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.
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