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  • Join us for the VIRTUAL CRMUG-California (San Diego) Local User Group Meeting on October 15th from 12:00 pm - 2 pm (PST) . . This is your opportunity to exchange knowledge with other Product users in your local area, gain answers and ideas, build ...

  • 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 ------------------------------

  • 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 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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