SharePoint CRM (警察などへの)密告,告訴(状)
Why would a person need SharePoint CRM or Office 365? Many (弁護士の)依頼人s and website owners are searching for SharePoint CRM systems that will 申し込む/申し出 a variety of 解答 approaches in the market. The 大多数 of these people will want their SharePoint CRM to already be running on Office 365. They have heard about the 平易な and smooth 統合,差別撤廃 of 存在するing data, workflows, and 過程s.
A 重要な advantage when using these 壇・綱領・公約s is 選び出す/独身 調印する On. This unique 統合,差別撤廃 供給するs a 法人組織の/企業の active directory. The good news for (弁護士の)依頼人s and website owners is that this 壇・綱領・公約 already 存在するs and will not 要求する any 付加 投資s so as to have a base for a CRM new 商売/仕事 app.
It should be 公式文書,認めるd that CRM is やめる difficult to build from scratch because of its many 複雑さs. If you are trying to 建設する a direct competitor such as Salesforce, SAP CRM, Microsoft Dynamics, for a CRM system then the headline must be 権利. However, this is something that most people will not want to do from scratch.
When you look at the 普通の/平均(する) 顧客 you will discover that their CRM 過程s will typically consist of a few simple 商売/仕事 反対するs that have a master 詳細(に述べる) relation. The more コンビナート/複合体 過程s will 要求する some sort of 許可 and workflow. Even the 高度に sophisticated ones 要求する 柔軟性 so that they can 申し込む/申し出 適する 創造 過程s. For anyone who is using it for (選挙などの)運動をするs it should be 公式文書,認めるd that the 必要物/必要条件s for a smooth 統合,差別撤廃 with some newspapers, (選挙などの)運動をする providers, or emails can be 極端に 限られた/立憲的な.
You will find a repetitive pattern in the 大多数 of CRM systems. SharePoint 名簿(に載せる)/表(にあげる)s will 要求する 基準 商売/仕事 反対するs that are 代表するd in a SharePoint content type. Some of the basic 反対するs that you will 要求する for CRM and for SharePoint 含む 名簿(に載せる)/表(にあげる)s of accounts, 接触するs, activities, 適切な時期s, and (選挙などの)運動をするs.
In the account column you will need the content types prospects, 顧客s, and 供給者s. In the 接触するs column you will need the content types (n)役員/(a)執行力のあるs and 従業員s. In the activities column you will need the content types 公式文書,認める, calendar item, email, and activity. In the 適切な時期s column you will need the content types 予測(する), 申し込む/申し出, 適切な時期, and lead. In the (選挙などの)運動をするs column you will need the content types email, print, newsletter, and email.
There are two 推論する/理由s why you will 要求する different content types. The first 推論する/理由 is if you 要求する a lifecycle on data such as with the example, prospect to 顧客. The second 推論する/理由 is if there are different せいにするs for any content variance such as activity or calendar item. By having different content types in a 名簿(に載せる)/表(にあげる) it will 許す the 使用者 to navigate data very easily. It will also 許す the 使用者 to create さまざまな search シナリオs that make it simple to navigate data.
For example, let’s say you are searching for sales 適切な時期s but you are not 正確に/まさに sure if what you find is a sales 適切な時期, an 申し込む/申し出, somebody’s 予測(する), or a lead. When you use content types you can 簡単に search in 適切な時期s and this will 供給する you with all 関連した matches. Each of the items 陳列する,発揮するd will only be 関連した data for your search.
Another feature to this type of approach is that you will now be able to create さまざまな lookups between the content types for all relations. Since a 接触する is 普通は bound to an account, you will 利益 by having a lookup field for any of the accounts in the 接触する 名簿(に載せる)/表(にあげる). You can repeat this for any relation that is 論理(学)の and 有益な for your particular シナリオ.
Now that you have created a data model it is time to think about the next step. The next step will be about how you 見解(をとる) your data. You will need さまざまな 見解(をとる)s for 確かな シナリオs such as inactive data, active data, my data, all data, 輸出(する) – 輸入する data, compact data, and 詳細(に述べる) data.
As you create these さまざまな 見解(をとる)s you will soon realize that you also need some 肉親,親類d of logic or status せいにするs for all of the 名簿(に載せる)/表(にあげる)s. This will 許す you to create a content column on your website. You will be able to 再使用する this 過程 in any of the content types that you have created. This 基本的に means that everything will be copied to every content type and also every 名簿(に載せる)/表(にあげる).
The most challenging part of designing the 使用者 interface is if you do not use any 道具s. 道具s will help you to build a pattern which will 許す you to do a variety of things such as navigate to 詳細(に述べる) 見解(をとる)s that has 状況 of the data and to 陳列する,発揮する overviews of the data. A 状況 基本的に means that a 詳細(に述べる)d 見解(をとる) of an account should 普通は 陳列する,発揮する account 詳細(に述べる)s. However, it should also 陳列する,発揮する activities, 適切な時期s, 接触するs, and so 前へ/外へ.
If you decide to make it easier when designing the 使用者 interface it is 簡単に a 事柄 of getting help with a visual low code 解答 道具. For example, you can use K2 Appit?or BPA 解答 建設業者. If you want to remain with Microsoft 科学(工学)技術 then you can 利用する 力/強力にする Apps. You can also start to create your CRM interface with any of the さまざまな Search 陳列する,発揮する Templates, Visual Studio, or try one of the more elegant, 未来 orientated approaches that are 利用できる by means of 追加する-ins.
With an 追加する-in you will be able to build 事実上 any 使用/適用 that is hosted on any web 壇・綱領・公約. You can use this 使用/適用 in your Office 365, SharePoint, or Office for a seamless 統合,差別撤廃. This is perhaps the most elegant way to use a Microsoft ecosystem as you develop an 使用/適用 with modern and わずかな/ほっそりした 科学(工学)技術s such as AngularJS, node.js, or any of the others.
Finding the best and most efficient way to help a 使用者 with SharePoint CRM and to easily navigate a system, 現在の data, or to 陳列する,発揮する only 関連した (警察などへの)密告,告訴(状) is much more of a challenge than 簡単に the technical 実施.
