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Step-by-Step Guide to Building a CRM in SharePoint Online
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SharePoint Online
Sep 26, 2023 5:34 PM

Step-by-Step Guide to Building a CRM in SharePoint Online

by HubSite 365 about SharePoint Maven Inc

I help organizations to unlock the power of SharePoint

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Discover how to utilize SharePoint Online to construct a basic yet effective CRM, optimized for client, customer, and deal tracking.

Building a Basic CRM in SharePoint Online: A Beginner's Guide

Learning to configure SharePoint properly opens endless possibilities, making it notably compared to a Swiss Army Knife for its multifunctionality. Requests for usage directions of SharePoint as a Customer Relationship Management (CRM) software have spiked over the years, particularly from faithful blog readers and clienteles. Admittedly, SharePoint does not provide sophisticated capabilities like third-party CRMs but offers a simple and organized system for essential information storage about contacts, customers, and opportunities.

The SharePoint Online version can be tailored to function effectively as a CRM software with straightforward out-of-the-box features. However, one must understand the limitations of such setups. So, here is a step-by-step guide on setting up a straightforward CRM in SharePoint effectively.

Firstly, all lists should reside on the same site as we will be connecting them together. Therefore, create a site, ideally a Communication Site, to accommodate your lists. Once done, Set up client, customer, and deal lists in SharePoint Online. Remember, common information columns in any two lists should be present to interconnect the two later on.

For those looking to store documents by a specific client or contact, one can create a Document Library. Make sure the Library also includes a column with the client list to tag all documents against a client's name. This Library can again be related to the other lists. Furthermore, remember to embed all the lists and libraries onto the same page. This setup is essential for the next and most crucial step, Dynamic Filtering.

Configuring Dynamic Filtering allows CRM to selectively filter Contacts and Contracts according to our chosen entry from one list such as client list from Clients List. Same page existence of all the lists and libraries is a prerequisite for this feature to operate efficiently. With all configurations correctly set, one can anticipate a streamlined CRM on their SharePoint Online. Do bear in mind, more comprehensive CRM requirements necessitate a level of sophistication only achievable with specialized third-party CRM software.

To get more information about building a simple CRM in SharePoint Online, visit this site.

In a More General Context

Modern businesses are opting for SharePoint Online to leverage its extensive capabilities. While it’s true that its potential as an advanced CRM software may be limited, it can save the day with just the right amount of configuration. Using out-of-the-box features, businesses are ready to create an effective CRM system that embraces their needs and increases productivity. As SharePoint Online evolves, it’s exciting to see the lens of potential widening, making it a promising tool for creating bespoke solutions in the future.

Read the full article How to build a simple CRM in SharePoint Online

SharePoint Online - Step-by-Step Guide to Building a CRM in SharePoint Online

Learn about How to build a simple CRM in SharePoint Online

In the expansive realm of Microsoft solutions, SharePoint Online stands out as a versatile tool, capable of numerous functions when appropriately set up. One such function is its ability to act as a Customer Relationship Management (CRM) software. While it can't surpass advanced third-party CRM tools, it can adequately cater to basic functionalities for contact, customer, and deal management through proper configuration.

In this setup, the first understanding that is crucial is recognizing the limitations of SharePoint's features. To build a functional CRM, the designed lists need to be located within the same site. However, with Microsoft's commitment to user-centric design, a Communication Site can be easily created and used to house the lists.

Once the site is established, your next action should involve the creation of lists pertaining to Clients, Customers, and Deals. The importance of constructing these lists is highlighted eloquently in various resources. You should, however, ensure that common columns are included across all lists. This allows for the proper tie-in between the lists, hence providing seamless handoffs from one list to another.

Opting for a Document Library offers the opportunity to consolidate client-specific documents effectively. This location, like the lists, must contain a column listing client names. Thereby, all stored documents can be linked to the specific client, and the library can be further associated with the other lists.

Remember, all the lists and libraries should not only be present on the same site but also exist on the same page. This is a prerequisite for the Dynamic Filtering setup to function correctly. Consequently, you should incorporate all the created lists and libraries into the same page.

The setting up of Dynamic Filtering represents the most stimulating part of the process. This step allows the CRM to select an entry from one list and dynamically streamline Contacts and Contracts based on our pick. The result of comprehensive application of these steps would be a CRM tailor-made for your specific needs.

*Note: Here, CRM refers to SharePoint Online's CRM-like functions and not an advanced system.

The overall goal of this article is to help you understand the workings and applications of SharePoint Online in the CRM sphere. It is designed to clarify key points by keeping the language simple and jargon-free. Additionally, high importance has been placed on structuring the information to provide optimal SEO, ensuring easy accessibility for those seeking information.

Whether you are looking to make the best use of SharePoint's capabilities or considering it as a CRM alternative, this article delivers a comprehensive insight into your queries. By following the outlined steps, you should be able to set up a simple CRM in SharePoint Online successfully.

In conclusion, although SharePoint Online falls short of a sophisticated CRM system requirement, it can competently cater to basic CRM-related needs. It requires a clear understanding, a well-thought-out plan, and a step-by-step approach.

More links on about How to build a simple CRM in SharePoint Online

How to build a simple CRM in SharePoint Online
Feb 6, 2023 — Step 1: Understand the limitations · Step 2: Create lists of Clients, Customers, and Deals · Step 3: Create a Document Library for Client ...
How to Build a CRM in SharePoint
To integrate CRM features in SharePoint effectively, follow these steps. Use document management in CRM to streamline file organization. Track communication and ...


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