As the title says - we work in an environment that utilises Teams and Outlook and I am looking to create a database of our clients, and link any documents to them. Things I like about Dynamics from what I’ve seen
Client list
link to Teams
link to Calendar
Timeline notes
integrated with MS suite - potential for Sharepoint interface
ability to store documents?
link to specific staff
permissions
things I don’t need -
anything to do with sales as we deliver a service we are not sales based (disability sector)
Do you (the experts) think this is a viable option? I’ve spent ages looking at CRMs and obviously nothing off the shelf will do what we want as they are pretty much all sales based but I think Dynamics could work due mostly to the integration. Is it customisable to the point where I can remove/hide the sales tools for users to simplify what they are able to see?