Sales representative security role (TradeSalesRepresentative)

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 representative security role represents a user who documents sales events and responds to sales inquiries.

Duties

By default, this security role is assigned the following duties in Microsoft Dynamics AX.

Duty name	Duty AOT name	Duty description
Review case process	CaseCaseProcessReview	Monitor, analyze, and improve the case process
Inquire into case progress	CaseCaseProgressInquire	Respond to inquiries about the status of cases
Maintain cases	CaseCasesMaintain	Maintain cases
Maintain sales cases	CaseSalesCasesMaintain	Maintain sales cases
Maintain service cases	CaseServiceCasesMaintain	Maintain service cases
Inquire into customer master	CustCustomerMasterInquire	Respond to inquiries about customer master data
Review customer master	CustCustomerMasterReview	Review customer master
Role center URL redirection	EPHomePageView	Enable redirection from generic role center URL
View fiscal document source texts Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.	FiscalDocumentSourceTextView_BR
Inquire into service event groups Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3.	InquireIntoServiceEventGroups_IN
Inquire into related inventory status	InventRelatedInventoryStatusInquire	Respond to inquiries about the status of the related inventory
Process catalog requests Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	MCRCatalogRequestMaintain
Merge and unmerge customers Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	MCRCustMergeMaintain	Merge and unmerge customer records
Maintain customer service Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	MCRCustomerServiceMaintain	Maintain customer service
Maintain direct delivery Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	MCRDirectDeliveryMaintain	Make changes to direct delivery information
Inquire into order events Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	MCREventInquire	Respond to inquiries about order events
Maintain price overrides Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	MCRPriceOverrideMaintain	Maintain price overrides for sales orders in call centers
Maintain sales order holds Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	MCRSalesHoldMaintain
Maintain sales order Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	MCRSalesMaintain
Maintain sales order Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R3.	MCRSalesOrderMaintain
Inquire into product builder configuration data	PBAProductBuilderConfigStatusInquire
Maintain product builder configuration	PBAProductBuilderConfigurationMaintain
Maintain project activity master	ProjActivityMasterMaintain	Maintain project activity hierarchy
Maintain project quotation	ProjProjectQuotationMaintain	Document and record project quotation
Inquire into CTP	ReqCtpStatusInquire	Respond to inquiries about capable to promise (CTP) requests
Inquire into sales return order progress	ReturnSalesReturnOrderProgressInquire	Respond to inquiries about the status of the sales return order process
Inquire into sales order progress	SalesOrderProgressInquire	Respond to inquiries about the status of the sales order process
Maintain quotation	SalesQuotationMaintain	Document and record quotation
Inquire into quotation progress	SalesQuotationProgressInquire	Respond to inquiries about the status of the quotation process
Inquire into service agreement master	SMAServiceAgreementMasterInquire
Inquire into service orders	SMAServiceOrderProgressInquire
Inquire into service subscriptions	SMAServiceSubscriptionProgressInquire
Maintain activities	smmActivitiesMaintain	Maintain activities
Review prospects	smmBusinessRelationMasterReview	Monitor, analyze, and improve the prospects
Maintain prospects	smmBusinessRelationsMaintain	Maintain prospects
Inquire into campaigns	smmCampaignInquire	Respond to inquiries about campaigns
Inquire into competitor master	smmCompetitorMasterInquire	Respond to inquiries about competitor master data
Inquire into contact master	smmContactMasterInquire	Respond to inquiries about contact master data
Maintain contacts	smmContactsMaintain	Configure and maintain contacts
Inquire into knowledge articles	smmKnowledgeArticlesInquire	Respond to inquiries about knowledge article data
Inquire into leads and opportunities	smmLeadsAndOpportunitiesInquire	Respond to inquiries about lead and opportunity data
Maintain leads and opportunities	smmLeadsAndOpportunititiesMaintain	Configure and maintain leads and opportunities
Maintain Microsoft Outlook synchronization	smmOutlookSynchronizationMaintain	Configure and maintain Microsoft Outlook synchronization
Review sales target process	smmSalesTargetProcessReview	Monitor, analyze, and improve the sales target process
Inquire into telemarketing progress	smmTelemarketingProgressInquire	Respond to inquiries about the status of telemarketing cases
Inquire into calendar master	WorkCalendarMasterInquire