Document management in sales and marketing

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

You can use the document management system in the Sales and marketing section for several tasks. You can attach documents to prospects, contact persons, and sales quotations. You can also attach internal notes to activities and tasks. Additionally, in both the Sales and marketing and Project management and accounting sections, you can create a standard quotation template. You use this template when you issue quotations and merge information within a quotation.

The document management system in the Sales and marketing section is built on the standard document management system for Microsoft Dynamics AX. However, it has more visualizations, and it can be opened from the following forms in Sales and marketing:

• Prospects

• Contacts

• Sales quotation

• Telemarketing

• Campaigns

When you attach a document to a record in a form, the empty document icon on the record line changes to a book icon. The book icon indicates that a document is attached to the active record. The document can be a file of any type that is set up in the Document types form. Click Organization administration > Setup > Document management > Document types.

You can filter the documents in the Documents form by worker or date of creation. To display all the documents that have been created for the active record (prospect, contact, activity, campaign, and so on), select the Show all check box.

The document management system in the Sales and marketing section uses the setup procedures and settings from the standard document management system. However, it also includes some unique settings.

The following topics provide information about document management.

Topic	Description
Send a document to a contact or an e-mail group	How to send a document to a contact person.
Create or copy an attachment	How to create an attached document.