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Tagging inside CRM - Sales - CE

  • 1.  Tagging inside CRM - Sales - CE

    GOLD CONTRIBUTOR
    Posted 11 days ago
    We are looking to implement Tagging. Anyone doing this or have recommendations?

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    Anthony Roth
    Director of Business Systems
    California Hospital Association
    Sacramento CA
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  • 2.  RE: Tagging inside CRM - Sales - CE

    MICROSOFT MVP
    Posted 10 days ago

    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 might be in your design workshops.

    I'd like to see the XRM Consultancy's Tagging solution modernised into a PCF component to take full advantage of the Unified Interface (it works fine, but looks a bit 'classic').

    You might also want to check out these free PCF components: https://pcf.gallery/categories#tags



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    Neil Benson, MVP
    Customery
    Brisbane, QLD, Australia
    Take my free mini-course Agile Foundations for Microsoft Business Apps https://customery.com/foundations
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  • 3.  RE: Tagging inside CRM - Sales - CE

    GOLD CONTRIBUTOR
    Posted 10 days ago
    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 to pull out all the users tagged end regarding object and sends an e-mail.
    @Neil Benson, it would be nice to hear if you have some more elegant way for this. Do you use some kind of notification as well or something like a summary dashboard?

    Kind regards​

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    Zarko Radevic
    Dynamics 365 developer
    Digitale Medier 1881 AS
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  • 4.  RE: Tagging inside CRM - Sales - CE

    MICROSOFT MVP
    Posted 10 days ago
    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, a contact could be tagged: customer; senior citizen; gold member; good standing; former employee. We could use many-to-many relationships to a custom entity, but tagging solutions are often more elegant, especially from a UI perspective.

    I think you're talking about tagging, like when we mention other people in a social media post and you want tagged people to receive a notification they've been tagged. As far as I know, we can do that in the timeline but it's a while since I've worked with a similar requirement so I'm not sure about the current features to support this.

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    Neil Benson, MVP
    Customery
    Brisbane, QLD, Australia
    Take my free mini-course Agile Foundations for Microsoft Business Apps https://customery.com/foundations
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  • 5.  RE: Tagging inside CRM - Sales - CE

    GOLD CONTRIBUTOR
    Posted 10 days ago
    Thanks for clearing that up Neil :)

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    Zarko Radevic
    Dynamics 365 developer
    Digitale Medier 1881 AS
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  • 6.  RE: Tagging inside CRM - Sales - CE

    GOLD CONTRIBUTOR
    Posted 10 days ago
    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. We will also be tagging contacts for what their interests are - This always scares me because it is a moment in time. Married might have been put into the database 3-5 years ago. If not checked that could run into a hard conversation if now divorced. Integrity of data is everything to me, so I will try and ensure the tags are reviewed on a consistent basis.

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    Anthony Roth
    Director of Business Systems
    California Hospital Association
    Sacramento CA
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