MS Dynamics CRM Training in Hyderabad Microsoft Dynamics CRM Training
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Introduction
• Building a custom CRM (Customer Relationship Management) system 
typically requires programming skills and expertise.
• However, with the advent of no-code platforms, even non-developers can 
create a CRM tailored to their business needs.
• No-code CRM tools allow businesses to automate processes, manage 
customer data, and improve relationships without writing a single line of code.
• In this presentation, we will guide you through the steps to build your own 
custom CRM using intuitive, user-friendly tools.
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What is a No-Code CRM?
• No-code CRM platforms are drag-and-drop tools designed for business 
users, not developers.
• They allow users to create custom workflows, dashboards, and data 
management systems.
• Popular no-code platforms include Airtable, Zoho Creator, and 
Monday.com.
• These platforms abstract away the complexity of coding and enable 
users to create tailored CRMs quickly.
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Benefits of Custom CRM Solutions
• Personalization: Tailor the CRM to meet your business's unique 
requirements.
• Efficiency: Automate manual tasks like data entry and email follow-
ups.
• Cost-effective: Save on the development costs of a traditional CRM.
• Scalable: As your business grows, your CRM can easily scale with it.
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Key Features to Include
• Contact Management: Store and organize customer details.
• Lead Tracking: Monitor the progress of leads through the sales 
funnel.
• Task Automation: Set up automatic actions like email reminders.
• Reporting: Generate insightful analytics and reports on customer 
interactions.
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Step-by-Step Guide to Building a No-Code 
CRM
• Choose a platform: Select a no-code CRM tool that fits your business 
needs.
• Design your database: Define what fields (name, email, etc.) you'll need 
to store.
• Customize workflows: Set up triggers and actions that automate 
processes.
• Test & Optimize: Run tests to ensure everything works seamlessly before 
going live.
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Integrating with Other Tools
• Many no-code CRMs integrate with popular tools like Google Sheets, 
Slack, or Mailchimp.
• Integration simplifies data flow between different systems.
• Some platforms offer built-in connectors to sync with email, calendar, 
or project management tools.
• Custom API connections can also be created if needed, even without 
coding.
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Common Pitfalls to Avoid
• Overcomplicating the design: Keep the CRM simple and focused on your 
core business needs.
• Ignoring data security: Ensure that customer data is secure with built-in 
encryption and backup options.
• Not testing thoroughly: Ensure that every process, from lead capture to 
reporting, is working as expected.
• Failing to train the team: Ensure that everyone knows how to use the 
CRM to its fullest potential.
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Best No-Code CRM Platforms
• Airtable: Offers flexible database functionality with visual layouts.
• Zoho Creator: Known for its drag-and-drop interface and extensive 
automation.
• HubSpot CRM: A free, easy-to-use CRM for small businesses, with 
basic customization.
• Bubble: Allows for more advanced customizations, including app 
building alongside CRM functionalities.
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Conclusion
• Building a custom CRM without coding is not only possible but highly 
accessible thanks to no-code platforms.
• With the right tools and a bit of time, businesses can create a CRM that 
aligns perfectly with their specific needs.
• By following the outlined steps, even non-technical users can streamline 
operations, improve customer relations, and drive sales.
• Start exploring no-code CRM solutions today and transform the way 
you manage customer interactions.
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0546
CONTACT
For More Information About 
Microsoft Dynamics CRM with PowerApp
s
Address:- Flat no: 205, 2nd Floor, Nilgiri Block, Aditya 
Enclave, Ameerpet, Hyderabad-16
Ph. No : +91-7032290546
Visit : www.visualpath.in
E-Mail  : [email protected]
Thank You
www.visualpath.in
"Empower your business with a 
CRM as unique as your vision—no 
code required."