@scottalanmiller said in CRM or MS 365?:
@saltedcaramel said in CRM or MS 365?:
As I said essentially what I need is a system where all the company files/information/data can be stored in one central location, so that any member of the team can have access to it.
That's very general, though. A CRM, including MS Dynamics, does not do this. It stores data about very specific things. In the case of the CRM function, it stores info about customers, not about your company. So neither CRM or Dynamics (which is a CRM plus a few other things) does this.
Not knowing what your company files and info are, we don't have a lot to work with. If you just want to store generic files, something like Nextcloud is going to be the answer, or a service that is similar like Dropbox. If you want generic data, then a wiki is likely the best bet like Dokuwiki or Wiki.js.
If you have non-generic data, then a custom application is best or at least a specific application to your data types. But without knowing what that is, we are talking extremely generically here.
Ok so specifically I mean excel spreadsheets of members details like contact numbers, email addresses etc. Right now these spreadsheets and information is only present on one computer in the office. All members of the team need access to these files so what's the best way of doing this?
Also only one person has access to the mailbox email address on Outlook. We all need access to it, how do I go about getting this so we all have access to the mailbox?
I reckon maybe a CRM system is not even needed but maybe something as simple as one drive or dropbox?