation (form)

Edit list

All prospects

List pages

My prospects

List pages

Business classifications

Business classifications (form)

Company chains

Company chains (form)

Financials

Financials (form)

Financial

Prospect

Prospects (form)

Sales districts

Sales Districts (form)

Segments

Segment (form)

Statistics

Statistics (form)

Status

Status (form)

Subsegments

Subsegment (form)

Prospects

Prospects (form)

Lead

Leads (form)

Relation types

Relation types (form)

Character

Character (form)

Competitors

Competitor (form)

Complimentary close

Complimentary close (form)

Interests

Interest (form)

Salutation

Salutation (form)

Converted prospects

Decision

Decision (form)

E-mail categories

E-mail category (form)

E-mail distribution

E-mail distribution (form)

E-mail groups

E-mail groups (form)

Group members

E-mail group members (form)

Knowledge articles

Knowledge article (form)

Functions of persons

Functions of persons (form)

Record group

Relation/Prospect journal

Rename?

Interest

Interest (form)

Contact person titles

Knowledge article

Knowledge article (form)

Related knowledge articles

Related knowledge article (form)

Loyalty

Loyalty (form)

Mailing categories

Mailing items

Mailing items (form)

History

History (form)

Mailing merge files

Mailing merge files (form)

Mailings

Mailings (form)

Note it

All opportunities

List pages

Active opportunities

List pages

My active opportunities

List pages

My new opportunities

List pages

My opportunities

List pages

New opportunities

List pages

Opportunities

Opportunities (form)

Opportunity

Opportunity details

Opportunities (form)

Sales and marketing parameters

Sales and marketing parameters (form)

Competitor details

Competitor (form)

Competitor

Competitor (form)

Probability

Probability (form)

Prognosis

Quotation prognosis (form)

Reason

Reason (form)

SWOT analysis

SWOT analysis (form)

Responsibilities

Responsibilities (form)

Source types

Source type form

Transaction log

Transaction log (form)

Additional information about this configuration key

The following table provides information about how this configuration key relates to other configuration keys and license codes.

Detail

Description

License code

Sales force automation

Parent key

None

Child keys

Leads configuration key (SmmLead)

Sales process configuration key (smmSMSalesProcess)

Telephony integration configuration key (smmPhone)

Note

The configuration keys listed here may have additional child configuration keys. Click the link for more information about a configuration key.

For more information about how license codes and configuration keys work together, see About license codes and configuration keys.