CRM sign on computer screen - Fliweel

How to build a CRM using SharePoint

You can build an automated CRM (Customer Relationship Management) system in SharePoint, Forms, Outlook, and Power Automate by following these steps: Create a SharePoint list: Open SharePoint and create a new list to store customer data. Customize the list columns to include relevant information such as customer name, contact information, and purchase history. Create a …

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