在Microsoft Dynamics CRM中对项目进行分类/标记 [英] Categorize/Tag projects in Microsoft Dynamics CRM

问题描述

让我解释一下大问题

Let me explain the big problem

是否可以将类别/标签应用于是Dynamics CRM中的项目吗？

Is there a way to apply categories/tags to a project in Dynamics CRM?

我们希望按类别对项目集进行分组。例如：

We wish to group sets of projects in categories. e.g.:

• 客户A 项目


• 客户B 项目


• 客户C 项目


• 依此类推...

• Client A project
• Client B project
• Client C project
• and so on...

我试图找到可能性，但是似乎没有一个很好的解决方案。

I've tried to find possibilities however there doesn't seems to be a nice solution.

有什么建议吗？

推荐答案

这取决于您要执行的分类类型。如果要按定义的列表分组，则该列表看起来不太可能更改，则可以使用选项集属性来执行此操作。如果该属性看起来确实会经常更新，则自定义实体的实体查找属性会更好。如果您要针对客户分组，请使用查询客户帐户记录

It depends on what type of categorisation you are trying to do. If you are wanting to group by a defined list, that does not look likely to change then you could do this using an option set attribute. If the attribute does look like it will be updated often, then an entity lookup attribute to a custom entity would work better. If you are trying to group against a client then use a lookup to the clients account record

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