Chapter 9. Building a Contact Management Solution

In this chapter, you will create a basic contact management solution that goes beyond the standard SharePoint Contacts list but not as far as more full-featured customer relationship management (CRM) products. The solution will be based on core SharePoint components available in SharePoint Foundation 2010 and Office 365 for Professionals and Small Businesses, including lists, views, and no-code customizations.

There are a wide variety of products in the contact management or CRM markets, including a very robust offering from Microsoft Dynamics. But when you don’t need the feature depth, don’t have the budget, and already have access to SharePoint, you’ve got the makings for an efficient and cost-effective ...

Get Microsoft® SharePoint® 2010: Creating and Implementing Real-World Projects now with O’Reilly online learning.

O’Reilly members experience live online training, plus books, videos, and digital content from 200+ publishers.