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(Webinar Recording) BI and Reporting SIG: Overview of Building Reports with SSRS (Sept 2014)

Hello! Thanks once again to Andrea Lange and Christina Schroeder for presenting another excellent session in our OneSource Series, Mission Possible: Reporting for CRM Administrators, Novice to Advanced ! The webinar recording of yesterday's session is available for 24/7 on-demand viewing by...



Discussion Post
(Webinar Recording) BI and Reporting SIG: Overview of Building Reports with SSRS (Sept 2014)

Hello! Thanks once again to Andrea Lange and Christina Schroeder for presenting another excellent session in our OneSource Series, Mission Possible: Reporting for CRM Administrators, Novice to Advanced ! The webinar recording of yesterday's session is available for 24/7 on-demand viewing by...


Discussion Thread 8
Tagging?

Focus Search - entity as a "tag". They customized it with


Discussion Post
Tagging?

Would anyone know if CRM supports Tags...search using tags. I don't see a reference


Discussion Reply
RE: Tagging?

clients with success Tagging for Microsoft...Tagging for Microsoft Dynamics CRM An easy...and intuitive way to apply 'tags' to...records in CRM - now updated with parent tags


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RE: Tagging?

displays other records tagged with the same


Discussion Reply
RE: Tagging?

Thanks to all who replied! There are some neat ideas here. I'm guessing the PowerHashTag is a custom feature? :) Regardless, there are a couple of things even a non-admin admin like me can try. Appreciated the suggestions! -- Eva Sandvik Senior Access Control Analyst SCMG Connect


Discussion Reply
RE: Tagging?

without hash tags


Discussion Reply
RE: Tagging?

We created a custom entity called Hashtags that we can use in a lookup field on any other entity. Works pretty well for both user experience and reporting. -- Ben Edgren Trek Bicycles Waterloo WI