MODULE 4: PROSPECTS

Module Overview
Prospects are entities a company interacts with or may interact with as it transacts
business. The Prospects form is at the core of the activity surrounding prospects.
Data that is entered about prospects is analyzed to support the company's sales
processes.

Objectives

The objectives are as follows:

• Define prospects.
• Set up the categorizations to use the prospects functionality correctly.
• Create and maintain prospects.

4-1
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
Sales and Marketing in Microsoft Dynamics® AX 2012

Scenario
An experienced software professional is implementing the Microsoft Dynamics®
AX CRM functionality. The implementer is charged with creating prospects for the
customer.

The Prospect
The Trade and Logistics modules contain two types of business relations called
customers and vendors. A customer or vendor is an economic entity with which
the company has a financial relationship. The company has either bought items or
services from the vendor or sold items or services to the customer.

The Microsoft Dynamics AX Sales and Marketing module contains a third group,
prospects. No current or previous economic relationship exists with prospects.
However, the opportunity for a future sale or purchase does exist.

All three groups can be accessed in the Prospects form.

Types of Prospects

The kind of prospect a company may store depends on the way the company
manages its business relations. The most common types of prospects are
customers and vendors. The information in the customer and vendor tables is
mirrored in the prospect table with additional options for CRM-based
functionality.

A prospect can exist as both a customer and a vendor.

Prospects are business relations which may become either customers or vendors.
However, prospects are not restricted to customers and vendors. Some examples
of types of prospects are as follows:

• Competitors
• Financial institutions
• Trade unions
• Sports clubs

You can change a prospect's type at any time to any type in the Prospects table.
To change a relation from a sales lead to a prospect when pursuing the relation as
a customer, select Prospect from the list in the Type ID field of the Prospects
form.

4-2
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
 Module 4: Prospects

Note: Changing a prospect's type to a customer or vendor requires

additional procedures and is not achieved by only changing the entry in the Type
field of the Prospects form. These additional procedures are discussed later in this
training.

Note: When a prospect changes to a customer or vendor, the type cannot

be changed again.

The Significance of Prospects

The Prospects form is the core of the CRM functionality. Most information related
to CRM functionality is entered in or through the Prospects form.

Sales personnel handling prospects must follow all company and system
guidelines to achieve maximum benefit from the Sales and Marketing installation.
The Sales and Marketing module depends on constant registering of sales
personnel's activities and communications.

General sales and customer trends, prospect statuses, and the progress of
quotations can be discovered and analyzed when data can be accessed and
entered correctly. The sales performance of a sales employee, a prospect, a sales
team/unit, or a group of prospects and the company itself can also be created and
analyzed to improve sales performance and discover potential problem areas.

Segmentation and Categorization

Before you install the Sales and Marketing module, it is important to analyze the
business procedures of the sales organization. Consider the way the company
currently or potentially categorizes and segments its sales market, customers, and
sales personnel.

The correct segmentation of the company's perceived market is important for

analyzing its previous performance and projecting new realistic performance
expectations for its sales personnel. Set up segments for CRM correctly before the
CRM functionality is used.

Changing segmentation after you enter Sales and Marketing data makes analysis
less accurate. If segmentation changes are required, re-entering previous Sales
and Marketing data is necessary, which might be a large and tedious task.

Segments and Sub-segments

Sales and Marketing enables prospects to be categorized in two layers: segments

and sub-segments. A company defines segments based on its business models or
needs. Segments can make data analysis easier. Data analysis draws on this
segmentation of prospects to create meaningful results.

4-3
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
Sales and Marketing in Microsoft Dynamics® AX 2012
To create a new segment follow these steps:

1. Click Sales and marketing > Setup > Prospects > Segments.
2. Click New to create a new record.
3. Type the name of the segment in the Segment field.
4. Type a description of the segment in the Description field.
5. Close the form.

Each segment can be categorized additionally into sub-segments for a specific

segment in the Subsegments form (Sales and marketing > Setup > Prospects
> Subsegments).

