RapidStartCRM Administration Overview 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… Read More

RapidStartCRM – Environment Settings To install RapidStartCRM, you will have created an “Environment” in Microsoft’s Dataverse. There are several Environment-level settings that can enabled/disabled to make your app even more useful and tailored to your needs. In this section we will review those settings, and make suggestions for the best experience with RapidStartCRM. There is… Read More

RapidStartCRM – Customizations RapidStartCRM is built to be further customized. Depending on your knowledge of Power Apps, you may be capable of doing this yourself. The steps to customize RapidStartCRM are the same as those for Dynamics 365 first-party applications. You will create an unmanaged solution in your environment, then add the RapidStartCRM components to… Read More

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 Click here to get the Outlook App Activating… Read More

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

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… Read More

RapidStartCRM – User Roles RapidStartCRM 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 records; either… Read More