RapidStartCRM – Customizations
RapidStartCRM is built to be further customized. Depending on your knowledge of Power Apps, you may be capable of doing this yourself. Otherwise, your partner may be able to help, or we also offer services for customers who want our help to customize RapidStartCRM.
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 it that you want to customize, and then perform your customizations.
There are two places where you can perform this work, the new “Maker” experience, or the “Classic” experience. Microsoft is phasing out the “Classic” experience, so we will show you the modern “Maker” approach.
Two common requests from RapidStartCRM customers are to add columns (fields) to forms, and customize views. For our first scenario, we will add a field to the RapidStartCRM Opportunity Form. In our second scenario below, we will customize a view.
Adding a Field to a Form
Log in to https://make.powerapps.com
Then click “+ New solution”.
Click “Create”.
Click “edit”.
Click “Table” (Formerly Entity).
If we plan to make a lot changes, we may want to
For this exercise, we will just click the “Select Components” link.
and click “Add” to add the form to our solution.
Select “Edit”.
In the form designer select “+New Column”.
Provide an optional description.
and click “Done”.
We can now see our new column in the columns list.
then “Publish” your changes.
Returning to the RapidStartCRM App, we can now see our new column on the Opportunity form.
Customizing Views
For this exercise, we will customize a view of our Opportunities to display the column we created above. We will assume you already followed steps above.
If you are not still in the maker portal, log in to https://make.powerapps.com
you will see your solution.
Click the ellipses.
then click “Edit”.
Click “+ Add subcomponents”.
then click “Add” to add to your solution.
as well as the view sorting
and filtering.
You can also edit other properties like width etc. by clicking the chevron.
When you are done click “Save”.
then “Publish” your changes .
Returning to the RapidStartCRM App, we can now see our new column on the Opportunity view.