FIGURE 4.1 SEGMENT FORM

To create a new sub-segment, follow these steps:

1. Click Sales and marketing > Setup > Prospects > Subsegments.
2. Select the Segment to be the parent of the sub-segment from the
segment list.
3. Click New to create a new record.
4. Type the name of the sub-segment in the Subsegment field.

4-4
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
 Module 4: Prospects
5. Type a description of the sub-segment in the Description field.
6. Close the form.

FIGURE 4.2 SUBSEGMENT FORM

A Segmentation Example

A company may want to divide its prospects into the following segments:

• Government
• Private
• Financial
• Competitor

Each segment is additionally divided into sub-segments meaningful to that

segment. The Government segment might be subdivided into the following:

• Local
• State/region
• Federal
• Other

4-5
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
Sales and Marketing in Microsoft Dynamics® AX 2012
Sales Districts

Companies may decide to categorize prospects by sales districts. Sales districts are
determined by the company subdividing their sales areas.

To create a new sales district:

1. Click Sales and marketing > Setup > Prospects > Sales districts.
2. Click New to create a new record.
3. Type an identifying name in the Sales district field.
4. Type a description of the sales district in the Description field.
5. Close the form.

FIGURE 4.3 SALES DISTRICTS FORM

Summation of Segments, Sub-segments, and Sales

Districts

Segments, sub-segments, and sales districts set data criteria for analysis based on
the company's perceptions and needs. All three must be defined by the
company's own view of their market and sales procedures.

4-6
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
 Module 4: Prospects
Business Classifications

Companies use different types of business segmentation and industry

classification codes to categorize themselves and their prospects.

With the Sales and Marketing module, you can use industry classification codes
covering the whole range of economic activity. Two examples of such codes are as
follows:

1. NACE: Nomenclature générale des activités économiques dans les

Communautés européennes, a European classification used by
EuroStat. NACE builds on the International Standard Industrial
Classification (ISIC) of the United Nations.
2. NAICS: North American Industry Classification System, the North
American equivalent of NACE is used in Canada, the United States,
and Mexico. This standard replaced SIC, the U. S. Standard Industrial
Classification system.

To create a new business classification follow these steps:

1. Click Sales and marketing > Setup > Prospects > Business
classifications.
2. Click New to create a new record.
3. Type a code in the Business classifications field.

4-7
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
Sales and Marketing in Microsoft Dynamics® AX 2012
4. Type a description of the business activity in the Description field.
5. Close the form.

FIGURE 4.4 BUSINESS CLASSIFICATIONS FORM

Company Chains

If the prospect is a part of a larger chain of companies, this can be shown also. A
chain of companies consists of a parent company and smaller business units. For
example, many retail stores with the same name are part of a retail chain.

Use the Company chains form to set up chains. To create a new company chain
follow these steps:

1. Click Sales and marketing > Setup > Prospects > Company
Chains.
2. Click New to create a new record.
3. Enter the name of the chain in the Chain field.

4-8
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
 Module 4: Prospects
4. Enter a description of the chain in the Description field.
5. Close the form.

FIGURE 4.5 COMPANY CHAINS FORM

Prospect Statuses

Track the progress of contacts with prospects in Sales and Marketing to easily
determine their business performance. The status of prospects is defined from a
company's sales procedures and business methods. The prospect status is used for
data analysis. Think about the purpose and business methods of a company when
status categories are defined and set up.

• One company may need a specific categorization of its prospects.

• Another company may want to subdivide customers or vendors into
categories, depending on delivery time or delivery quality.
• A third company may want to categorize all potential prospects by
the level or degree of contact existing between the company and
prospects.

4-9
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
Sales and Marketing in Microsoft Dynamics® AX 2012
Use the Status form to vary and subdivide all types of prospects. To create a new
status follow these steps:

1. Click Sales and marketing > Setup > Prospects > Status.
2. Click New to create a new record.
3. Enter the identifier of the status in the Status field.
4. Type a description of the status in the Description field.
5. Close the form.

