Blog

Tagging for Microsoft Dynamics CRM released

Have you ever wanted to set multiple ‘Regarding’ for a Microsoft Dynamics CRM record? Would you like a very quick and easy way to categorise your CRM information? Are you familiar with the concept of “Tagging” information?

xRM Consultancy are pleased to announce the free version of our Tagging Solution for Microsoft Dynamics CRM. The free version allows 250 tag ‘connections’. A paid for version with no restriction will be available shortly which does not have the 250 tag connection restriction.

Tagging Dashboard

The tagging solution allows users to ‘tag’ any record in CRM with either their own tags or previously entered tags. Users simply enter a word or phrase they wish to tag a record with. As they start typing existing tag matches are automatically displayed for users to select, and if no match is found the user’s new tag is added to the Tag ‘catalogue’. It is very intuitive and easy to use.

Please download the Tagging solution now and see how easy it is to use – we believe your users will love it! Please give us your feedback, positive or negative so we can improve the functionality our solution provides.

Future enhancements

We are already thinking about what we can do to improve the Tagging solution and would welcome your suggestions.

Please contact us with any ideas or questions you have on our Tagging solution.

  • XRM Consultancy Timeline
    Permalink Gallery

    Timeline for Microsoft Dynamics CRM updated with support for more entities

Timeline for Microsoft Dynamics CRM updated with support for more entities

We are pleased to announce that our second release of the very well received Timeline for Microsoft Dynamics CRM (MS CRM) is now available.

The new release has the following updates:

  • Support for more entities; we now cover:
    • Appointment
    • Campaign Response
    • Case
    • E-mail
    • Fax
    • Letter
    • Opportunity
    • Order
    • Phone Call
    • Service Activity
    • Task
  • Updated the queries that collect the timeline data:
    • Account Timeline records retrieved:
      • Where the Account is set regarding
      • Where the Account is set as the customer
      • Where the Account is a participant in an activity party
      • Where any of the Account’s Contacts are a participant in an activity party
    • Contact Timeline records retrieved:
      • Where the Contact is set regarding
      • Where the Contact is set as the customer
      • Where the Contact is a participant in an activity party
    • Opportunity Timeline records retrieved:
      • Where the Opportunity is set regarding
  • Added support for positioning the timeline navigation at the top

This release is still available as a free managed solution download.

Commercial Version

We are planning a paid for version with the following functionality:

  • Filter which records are displayed on the timeline (both at the configuration level and via the user interface from the timeline itself)
  • Display custom entities in the timeline
  • Display timeline on additional entities, include custom entities

Pricing has yet to be set, but please get in touch to register your interest.