Nov 22 2018
04:16 PM
- last edited on
Feb 06 2023
03:44 AM
by
TechCommunityAP
Nov 22 2018
04:16 PM
- last edited on
Feb 06 2023
03:44 AM
by
TechCommunityAP
Hi, I'm new to O365 and OCM and am confused by all the apps and permutations. I want to plan and track next year's customer visits, emails, events and phone calls in a way that allows my boss and I to keep track of who has been contacted, what tasks are agreed, in-progress and complete. I work for a small not for profit so have to use the apps available under our O365 Business suite for CRM. I played around with OCM and planner but am not sure if I'm doing it right by starting buckets, perhaps I should start with the individual contacts but that seems like a big job (1500+) Any thoughts much appreciated.
Nov 22 2018 04:50 PM
Nov 22 2018 05:17 PM
Thanks for the quick response Chris,
I'll use SharePoint lists as the starting point and try to integrate Flow as I progress.
As for PowerApps, that's totally new to me so I'll need to learn more about it.
Cheers
Nov 22 2018 05:20 PM