FIGURE 4.6 STATUS FORM

4 - 10
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
 Module 4: Prospects

Prospects Maintenance
Create and maintain prospects in the Prospects form. The daily work of the sales
personnel is not performed from this form, but prospects are created, maintained,
and deleted here. To open the Prospects form, click Sales and marketing >
Common > Prospects > All prospects. Then click Prospect on the Action Pane
to create a new prospect or double-click an existing prospect on the All
prospects list page.

FIGURE 4.7 PROSPECTS FORM

Creating Prospects

To create a new prospect follow these steps:

1. Click Sales and marketing > Common > Prospects > All
prospects.
2. On the Action Pane, on the Prospect tab, in the New group, click
Prospect.
3. In the Create new prospect form, select the record type for the
prospect party and enter or select the name of the prospect.
4. In the Type ID field, select the prospect type, and then in the
Currency field, select the currency that is used by the prospect.

4 - 11
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
Sales and Marketing in Microsoft Dynamics® AX 2012
5. Enter or select information about delivery preferences and the
prospect’s address and contact information.
6. Click Save and close to close the record, or click Save and open to
add more detailed information to the prospect record.

FIGURE 4.8 PROSPECT NEW RECORD FORM

A prospect can be created without connecting a contact person. However, this is

not advised because customer relationship management is about person-to-
person contact.

Remember to enter the relevant information about the categorization of the new
prospect.

Prospects are created automatically when you create customers and vendors. The
customer or vendor data is automatically transferred to the Prospects form and
can be additionally specified and processed there. The current user who creates
the customer is assigned as the prospect's main contact.

Not all the fields in the Prospects form are completed.

Therefore, create the prospect in the Prospects form, enter all the relevant data
that includes contact persons and market segmentation data, and then convert
the prospect to a customer or vendor.

4 - 12
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
 Module 4: Prospects
The Prospects General FastTab

Use the General FastTab to create a case or view related information and activities
for the selected prospect.

FIGURE 4.9 PROSPECTS GENERAL FASTTAB

The following table describes each field on the General FastTab:

Field Description
Account View the unique account number assigned to
the selected prospect. The account number is
based on the parameters setup. This can be
automated or manual.
Record type Select the record type in the Create new
prospects form that is used for the selected
prospect. You may select Person or
Organization.
Personal title Select the personal title that is used by the
prospect. This field is available only if the
prospect record type is person.
Personal suffix Select the personal suffix that is used by the
prospect. This field is available only if the
prospect record type is person.
Name Type or select the name of the prospect.

4 - 13
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
Sales and Marketing in Microsoft Dynamics® AX 2012
Field Description
Search name Type a name that can be used to search for the
prospect.
Professional title Select the prospect’s professional title. This field
is available only if the prospect record type is
person.
Professional suffix Select the prospect’s professional suffix. This
field is available only if the prospect record
type is person.
Type ID Select the prospect type.
Display as Select how you want the prospect’s name to be
displayed. For example, the order of names can
be last, first, and middle.
Number of employees Enter the number of people who are employed
by the organization. This field is available only if
the prospect record type is organization.
Organization number Enter the organization number that is assigned
to the prospect. This field is available only if the
prospect record type is organization.
ABC code Select the ABC code. This field can be used to
categorize parties. Your organization can
determine the categories. This field is available
only if the prospect record type is organization.
DUNS number The Data Universal Numbering System (DUNS)
number that is assigned to the organization.
This number is unique to the organization. This
field is available only if the prospect record
type is organization.
Address books Select the address books in which you want the
selected prospect record.
Known as Type the phonetic pronunciation of the
prospect’s name.
Language Select the prospect’s preferred language.

