Marketing manager security role (CRMMarketingManager)
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 Marketing manager security role represents a user who manages product marketing.
Duties
By default, this security role is assigned the following duties in Microsoft Dynamics AX.
Duty name |
Duty AOT name |
Duty description |
|---|---|---|
Inquire into customer master |
CustCustomerMasterInquire |
Respond to inquiries about customer master data |
Role center URL redirection |
EPHomePageView |
Enable redirection from generic Role center URL |
Inquire into broker commissions Note This duty is assigned to this role only in Microsoft Dynamics AX 2012 R3. |
MCRBrokerCommissionInquire |
View information about broker commissions |
Maintain broker information Note This duty is assigned to this role only in Microsoft Dynamics AX 2012 R3. |
MCRBrokerMaintain |
Make changes to broker information |
Maintain rental list Note This duty is assigned to this role only in Microsoft Dynamics AX 2012 R3. |
MCRRentalListMaintain |
|
Maintain source code and catalog offers Note This duty is assigned to this role only in Microsoft Dynamics AX 2012 R3. |
MCRSourceOfferMaintain |
Make changes to source code and catalog offer information |
Maintain activities |
smmActivitiesMaintain |
Maintain activities |
Inquire into activities |
smmActivityInquire |
Respond to inquiries about activity data |
Enable activity process |
smmActivityProcessEnable |
Set up policies and reference data to enable the activity process |
Review activity process |
smmActivityProcessReview |
Monitor, analyze, and improve the activity process |
Inquire into activity reference data |
smmActivityReferenceDataInquire |
Respond to inquiries about activity reference data |
Inquire into prospect master |
smmBusinessRelationMasterInquire |
Respond to inquiries about prospects master data |
Enable prospect process |
smmBusinessRelationProcessEnable |
Set up policies and reference data to enable the prospect process |
Inquire into prospect reference data |
smmBusinessRelationReferenceDataInquire |
Respond to inquiries about prospect master reference data |
Review campaign process |
smmCampaginProcessReview |
Monitor, analyze, and improve the campaign process |
Inquire into campaign progress |
smmCampaignProgressInquire |
Respond to inquiries about the status of campaigns |
Maintain campaigns |
smmCampaignsMaintain |
|
Maintain competitors |
smmCompetitorsMaintain |
Maintain competitors |
Inquire into contact master |
smmContactMasterInquire |
Respond to inquiries about contact master data |
Enable contact process |
smmContactProcessEnable |
Set up policies and reference data to enable the contact process |
Inquire into contact reference data |
smmContactReferenceDataInquire |
Respond to inquiries about contact master reference data |
Inquire into Sales and marketing policies |
smmCRMPolicyInquire |
Respond to inquiries about policies governing the Sales and marketing process |
Review leads and opportunities |
smmLeadsAndOppoortunitiesReview |
Monitor, analyze, and improve leads and opportunities |
Inquire into leads and opportunities |
smmLeadsAndOpportunitiesInquire |
Respond to inquiries about lead and opportunity data |
Inquire into marketing policies |
smmMarketingPolicyInquire |
Respond to inquiries about policies governing the marketing and telemarketing process |
Enable marketing process |
smmMarketingProcessEnable |
Set up policies and reference data to enable the marketing and telemarketing process |
Inquire into marketing reference data |
smmMarketingReferenceData |
Respond to inquiries about marketing and telemarketing reference data |
Maintain sites service solution in sales and marketing module |
smmSitesSolutionMaintain |
|
Inquire into telemarketing |
smmTelemarketingInquire |
Respond to inquiries about telemarketing |
Maintain telemarketing |
smmTelemarketingMaintain |
Respond to inquiries about telemarketing |
Inquire into telemarketing progress |
smmTelemarketingProgressInquire |
Respond to inquiries about the status of telemarketing cases |
Maintain trade allowance inquiries Note This duty is assigned to this role only in Microsoft Dynamics AX 2012 R3. |
TAMAllowanceInquiryMaintain |
Process and review trade allowances |
Maintain trade allowances Note This duty is assigned to this role only in Microsoft Dynamics AX 2012 R3. |
TAMMaintain |