Viewing Tagged Records in Dynamics 365 and Power Apps


This article explains how to view tagged records in Dynamics 365 and Power Apps using a simple filter. The author demonstrates how to set up a filter to see all organizations tagged as Dynamics 365 and how to save this filter as a personal view for future use. They also show how to view all records that are tagged as Dynamics 365, including projects, vendors, contacts, and leads. The article mentions that tags can be used in marketing lists and with other features like Touchdown Marketing Suite. For more information on using P2 Tags in your organization, the author encourages reaching out to P2 Automation.


Article 10m

Login now to access my digest by 365.Training

Learn how my digest works
Features
  • Articles, blogs, podcasts, training, and videos
  • Quick read TL;DRs for each item
  • Advanced filtering to prioritize what you care about
  • Quick views to isolate what you are looking for right now
  • Save your favorite items
  • Share your favorites
  • Snooze items you want to revisit when you have more time