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Marketing Staffer Role Center Reference

By Benjamin Reed,2014-01-20 22:52
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Marketing Staffer Role Center Reference

    Microsoft Dynamics AX Marketing Staffer Role Center Reference for

    Microsoft Dynamics AX

    The Marketing Staffer is responsible for tasks such as managing marketing campaigns, tracking

    what they are doing, and helping generate good quality leads.

    Users are assigned to Role Centers based on user profiles, which are sets of default information

    for a specific role in the organization. Each user is assigned to a user profile, and a Role Center is

    specified for each profile.

    ??Default user profile: MarketingStaffer

    ??Role Center page name: EPMarketingStafferRoleCenter

    Web parts

    Role Center pages contain various pieces, or Web parts, that display information. This Role

    Center includes the following Web parts.

Name Type Displayed by default?

    Sales Activities Cues Yes Work list Dynamics Unified Work List Yes

    Web Part

    Lead Summary by Source Dynamics Report Server Yes Type Report (chart)

    My Links Quick Links Yes KPI list Business Overview Web Part Yes

    (KPI)

Quick links

    Quick links Web parts display links to forms, reports, list pages, and Web pages, including

    Enterprise Portal pages. By default, links to Enterprise Portal pages are not displayed in the

    Microsoft? Windows? client for Microsoft Dynamics AX, unless otherwise noted. You can modify

    this display setting. For more information, see the Applications and Business Processes Help in

    Microsoft Dynamics AX.

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    Microsoft Dynamics AX This Role Center includes the following quick links, which are displayed in the My Links Web part. ??Active Leads - Links to the Active Leads list page in the Windows client (CRM > Places >

    Leads > Active Leads) or the Leads page in Enterprise Portal (Sales > Leads) ??Campaigns - Links to the Campaigns list page in the Windows client (CRM > Places >

    Campaigns) or the Campaigns page in Enterprise Portal (Sales > Campaigns) ??Competitors - Links to the Competitors list page in the Windows client (CRM > Places >

    Competitors); this link is not displayed in Enterprise Portal by default

    ??Win/Lose Analysis Report - Links to the Win/Lose Analysis report in the Windows client or

    the Win/Lose Analysis Report page in Enterprise Portal

    ??Sales by Segment - Links to the Sales by Segment report in the Windows client or the

    Sales Analysis Report page in Enterprise Portal

    Cues

    Cues Web parts display Cues, which are visual representations of your workload that display an

    overview of your work items and other tasks that you need to complete. The Cues are saved

    filtered views of form or list page information. When you click a Cue, the associated form or list

    page opens and the filtered view is displayed.

    This Role Center includes the following Cues, which are displayed in the Sales Activities Web part.

    ??My Active Leads - Displays active lead records that are assigned to you.

    Where the Cue was created: My Active Leads list page in the Windows client (CRM >

    Places > Leads > My Active Leads) or the Leads page in Enterprise Portal (Sales > Leads)

    Displayed by default? Yes

    ??My Activities Past Due - Displays activities that are assigned to you and that were due

    before today.

    Where the Cue was created: My Activities Past Due list page in the Windows client

    (CRM > Places > Activities > My Activities Past Due) or the Activities page in Enterprise

    Portal (Sales > Activities)

    Displayed by default? Yes

    Work list

    Work lists display alerts, Workflow work items, and activities that you can act on or need to be

    notified about. You can use this list to view the status of these items and see when action is

    required.

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    Microsoft Dynamics AX Reports and KPIs

    Dynamics Report Server Report Web parts display Microsoft SQL Server? Reporting Services

    reports that provide information from the Microsoft Dynamics AX database or from cubes that are

    set up in SQL Server Analysis Services.

    You also can use these or the Business Overview Web parts to view lists of key performance

    indicators (KPIs), which are business metrics that can be summarized in terms of a comparison,

    goal, value, and status. For example, you might use KPIs to compare actual expenditures with

    budgeted amounts.

    Depending on how the information was created, drilldown functionality might be included so that

    you can view more details about the data. If the information is displayed from a cube, the cube

    will need to be refreshed before the information in the report or KPI will be refreshed.

    This Role Center includes the following reports and KPIs.

    Lead Summary by Source Type report

    This report displays the leads broken out by source type. This information is displayed in the

    Lead Summary by Source Type Web part.

    Type of Reporting Selection criteria Displayed from a Drilldown Displayed by Services report cube? available? default? Chart N/A Yes; smm Yes Yes

New Leads KPI

    This KPI displays the leads that were opened within the past seven days, and the goal displays

    10 percent of the active leads. This information is displayed in the KPI list Web part.

    Expression Account Expression Displayed Drill-down Displayed by

    available? default? categories with account from a

    required? categories cube?

    (10% * [Calculated No N/A Yes; smm No Yes Measures].[Active

    Lead Count])

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    Microsoft Dynamics AX Active Leads KPI

    This KPI displays the active leads compared to the static goal of 20. This information is displayed

    in the KPI list Web part.

    Expression Account Expression Displayed Drill-down Displayed by

    from a cube? available? default? categories with account

    required? categories

    By default, the No N/A Yes; smm No Yes goal is a static

    value of 20

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    Microsoft Dynamics AX

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