Outlook App RF

RapidStartCRM – Outlook App

RapidStartCRM works with Microsoft’s Dynamics 365 App for Outlook. Not only can certain activities be performed from within Outlook, certain activities can also be synchronized between Outlook and RapidStartCRM.

What is the Outlook App?

Click here to open the User Guide from Microsoft

Activating the Outlook App for RapidStartCRM

Note: The following steps are performed in the advanced settings area. Be careful while you are in this area, if you make changes other than what are described below, or to other items, you could cause your system to stop functioning.

To activate the Outlook capabilities for RapidStartCRM, a System Administrator role is necessary to perform the following three steps.

  1. Approve, Test and Enable User Mailboxes
  2. Add the App to Users
  3. Add the Security Role to Users

To get started, from anywhere in RapidStartCRM, click the Gear Icon (1), and select “Advanced Settings”(2). If you do not see Advanced Settings, you do not have the System Administrator role.

Advanced Settings

The above screen may change in the future, this is what it looks like as of this writing. Select “Settings” to open the options panel

Step 1 – Approve and Enable Mailboxes

Select “Email Configuration”, then “Mailboxes” from the screen that opens

Perform the following Steps:

  1. Switch to the “Active Mailboxes” View.
  2. Select one or more users.
  3. Select “Approve Email”, then re-select users (2)
  4. Select “Test and Enable Mailbox”. Be aware that your users will receive an email letting them know that their mailbox is now connected to Dynamics 365.
  5. After a few minutes click the refresh link.
  6. You are looking for a “Success” message for the three items shown, for each user. You may have to refresh (5) a few times.

Step 2 – Enable Outlook App

Go back to “Settings” and select “Dynamics 365 App for Outlook”

Here you will enable the Outlook App for Users

  1. Unless you only want certain uses to have the app, select the box to automatically add Dynamics 365 App for Outlook. After doing this you would not need to come back here in the future, you can just Approve and Enable Mailboxes above.
  2. You can refresh this view, but the installation takes some time. If users do not see the app appearing, you can come back here and look for issues.
  3. A list of Users app statuses

Step 3 – Add Security Role

Go back to “Settings” and click “Security”, then “Users” in the pane that opens.

Add Role

  1. Switch to “Enabled Users” view
  2. Select one or more Users
  3. Select “Manage Roles”

  1. Scroll to and select the “Dynamics 365 App for Outlook User” role.
  2. Click “OK”

That’s it, you are done!

 

Outlook App

RapidStartCRM – Outlook App

RapidStartCRM works with Microsoft’s Dynamics 365 App for Outlook. Not only can certain activities be performed from within Outlook, certain activities can also be synchronized between Outlook and RapidStartCRM.

What is the Outlook App?

Click here to open the User Guide from Microsoft

Activating the Outlook App for RapidStartCRM

Note: The following steps are performed in the advanced settings area. Be careful while you are in this area, if you make changes other than what are described below, or to other items, you could cause your system to stop functioning.

To activate the Outlook capabilities for RapidStartCRM, a System Administrator role is necessary to perform the following three steps.

  1. Approve, Test and Enable User Mailboxes
  2. Add the App to Users
  3. Add the Security Role to Users

To get started, from anywhere in RapidStartCRM, click the Gear Icon (1), and select “Advanced Settings”(2). If you do not see Advanced Settings, you do not have the System Administrator role.

Advanced Settings

The above screen may change in the future, this is what it looks like as of this writing. Select “Settings” to open the options panel

Step 1 – Approve and Enable Mailboxes

Select “Email Configuration”, then “Mailboxes” from the screen that opens

Perform the following Steps:

  1. Switch to the “Active Mailboxes” View.
  2. Select one or more users.
  3. Select “Approve Email”, then re-select users (2)
  4. Select “Test and Enable Mailbox”. Be aware that your users will receive an email letting them know that their mailbox is now connected to Dynamics 365.
  5. After a few minutes click the refresh link.
  6. You are looking for a “Success” message for the three items shown, for each user. You may have to refresh (5) a few times.

Step 2 – Enable Outlook App

Go back to “Settings” and select “Dynamics 365 App for Outlook”

Here you will enable the Outlook App for Users

  1. Unless you only want certain uses to have the app, select the box to automatically add Dynamics 365 App for Outlook. After doing this you would not need to come back here in the future, you can just Approve and Enable Mailboxes above.
  2. You can refresh this view, but the installation takes some time. If users do not see the app appearing, you can come back here and look for issues.
  3. A list of Users app statuses

Step 3 – Add Security Role

Go back to “Settings” and click “Security”, then “Users” in the pane that opens.

