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Users should have the ability to create and maintain record tagging. This feature is constantly requested in both PubSec and commercial. The ability to tag should be similar to tagging in Azure DevOps and other CRM systems. This allows users to quickly and easily create ad-hoc categories for their records, then be able to report/segment/build views quickly for them. This would make segmentation and other views/reports much easier. Right now, building this feature set is time consuming (lot of JScript and UI dev) to accomplish, hard to keep maintained/upgradeable
Category: General
STATUS DETAILS
Needs Votes

Comments

M

@Michael Dodd 

i was testing this


very nice point is is that you can make 1 post mentioning several #tags e.g. product type #Leisure #Business

and when you get to the project type record Leisure or business and have the timeline activated you will see on both ends the very same post linking the e.g. same opportunity you have added the post to.


however the post is very limited: e.g. you cannot query for text fields and NOT even regarding (!) :-(, very disappointing.


unable to add it to a dashboard or unable to export to excel in an ADF results page even as sys admin (well via XRM toolbox fetchxml but that's not a viable option for end users). even better would be to query for all objects such as opportunities, leads, contacts that have a post with product type Leisure ... from both ends from the product type or from the opportunity side or from the post side...

Category: General

M

What I have seen is that you could add #tags and @mentions in the posts of an activity.

maybe if you have some record you add activities to this records then you could navigate to activities, add a post and then add a tag from a record. E.g. you have a custom entity like product type then would have to enable that entity to be tagged and then you could add a post with a tag containing #Leisure #Business #Summer #Winter #XXL #XL ... as a tag. I wonder if you could do some adf search for all "product consumptions" (custom entity) related to a post containing a tag from the custom entity Product type?


if this was possible we may think about how we could make such a post tag without the cumbersome way to

"naviage to activities, then navigate to posts, then navigate to add post .... " a lot of navigation and clicks for just quickly adding a post with a tag.... I'll be looking into this in a few weeks from now..

Category: General

M

increase productivity to tag rapidly. search rapidly, fliter rapidly. even devops does it. the old fashioned N:N relationship thing is just too difficult for users (takes too long to tag) and even more difficult to search for (Account to Tag relationships ect.)

Category: General

M

This is a great idea, there is also a similar request here: https://experience.dynamics.com/ideas/idea/?ideaid=83d8611a-ae87-e911-80e7-0003ff68897c

Category: General