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How to Tag Users and Records in Posts in Dynamics CRM

Post Author: Joe D365 |

The ability to tag users in posts is a great collaboration feature in Microsoft Dynamics CRM that many people overlook, but it can actually be a very handy way of updating other users on items of interest.

We've all gotten used to the Social Pane where you can keep track of Activities and Notes, but most users end up ignoring the Posts feature. It looks very much like the wall on LinkedIn, and you might ask "What use would that have in CRM?" Most of what users see are the automated Posts generated by the system when a new record is created, or an Opportunity is closed as won. However, by tagging your co-workers in posts that you create yourself, you can start collaborating in CRM in the social pane.

When you make a post on the social pane, it will appear on your page in the What's New section:

 

 

It will show up on your page, and if anyone is following you, it will show up on their What's New page as well. (If you want to know more about following users or records in CRM, you can refer to our previous blog post.) Even if another user isn't following you, you can make sure they see your post if you tag them in that post. Tagging users or even other records in a post is easy - all you have to do is type the @ symbol:

 

Next, you will be presented with a list of possible records based on what you've viewed recently in CRM. You can select one of the records listed or click on Look up more records, which shows you the familiar search dialog box:

After finding the user or record you want to tag, you will see the record's name in the post displayed in brackets. Now you can write the rest of the text and you can even tag another record:

 

This post is now visible on your page, on your colleague's page, and on the page for the tagged opportunity - as shown in the following three pictures.

 

Your page:

 

Colleague's page:

JT Blog 1

Opportunity's page:

 

And remember, you can like and reply to posts as well!

JT blog 2

Now you know how to tag users and records in posts in Dynamics CRM and you can start collaborating in the social pane! To learn even more about Dynamics CRM, check out our bevy of Education trainings and events. As always, keep following our blog for more CRM tips and tricks.

Happy CRM'ing!

Joe CRM
By Joe D365
Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

15 comments on “How to Tag Users and Records in Posts in Dynamics CRM”

  1. Hi - in MS Dynamics CRM2015 what is the best way to tag/identify a customer so you can create marketing lists based on their preferences - i.e.: they might want to receive an email about water bottles, but they are also interested in something else, and something else... etc. etc - so we have one customer that has multiple 'relationships" with us. So I'd like to be able to add multiple type "interests" to their contact record, but not using customized fields as that would get unwieldy. I was looking at something along the lines of Connections and Roles. But this doesn't seem quite right. Is there something else ootb that 2015 has that can do this? Thanks! 🙂

  2. Hi - in MS Dynamics CRM2015 what is the best way to tag/identify a customer so you can create marketing lists based on their preferences - i.e.: they might want to receive an email about water bottles, but they are also interested in something else, and something else... etc. etc - so we have one customer that has multiple 'relationships" with us. So I'd like to be able to add multiple type "interests" to their contact record, but not using customized fields as that would get unwieldy. I was looking at something along the lines of Connections and Roles. But this doesn't seem quite right. Is there something else ootb that 2015 has that can do this? Thanks! 🙂

  3. Hi - in MS Dynamics CRM2015 what is the best way to tag/identify a customer so you can create marketing lists based on their preferences - i.e.: they might want to receive an email about water bottles, but they are also interested in something else, and something else... etc. etc - so we have one customer that has multiple 'relationships" with us. So I'd like to be able to add multiple type "interests" to their contact record, but not using customized fields as that would get unwieldy. I was looking at something along the lines of Connections and Roles. But this doesn't seem quite right. Is there something else ootb that 2015 has that can do this? Thanks! 🙂

    1. Hi Jane,

      You have a few options for this. We have clients that use connections/roles for this and works well. The UI is not super nice, but works ok. Another option is a simple many to many relationship. THis too works well and is a simple design. The 3rd option is to use one our addons - PowerHashtag - https://powerobjects.com/blog/powerpacks/powerhashtag/ This enables creating these categories on the fly and the ui shows very nice. Behind the scenes we create a relationship so you can query on it.

  4. Hi Joe,

    Once user is tag on the post, i want to send an auto email to that user.
    Can you suggest best possible way.

    1. The best way to do this would be a worklfow or plugin on create of posts. But probably have some logic to only notify users of key ones......

  5. Hi Joe,

    The post was amazing and easily understandable. My question is how can we do the same using out of box workflow [Tag user dynamically in Text field]

    1. HI Jatin - Interesting. Looks like this can not be done with workflows. We'll run a couple more tests and update this post here.

  6. Hi all,
    Does anyone here have experience with posting all activities on the What's New page? Now, you can only follow your own activities and activities where others tagged you, but for a client I want a standard where all users see all activities (so for example all Accounts that are added).

  7. Hi all,
    Does anyone here have experience with posting all activities on the What's New page? Now, you can only follow your own activities and activities where others tagged you, but for a client I want a standard where all users see all activities (so for example all Accounts that are added).

  8. Hi all,
    Does anyone here have experience with posting all activities on the What's New page? Now, you can only follow your own activities and activities where others tagged you, but for a client I want a standard where all users see all activities (so for example all Accounts that are added).

  9. Hi all,
    Does anyone here have experience with posting all activities on the What's New page? Now, you can only follow your own activities and activities where others tagged you, but for a client I want a standard where all users see all activities (so for example all Accounts that are added).

  10. Hi all,
    Does anyone here have experience with posting all activities on the What's New page? Now, you can only follow your own activities and activities where others tagged you, but for a client I want a standard where all users see all activities (so for example all Accounts that are added).

  11. Hi all,
    Does anyone here have experience with posting all activities on the What's New page? Now, you can only follow your own activities and activities where others tagged you, but for a client I want a standard where all users see all activities (so for example all Accounts that are added).

  12. Hi Joe, I am trying to find a way that you can Tag a User in a Case and then the Tagged User is alerted when they are viewing the Queue. Our Users will be Picking Cases and other Activities from their queue, they will not be checking their "What's new" page. The reason they would be tagged in a Case would be that the "Tagger" wants to alert a Case to their attention if the customer is on their portfolio or they previously did some work for them that the enquiry relates to.
    Thank you for any insight you can offer!

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