pageRelationship Managementofficial - Microsoftderived - from the source, no model text

Page 9026 "Sales & Relationship Mgr. RC"

Base Application · Microsoft.CRM.RoleCenters

13controls
67actions
12Learn pages

Across versions

BC23-30present

Base Application · Microsoft.CRM.RoleCenters · captioned “Sales and Relationship Manager” · BC23-30 · source at ea08af5e · facts from BC29

Properties

Property	Value
Caption	‘Sales and Relationship Manager’, Comment = ’Use same translation as ’‘Profile Description’’ (if applicable)’
PageType	RoleCenter

Fields on this page

Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).

Group	Control	Shows	ToolTip
RoleCenter	Control60	part Page 1444 “Headline RC Relationship Mgt.”	—
	Control1	part Page 9076 “Sales & Relationship Mgr. Act.”	—
	Control56	part Page 9078 “User Tasks Activities”	—
	Job Queue Tasks Activities	part Page 9102 “Job Queue Tasks Activities”	—
	Emails	part Page 8885 “Email Activities”	—
	ApprovalsActivities	part Page 9144 “Approvals Activities”	—
	Control16	part Page 9042 “Team Member Activities”	—
	Control6	part Page 781 “Sales Pipeline Chart”	—
	Control4	part Page 782 “Opportunity Chart”	—
	Control11	part Page 783 “Relationship Performance”	—
	PowerBIEmbeddedReportPart	part Page 6325 “Power BI Embedded Report Part”	—
	My Job Queue	part Page 675 “My Job Queue”	—
	Report Inbox Part	part Page 681 “Report Inbox Part”	—

