HomeTeam BlogNew for the AvePoint Productivity Suite for Microsoft Dynamics CRM: Tags

New for the AvePoint Productivity Suite for Microsoft Dynamics CRM: Tags

​Right before the Microsoft Dynamics Convergence conference earlier this year, AvePoint launched the AvePoint Productivity Suite for Microsoft Dynamics CRM. The suite improves user productivity and eases customer interaction by taking advantage of the included product solutions:

· Record Rollback: eliminates accidental deletions or modifications to CRM records utilizing native auditing capabilities

· Search All: provides a single interface for CRM users to search for records across all Dynamics CRM dataset

· Call Assist: integrates Dynamics CRM with corporate telephone systems so that users can automatically log incoming and outgoing phone-based activity

Now we’re adding functionality to the suite by introducing Tags for Dynamics CRM.

Tags allows users to classify, organize, and group any Dynamics CRM datasets by adding metadata to your records. Here’s a great example: Let’s stay that as a sales manager, you want to start creating groups for your account records. For instance, you could start grouping together accounts that are listed as Fortune 500 or Global 2000 companies. You may also want to classify accounts with a high, medium, or low priority. In Dynamics CRM today, there are a number of ways to achieve this. For example, you can enter in this information a description field or you can even create custom dropdown boxes or checkbox fields to keep track of this data. These approaches may seem like logical ways to classify and group your data, but there are a few issues.

If you decide to use a description field to classify your data, it’s very difficult to manage and restrict what can be entered since it’s a free text field. Dynamics CRM users would have to be trained and disciplined to enter in the exact keywords that you need to track. This can lead to inaccurate data and would be nearly impossible to report on. With the custom field approach, it gets a little easier. Users can easily select options from a dropdown menu or select a checkbox to classify their data. The problem with this approach arises when you need to start classifying your data with more and more fields. The more fields a user has to fill out, the less likely the user is to fill the fields out at all. Tags is a great solution to these challenges.

Tags solves these issues by providing an easy-to-implement and user-friendly interface to start classifying your data. To begin managing your tags, first you will need to decide which CRM entities should be classified. Then you can start creating your “Fortune 500” and “High Priority” tags.

To begin managing your tags, first you will need to decide which CRM entities should be classified.

Then your users can immediately tagging their records by clicking on the “Add Tags” button for each of their records.

Once you’re done classifying your data, you can go to Tags in the Workplace section and review your tagged data.

To learn more about the other features the AvePoint Productivity Suite has to offer, please visit our product page product page or contact an AvePoint sales representative today.

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