Categorize/Tag projects in Microsoft Dynamics CRM

Question

Let me explain the big problem

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

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

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

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

Any suggestions?

Answer 1

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