In our previous software we could set up any number of profiles (also could be considered tags), and apply any to an account or to a contact. From there we could do any number of activities on the accounts that met whatever combo of profiles/tags we chose. i.e maybe we wanted to send out emails to all customers with a certain product about a firmware update.
Is there anything OOB in Dynamics to accomplish this?
If not what are some best practice options to accomplish? I could imagine a new table storing all the profile/tag names and then a global multi option field on the key tables???
really? no one has come across this type of request nor has any input?
Not sure I fully grasp your requirement but you can segment or filter accounts to be part of a campaign or adhoc journey email from Dynamics.
If you cannot use the oob fields for category, market, etc you simple do as you say by creating your own option set and filter on those values.
just figured there'd be plenty of people who've come across this need
aka the need to add tags to certain entities for grouping them for any number of purposes
...like your reference above to FILTER accounts for a specific purpose
Ok please mark it as suggest answer.
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