Sales and marketing

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

Use Sales and marketing to focus on sales personnel and the sales organization. The main focus is direct, person-to-person contact with customers. Sales and marketing also makes it easy for a salesperson to create quotations, create and follow up on marketing initiatives, and report on the activities and sales of workers and customers.

You can use Sales and marketing to obtain, store, and use various kinds of data in the sales flow. This data includes the original sales initiative, future follow-up action, and additional sales. You can also obtain selected customer data through Enterprise Portal for Microsoft Dynamics AX.

By using Sales and marketing, you can do the following:

  • Create records for the address book, and create prospects, leads, and opportunities.

  • Manage the sales performance of sales personnel, sales units, and companies.

  • Create and run a group of activities.

  • Store electronic correspondence.

  • Store transactions and data for sales and marketing.

  • Create marketing campaigns.

  • Sell products in online marketplaces and online stores.

Business processes

The following process flow illustrates the business process for Sales and marketing.

Sales and marketing business process

Sales and marketing at a glance

Important tasks

Primary forms

Create or update a prospect record

Sales and marketing parameters (form)

Qualify or disqualify a lead

Prospects (form)

Create campaigns

Leads (form)

Create an activity

Opportunities (form)

Customers (form)

Integration of Sales and marketing

Sales and marketing can be integrated with the following Microsoft products:

  • Microsoft Outlook

  • Microsoft Excel

  • Telephony Application Programming Interface (TAPI)

  • Commerce Services for Microsoft Dynamics ERP

See also

Setting up and maintaining Sales and marketing

Working with Sales and marketing

Microsoft Dynamics AX reports

(USA) About Commerce Services