SharePoint Online CRM - No Apps Needed

Key insights

• Repurposing SharePoint: Use standard SharePoint lists and a document library to build a simple CRM without extra software.
  Place lists and libraries on a single page so users see customers, contacts, deals, and documents together.
  
• Core lists: Create three custom lists—Clients, Contacts, and Deals—to hold company, person, and opportunity data.
  Use custom columns and views to show the fields your team needs.
  
• Lookup columns and dynamic filtering: Link lists with lookup columns so Contacts reference Clients and Deals reference both Clients and Contacts.
  When a user selects a client, filters show only related contacts, deals, and documents for clean, focused views.
  
• Document management: Add a Document Library with a Client lookup column to tag contracts, emails, and proposals directly to records.
  Store and find customer files without leaving the SharePoint page.
  
• Platform limits: Build the CRM on a SharePoint Communication Site and keep all lists on the same site; cross-site lookups are not supported for this setup.
  Plan your site layout before creating lists to avoid fragmentation.
  
• Practical next steps: Start simple, define key fields, create views and filters, and train users on the page layout.
  Add Power Automate later to run follow-ups, approvals, or exports to Excel as your needs grow.
  

Keywords

SharePoint Online CRM, Build CRM in SharePoint, No-code SharePoint CRM, Simple CRM in SharePoint, SharePoint Lists CRM, Microsoft 365 CRM solution, Power Automate SharePoint CRM, SharePoint CRM tutorial