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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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DM-17060758-0 15 on at

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Sales and marketing module documentation

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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Waed Ayyad 8,881 Super User 2025 Season 2 on at

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Sales and marketing module documentation

Hi,

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

Thanks
Waed Ayyad

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Waed Ayyad 8,881 Super User 2025 Season 2 on at

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Sales and marketing module documentation

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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Judy Microsoft Employee on at

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Sales and marketing module documentation

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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