Manage sales force 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 following topics provide information about how to assign sales territories, define a sales process, establish targets, and monitor the progress of your organization's sales.

Define sales processes

Establish sales targets

Monitor sales progress

Review and adjust sales targets

Manage sales-force business process component forms

The following table lists the forms that support the Manage sales-force business process component. The table entries are organized first by business process component task and then alphabetically by form name.

Note

Some forms in the following table can be opened only if prerequisite information or parameter settings have been entered in the system.

Business process component task	Form name	Usage
Define sales processes	Document handling	Use this form to view or attach documents to an entity record in Sales and marketing.
	Knowledge article	Use this form to collect links, file paths, and files from various stored locations.
	Knowledge articles	Use this form to add a knowledge article.
	Management statistics	Use this form to view sales-management statistics in a graph form.
	Queries	Use this form to create and store queries.
Establish sales targets	Leads	Use this form to qualify a lead record into an opportunity or customer record.
	Opportunities	Use this form to view, create, or modify an opportunity record.
	Sales target	Use this form to create sales targets.
Monitor sales progress	Opportunities	Use this form to view the progress of an opportunity record.
	Sales quotation	Use this form to view the status of an opportunity's sales quotation.