Contact Categories RRS feed

  • Question

  • I'm an Admin of Microsoft Dynamics CRM Online.

    I need to use for Contacts something similar to what is possible to do on Outlook with Categories.

    I need to create Categories like: Travel, Supplier, Clients, Investor, Media, etc, Event.

    I need to be able to assign one (OR MORE THAN ONE) to my contact and be able to make filter with them.

    Is it possible to make something like this? Maybe with customization?

    Thanks in advance


    Friday, January 23, 2015 3:07 PM