RapidStart CRM – Products Products, also called Items in Business Central, are displayed for reference for Sales Users from the Sidebar by selecting “Products” Product List View In the view above you can see all Products including their Price and Quantity in Stock. To see more details select a Product link.… Read More


RapidStart CRM – Business Central Table Relations To associate Virtual Tables to Native Tables, you create Table Relations. While we have created a UI for this, it is still considered an “Advanced Task”. Refer to https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/powerplatform/powerplat-entity-modeling.  Our default installation includes five table relation records to support our Apps goals as delivered. To Create a new… Read More


RapidStart CRM – Business Central Available Tables RapidStart CRM Business Central Addon includes the ability to display Business Central tables “Virtually” within RapidStart CRM. There are 68 Business Central tables available that can be brought into RapidStart CRM. Our default installation includes these 10 tables: “Customer” used to integrate Accounts “Item” which is the product… Read More


RapidStart CRM – Business Central Configuration RapidStart CRM Business Central Configuration record is created on installation. There should only be one record. Select Configuration in the Sidebar. View the single record. Click the Name to open the record. The only item you should consider changing here is the Primary BC User name. This is for… Read More


RapidStart CRM – Cases The RapidStart CRM Business Central Addon adds several things to the RapidStart Case form to fully inform the Customer Service User. New Additions to Case Form You will notice a new tab “REGARDING”. On the Regarding tab, you can select an existing Order, Shipment, and/or Invoice for the related Account that… Read More


Rapidstart CRM – Opportunities The RapidStart CRM Business Central Addon adds a few things to the RapidStart Opportunity forms. New Additions to Opportunity Form You will notice a new “Quotes” tab and a new “Request Quote” button. In our Addon, Sales Users create Quote Requests, and Business Central Users create the Quotes, all of which… Read More


RapidStart CRM – Accounts The RapidStart CRM Business Central Addon adds several things to the RapidStart Account forms. New Addition to Account Form You will notice three new tabs, Quotes, Orders, and Invoices. Account Form Quotes Tab This tab displays all Business Central Sales Quotes related to this Account. Note: Orders and Invoices tabs are… Read More


RapidStart CRM Business Central Addon Overview What is RapidStart CRM Business Central Addon? The RapidStart CRM Business Central Addon is an extension to RapidStart CRM that adds Dynamic 365 Business Central Integration of Accounts and Contacts and Business Central Virtual Tables capabilities. What can you do with RapidStart CRM Business Central Addon? We have focused on the… Read More


RapidStart CRM Business Central Addon Admin Overview What is RapidStart CRM Business Central Addon? The RapidStart CRM Business Central Addon is an extension to RapidStart CRM that adds Dynamic 365 Business Central Integration of Accounts and Contacts and Business Central Virtual Tables capabilities. What can you do with RapidStart CRM Business Central Addon? We have focused on the… Read More


RapidStart CRM – Project Mobile App The RapidStart CRM Project Management Addon includes a Mobile App for your Project users. In order for them to access the app, you will need to “Share” the Mobile App Share Mobile App For users to use the Project mobile app, it must be shared with them first. The… Read More