Additional Prospect Information

The following FastTabs are used to enter additional information about the
prospect:

• Addresses
• Contact information

4 - 14
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
 Module 4: Prospects
• Miscellaneous details
• Sales demographics
• Credit and tax
• Delivery defaults
• Financial dimension
• Administration

Note: For information about other fields on the Prospects form, refer to the
F1 Help.

Deleting a Prospect

Before deleting a prospect, remove these items connected to the prospect:

• All contact persons

• Activities
• Campaigns
• Telemarketing
• Quotations

To delete a prospect, click Delete on the Action Pane.

When contact persons are deleted, delete all activities connected to the contact
person.

Prospects that are customers or vendors can be deleted if transactions do not

exist. However, the customer or vendor must be deleted in the customer or
vendor table.

Note: Before deleting a prospect, run reports that detail all information
related to the prospect. Verify all related data is removed before removing the
prospect. Failure to do this may cause a failed deletion or incorrect reports after
the deletion.

4 - 15
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
Sales and Marketing in Microsoft Dynamics® AX 2012
Prospect Actions

Use the Prospect tab in the Prospects form to create, change, or delete a
prospect. You can also view contact information or attach a document to the
prospect record. Use the following table to apply the appropriate actions:

Button Action
Prospect Create a new record for a prospect.
Contacts View the contacts for the selected prospect,
add contacts to the selected prospect, or add
the prospect to your contact list in Microsoft®
Outlook®.
Financials View or enter financial information for the
selected prospect. Use this form to view an
overview of general financial data for the
prospect. The invoice totals that are displayed
in the form do not include tax amounts.

The values in the Budget, Estimate, Potential,

Probability %, Date, and Total turnover fields
are entered manually. They are not calculated
by the system. The values in these fields
represent the expected sales value of the
prospect.

For more information about all the fields in the

Financials form refer to the F1 Help.

Item statistics Generate a graph that displays financial

information or transaction information for the
selected prospect.
Attachments View the documents that are attached to the
selected prospect record, or attach documents
to the prospect record.

4 - 16
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
 Module 4: Prospects
Sell Actions

Use the Sell tab in the Prospects form to create a new lead, opportunity, or
quotation from the selected prospect. You can also view the lead records,
opportunity records, or quotation records associated with the selected prospect.
Use the following table to apply the appropriate actions:

Button Action
Opportunity Create an opportunity record for the
selected prospect.
Leads (New Group) Create a lead record for the selected
prospect.
Sales Quotation Create a sales quotation for the selected
prospect.
Project quotation Create a project quotation for the selected
prospect.
Leads (Related information View the lead records that are associated
group) with the selected prospect.
Opportunities View the opportunity records that are
associated with the selected prospect.
Quotations View the sales quotations and project
quotations that are associated with the
selected prospect.

Market Actions

Use the Market tab in the Prospects form to view the campaigns, call lists, or
mailings that include the selected prospect. Use the following table to apply the
appropriate actions:

Button Action
Campaigns View the campaigns that include the
selected prospect.
Calls View a record of the telephone calls made
from your organization to the prospect.
Call lists View the call lists that include the selected
prospect.
Mailings View the mailings that include the selected
prospect.

4 - 17
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
Sales and Marketing in Microsoft Dynamics® AX 2012
General Actions

Use the General tab in the Prospects form to create a case or view related
information and activities for the selected prospect. Use the following table to
apply the appropriate actions:

Button Action
Case Create a case for the selected prospect.
Business classifications Create or change a business classification for
the selected prospect.
Responsibilities Add or assign a worker who is responsible
for the selected prospect.
Check for duplicates Check for duplicate prospect records.
Convert to customer Convert the selected prospect to a
customer.
Convert to vendor Convert the selected prospect to a vendor.
Cases View the cases that are created for the
selected prospect.
Customer View the customer records that are
associated with the selected prospect.
Vendor View the vendor records that are associated
with the selected prospect.
Transaction log View a list of transactions for the selected
prospect.
Activities View or create an activity for the selected
prospect.