Actions

Group	Action	ToolTip	Runs
Reporting	Customer - Order Summary	—	Report 107 “Customer - Order Summary”
	Customer - Top 10 List (Obsolete) obsolete Pending 28.0; #if not CLEAN28	View which customers purchase the most or owe the most in a selected period. Only customers that have either purchases during the period or a balance at the end of the period will be included.	Report 111 “Customer - Top 10 List”
	Sales Statistics obsolete Pending 28.0; #if not CLEAN28	View detailed information about sales to your customers.	Report 112 “Sales Statistics”
	Salesperson - Sales Statistics	—	Report 114 “Salesperson - Sales Statistics”
	Salesperson - Commission	—	Report 115 “Salesperson - Commission”
	Campaign - Details	—	Report 5060 “Campaign - Details”
Embedding	Contacts	View a list of all your contacts.	Page 5052 “Contact List”
	Opportunities	View the sales opportunities that are handled by salespeople for the contact. Opportunities must involve a contact and can be linked to campaigns.	Page 5123 “Opportunity List”
	Sales Quotes	Make offers to customers to sell certain products on certain delivery and payment terms. While you negotiate with a customer, you can change and resend the sales quote as much as needed. When the customer accepts the offer, you convert the sales quote to a sales invoice or a sales order in which you…	Page 9300 “Sales Quotes”
	Sales Orders	Record your agreements with customers to sell certain products on certain delivery and payment terms. Sales orders, unlike sales invoices, allow you to ship partially, deliver directly from your vendor to your customer, initiate warehouse handling, and print various customer-facing documents. Sales …	Page 9305 “Sales Order List”
	Customers	View or edit detailed information for the customers that you trade with. From each customer card, you can open related information, such as sales statistics and ongoing orders, and you can define special prices and line discounts that you grant if certain conditions are met.	Page 22 “Customer List”
	Items	View or edit detailed information for the products that you trade in. The item card can be of type Inventory or Service to specify if the item is a physical unit or a labor time unit. Here you also define if items in inventory or on incoming orders are automatically reserved for outbound documents a…	Page 31 “Item List”
	Active Segments	View the list of active segments. Segments represent a grouping of contacts, so that you can interact with several contacts at once, for example by direct mail.	Page 5093 “Segment List”
	Logged Segments	View the list of segments containing contacts for which you have logged interactions. Segments represent a grouping of contacts, so that you can interact with several contacts at once, for example by direct mail.	Page 5139 “Logged Segments”
	Campaigns	View a list of all your campaigns.	Page 5087 “Campaign List”
	Cases - Dynamics 365 Customer Service	View the list of cases that you manage with Microsoft Dynamics 365 Customer Service.	Page 5349 “CRM Case List”
	Sales Orders - Microsoft Dynamics 365 Sales	View sales orders in Dynamics 365 Sales that are coupled with sales orders in Business Central.	Page 5353 “CRM Sales Order List”
	Salespeople	View or edit information about the salespeople.	Page 14 “Salespersons/Purchasers”
Sales	Contacts	View or edit detailed information about the contact persons at your business partners that you use to communicate business activities with or that you target marketing activities towards.	Page 5052 “Contact List”
	Opportunities	View the sales opportunities that are handled by salespeople for the contact. Opportunities must involve a contact and can be linked to campaigns.	Page 5123 “Opportunity List”
	Sales Quotes	Make offers to customers to sell certain products on certain delivery and payment terms. While you negotiate with a customer, you can change and resend the sales quote as much as needed. When the customer accepts the offer, you convert the sales quote to a sales invoice or a sales order in which you…	Page 9300 “Sales Quotes”
	Sales Orders	Record your agreements with customers to sell certain products on certain delivery and payment terms. Sales orders, unlike sales invoices, allow you to ship partially, deliver directly from your vendor to your customer, initiate warehouse handling, and print various customer-facing documents. Sales …	Page 9305 “Sales Order List”
	Blanket Sales Orders	Use blanket sales orders as a framework for a long-term agreement between you and your customers to sell large quantities that are to be delivered in several smaller shipments over a certain period of time. Blanket orders often cover only one item with predetermined delivery dates. The main reason f…	Page 9303 “Blanket Sales Orders”
	Sales Invoices	Register your sales to customers and invite them to pay according to the delivery and payment terms by sending them a sales invoice document. Posting a sales invoice registers shipment and records an open receivable entry on the customer’s account, which will be closed when payment is received. To m…	Page 9301 “Sales Invoice List”
	Sales Return Orders	Compensate your customers for incorrect or damaged items that you sent to them and received payment for. Sales return orders enable you to receive items from multiple sales documents with one sales return, automatically create related sales credit memos or other return-related documents, such as a r…	Page 9304 “Sales Return Order List”
	Sales Credit Memos	Revert the financial transactions involved when your customers want to cancel a purchase or return incorrect or damaged items that you sent to them and received payment for. To include the correct information, you can create the sales credit memo from the related posted sales invoice or you can crea…	Page 9302 “Sales Credit Memos”
	Customers	View or edit detailed information for the customers that you trade with. From each customer card, you can open related information, such as sales statistics and ongoing orders, and you can define special prices and line discounts that you grant if certain conditions are met.	Page 22 “Customer List”
	Items	View or edit detailed information for the products that you trade in. The item card can be of type Inventory or Service to specify if the item is a physical unit or a labor time unit. Here you also define if items in inventory or on incoming orders are automatically reserved for outbound documents a…	Page 31 “Item List”
	Item Charges	View or edit the codes for item charges that you can assign to purchase and sales transactions to include any added costs, such as freight, physical handling, and insurance that you incur when purchasing or selling items. This is important to ensure correct inventory valuation. For purchases, the la…	Page 5800 “Item Charges”
