How To Build A CRM In SharePoint

SharePoint offers a powerful platform for building a CRM solution that can enhance your business process in the United States. To build a CRM in SharePoint, you can utilize the platform’s out-of-the-box features and customize them to fit your needs. Here are the steps to follow:

  1. Understand the limitations: All lists used in the CRM solution should reside on the same site in SharePoint.
  2. Create lists of Clients, Customers, and Deals: Create three lists: Clients, Customers, and Deals. Ensure these lists have common columns to tie them together.
  3. Create a Document Library for Client Documents (optional): If you want to associate documents with specific clients or contacts, create a Document Library with a column containing the list of clients.
  4. Embed all lists and libraries on the same page: All lists and libraries should be added to the same SharePoint page for dynamic filtering to work.
  5. Set up Dynamic Filtering: Configure the Dynamic Filtering feature to choose an entry from one list (e.g., Clients List) and dynamically filter Contacts and Contracts based on the selection.

By following these steps, you can build a CRM in SharePoint that meets your basic contact and customer management needs. However, if you require more advanced functionality, it may be better to use a third-party CRM system.

Understanding the Limitations

Before diving into building a CRM in SharePoint, it is crucial to have a clear understanding of the platform’s limitations and restrictions. While SharePoint offers several features that can be customized for CRM purposes, it is important to be aware of the constraints to ensure a successful implementation.

One key limitation to consider is that all lists used in the CRM solution must reside on the same site in SharePoint. This means that you cannot create lists across different sites and expect them to work together seamlessly.

Another limitation is related to SharePoint’s site restrictions. It is important to note that each SharePoint site has a limit on the number of lists and items it can handle efficiently. If your CRM grows and exceeds these limits, it may impact performance and require careful monitoring and optimization.

Furthermore, while SharePoint can provide basic contact and customer management functionality, it may not have all the advanced features that a dedicated CRM system offers. If you require more advanced functionality such as advanced reporting, marketing automation, or integrations with other business systems, it may be more suitable to consider using a third-party CRM system.

Understanding these limitations beforehand is essential to make informed decisions during the CRM development process. By being aware of the constraints and planning accordingly, you can leverage SharePoint’s out-of-the-box features and customize them to meet your basic contact and customer management needs.

Limitation Description
All lists on the same site CRM solution lists must be located on the same SharePoint site for seamless integration.
Site restrictions Each SharePoint site has limits on the number of lists and items it can efficiently handle.
Limited advanced functionality SharePoint may not offer all the advanced features available in dedicated CRM systems.

Creating Lists and Libraries

To establish a solid foundation for your CRM in SharePoint, you need to create lists and libraries to store crucial information about clients, customers, and deals. These lists will serve as the building blocks for your CRM solution, allowing you to effectively manage and track your business relationships.

First, create three key lists: Clients, Customers, and Deals. These lists will become the core components of your CRM, enabling you to store and organize important data. Ensure that these lists have common columns that will link them together, such as a unique identifier or a shared field.

If you want to associate documents with specific clients or contacts, consider creating an optional Document Library. This library will allow you to upload and manage client-related documents, providing easy access to important files. Include a column in the Document Library that contains the list of clients, enabling you to associate the documents with the appropriate individuals.

To ensure efficient data management, it is important to embed all the lists and libraries on the same page. This will facilitate seamless navigation and improve the overall user experience. By having all the necessary information in one place, you can easily access and update the data as needed.

In order to enable dynamic filtering, it is crucial to configure the Dynamic Filtering feature in SharePoint. This powerful functionality allows you to choose an entry from one list, such as the Clients List, and dynamically filter the Contacts and Contracts based on the selection. This feature enhances the usability of your CRM, enabling you to quickly retrieve relevant information and streamline your workflow.

In summary, by following these steps, you can build a CRM in SharePoint that meets your basic contact and customer management needs. However, it is important to note that for more advanced functionality, it may be beneficial to consider utilizing a third-party CRM system. SharePoint offers a solid foundation for your CRM, but additional features and customization might require external solutions. Assess your specific requirements and select the best approach for your business’s CRM needs.

Summary:

  • Create lists of Clients, Customers, and Deals.
  • Consider creating an optional Document Library for client-related documents.
  • Embed all lists and libraries on the same page for improved efficiency.
  • Configure the Dynamic Filtering feature to enhance usability and streamline workflow.
  • Assess the need for more advanced functionality and consider using a third-party CRM system if required.
Lists Libraries
Clients Document Library
Customers
Deals

Configuring Dynamic Filtering

Take your CRM in Sharepoint to the next level by configuring the Dynamic Filtering feature, allowing you to filter contacts and contracts dynamically based on client selection. With this functionality, you can easily manage and organize your CRM data more efficiently.

To begin, make sure all the necessary lists and libraries, such as the Clients, Customers, and Deals, are created and added to the same SharePoint page. This ensures that the dynamic filtering feature can work seamlessly across all the connected lists.

Next, set up the Dynamic Filtering feature by configuring the necessary settings within SharePoint. This process involves selecting an entry from the Clients List and then dynamically filtering the Contacts and Contracts based on the chosen selection. This powerful feature enables you to quickly access and view specific data related to a particular client.

It’s important to note that while SharePoint can provide basic contact and customer management capabilities through its CRM functionality, more advanced features may require the use of a third-party CRM system. Consider your specific needs and requirements before deciding which solution is best for your business.

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