Converting Party Type Prospects

There may be times when you have to update a record to change the party type
from person to organization or from organization to person. For example, you
may meet someone out in the field and create a party record that has a record
type of organization. Later, you realize that the record type should be person. To
make sure that the party record information is accurate, you can convert the party
record type to person.

To convert a party record from one party type to another, you must first create a
new party record of the correct type in the global address book. Then, associate
the record that you want to convert to the new party record. After you have made
the new party association, delete the party record that has the incorrect record
type.

4 - 18
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
 Module 4: Prospects
For example, Nancy is part of the sales team for Fabrikam U.K. At a trade show in
London, she meets six new prospects. Nancy creates a prospect party record for
each prospect. When Nancy saves the records, each record is also created in the
global address book. Fabrikam has set the default party record type in Microsoft
Dynamics AX to be organization. However, two of the new prospects should have
a record type of person. When Nancy returns from the sales conference, she must
convert the party types of the two prospect records by using the following
procedure.

This procedure can also be used for customer and vendor records.

To convert a prospect (party type) follow these steps:

1. Click Home > Common > Global address book.

2. On the Action Pane, on the Global address book tab, in the New
group, click Party to create a new party record.
3. In the Party form, on the General FastTab, select Person in the
Record type field and type the person’s name. This should be the
name of the record that you will associate with the new party record.
4. Close the party record.
5. In the Prospects form, on the General FastTab, click Change party
association.
6. In the Change party association form, in the New party record
field, select the new party record that you created in steps 2 and 3,
and then click OK.
7. Click Home > Common > Global address book. On the Global
address book list page, select and delete the organization type party
record from which you just dissociated the prospect record.

Updating Financial Information

To update financial information for prospects manually, execute the Update

Financial query.

4 - 19
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
Sales and Marketing in Microsoft Dynamics® AX 2012
To update a prospect’s financial information, open the Prospects form, click Item
statistics, and then click Update financials in the Statistics form.

FIGURE 4.10 UPDATE FINANCIALS FORM

The query updates the prospects' financial information. However, you can select
which prospects to update by creating a query as follows:

1. Click the Select button on the Update financials form to create a

query.
2. Specify the time frame of financial information to update in the Start
date and End date fields.
3. Click OK to start the query.

Note: Use caution when this query is used. It may consume significant
system resources, depending on the amount of financial data and selected
prospects that must be processed. You can run the query as a batch job by using
the options on the Batch tab.

4 - 20
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
 Module 4: Prospects

Lab 4.1: Creating New Prospects

Scenario

Scenario: You are assigned to manage a new set of prospects at Contoso Ltd. All
the new prospects are in the pet industry. The company focuses on buying or
selling three main lines: dogs, cats, and tropical fish.

Here is some information about the new prospects:

Name Pet Line Contact Street City, State,

Address Country
AdventureWorks All Don Hall 3000 Pet Duluth, MN,
Lane US
Global Trade Cats Rob Barker 1500 Kitty Duluth, MN,
Corner St. US
Fabrikam, Inc. Tropical fish Nicole 1000 Guppy Superior, WI,
Holliday Road US
Proseware, Inc. Dogs Lori Kane 2500 Canine Duluth, MN,
Circle US

No contact is made with the prospects but you hope to do business with the
prospects in the future. All these businesses are located in the North sales district.

Contoso, Ltd. wants to be contacted within one week about a potential business
agreement.

Challenge Yourself

1. Create a new segment called Pets.

2. Create sub-segments for each pet line and one called All.
3. Create the new prospects. Enter all information that you are provided.
4. Add a note to Contoso, Ltd. about the timeline for contact.

Need a Little Help?

1. Create a new segment called Pets. Open Sales and marketing >
Setup > Prospects > Segments.
2. Create sub-segments for each pet line and one called All. Open Sales
and marketing > Setup > Prospects > Subsegments.