	Item Attributes	Assign item attribute values to your items to enable rich searching and sorting options. When customers inquire about an item, either in correspondence or in an integrated web shop, they can then ask or search according to characteristics, such as height and model year. You can also assign item attr…	Page 7500 “Item Attributes”
	Segments	View the list of segments that are currently used in active campaigns. Segments represent a grouping of contacts, so that you can interact with several contacts at once, for example by direct mail.	Page 5093 “Segment List”
	Campaigns	View the list of your marketing campaigns. A campaign organizes all the sales and marketing activities involving your contacts, such as a sales promotion campaign.	Page 5087 “Campaign List”
	Salespeople	View or edit information about the salespeople that work for you.	Page 14 “Salespersons/Purchasers”
Posted Documents	Posted Sales Invoices	Open the list of posted sales invoices.	Page 143 “Posted Sales Invoices”
	Posted Sales Credit Memos	Open the list of posted sales credit memos.	Page 144 “Posted Sales Credit Memos”
	Posted Return Receipts	Open the list of posted return receipts.	Page 6662 “Posted Return Receipts”
	Posted Sales Shipments	Open the list of posted sales shipments.	Page 142 “Posted Sales Shipments”
	Sales Quote Archives	—	Page 9348 “Sales Quote Archives”
	Sales Order Archives	—	Page 9349 “Sales Order Archives”
	Sales Return Order Archives	—	Page 6629 “Sales Return List Archive”
	Blanket Sales Order Archives	—	Page 6622 “Blanket Sales Order Archives”
	Issued Reminders	Opens the list of issued reminders.	Page 440 “Issued Reminder List”
	Issued Finance Charge Memos	Opens the list of issued finance charge memos.	Page 452 “Issued Fin. Charge Memo List”
Administration Sales/Purchase	Salespeople/Purchasers	View or edit information about the salespeople and purchasers that work for you and which customers and vendors they are assigned to.	Page 14 “Salespersons/Purchasers”
	Customer Price Groups	View a list of your customer price groups.	Page 7 “Customer Price Groups”
	Cust. Invoice Discounts	View or edit invoice discounts that you grant to certain customers.	Page 23 “Cust. Invoice Discounts”
	Vend. Invoice Discounts	View the invoice discounts that your vendors grant you.	Page 28 “Vend. Invoice Discounts”
	Item Disc. Groups	View or edit discount group codes that you can use as criteria when you grant special discounts to customers.	Page 513 “Item Disc. Groups”
	Sales Cycles	View the different sales cycles that you use to manage sales opportunities.	Page 5119 “Sales Cycles”
Analysis	Sales Analysis Reports	Analyze the dynamics of your sales according to key sales performance indicators that you select, for example, sales turnover in both amounts and quantities, contribution margin, or progress of actual sales against the budget. You can also use the report to analyze your average sales prices and eval…	Page 9376 “Analysis Report Sale”
	Sales Analysis by Dimensions	View sales amounts in G/L accounts by their dimension values and other filters that you define in an analysis view and then show in a matrix window.	Page 9371 “Analysis View List Sales”
	Sales Budgets	Enter item sales values of type amount, quantity, or cost for expected item sales in different time periods. You can create sales budgets by items, customers, customer groups, or other dimensions in your business. The resulting sales budgets can be reviewed here or they can be used in comparisons wi…	Page 9374 “Budget Names Sales”
	Contacts	View a list of all your contacts.	Page 5052 “Contact List”
	Customers	View or edit detailed information for the customers that you trade with. From each customer card, you can open related information, such as sales statistics and ongoing orders, and you can define special prices and line discounts that you grant if certain conditions are met.	Page 22 “Customer List”
Creation	Sales Quote	Create a new sales quote to offer items or services to a customer.	Page 41 “Sales Quote”
	Sales Invoice	Create a new invoice for the sales of items or services. Invoice quantities cannot be posted partially.	Page 43 “Sales Invoice”
	Sales Order	Create a new sales order for items or services.	Page 42 “Sales Order”
	Sales Return Order	Compensate your customers for incorrect or damaged items that you sent to them and received payment for. Sales return orders enable you to receive items from multiple sales documents with one sales return, automatically create related sales credit memos or other return-related documents, such as a r…	Page 6630 “Sales Return Order”
	Sales Credit Memo	Create a new sales credit memo to revert a posted sales invoice.	Page 44 “Sales Credit Memo”
New	Contact	Create a new contact. Contacts are persons at your business partners that you use to communicate business activities with or that you target marketing activities towards.	Page 5050 “Contact Card”
	Opportunity	View the sales opportunities that are handled by salespeople for the contact. Opportunities must involve a contact and can be linked to campaigns.	Page 5124 “Opportunity Card”
	Segment	Create a new segment where you manage interactions with a contact.	Page 5091 “Segment”
	Campaign	Create a new campaign	Page 5086 “Campaign Card”
Sales Prices	Sales Price Worksheet	Manage sales prices for individual customers, for a group of customers, for all customers, or for a campaign.	Page 9079 “Role Center Page Dispatcher”
	Sales Prices	Define how to set up sales price agreements. These sales prices can be for individual customers, for a group of customers, for all customers, or for a campaign.	Page 9079 “Role Center Page Dispatcher”
	Sales Line Discounts	View or edit sales line discounts that you grant when certain conditions are met, such as customer, quantity, or ending date. The discount agreements can be for individual customers, for a group of customers, for all customers or for a campaign.	Page 9079 “Role Center Page Dispatcher”
Processing	Find entries…	Find entries and documents that exist for the document number and posting date on the selected document. (Formerly this action was named Navigate.)	Page 344 “Navigate”

Extended by

Recent changes

2026-07-30 #9583 636017 Move Sales report action tooltips to report objects (main, BC30, refactor)
2026-07-29 #9544 636017 Move CRM report action tooltips to report objects (main, BC30, refactor)

Documented on Microsoft Learn

Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).

Ask your agent

Procedure bodies are not stored here (D10). For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Sales & Relationship Mgr. RC"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.

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Provenance

Tier: official
Review: derived
Generated: 2026-10-11
Pipeline: 0.2.0
Input: f4e68d85f636
Id: object/page/9026