Dynamics xRM Subject Tree

What is the Subject Tree (Subject) actually used for ??

• (short answer) Categorisation of Information
• It is scoped to the xRM Tenancy

When designing the Subject Tree … consider …

• Functional Areas
• Degree of Separation
• Grouping of Areas
• Hierarchy

From a Technical Perspective

• System of Nested Buckets
• Multi Level ‘Tree’
• Are you using a system of dependant Picklists?

In Dynamics CRM the Subject Tree is directly related to:

• Product
• Sales Literature
• Knowledge Base
• Case
• Indirectly linked to almost all of the entities
• You can query nearly any table from the Subject Tree

Is Google (keyword search) making other information sorting mechanisms obsolete?

• Tags, Metadata, Lists …
• Chronological Archives
• Advanced Find
• Specific Field Searches (e.g. Knowledge Base Search)
• This includes the Subject Tree!