Making my own CRM

Copper Contributor

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?

2 Replies

@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.


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

Try 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