Add Role

  1. Switch to “Enabled Users” view
  2. Select one or more Users
  3. Select “Manage Roles”

  1. Scroll to and select the “Dynamics 365 App for Outlook User” role.
  2. Click “OK”

That’s it, you are done!

 

User Positions

RapidStartCRM – User Positions

RapidStartCRM provides the optional ability to create and assign Positions to users. You may find this handy as it will show the Position in the User’s record, but for some of our Addons, like RapidStartSERVICE, Positions are needed for app functionality. This is spelled out in the particular app’s documentation.

To Create a Position and Add Users to it, first open the RapidStart Settings App. This app is only visible to RapidStart Power Users and System Administrators.

To get to the RapidStart Settings App, from whatever app you are in, click the app name in the header to open the app selector.

The App Selector shows all apps you have access to. Open the RapidStart Settings app by clicking on it.


If you don’t land on the Positions list when the RapidStart Settings app opens

Select Positions from the sidebar.
Then select + New.


Give your Position a name.
Provide an optional description.
Save the record.

Once saved and refreshed you will see the Members list, add existing users to this Position here. Note: Users can only have one Position.


To remove users from a Position

Select a user(s).
Click Remove.

User Teams

RapidStartCRM – User Teams

RapidStartCRM provides the optional ability to group users into Teams, like a Sales Team,  and have records owned by those Teams, instead of individual Users.

Note: this is a feature of the application and is not “Microsoft Teams”.

There are three steps: Create a Team, add Users to it and optionally give the Team a security role(s), assign records to the Team.

To Create a Team and Add Users to it, first open the RapidStart Settings App. This app is only visible to RapidStart Power Users and System Administrators.


To get to the RapidStart Settings App, from whatever app you are in, click the app name in the header to open the app selector.


The App Selector shows all apps you have access to. Open the RapidStart Settings app by clicking on it.


Step 1 -Create a Team

If you don’t land on the Teams list when the RapidStart Settings app opens, select Teams from the sidebar.
Do not remove the default Team, this team is the default for all users and removing it will prevent user access to the system.
Select + New.


Give your new Team a name.
Select your Business Unit (there should only be one, RapidStart does not support multiple Business Units).
Add a Team Admin.
Provide an optional description.
Save the record.


Step 2 – Add Members and Roles to Teams

Once saved (you may have to refresh) you will see the Members list and Security Roles panes are now active.

To add users, select “Add Existing User”. Note: users can be on more than one Team.
Optionally, you can add a security role to the team that all users will inherit. Be aware that this will be in addition to any direct Security roles the user may have. This requires some thought, for example if you gave a Team the “RapidStart Power User” role, and then added a user to the Team who has the “RapidStart Limited Role”, that user will now have Power User Privileges.


Remove Members

Select the User(s)
Click Remove.


Step 3 – Assign Records to Teams

To assign records to Teams, go back to the RapidStartCRM App and open any record.

Click the Assign button.
Select “User or Team”.
Pick the Team name who will now own this record.


You can also assign records in bulk from a view.

Select one or more records.
Click Assign to be presented with the same dialog above.

User Roles

RapidStartCRM – User Roles

RapidStartCRM includes several User Roles that a “RapidStart Power User” can assign to users from within the application including:

RapidStart Limited User

This role is for basic users, that you do not want to see certain records of other users. This user can only see their own records; either records they created, or records that were assigned to them by others. In addition, this user cannot delete any records including their own. This role is quite restrictive, and it is more common to give basic users the RapidStart Basic User Role below.

RapidStart Basic User

While still limited in scope, this role is for an open organization, where all users can see all records. However this user cannot delete any records, nor can they assign records to others.

RapidStart Manager User

This user can see all records of course, but can also delete and assign records.

RapidStart Power User

This is the highest level RapidStart role, the only role with more privileges is the System Administrator role for Power Apps. In addition to everything a Manager can do this role adds things like access to the RapidStart Settings area, etc.

RapidStart How2 User

If you opt to create your own training using the How2 Solution, you must assign this role to any users you want to be able to see the How2 assets.

RapidStart How2 Administrator

This role is for users who are creating the How2 training assets, and allows the user to assign video libraries to apps.

