Turn Excel Into Your Own CRM System (No Coding Needed)

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Build your own CRM system in Excel with Power Query custom data types.
????‍???? Take the Power Query course: https://bit.ly/crm25course
⬇️ Download the example file here and follow along: https://bit.ly/crm25file

In this video, I’m going to show you how to convert 3 separate customer datasets containing customer information, interactions and opportunities into a clean, searchable customer relationship management system in Excel, enabling you to extract customer details and get a list of your active leads and opportunities that automatically updates.

I’ll be using one underrated feature; custom data types in Power Query. It’s super easy; no coding, no add-ins or third-party apps, just Excel for Microsoft 365.

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