SharePoint as CRM - Full Tutorial from Zero to Working System

How to build a CRM with SharePoint in 45 Minutes! 👉Work with Me: https://www.taskm.co.uk/contact-us In this step-by-step tutorial, I’ll show you exactly how to build a CRM in SharePoint — from blank site to functional customer management system — in under 45 minutes! Whether you’re using SharePoint 2010 CRM, SharePoint 2013 CRM, or a modern Microsoft 365 environment, you’ll see how easy it can be to create your own CRM solution in SharePoint without writing any code. You’ll learn how to: ✅ Use SharePoint as CRM to track leads, quotes, and customer data ✅ Configure lists and workflows for a fully functional CRM SharePoint system ✅ Leverage AI in SharePoint to enhance automation and insights ✅ Set up SharePoint integration in MS CRM for seamless data flow ✅ Build a simple but powerful SharePoint CRM demo that your whole team can use By the end of this video, you’ll have a working CRM with SharePoint that’s flexible, scalable, and cost-effective — perfect for small to mid-sized businesses that want a simple CRM SharePoint setup without expensive licenses. If you’ve ever wondered about using CRM in SharePoint or using SharePoint as CRM, this walkthrough will give you everything you need to get started. Whether you’re after CRM for SharePoint Online, CRM SharePoint or want to see how SharePoint MS CRM systems can evolve with modern AI tools, this video is for you. 💡 Topics Covered: CRM and SharePoint setup from scratch Easy CRM SharePoint design tips Integrating SharePoint in MS CRM for better collaboration Building a SharePoint CRM layout and views Best practices for using CRM for SharePoint 🎯 Watch now to see how you can turn SharePoint into a powerful, all-in-one CRM SharePoint Online — no developers required! Join this channel to get access to perks:    / @dougie_wood   00:00 CRM in SharePoint 01:24 Create a SharePoint List 02:30 Customer Accounts List 05:50 Customer Contacts List 10:30 CRM Activities List 16:17 CRM Task List 22:00 Products List 24:15 Orders List 26:12 CRM Dashboard