RapidStart Hashtags Administrator

This role gives a user access to the Hashtags Administration Dashboard and the ability to delete and merge tags.

Cascading Privileges

If you give a user more than one role, they will have the privileges from the highest role for any item. For example, if you give a user the RapidStart Limited User role as well as the RapidStart Power User Role, they will have all of the privileges of the power user. Typically users will have one main role, and then optionally the RapidStart How2 User role, if they are to access How2 assets. They may also have the RapidStart How2 Administrator and/or RapidStart Hashtags Administrator roles if they are responsible for managing those items.

To Assign Roles

To assign roles to users, first open the RapidStart Settings App. This app is only visible to RapidStart Power Users and System Administrators.

To get to the RapidStart Settings App, from whatever app you are in, click the app name in the header to open the app selector.

The App Selector shows all apps you have access to. Open the RapidStart Settings app by clicking on it.


Option 1 – Bulk Add Roles

If you don’t land on the user list when the RapidStart Settings app opens, select it from the sidebar.
Select a user or users.
Click “Bulk Add Roles”.

This dialog will open.

Select the role(s) you want to apply to the user(s).
Click OK.


Option 2 – Individual Add and Remove Roles

To add roles to individual users, or to remove roles from a user, open a user record by clicking on the User’s Name, then check, or uncheck the roles

RapidStartCRM B2C Overview

Welcome to the Main Documentation Page for RapidStartCRM B2C

What is The RapidStartCRM B2C?

RapidStartCRM B2C is a simple to use, Basic CRM application, purpose-built to run on Power Apps or any Dynamics 365 Customer Engagement license. It is an accelerator that will reduce your costs and time to value for your investment.

The Mission of RapidStartCRM

We believe that Business Applications have become extremely powerful tools. If you are looking for that kind of power, you need to accept that there will be significant complexity. We also believe that many customers today, while impressed by the power, just want an application they can easily use… today. For them, Power can be added over time, as needed.

“Rapid” is not only part of our name, it is an over-arching goal in our design and Mission of RapidStartCRM. We want you to be able to use our applications with minimal training, and to be able to perform any task quickly. We want RapidStartCRM Apps to be enablers, not blockers of productivity for your customer relationships. Speed is achieved through a combination of an intuitive structure, clear organization and minimizing steps. We hope you will agree, compared to all other similar applications, we have accomplished that goal.

RapidStartCRM B2C

The core of RapidStartCRM B2C are Contacts, together with the areas in which you might engage with them. Contacts are at the top of the hierarchy, and Contacts are typically related to Opportunities and Cases.

What can you do with RapidStartCRM B2C?

We have focused on the core capabilities that most customers, starting with a CRM Application for the first time, have asked for. Obviously a place to store information about the Contacts you work with. In addition, we have provided capabilities for Contacts that you may not being doing business with yet, we call them Prospects. One of the highest priorities of our customers is the ability to create and track Opportunities for new business. Also, many of our customers want a way to create and track Cases, for various issues that their customers may have. Last, but not least, our Customers want Dashboards, where they can quickly see a 360 degree view of “everything”.

Did we mention, that you want to be able to do all these things quickly and easily? This is what RapidStartCRM B2C is all about.

Get Started

Please explore the links to the right to learn more about each of the functional areas of RapidStartCRM B2C.

RapidStartSERVICE Overview

Welcome to the Main Documentation Page for RapidStartSERVICE

What is RapidStartSERVICE?

RapidStartSERVICE is a simple to use, Field Service Management application, purpose-built to run on Power Apps or any Dynamics 365 Customer Engagement license. It is an accelerator that will reduce your costs and time to value for your investment.

The Mission of RapidStartCRM

We believe that Business Applications have become extremely powerful tools. If you are looking for that kind of power, you need to accept that there will be significant complexity. We also believe that many customers today, while impressed by the power, just want an application they can easily use… today. For them, Power can be added over time, as needed.

“Rapid” is not only part of our name, it is an over-arching goal in our design and Mission of RapidStartCRM. We want you to be able to use our applications with minimal training, and to be able to perform any task quickly. We want RapidStartCRM Apps to be enablers, not blockers of productivity for your customer relationships. Speed is achieved through a combination of an intuitive structure, clear organization and minimizing steps. We hope you will agree, compared to all other similar applications, we have accomplished that goal.

