Hello Team,
I am currently working on organizing our CRM (Customer Relationship Management) data related to our surveillance hardware projects, including ATM and branch installations.
Below is the structure I'm using, and I would appreciate guidance on the best way to manage or automate this within Microsoft tools (like Excel, Access, Power Apps, or Dynamics CRM).
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**Customer Relationship Management Structure**
Project ATM Branch
---
**PI Model**
- RPI
- M2+
- M5
---
**NVR Making**
- HIKVISION
- PRAMA
- CP-PLUS
**NVR Channels**
- 4CH
- 8CH
- 16CH
---
**Hard Drive (HDD) Sizes**
- 4TB
- 6TB
- 8TB
- 10TB
---
**Camera Brand Options**
- HIKVISION
- PRAMA
- CP-PLUS
---
**Camera Type & Quantity**
- Dome Cameras: [Number]
- Bullet Cameras: [Number]
**SD Card Camera Count**
- SD Card Dome Cameras: [Number]
- SD Card Bullet Cameras: [Number]
---
**My Question:**
What is the best way to manage and visualize this structured data using Microsoft tools (e.g., SharePoint Lists, Power BI, Power Apps, or Microsoft Dynamics)? Ideally, I want to:
- Track installations per site
- Manage inventory per model/brand
- Generate reports for stakeholders
Thank you in advance for your suggestions and help!
Best regards,
[Your Name]
[Your Company / Role]
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