All courses

A CRM and project system inside Microsoft 365

A series on how Allan built a CRM and a project system on Microsoft 365, one decision at a time: the plan, SharePoint as a database, Azure Functions, flows, the front end, documents and signatures, and building it with AI agents. Each lesson has a video and a written version with pictures. New episodes are added as they come out.

Lessons
1
Price
Free, with no login
Start lesson 1
Lesson 1 of 1: Two systems and what I threw away

Lessons

0 of 1 lessons watched

  1. Lesson 1, start here

    Two systems and what I threw away

    The map of the whole build: the CRM, the PMS and the hand-overs between them, and why the bookkeeping was cut out after two days.

Coming next

  1. Lesson 2

    Design before code

    How do you plan a system so AI agents can build it?

  2. Lesson 3

    SharePoint as a database

    Where does the data live, and how do you protect it?

  3. Lesson 4

    The Function at the door

    What does Azure do here, and why each resource?

  4. Lesson 5

    Flows that talk to people

    Which flows exist, and what do they do?

  5. Lesson 6

    Building the front end

    How does an SPFx app get built and shipped?

  6. Lesson 7

    Documents and signatures

    How does a quote become a signed contract?

  7. Lesson 8

    From won deal to invoice draft

    How does one customer travel the whole chain?

  8. Lesson 9

    Building it with agents

    How do you let AI build while you stay in control?

  9. Lesson 10

    What is missing and what I would change

    Is it done?