Easily tag any record to reflect frequently used categorisations and searchable filters

This simple field control provides users with additional flexibility to quickly tag accounts, contacts, leads and other standard or custom records.

Customise and segment records

The tag control can be used in numerous scenarios. For example, use tags to set 'key account' and 'reference site' tags on accounts or apply tags to track a contact's known interests. 

Enrich forms by using this intuitive solution to quickly set multiple tag values which provide more detail about each relationship or record.

Define User Access

Configure security roles to determine if users can create and use tags.

Suggested Tags

Begin typing to see a contextual list of suggested tags.

Searchable Tags

Find matching records by using tag field values to apply search criteria and filters. 

Available with Preact's Managed Service

This solution is available at no additional cost as part of Preact's managed service. For non-managed service customers, Record Tagging can be deployed through a separate subscription which includes access to our full catalogue of Dynamics 365 and Power Platform solutions. 
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