Forum Discussion
Making my own CRM
I'm starting a small business and was looking at replicating what I've had with Dynamics 365 in my previous jobs, but I can't necessarily afford the cost. One thing I enjoyed was being able to have ...
A custom CRM in SharePoint can work well if you keep it simple. Lists handle contacts and deals, Power Automate manages workflows, and permissions control access. It’s flexible but requires planning.
