Forum Discussion
EdgeTech78
Dec 08, 2023Copper Contributor
Making my own CRM
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. One thing I enjoyed was being able to have my accounts have a hierarchy. Is there a way to have accounts flagged or marked so that when I run reports or searches I can see each subordinate?
- Eugene_ABrass ContributorSpoilerTry Rapidstart CRM (free crm power apps based) 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
- Rob_ElliottBronze Contributor
EdgeTech78 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.
Rob
Los Gallardos
Microsoft Power Automate Community Super User.
Principal Consultant, SharePoint and Power Platform WSP (and classic 1967 Morris Traveller driver)