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Tagging

An easy and intuitive way to apply ‘tags’ to records in CRM – now updated with parent tags and synonyms read the post here!

What does the Tagging solution do?

xRM Consultancy’s Tagging solution allows users to ‘tag’ any record in Microsoft Dynamics CRM with either their own tags or previously entered tags. 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’. User’s simply enter a word or phrase they wish to tag a record with. 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).

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). 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. Because we are using the Connections functionality you can easily use the Advanced Find to query your tag associations.

Why tagging?

Tagging has become a very normal way for content creators and consumers to apply unstructured categorization to information. 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. Except Microsoft Dynamics CRM that is! Until now… The benefits of tagging are well documented, some we have listed here:

  1. Allows users to add terms meaningful to the user creating or editing information (and not just those terms allowed by a single classification authority)
  2. Establishes relationships between information stored in records and the people connected to the information (both content creators and consumers)
  3. Is easy to undertake, and users feel comfortable doing it
  4. Great for aggregating information , and harnessing the collective categorisation of users
  5. It provides multiple access points to information instead of just structured relationships
  6. Allows discovery of a range of other items tagged by other users
  7. It gets everyone involved as people freely choose the relevant tags they regard as appropriate to their own information and the information of others

Features

Any entity can be tagged

Any entity that has Connections enabled can have tags.

Parent Tags

Tags can be assigned a parent Tag to create a hierarchical taxonomy. Tag input boxes can be restricted to show only Tags that are a child or grandchild of the specified parent. New Tags created will be automatically assigned to the specified parent.

Synonyms

Make it easier for your users to select Tags from your catalogue by given each tag synonyms. When users search using a matching synonym the related Tag will be displayed for selection.

Tag Colors

You are able to customize the color of your tags. This can make important tags stand out or can be used to group similar tags. You have the ability to select a color for the tag background, border and font color.

Tag colors

 

Multi-Record Tagging

Add Tags to multiple records at once, simply select the records click the Multi-Tag button and add your tags.  Download the pre-configured solution for Accounts, Contacts, Cases and Opportunities below or customize your system to work with any entities.

Dashboard

A sample “Tagged Content” dashboard is provided to show the tagged items. It includes a Tag Cloud showing the top 30 most popular tags with the font size weighted according to popularity, a Tag Trend chart, a Top 10 Tags chart and a list of all the tagged items which can be searched and filtered. Tagging Dashboard

Auto posts to “what’s new” feed

The Tagging Solution provides a workflow that posts new Tag associations to the “what’s new” feed. By default only standard CRM entities are configured but you can modify the workflow to add custom entities. Tagging What's New

Tag record

The Tag record shows all records connected to the tag. The associated records can be opened directly from the Tag record window. Tag Record

Security Roles

The Tagging Solution comes with 3 security roles which provide different levels of Tagging functionality:

Tag Reader – allows the user to see the tags already associated to a CRM record. This user cannot add new tags to the record.

Tag Associator – allows the user to see tags already associated to a CRM record and add associate further tags from a catalogue of already defined tags. This user cannot add new tags to the Tag catalogue but is able to remove the associated tags from the CRM record.

Tag Writer – allows the user to see tags already associated to a CRM record and add associate further tags from a catalogue of already defined tags or create a new tag (which is also added to the catalogue). This user can remove the associated tags from the CRM record or delete Tags records. Deleting a Tag record from the catalogue will remove the tag association from all records that were associated with the record.

Download for free

Tagging from xRM Consultancy is available as a free managed solution download and can be configured within minutes. The free version has a restriction of 25 tag connections. You can purchase a license below for unrestricted tagging.

If you would like us to extend the capability of Tagging please get in touch.

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Select which version you require:

Tagging for Microsoft Dynamics CRM 2011
Tagging for Microsoft Dynamics 365 and CRM 2013/2015/2016


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Pricing is based on the number of active users (including administration and read-only users) in your CRM organisation. Please select from the options below and enter your CRM organisation unique name.

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Installation Guide and Multi-Tag solutions
Licensing
This managed solution can be downloaded free of charge but may include paid options. By downloading and installing on your CRM you agree to the following copyright and disclaimer notices: COPYRIGHT:   All solutions and source code © Copyright xRM Consultancy Limited unless otherwise stated or provided by a 3rd party. DISCLAIMER:   xRM Consultancy provide the software above “as is," and you use the software at your own risk. xRM Consultancy make no warranties as to performance, merchantability, fitness for a particular purpose, or any other warranties whether expressed or implied. No oral or written communication from or information provided by xRM Consultancy shall create a warranty. Under no circumstances shall the xRM Consultancy be liable for direct, indirect, special, incidental, or consequential damages resulting from the use, misuse, or inability to use this software, even if the xRM Consultancy has been advised of the possibility of such damages. This disclaimer applies to all software that has been produced by xRM Consultancy that is freely available on this website.
Support/Custom Development
If you have any questions about this product or would like us to extend the functionality for your specific needs please get in touch.