Customer Engagement & Dynamics CRM Forum

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  • 1.  @mention functionality in newer versions

    Posted Nov 09, 2018 03:56 PM

    We are running on version 8.1 and are wondering if it is possible in newer versions of CRM to @mention (ex: @tara.hodgkins)  someone within notes in CRM?   If yes, is the mentioned user notified somehow?   At Summit I saw enhancements in the "timeline" feature but am not certain what our capabilities for tagging will be in the newer versions of ​Dynamics.  Any insight is most appreciated. 


    Tara Hodgkins
    CRM Product Manager
    Red River
    Claremont NH

  • 2.  RE: @mention functionality in newer versions

    Posted Nov 12, 2018 08:46 AM
    Yes, Posts support @ mentions, but all it does is create a clickable link.  But, you can do that to any record in the system.  So you could do that for accounts and contacts and everything else, not just users.  It does show up in the timeline of the user if you have that on their dashboard.

    You actually have ​this functionality in 8.1 on the social Posts already.

    Wayne Walton
    CRM Practice Lead
    eBECS Limited
    Atlanta GA

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