Sales and marketing series configuration key (SmmCRM)

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 Sales and marketing series configuration key allows you to access the features in the Sales and marketing area of Microsoft Dynamics AX.

You cannot enable or disable this key in the License configuration form.

Forms enabled by the configuration key

Form	For more information
Prospect details	Prospects (form)
Documents	Documents (form)
Opportunities	Opportunities (form)
Price simulation	Run price simulation (form)
Edit list
All prospects	List pages
My prospects	List pages
Business classifications	Business classifications (form)
Company chains	Company chains (form)
Financials	Financials (form)
Financial
Prospect	Prospects (form)
Sales districts	Sales Districts (form)
Segments	Segment (form)
Statistics	Statistics (form)
Status	Status (form)
Subsegments	Subsegment (form)
Prospects	Prospects (form)
Lead	Leads (form)
Relation types	Relation types (form)
Character	Character (form)
Competitors	Competitor (form)
Complimentary close	Complimentary close (form)
Interests	Interest (form)
Salutation	Salutation (form)
Converted prospects
Decision	Decision (form)
E-mail categories	E-mail category (form)
E-mail distribution	E-mail distribution (form)
E-mail groups	E-mail groups (form)
Group members	E-mail group members (form)
Knowledge articles	Knowledge article (form)
Functions of persons	Functions of persons (form)
Record group
Relation/Prospect journal
Rename?
Interest	Interest (form)
Contact person titles
Knowledge article	Knowledge article (form)
Related knowledge articles	Related knowledge article (form)
Loyalty	Loyalty (form)
Mailing categories
Mailing items	Mailing items (form)
History	History (form)
Mailing merge files	Mailing merge files (form)
Mailings	Mailings (form)
Note it
All opportunities	List pages
Active opportunities	List pages
My active opportunities	List pages
My new opportunities	List pages
My opportunities	List pages
New opportunities	List pages
Opportunities	Opportunities (form)
Opportunity
Opportunity details	Opportunities (form)
Sales and marketing parameters	Sales and marketing parameters (form)
Competitor details	Competitor (form)
Competitor	Competitor (form)
Probability	Probability (form)
Prognosis	Quotation prognosis (form)
Reason	Reason (form)
SWOT analysis	SWOT analysis (form)
Responsibilities	Responsibilities (form)
Source types	Source type form
Transaction log	Transaction log (form)

Additional information about this configuration key

The following table provides information about how this configuration key relates to other configuration keys and license codes.

Detail	Description
License code	Sales force automation
Parent key	None
Child keys	Leads configuration key (SmmLead) Sales process configuration key (smmSMSalesProcess) Telephony integration configuration key (smmPhone) Note The configuration keys listed here may have additional child configuration keys. Click the link for more information about a configuration key.

For more information about how license codes and configuration keys work together, see About license codes and configuration keys.