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 review those settings, and make suggestions for the best experience with RapidStart CRM. There is both a new Power Platform Admin experience and the “Classic” experience. Since Microsoft is phasing out the “Classic” experience, we will focus on the new Power Platform experience.

Note: You will need System Administrator role to perform these tasks. There are quite a few settings in this area that could cause your system to stop functioning properly, we will show you the safe ones that we use with RapidStart CRM.

Start by logging in to https://admin.powerplatform.microsoft.com/

Select the environment where you installed RapidStart CRM from the list.


There are several items on the landing page to explore.

(1) You can change the name and URL of your instance here.
(2) We recommend enabling the most recent release features.
(3) Click “Settings”.


There are several categories of Settings, you can access them under the Chevron for each category. The next few images will be our standard RapidStartCRM configurations, you can safely make your screens look like the ones below.


Clicking on “Behavior”, under the “Product” category will show this screen. Make yours look like the above.

 


Clicking on “Features”, under the “Product” category will show this screen. Make yours look like the above.


Clicking on “Privacy + Security”, under the “Product” category will show this screen. Make yours look like the above.


Clicking on “Email Settings”, under the “Email” category will show this screen. Make yours look like the above.


Clicking on “Email tracking”, under the “Email” category will show this screen. Make yours look like the above.


You can obviously make any other changes you like, but as we said at the top, you do so at your own risk.