Focus Search - entity as a "tag". They customized it with
Would anyone know if CRM supports Tags...search using tags. I don't see a reference
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
displays other records tagged with the same
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
without hash tags
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
something like "tags". It's fairly simplistic so
entity as a "tag". They customized it with