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Latest Discussion Posts

  • Thanks a bunch Neil. You are correct with the Tagging I am looking for. Our Executive team is looking for Tagging conversations, Accounts and Contacts. These tags will be around Specific and controlled topics that tie into our annual goals for Advocacy. ...

  • Thanks for clearing that up Neil :) ------------------------------ Zarko Radevic Dynamics 365 developer Digitale Medier 1881 AS ------------------------------

  • Zarko, I think you're talking about a different type of tagging than Anthony. Anthony mentioned XRM Consultancy's Tagging solution, so I resumed he was looking for a way of adding multiple tags to a record to indicate the record's properties. For example, ...

    1 person likes this.
  • Hi, we use tagging for a group of users who collaborate this way. The thing with tagging is that there is no (or I am not familiar with it) way to configure some kind of notification when a user is being tagged, so we use a flow which does some processing ...

  • Hi Anthony, I've deployed the XRM Consultancy tagging app for a university's student system and an auto club's member engagement system. Both were good were well received, although in practice, tagging is never as popular with the users as you hope in ...

    1 person likes this.
  • We are looking to implement Tagging. Anyone doing this or have recommendations? ------------------------------ Anthony Roth Director of Business Systems California Hospital Association Sacramento CA ------------------------------

  • Looks like this will be a great event! Just registered! ------------------------------ Will Harris System Support Specialist California Hospital Association Sacramento CA ------------------------------

  • From Ulrik Carlsson To Anthony Roth Sent Mon, 14 Oct 2019 09:55 AM Subject Dynamics 365 Saturday event in San Francisco on Nov. 2nd. Hi Sac UG, I wanted to let you know that the   Dynamics 365 Saturday ...

  • Welcome to Your Chapter Community!

    Collaborate with user group participants in and around Sacramento, CA! Network with others in your area, plan local meetings, share meeting presentations, notes and files, and discuss topics relevant to your local community. Be sure to bookmark www.crmug.com/sacramento for quick & easy access to our community!

    Meet the volunteers who lead the local Chapter:
    @Christopher Do Chief Technology Officer, Association of California Water Agencies
    @Anthony Roth Director of Business Systems, California Hospital Association
    @Esteban Salinas Partner - Principal,
    Crowe LLP

    Interested in helping on the leadership team? Contact @Evan Workin, Chapter Manager, if interested!​​​​​

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