RapidStart PROJECT – Projects The core feature of the RapidStart PROJECT for Dynamics 365 solution is the ability to create and track Projects for the delivery of your services. You can create simple single-level Projects and just use the Timeline to track progress, or you can break larger Projects down into up to 250 Project… Read More

RapidStart PROJECT – Expenses A feature of RapidStart PROJECT for Dynamics 365 solution is the ability to enter Project Expenses for your Projects. Project Expenses are added at the Project level. On Form Video available! Add Project Expense Budget and Expenses On the Project form “📘 PROJECT SUMMARY” tab above or the “💲PROJECT EXPENSES” tab below Viewing… Read More

RapidStart PROJECT – Task Time A feature of the RapidStart PROJECT for Dynamics 365 solution is the ability to enter Time spent on your Project Tasks. On Form Video available! Task Time is recorded as a two-decimal number for flexibility. You should decide what unit of measure you will track your Time by: Minutes, Hours, Days,… Read More

RapidStart PROJECT – Project Tasks A feature of the RapidStart PROJECT for Dynamics 365 solution is the ability to break large Projects into multiple Project Tasks. You can create up to 250 Project Tasks for a Project. On Form Video available! Adding Project Tasks On the Project form “📘 PROJECT SUMMARY” tab above and the “🔧… Read More

RapidStart PROJECT – Contacts RapidStart Project for Dynamics 365 adds a new “Project-Focused” Contact form for the Project App, which is shown below. On Form Video available! Contact Record Form On the Contact Record form, you will notice some additions. (1) A new tab for “🛠️ PROJECTS”. (2) A new “🚀 Quick Steps” button to… Read More

RapidStart PROJECT – Dashboards RapidStart PROJECT for Dynamics 365 adds the following two Dashboards, accessed from the sidebar (1): Project Metrics Dashboard Project Activities Dashboard You can switch between dashboards with the selector (2). An example of the Project Metrics Dashboards is shown below:… Read More

RapidStart PROJECT – Accounts RapidStart PROJECT for Dynamics 365 adds some features to your environment, like a new “Project-Focused” Account form for the Project App, which is shown below. On Form Video available! Project Account Record Form On the Account Record form, you will see some new additions. (1) A new tab for “🛠️ PROJECTS”.… Read More

RapidStart PROJECT – Templates Building a Project with many Project Tasks can take some time. To save a lot of time creating similar projects, the RapidStart PROJECT for Dynamics 365 includes a Project templating system. This is one of the most powerful features of RapidStart PROJECT for Dynamics 365! On Form Video available! Creating a… Read More

RapidStart PROJECT – Subcontractors Many organizations subcontract some or all of their Project Tasks to other companies to perform on their behalf (Subcontractors). On Form Video available! Creating Subcontractors Subcontractors are Account and/or Contact records where the option “🛠️ Is Subcontractor?” has been selected. Once selected and saved, the Account or Contact forms will transform… Read More