Make it easier for your users to select Tags from your catalogue by given each tag synonyms. New Tags created will be automatically assigned to the specified parent. Tag input boxes can be restricted to show only Tags that are a child or grandchild of the specified parent. Tags can be assigned a parent Tag to create a hierarchical taxonomy. It gets everyone involved as people freely choose the relevant tags they regard as appropriate to their own information and the information of othersĪny entity that has Connections enabled can have tags.Allows discovery of a range of other items tagged by other users.It provides multiple access points to information instead of just structured relationships.Great for aggregating information, and harnessing the collective categorisation of users.Is easy to undertake, and users feel comfortable doing it.Establishes relationships between information stored in records and the people connected to the information (both content creators and consumers).Allows users to add terms meaningful to the user creating or editing information (and not just those terms allowed by a single classification authority).Except Microsoft Dynamics CRM that is! Until now… The benefits of tagging are well documented, some we have listed here: You are probably already very familiar with concept of tagging in applications and services such as Twitter, Blogs, Outlook, SharePoint – in fact probably the majority of systems you interact with on a day to day basis provide tagging features. Tagging has become a very normal way for content creators and consumers to apply unstructured categorization to information. Because we are using the Connections functionality you can easily use the Advanced Find to query your tag associations.

When a ‘tag’ is associated with a CRM record a Connection is made automatically (using the standard CRM Connections functionality) to save the Tag association. The Tag catalogue is a very simple Organization level entity (this means tag records are not ‘owned’ by any user and are available to for all users to see – provided they have at least read access to the entity). As they start typing existing tag matches (included related synonyms) are automatically displayed for users to select, and if no match is found the user’s new tag is added to the Tag ‘catalogue’ (if they have the appropriate security roles – see Security Roles section below for more details). User’s simply enter a word or phrase they wish to tag a record with. It can be configured so that only a predefined set of tags can be used however the normal set up is that anyone can contribute to the tag ‘catalogue’.

XRM Consultancy’s Tagging solution allows users to ‘tag’ any record in Microsoft Dynamics 365/CRM with either their own tags or previously entered tags.

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