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Questions tagged [crm]

Customer relationship management (CRM) is a system for managing a company’s interactions with current and future customers. It often involves using technology to organize, automate and synchronize sales, marketing, customer service, and technical support.

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-2 votes
1 answer
852 views

How to retrieve user details from graph API using @pnp/js?

I am trying to set up a CRM solution using SharePoint and Office 365, i want to get all the user details from graph api, how do i achieve it using @pnp/js. We were using an office 365 crm before, ...
waltdroid's user avatar
5 votes
3 answers
6k views

Microsoft Dynamics CRM vs Microsoft Sharepoint

The major difference is Microsoft Dynamics CRM ability to create relationships between lists of data. SharePoint have fantastic tools in place to build, manage and collaborate on the lists of data, ...
Ali Varzeshi's user avatar
1 vote
1 answer
996 views

Exporting InfoPath directly to a Word document

I am not a programmer! The company I work for has been developing a CRM and quoting program using SharePoint and InfoPath. I have been struggling because I am familiar and successful with quoting ...
mtm's user avatar
  • 11
1 vote
1 answer
851 views

Create Folder and Upload File to Document Library

I am new to this site so please feel free to redirect me to other posts that may answer my two part question. I am working on a .NET web form that needs to upload files from a asp:FileUpload ...
Chris Harrington's user avatar
0 votes
1 answer
73 views

implementing CRM on Sharepoint 365

I need to implement a basic CRM system. Any advice on doing it in Sharpoint 365, but without using Dynamics? Any experience on using an APP or Sharepoint feature to run basic CRM functions will help. ...
MikeG's user avatar
  • 113
0 votes
1 answer
151 views

crmlistcomponent.wsp problem while Upgrading?

I want to upgrade SharePoint 2010 site to 2013 using content database attach Method. but I have " crmlistcomponent.wsp " installed in SharePoint 2010 farm. my questions are 1)it can cause any ...
SharePointMan's user avatar