Adding RapidStartCRM 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 “RapidStartCRM” 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.
Other Tips and Tricks
For many companies, competition is a way of life. Every opportunity has competitors vying for it.
Microsoft recently introduced a Pay as You Go plan for Power Apps. RapidStartCRM just so happens to be a “Power App” so you can take advantage of this model if it fits your needs.
Some time ago Microsoft released a new low-cost “license” type called the Power Apps Per App Pass.
Build a Power Automate flow for RapidStartCRM using a pre-built template.
Create a Power Automate flow for RapidStartCRM from scratch
Most websites have a “Contact Us” form. How would you like to have that form submit directly into RapidStartCRM as a Prospect?