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PowerObjects Releases PowerHashTag: Organize and Manage Records Using Tags

Post Author: Joe D365 |

Looking for an easier way to find similar records in CRM? Trying using a hashtag with PowerHashTag - this may be the solution for you! PowerHashTag offers an easy way to use keywords to categorize records inside your CRM organization.

Hash Tag

The PowerHashTag section is added to the Account, Contact, Lead, Case and Opportunity forms automatically upon import and can easily be added to other entity forms as well. Once the PowerHashTag solution is imported into your CRM, users can easily create a hashtag by typing a word into the PowerHashTag section and hitting the Space or Enter key. If the hashtag already exists, once you begin typing, you'll have the option to choose from pre-existing hashtags.

Hash Tag

The hashtag colors are customizable, providing users with another easy way to identify the individual hashtags. Viewing similar records is as easy as clicking on the hashtag to pop open a window displaying a view of records that have been tagged.

Hash Tag

 

 

 

 

 

 

 

 

 

 

 

Download PowerHashTag from our website and start your FREE 30 day trial today! If you're already a subscriber to any of our other PowerPack add-ons, you can receive PowerHashTag free of charge. Reach out to a PowerPack Pro before subscribing to see if you qualify.

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.

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