Forum Discussion
How to Organize Data
I am moving to sharepoint to manage my legal client case load. Currently I have an MS database where I store client data. From what I have read, a hub and spoke organization would be appropriate fo...
Hi standenman
To organize your data in SharePoint for managing your legal client case load, you can consider the following:
- Use a hub and spoke organization, where the hub site is the central point for managing client data and each client case is a separate site (spoke) within SharePoint.
- Configure permissions and access settings to make the client's spoke available for viewing their data and communication with you.
- You have two options for handling the data currently stored in the MS Access database: a. Convert the Access database to Dataverse and integrate it into SharePoint. b. Import the data from the Access database into SharePoint lists.
- Seek guidance from a SharePoint expert or IT professional to assess your needs and determine the best approach for your specific requirements.
Lalit Mohan your copying from ChatGPT hasn't actually answered anything, all it has done is to repeat what standenman was looking at anyway. An answer showing what YOU have done in the real world would be much more useful to the poster.
Rob
Los Gallardos
Intranet, SharePoint and Power Platform Manager (and classic 1967 Morris Traveller driver)
