RapidStart CRM – Products Products, also called Items in Business Central, are displayed for reference for Sales Users from the Sidebar by selecting “Products” Product List View In the view above you can see all Products including their Price and Quantity in Stock. To see more details select a Product link.… Read More


RapidStart CRM – Cases The RapidStart CRM Business Central Addon adds several things to the RapidStart Case form to fully inform the Customer Service User. New Additions to Case Form You will notice a new tab “REGARDING”. On the Regarding tab, you can select an existing Order, Shipment, and/or Invoice for the related Account that… Read More


Rapidstart CRM – Opportunities The RapidStart CRM Business Central Addon adds a few things to the RapidStart Opportunity forms. New Additions to Opportunity Form You will notice a new “Quotes” tab and a new “Request Quote” button. In our Addon, Sales Users create Quote Requests, and Business Central Users create the Quotes, all of which… Read More


RapidStart CRM – Accounts The RapidStart CRM Business Central Addon adds several things to the RapidStart Account forms. New Addition to Account Form You will notice three new tabs, Quotes, Orders, and Invoices. Account Form Quotes Tab This tab displays all Business Central Sales Quotes related to this Account. Note: Orders and Invoices tabs are… Read More


RapidStart CRM Business Central Addon Overview What is RapidStart CRM Business Central Addon? The RapidStart CRM Business Central Addon is an extension to RapidStart CRM that adds Dynamic 365 Business Central Integration of Accounts and Contacts and Business Central Virtual Tables capabilities. What can you do with RapidStart CRM Business Central Addon? We have focused on the… Read More