4 - 21
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
Sales and Marketing in Microsoft Dynamics® AX 2012
3. Create the new prospects. Enter all information that you are provided.
Open Sales and marketing > Common > Prospects > All
prospects.
4. Add a note to Contoso, Ltd. about the timeline for contact.

Step by Step

Step-by-Step Instructions

Create New Segment

1. Open Sales and marketing > Setup > Prospects > Segments.
2. Click New to create a new record.
3. Type “Pets” in the Segment field and “Pet Wholesalers and Retailers”
in the Description field.
4. Close the form.

Create New Sub-segments

1. Click Sales and marketing > Setup > Prospects > Subsegments.
2. Select Pets from the list in the Segments field.
3. Click New to create a new record.
4. Type “All” in the Subsegment field and “Dogs, Cats, and Tropical fish”
in the Description field.
5. Click New, and then type “Dogs” in the Subsegment field and “Only
Dogs” in the Description field.
6. Click New, and then type “Cats” in the Subsegment field and “Only
Cats” in the Description field.
7. Click New, and then type “Tropical Fish” in the Subsegment field and
“Only Tropical Fish” in the Description field.
8. Close the form.

Create New Prospects

1. Click Sales and marketing > Common > Prospects > All
prospects.
2. On the Action Pane, on the Prospect tab, in the New group, click
Prospect. .
3. In the Name of prospect field, type “Adventureworks”
4. Type “3000 Pet Lane” as the Street.
5. Type “Duluth” as the City, and select MN as the State.
6. Click Save and Open > Prospects.
7. Expand the Miscellaneous details FastTab.
8. In the Status field, select First contact from the list.

4 - 22
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
 Module 4: Prospects
9. Expand the Sales demographics FastTab.
10. In the Segment field, select Pets from the list.
11. In the Subsegment field, select All from the list.
12. In the Sales district field, select North from the list.
13. Click Contact > Add contacts on the Action Pane.
14. Clear and Close the Infolog if you receive a message.
15. Type “Don” in the First name, and type “Hall” in the Last name.
16. Close the form.
17. Close the Prospects form.
18. Repeat the steps for Create New Prospects (13-29) for the remaining
three new prospects. The segment for each new prospect is Pets;
make the appropriate choices for the sub-segment for each prospect.

Add a Note

1. Click Sales and marketing > Common > Prospects > All
prospects.
2. Double-click Contoso, Ltd in the Prospect list page to open the
Prospects form.
3. Click Attachments on the Action Pane to open the Documents form.
4. Click New > Note.
5. Type “Time” in the Description field.
6. On the Notes FastTab, type the message “Must be contacted within
one week”.
7. Close the form.

4 - 23
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
Sales and Marketing in Microsoft Dynamics® AX 2012

Module Review
Module Review and Takeaways

Prospects can be any entity with which a company does business. This includes the
following:

• Customers
• Vendors
• Competitors
• Financial institutions

Keeping updated information about prospects is very important to the sales

organization. With the Prospects form and functionality in Microsoft Dynamics
AX, users easily enter, maintain, and access prospect information. Having
information easy to access helps your company strategize and plan activities that
promote company growth.

4 - 24
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
 Module 4: Prospects

Test Your Knowledge

Test your knowledge with the following questions.

1. Where do you create prospects?

( ) Accounts Receivable

( ) Accounts Payable

( ) Sales and Marketing

( ) Project

2. A customer is a valid prospect type.

( ) True

( ) False

3. A prospect is associated to a party record.

( ) True

( ) False

4 - 25
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement
Sales and Marketing in Microsoft Dynamics® AX 2012

Test Your Knowledge Solutions

1. Where do you create prospects?

( ) Accounts Receivable

( ) Accounts Payable

(√) Sales and Marketing

( ) Project

2. A customer is a valid prospect type.

(√) True

( ) False

3. A prospect is associated to a party record.

(√) True

( ) False

4 - 26
Microsoft Official Training Materials for Microsoft Dynamics®
Your use of this content is subject to your current services agreement