RapidStartSERVICE Core

The core of RapidStartSERVICE are Workorders and Appointments. Workorders are at the top of the hierarchy, and Appointments are related to Workorders. Workorders can be created from either Contact or Account records, or added to other records (requires configuration), like Cases for example.

What can you do with RapidStartSERVICE?

We have focused on the core capabilities that most users, starting with a Field Service Management Application for the first time, have asked for.  One of the highest priorities of our customers is the ability to create and track Workorders for customers. A Dispatcher can easily schedule a Technician from a drag and drop schedule board, which will create an appointment that appears on the Technician’s companion app. Upon completion of the required field work, the Technician can mark the workorder closed.  Last, but not least, our Customers want Dashboards, where they can quickly see a 360 degree view of “everything”.

Did we mention, that you want to be able to do all these things quickly and easily? This is what RapidStartSERVICE is all about.

Get Started

Please explore the links to the right to learn more about each of the functional areas of RapidStartSERVICE.

RapidStartCRM Referral Overview

Welcome to the Main Documentation Page for RapidStartCRM Referral

What is RapidStartCRM Referral?

RapidStartCRM is a simple to use, Basic CRM application, purpose-built to run on Power Apps or any Dynamics 365 Customer Engagement license. It is an accelerator that will reduce your costs and time to value for your investment.

The Mission of RapidStartCRM

We believe that Business Applications have become extremely powerful tools. If you are looking for that kind of power, you need to accept that there will be significant complexity. We also believe that many customers today, while impressed by the power, just want an application they can easily use… today. For them, Power can be added over time, as needed.

“Rapid” is not only part of our name, it is an over-arching goal in our design and Mission of RapidStartCRM. We want you to be able to use our applications with minimal training, and to be able to perform any task quickly. We want RapidStartCRM Apps to be enablers, not blockers of productivity for your customer relationships. Speed is achieved through a combination of an intuitive structure, clear organization and minimizing steps. We hope you will agree, compared to all other similar applications, we have accomplished that goal.

RapidStartCRM Referral Core

The core of RapidStartCRM are Companies and Contacts, together with the areas in which you might engage with either, or both. Companies are at the top of the hierarchy, and Contacts are typically related to Companies (but not always, see Contacts). If you look at a Company record and Contact record, they are intentionally very similar. For example, you can create a new Opportunity from either one, and the Opportunity will be related to the other automatically. This behavior is similar for Cases .

What can you do with RapidStartCRM Referral?

We have focused on the core capabilities that most customers, starting with a CRM Application for the first time, have asked for. Obviously a place to store information about the Companies you work with, and the Contacts at those companies. In addition, we have provided capabilities for Contacts that you may not being doing business with yet, we call them Prospects. One of the highest priorities of our customers is the ability to create and track Opportunities for new business. Also, many of our customers want a way to create and track Cases, for various issues that their customers may have. Last, but not least, our Customers want Dashboards, where they can quickly see a 360 degree view of “everything”.

Did we mention, that you want to be able to do all these things quickly and easily? This is what RapidStartCRM is all about.

Get Started

Please explore the links to the right to learn more about each of the functional areas of RapidStartCRM Referral

Project Templates

RapidStartPROJECT – Using Project Templates

Building a Project takes some time, particularly there are a lot of Project Tasks. To save time creating similar projects, RapidStartPROJECT has a templating system.

You can build a template from scratch, or convert a past project into a Template for future use.

  1. To create a Template, simply change the “Is Template?” option to Yes.

Creating new Project from a Template

Start the same way you would create any Project, from the RapidStartPROJECT tab of either a Contact or an Account record.

  1. Select the “+ New Project” to open the quick create form.
  2. Select “Yes” for “From Template”
  3. Select the Template from the list

A new Project will be created,  including all of the Project Tasks from the previously saved Template.

Accounts

RapidStartPROJECT – Accounts

One of the core items that you and your users will create and track RapidStartPROJECT Projects against, are the Accounts you work with.

RapidStartPROJECT adds some features to your existing RapidStartCRM Account form.

Account Record Form

On your Main Account Record form, you will notice the RapidStartPROJECT additions. A new tab has been added for Projects , and a new Quick Steps button to create a new Project with one-click.


Projects Tab

Clicking on the Projects Tab will open the list of related projects. You can open a Project record by clicking on the Project Name . You can add a new Project from here , or by clicking the Quick Steps button on the Account main Summary tab.