Example 2: Tagging
In this section will create a Web Resource that shows CRM Categories in a traditional social-media tagging visual style.
Tagging an entity has been useful for many years and is common in many social media-like environments such as youtube or facebook. Tagging in CRM has been typically been addressed through plugins such as that from XRM. There first version was here and their recent update here. PowerObjects also has a plugin called PowerHashtag. There is also an older https://taggingfield.codeplex.com/ available solution that probably on longer works for Dynamics CRM.
Recently, Categories were added to CRM that allow you to create hierarchical categories and associate a category with an entity. By default, this is already configured for use with CRM Service but not CRM Sales entities such as Contact, Account and Opportunity. The relationship between Categories and Entities can be many-to-many (with a join table in between) so there is no reason why the Category functionality cannot be used for general tagging. However, the default display from CRM is quite mundane and we would like to make it more social-media friendly.
And here are some tags from twitter. In twitter, hashtags are entered in the tweet itself and "picked up" for searching. This kind of functionality would be built into a workflow-like capability that we will discuss later.
First we will configure the Categories capability to work with an Opportunity record and create a Web Resource to manage the "tags."
TODO: Setup a workflow to scan notes to look for hashtags and automatically add them to an entity. Show this in the workflow section.
Categories for Opportunitiess
Setup
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