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Sales and marketing module documentation

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Posted on by DM-17060758-0

15

Hello all, good day.

I'm trying to figure and learn how the following sub-modules work below. However I only could find an AX12 version in MS Learn, is there any specific site that has a detailed information and has a scenario samples?

This is the only URL I can find: https://learn.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/sales-and-marketing-reports

Modules I need to learn:

Sales and marketing>Inquiries and reports>Sales and marketing reports:

->Activity analysis by worker
   ->Sales targets
   ->Prospect turnover
   ->Campaign response frequency
   ->Telemarketing summary

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Judy Microsoft Employee on at

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Hi, here are some helpful links about Sales and marketing module:

https://learn.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/activity-analysis-report-smmactivityanalyses

https://learn.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/create-sales-targets

https://learn.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/prospect-turnover-report-smmprospectsturnover

https://learn.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/campaign-response-frequency-report-smmcampaignresponsefrequency

https://learn.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/telemarketing-summary-report-smmtmcalllisttelemarketingsummary

https://learn.microsoft.com/en-us/dynamics365/supply-chain/sales-marketing/overview-sales-marketing

Hope it helps.

Best Regards,

Judy

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Waed Ayyad 9,039 Super User 2025 Season 2 on at

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Hi,

Check the following links from MS:

https://learn.microsoft.com/en-us/training/career-paths/functional-consultant
https://learn.microsoft.com/en-us/collections/e21nurz5ngoy27
https://learn.microsoft.com/en-us/dynamics365/guidance/roles/certifications
https://learn.microsoft.com/en-us/training/browse/?products=dynamics-365&resource_type=learning%20path&roles=functional-consultant&levels=beginner%2Cintermediate%2Cadvanced

Thanks,

Waed Ayyad

If this helped, please mark it as "Verified" for others facing the same issue

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Waed Ayyad 9,039 Super User 2025 Season 2 on at

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Hi,

Is your issue resolved? If yes, mark the answers that helped you as verified.

Thanks
Waed Ayyad

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DM-17060758-0 15 on at

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Hello Good Day all!

My question has been answered by Copilot and Gemini through various scenarios and instruction samples, however thank you all for giving me the broad documentation.

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