Record Tagging for Dynamics 365 & Power Apps

Quickly and easily tag any Dynamics 365 or Power App record to build accurate profiles, categorise and use tag filters to define views, lists and dashboards

Tags are unique identifiers that are associated to Dynamics 365 records to search, sort, categorise, filter and segment records in a more efficient way.

As an alternative to option set fields, tags are an intuitive way for users to easily set tags that will organise data to meet the needs of your organisation. Tags can be used to categorise a contact, or other record type, in multiple ways. For example, an account may be tagged both as a key account and a reference site. In another scenario, users may tag the contacts or leads they met at a conference.

The control will show a list of suggestions before any characters are typed in. However, the solutions has been set up to display suggestions based on what has been typed in, including wildcard searches so that the exact characters would be matched to tags no matter where in the tag the characters appear.

There are 3 security roles available to be assigned to users:

• Create Tags: allows a user to create and use tags
• Admin: allows a user to create and use tags, as well as read/write permissions in the settings/configuration area
• Standard: allows user to search and use available tags

Use these security roles to determine who you want configuring the solution, creating new tags that appear in the tag suggestions, and who should only be able to select tags but not enter in new tags.