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nc1999's avatar
nc1999
Copper Contributor
May 05, 2024

Use Sharepoint to record and file client information

Hey guys!   I am wanting to create a kind of CRM in Sharepoint to record customer information and activity.    I am aware of the Lists option, however I am wanting somewhere where I can update cl...
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Rob_Elliott's avatar
Rob_Elliott
Bronze Contributor
May 13, 2024

nc1999 I think the best way to do this is to have 2 lists in SharePoint, one for the client details and one for the client history with a column for the client ID. So a sort of one-to-many situation.

 

Then build an app in Power Apps (which should be one of your M365 apps depending on your licence) where the user can view client details in a form and the history will be displayed in a gallery below it.

 

There are many good videos on YouTube about getting started with Power Apps by people like Shane Young and Reza Dorrani. One of Reza's videos that shows how to do a similar thing to what your trying to do is at https://www.youtube.com/watch?v=SCYY9ZL48Mw

 

Rob
Los Gallardos
Microsoft Power Automate Community Super User.
Principal Consultant, SharePoint and Power Platform WSP Global (and classic 1967 Morris Traveller driver)

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