Making my own CRM

Question

I'm starting a small business and was looking at replicating what I've had with Dynamics 365 in my previous jobs, but I can't necessarily afford the cost.&nbsp; One thing I enjoyed was being able to have my accounts have a hierarchy.&nbsp; Is there a way to have accounts flagged or marked so that when I run reports or searches I can see each subordinate?

rob_elliott · Answer

EdgeTech78&nbsp;you could do this with Power Apps if you have the right structure in your SharePoint list. So you'd end up with cascading galleries which is what I think you might be trying to achieve.&nbsp;RobLos GallardosMicrosoft Power Automate Community Super User.Principal Consultant, SharePoint and Power Platform WSP (and classic 1967 Morris Traveller driver)

eugene_a · Answer

Spoiler (Highlight to read)Try Rapidstart CRM (free crm &nbsp;power apps based) &nbsp;or built simple in default environment with Dataverse which has Contact/Account entities and can be extended using power automate /custom field. Every one has access to default and you might have basic power app licenses included into your environmentTry Rapidstart CRM (free crm &nbsp;power apps based) &nbsp;or built simple in default environment with Dataverse which has Contact/Account entities and can be extended using power automate /custom field. Every one has access to default and you might have basic power app licenses included into your environment

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Making my own CRM