Add RapidStart CRM to Microsoft Teams

by | Nov 18, 2021

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 core of the Power Platform. This means that 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.

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