"Tag" or "Mark" Records in Dynamics 365 or Power Apps With Our P2 Tags Feature
This article discusses a video series that explains how to tag or mark records in Dynamics 365 or Power Apps. The video series is aimed at individuals who want to categorize certain records for various purposes. For example, if you want to send a holiday card to a specific group of contacts, you can use the tagging feature to create a marketing list. The video series demonstrates how to use the P2 Tags feature on different types of records, such as accounts, contacts, leads, and vendors. The feature allows you to easily tag records based on specific criteria. If you're interested in learning more about this feature, you can reach out to P2 Automation for more information.
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