RapidStart CRM Administration Overview What is RapidStart CRM? RapidStart CRM 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… Read More

RapidStart CRM – Environment Settings (Optional) To install RapidStart CRM, you will have created an “Environment” in Microsoft’s Dataverse. There are several Environment-level settings that can be enabled/disabled to make your app even more useful and tailored to your needs. Note: None of this is required to use the apps. In this section, we will… Read More

RapidStart CRM – Customizations Upgrading to RapidStart CRM Plus will unlock RapidStart CRM customization capabilities. Depending on your knowledge of Power Apps, you may be capable of doing these yourself. The steps to customize RapidStart CRM Plus are the same as those for Dynamics 365 first-party applications. You will create an unmanaged solution in your… Read More

RapidStart CRM – Outlook App RapidStart CRM works with Microsoft’s Dynamics 365 App for Outlook. Not only can certain activities be performed from within Outlook, but certain activities can also be synchronized between Outlook and RapidStart CRM. What is the Outlook App? Click here to open the User Guide from Microsoft Click here to get… Read More

RapidStart CRM – User Positions RapidStart CRM 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. To Create a Position and Add Users to it, first open the RapidStart Settings App. This app is only visible to RapidStart… Read More

RapidStart CRM – User Teams RapidStart CRM 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,… Read More

RapidStart CRM – User Roles RapidStart CRM includes several User Roles that a “RapidStart Power User” can assign to users from within the RapidStart Settings app including: RapidStart Limited User This role is for basic users who you do not want to see certain records of other users. This user can only see their own… Read More