Features enabled by the CRM Series Periodic key

Areas affected

Comments

Controls access to the folder in the section in the Navigation Pane.

Members of the user group can perform periodic tasks, including:

  • Generating mailing lists.

  • Viewing documents.

  • Creating or updating the encyclopedia.

  • Synchronizing Microsoft Dynamics AX to Microsoft Outlook.

  • Creating, maintaining and registering the progress of campaigns.

  • Viewing sales management statistics.

  • Editing sales targets.

  • Importing data into the CRM module.

  • Creating or updating call list groups.