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Modern Workplace Discussions

Discuss best practices related to Security, Teamwork and Unified Endpoint Management (Microsoft 365).

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Anonymous
Not applicable

CRM App for Office 365

I have a customer who is looking for CRM solution which can integrate with their Office 365. It's small size company that has basic needs for their customer relationship management. 

Any advice?

Thank you in advance.

4 REPLIES 4
Anonymous
Not applicable

For a small-sized company, most CRM tools are oversized. I would suggest creating just a few lists and libraries in SharePoint to manage your customers and other partners. You can implement more features as you need, step-by-step...

You can also integrate existing solutions on the market to keep data and files in sync with Office 365 using 3rd party tools, such as the Layer2 Cloud Connector.

Thanks, Frank

TJ_Westre
Microsoft

Hi @Anonymous! Thanks for the question. @Anonymous is this something you can help with?

Anonymous
Not applicable

Anonymous
Not applicable

Hi,

As an ISV, I'm building a seamless integration between Microsoft Teams and Salesforce, that will be available in AppSource soon.

Send me a message on my twitter account, @Anonymous , so that I can keep you updated if you're interested.

Regards,

Guillaume