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Dynamics 365 Entity Tagging

Microsoft Labs

Entity tagging solution is an add-on feature to Dynamics 365 CRM to have 'Tags' for Entities

This feature can be configured through custom web resource and adding appropriate web resource to the selected entity form. User can add the tags for any entity records and those can be searchable from Advance Find queries as well.

The Dynamics 365 Entity tagging solution is an add-on feature to Dynamics 365 CRM to have tagging feature for the entity records. This tagging feature can be selected by the user through the custom web resource provided as part of the solution. Based on the selection, Tags can be added to the entity form.

End User Experience 
1. Select Account entity in Tag entity settings page 
2. Navigate to Customizations →Customize the system 
3. Select Entities→ Select Account Main Form 
4. Insert tab with Web resource msdyn_TagControl and add the field ‘Tags’ and disable the Visibility 
5. Open any Account record and add the tags
С един поглед
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