Add RapidStart CRM to Microsoft Teams

RapidStart Tricks and Tips

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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!

Summary

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

The Next Evolution of RapidStart CRM is Coming!

What you need to know about our next release

Your CRM is Wrong

What to do about a CRM that is just Wrong?

Crowdsourcing RapidStart CRM Addons

Crowdsourcing RapidStart CRM Addons… will it work?

RapidStart CRM Business Central CRM Addon launched

Introducing the all-new RapidStart CRM Business Central CRM Addon. Another app from the Simple CRM, RapidStart CRM!

RapidStart CRM Project Management Addon launched

Introducing the all new RapidStart CRM Project Management Addon.

RapidStart CRM for GCC and GCC High Sovereign Clouds

There’s dangerous, not-safe, safe, super-safe, and then we have ridiculously-safe.

Dogfooding RapidStart CRM

We have access to Dynamics 365 for free, yet we use RapidStart CRM

The Showdown: RapidStart CRM vs. Dynamics 365!

The long-awaited Showdown as we go head-to-head with our enormous cousin, Dynamics 365.

RapidStart CRM Web Contact Forms Addon launched

Unlimited Free Web Contact Forms. Introducing the RapidStart CRM Web Contact Form Addon.

Using emfluence with RapidStart CRM Webinar

Using the #1 ranked RapidStart CRM as your CRM and emfluence as your marketing automation platform

RapidStart CRM Field Service Addon launched

The ability to easily manage field technicians is within reach. Introducing the RapidStart CRM Field Service Addon.

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.

RapidStart CRM Time Sheets Addon launched

The ability to easily track time spent on customers is a frequent request. Introducing the RapidStart CRM Time Sheets Addon.

Free RapidStart CRM Competition Addon launched

For many companies, competition is a way of life. Every opportunity has competitors vying for it.

The New RapidStart CRM is Now Available!

The New RapidStart CRM is tighter, faster and simpler than ever.

Nobody ever got fired for choosing Power Apps

Back in the 70’s and 80’s there was a saying that went something like, “Nobody ever got fired for choosing IBM”.

Infecting Enterprise with RapidStart CRM

The fastest growing customer segment for RapidStart CRM is large Enterprise customers. This is great news for us, Microsoft and those customers.

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.

The Case for a Simple CRM

Let’s face it, most CRM systems are either really complex, or too basic to provide any real value.

Tips and Tricks

Advanced Development for RapidStart CRM, or Dynamics 365. Part 1

First of an 8 Part Series on Citizen Customizations for RapidStart CRM or Dynamics 365.

Advanced Development for RapidStart CRM, or Dynamics 365. Part 2

Solutions are basically just containers for customizations.

Advanced Development for RapidStart CRM, or Dynamics 365. Part 3

In this post we will add existing components.

Advanced Development for RapidStart CRM, or Dynamics 365. Part 4

Finally, we get to some actual customizing!

Advanced Development for RapidStart CRM, or Dynamics 365. Part 5

In this post we will add a new component that does not exist.

Advanced Development for RapidStart CRM, or Dynamics 365. Part 6

“Apps” are a very powerful feature for the platform.

Advanced Development for RapidStart CRM, or Dynamics 365. Part 7

Now it is time to cleanup any previous customizations.

Advanced Development for RapidStart CRM, or Dynamics 365. Part 8

Bring that tidiness from your Sandbox to your live environment.

Role Based Apps

You get an app, you get an app, and you get an app!!

Charting a Course with RapidStart CRM Charts

Exploring Chart Capabilities of RapidStart CRM, also Applies to Dynamics 365.

Working with RapidStart CRM Data Using Excel Online

Using Excel Online in RapidStart CRM, Power Apps or Dynamics 365

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.

Automated Sales

Automating the Sales Process, from Web Form to Simple RapidStart CRM

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.

Using Low-Cost Per App Passes with RapidStart CRM

Some time ago Microsoft released a new low-cost “license” type called the Power Apps Per App Pass.

Using Power Automate with RapidStart CRM (Part 2)

Build a Power Automate flow for RapidStart CRM using a pre-built template.

Using Power Automate with RapidStart CRM (Part 1)

Create a Power Automate flow for RapidStart CRM from scratch

Create a Contact Form on your Website

Most websites have a “Contact Us” form. How would you like to have that form submit directly into RapidStart CRM as a Prospect?

Partner Stuff

Building a RapidStart CRM Addon

How to build a RapidStart CRM addon and publish it to our fast growing user base.

Clearing the Mountain for Microsoft Business Applications ISVs

There is a mountain between many ISVs and their potential customers. It is not new… it has been there for a long time, but recently Microsoft created a tunnel under it.

Microsoft Partners running on RapidStart CRM

A growing segment of RapidStart CRM users are actually Microsoft Partners (and one of the top three global distributors).

RapidStart CRM and Microsoft Partners

We have always had partner resellers of RapidStart CRM, but with our recent decision to make RapidStart CRM free, a lot of new partners are exploring it. This is fine by us.