The Original RapidStartCRM Overview

Welcome to the Main Documentation Page for The Original RapidStartCRM

What is RapidStartCRM?

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.

Note: To make sure you did not miss this documentation, we made this the default dashboard. You can change your default dashboard by selecting another one and pinning it (see Dashboards Topic on the right).

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 Core

The core of RapidStartCRM are Accounts and Contacts, together with the areas in which you might engage with either, or both. Accounts are at the top of the hierarchy, and Contacts are typically related to Accounts (but not always, see Contacts). If you look at an Account 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?

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.

RapidStartCRM Homebuilder Overview

CRM Homebuilder

What is RapidStartCRM Homebuilder?

RapidStartCRM Homebuilder 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 Homebuilder Core

The core of RapidStartCRM Homebuilder are Contacts, Opportunities, together with the areas in which you might engage with either, or all three. Contacts are at the top of the hierarchy, and Contacts are occasionally related to Companies (but not usually for Homebuilders, see Contacts). If you look at a Company 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 Homebuilder?

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 RapidStart CRM is all about.

Get Started

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

Project Schedule

RapidStartPROJECT – Project Schedule (Gantt Chart)

For Projects with a large number of Project Tasks, it can be challenging to visualize the schedule from the Project Task list view of Start and End Dates. So we have created an interactive Gantt Chart Schedule Board.

To get to the Schedule, open a Project.

  1. Click the Tasks Tab
  2. Click the “Show As”
  3. Select Gantt Chart

Schedule View

  1. Selector to display work days or all days
  2. Selector to change view Calendar Scale
  3. List view of all Project Tasks
  4. Interactive Gantt Display of Project Tasks on a Calendar View
  5. Bar indicates Start and End Dates for specific Project Task
  6. Add New Project Tasks

Project Time

RapidStartPROJECT – Task Time

A feature of RapidStartPROJECT is the ability to enter Task Time for your Project Tasks. Task Time is added at the Project Task Level.

Task Time is recorded as a two decimal number for flexibility. You should decide what unit of measure you are going to track your Time by: Minutes, Hours, Days, etc., then use that Unit consistently. For example, if you decide you want to track by Hours, then always input in Hours, and in decimal format, so 1-1/2 Hours would be 1.50, etc.

You can get to your Task Time a couple of different ways.

Task Time List View

The List View of Active Task Time entries will open, which looks similar to a spreadsheet.

  1. To view all of your Task Time across all of your Project Tasks, click the icon in the side bar.
  2. There are a few different view filters available with RapidStartPROJECT, and you can select between them. In addition you can set any view as your default.
  3. The Ribbon, contains various Actions that you can take with regard to existing Task Time records, like exporting them to Excel for example. If you select one or more Task Time records, by placing a checkmark in the first column, the available Actions will change to those to be performed on the selected Task Time records, like Assigning or Deactivating for example.
  4. To open a particular Task Time record, you can click on the Item.

Task Time Record Form

The Task Time Record form, is a pretty simple form to enter Task related Time.

  1. In the Ribbon, you will see actions you can take on this record, like deleting it, or Deactivating it, for example.
  2. Like most records, there are direct links in the header back to the parent record(s).
  3. For the Task Time, we are only collecting two pieces of information, a Task Description that you can use as you wish, and the number of time units spent.

Creating New Task Time Records

You create new Task Time records from a Project Task, which you can open from either the sidebar or a Project record. This is also where you would see Project Time related to a particular Project. To get there, open any Account or Contact record and then click on the Projects Tab, select a Project and then click on the Project Tasks Tab for the Project, then click on the Task Time Tab.

  1. From a Project Task record, select the Task Time Tab to display the list view of related Project Time.
  2. The Task Time list shows the Task Time records that are related to the Project Task. To open a particular Task Time record, you can click on the Item.
  3. To create a new Task Time record, click on the New Project Time button.

New Project Time Rapid Create Form

Throughout RapidStart Project we have focused on simplicity, consistency and speed. When you click on the New Project Time button, it brings in the Rapid Create form

  1. The Task Time Quick Create form slides in from the side, without leaving the record you are currently viewing.
  2. Some items are auto-populated based on what underlying record you are viewing. You only need to provide the minimal additional data.
  3. When complete, you can Save the record, which will then immediately appear in the Task Time list. Use Save and Create New, to create several Task Time entries at once for this Project Task.

Project Expenses

RapidStartPROJECT – Project Expenses

A feature of RapidStartPROJECT is the ability to enter Project Expenses for your Projects. Project Expenses are added at the Project Level.

You can get to your Project Expenses a couple of different ways.

Project Expenses List View

The List View of Active Project Expenses will open, which looks similar to a spreadsheet.

  1. To view all of your Project Expenses across all of your Projects icon in the side bar.
  2. There are a few different view filters available with RapidStart Project, and you can select between them. In addition you can set any view as your default.
  3. The Ribbon, contains various Actions that you can take with regard to existing Project Expenses, like exporting them to Excel for example. If you select one or more Project Expenses, by placing a checkmark in the first column, the available Actions will change to those to be performed on the selected Project Expenses, like Assigning or Deactivating for example.
  4. To open a particular Project Expense record, you can click on the Item name.

