Make the sale overview

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 topics in this section provide information about how to respond to Requests for proposals (RFPs) and Requests for quotations (RFQs). They also provide information about how to contact customers and offer solutions, and how to close and implement deals with customers.

Respond to RFQ/RFP

Contact customer and gather requirements

Offer a solution to the customer

Close a deal and implement

Forms for the Make the sale business process component

The following table lists the forms that support the Make the sale business process component. The table entries are organized first by task, and then alphabetically by the name of the form.

Note

To open some of the forms in the following table, you must enter information or parameter settings.

Business process component task	Form name	Usage
Contact customer and gather requirements	Customer groups	Use this form to create groups of customers who share key parameters.
	Customers	Use this form to create or view customer records.