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

Adding Components

In our last post we created a solution to hold your customizations. In this post we will add existing components to it that you want to modify. We’ll start by going back to our “My Customizations” solution.

To begin, we’ll go to

Ensure you are in the correct environment, select solutions in the sidebar, and double-click on your “My Customizations” solution to open it.  Right now, there is nothing in it, so let’s add something.

Let’s say you want to add a field to the existing RapidStart CRM Main Account Form. We’ll start by adding the form by clicking “Add existing”.


A dropdown appears with many options. Since we want to modify the RapidStart CRM Account form, we know that is part of the Accounts table, so we will select “Table” here.


From the list of tables, we will select the “Account” table and click “Next”.


This is where many users make a huge mistake. NEVER select “Include all Objects”. This will create all kinds of issues for you down-the-line. Instead, click on “Select objects” to get only the items you need and nothing more.


In the object selector click on “Forms” as that is what we are looking for, then click on the “RapidStart Account” form, and then click “Add”. You may have to click “Add” a second time.


You can now see that the item has been added to your solution.


While it may look like the whole table was added, if you click the down arrow next to tables, then the down arrow next to Account, then click on Forms, you will see there is only one item from the table that has been added, the RapidStart Account form..

You can repeat these steps to add any other existing items that you plan to customize, either now or in the future.


In this Part 3 we have added existing components that we intend to customize to our “My Customizations” solution. In part 4, we will continue in this solution by customizing the existing components we added. 

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RapidStart CRM is built on Microsoft’s Dataverse, the foundation of the Power Platform and Dynamics 365. This means that RapidStart CRM Plus 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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