where would be the best forum to ask this questions:-

hi - where would be a good place to get answers to this - was hoping for a small business forum but can't find one on msdn

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I run a small IT business and currently manage all my contacts in Outlook, and a while back created a custom form to hold information

specific to my needs such as when mailings sent, date of last visit, software renewal dates, contract expiry dates etc etc - this is

now getting old and I want to improve upon it

I would like some comments/suggestions/advice please as to what would be a good way forward

I have looked at numerous CRM solutions but they are all too much for my simple needs - they are all designed for bigger companies and

have so many features I wouldn't ever need or use

I have office 365 exchange online and sharepoint - so wondered if I could do something using this perhaps linking sharepoint with my

existing outlook contacts to hold more information?

Or perhaps just improve my current outlook form?

or any other ideas?

I want to enhance what I have so instead of just a date for when I last contacted customer - I can easily see what I sent to them and

when - sort of a history of sending email newsletters, postal offers etc - so I can then easily see that if have sent them lots over

the years and had no contact for a while that it would be pointless to continue contacting them etc

Also say if I emailed a group of contacts a special offer I could automatically update the contacts details to show mailing sent date

and what I sent

All comments gratefully received!!

Thanks

Darren Rose