Add RapidStart CRM to Microsoft Teams

RapidStart Tricks and Tips

Add RapidStart CRM to Microsoft Teams

RapidStart Tricks and Tips

To demonstrate how you can easily customize RapidStart CRM to meet your needs, we created this "Tips and Tricks" Series. In this series we will outline some simple-to-perform solutions to common things customers ask about RapidStart CRM. Enjoy!

Adding RapidStart CRM to Microsoft Teams

This is very easy to do and will take you about 5 minutes. First, navigate to the Teams channel where you want to add RapidStartCRM.

Click on the “+” to add a new tab, and the below dialog will open.

Select “Power Apps” and the below dialog will open.

First select “Model-driven apps, Then check “Show all”. (If you have many apps, you may want to type “RapidStart CRM” in the search bar). Locate the RapidStartCRM app you want to add and select it. If you want to let everyone know, you can tick the Post to channel. Then click “Save”. That’s it, you’re done. You can add other RapidStartCRM apps in additional tabs.

As you can see, you now have the complete RapidStartCRM experience right inside of Teams!


Like everything RapidStartCRM, this is easy to do. With so many organizations adopting Microsoft Teams, this saves users time by putting RapidStartCRM right where they are.

If you have any questions feel free to post them in the Free Support Forum.

If you need help setting this up, contact Forceworks.

RapidStart CRM is built on Microsoft’s Dataverse, the foundation of the Power Platform and Dynamics 365. This means that our free RapidStart CRM is just as customizable as any of Microsoft’s first-party applications, like Dynamics 365 Sales, for example. We designed RapidStart CRM as a basic Sales and Service app “accelerator”. While it is a fully functioning app, it is the starting point for much more for many. Get or Test Drive RapidStart CRM on Microsoft’s AppSource here.

General Posts

There is no App for That

When it comes to Business Applications, Microsoft has a lot of options for you. If you are running a sophisticated Sales organization, they have an app for that.

read more

Why we Chose to Forgo Leads

Even as a simple-to-use CRM solution, there was often still confusion about how to use Leads and Contacts together. So we decided to approach it differently with RapidStart CRM.

read more

Tips and Tricks

Import your Data into RapidStart CRM

Many new users of RapidStart CRM have existing data sources they would like to import to get started. While not particularly complicated, working with data can be quite tedious.

read more

RapidStart CRM Setup for Pay as You Go

Microsoft recently introduced a Pay as You Go plan for Power Apps. RapidStart CRM just so happens to be a “Power App” so you can take advantage of this model if it fits your needs.

read more

Partner Stuff