Project Expense Record Form

The Project Expense Record form, is a pretty simple form to enter Project related Expenses.

  1. In the Ribbon, you will see actions you can take on this record, like assigning it to someone else, or Deactivating it, for example.
  2. Like most records, there are direct links in the header back to the parent record.
  3. For the expense item, we are only collecting three pieces of information, a Subject and Description that you can use as you wish, and a dollar amount.

Creating New Project Expenses

You create new Project Expenses from a Project Record, which you can open from either the sidebar or an Account or Contact record. This is also where you would see Project Expenses related to a particular Project. To get there, open any Company or Contact record and then click on the Projects Tab, select a Project and then click on the Expenses Tab for the Project.

  1. From a Project record, select the Project Expenses Tab to display the list view of related Project Expenses.
  2. The Project Expense list shows the Project Expenses that are related to the Project. To open a particular Project Expense record, you can click on the Subject.
  3. To create a new Project Expense, click on the New Project Expense button.

New Project Expense Rapid Create Form

Throughout RapidStart Project we have focused on simplicity, consistency  and speed. When you click on the New Project Expense button, it brings in the Rapid Create form

  1. The Project Expense Quick Create form slides in from the side, without leaving the record you are currently viewing.
  2. Some items are auto-populated based on what underlying record you are viewing. You only need to provide the minimal additional data.
  3. When complete, you can Save the record, which will then immediately appear in the Project Expense list. Use Save and Create New, to create several project expenses at once for this Project.

Project Tasks

Rapidstart Project – Project Tasks

A feature of RapidStart Projects is the ability to break a larger Project into Project Tasks, like mini-projects. Project Tasks are added at the Project Level.

You can get to your Project Tasks a couple of different ways.

Project Tasks List View

The List View of Active Project Tasks will open, which looks similar to a spreadsheet.

  1. To view all of your Project Tasks across all of your Projects, click the  icon in the side bar.
  2. There are a few different view filters available with RapidStart Project, and you can select between them. In addition you can set any view as your default.
  3. The Ribbon, contains various Actions that you can take with regard to existing Project Tasks, like exporting them to Excel for example. If you select one or more Project Tasks, by placing a checkmark in the first column, the available Actions will change to those to be performed on the selected Project Tasks, like Assigning or Closing for example.
  4. To open a particular Project Task record, you can click on the Task Name.

Project Task Record Form

The Project Task Record form, is a more elaborate form. Like we said, a Project Task is kind of a mini-project, that when taken as a group, represent a larger Project. You can certainly use this however you like, or not at all.

  1. In the Ribbon, you will see actions you can take on this record, like assigning it to someone else, or Deactivating it, for example.
  2. Quick Steps allow you to quickly create related Time records.
  3. Most forms in RapidStart Project have “Tabs” to move between other areas of the particular record. On the Project Task record there are additional tabs for the Timeline History and Task Time Entries and Custom Fields.
  4. The Project Task record includes a Project Task Process Flow, to guide your users through the steps of successfully completing the Task.

Creating New Project Tasks

You create new Project Tasks from a Project Record, which you can open from either the sidebar or an Account or Contact record. This is also where you would see Project Tasks related to a particular Project. To get there, open any Account or Contact record and then click on the Projects Tab, select a Project and then click on the Tasks Tab for the Project.

  1. From a Project record, select the Tasks Tab to display the list view of related Project Tasks.
  2. The Project Task list shows the Project Tasks that are related to the Project. To open a particular Project Task record, you can click on the Task Name.
  3. To create a new Project Task, click on the New Project Task button.

New Project Task Rapid Create Form

Throughout RapidStart CRM we have focused on simplicity and speed. When you click on the New Project Task button, it brings in the Rapid Create form

  1. The Project Task Quick Create form slides in from the side, without leaving the record you are currently viewing.
  2. Some items are auto-populated based on what underlying record you are viewing. You only need to provide the minimal additional data.
  3. When complete, you can Save the record, which will then immediately appear in the Project Task list. Use Save and Create New, to create several project tasks at once for this Project.

Projects

RapidStartPROJECT Projects

The main feature of RapidStartPROJECT is the ability to create and track Projects for the delivery of your services. You can create simple single-level Projects, or you can break larger Projects down into Project Tasks, like mini-projects. You can also track Time and Expenses for your Projects.

You can get to your Projects a couple of different ways.

Projects List View

To view all of your Projects across all of your Companies and Contacts, click on the  icon in the side bar .  There are a few different view filters available with RapidStartPROJECT, and you can select between them . In addition you can set any view as your default. To open a particular Project record, you can click on the Project Name . The Ribbon , contains various Actions that you can take with regard to existing Projects, like exporting them to Excel for example. If you select one or more Projects, by placing a checkmark in the first column, the available Actions will change to those to be performed on the selected Projects, like Assigning or Deactivating for example.

Project Record Form

The Project Record form has a lot going on. There is a Project Process , as well as tabs for the Timeline, Tasks and Expenses , and some Quick Steps buttons .  Project Expenses are tracked at the Project level, and you can add a budget here . You can modify Project Start and End dates here . You can see the time spent here .

Note: Time is tracked at the task level. The total Time budget is calculated from the time budget added to all Tasks.