Forum Discussion
Client List in Planner
I would like to be able to somehow associate tasks in Planner, with clients. Scenario: I work at a small accounting firm. We file corporate tax returns for approximately 150 clients. I would like...
Thanks Kristine! Makes sense building a complete custom solution just need to make sure someone keeps maintaining it I suppose. SharePoint Lists are great for storing data and smart to move to Dataverse.
You're welcome, Otto! And regarding the 'maintaining it' piece, that would also be me 😁 It's been a huge amount of work--as I suspect you can well appreciate--but definitely worth it.