First of an 8 Part Series on Citizen Customizations for RapidStart CRM or Dynamics 365.
Advanced Development for RapidStart CRM Plus, or Dynamics 365. Part 1
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RapidStart Tricks and Tips
Advanced Development for RapidStart CRM Plus, or Dynamics 365. Part 2
Solutions are basically just containers for customizations.
Advanced Development for RapidStart CRM Plus, or Dynamics 365. Part 3
In this post we will add existing components.
Advanced Development for RapidStart CRM Plus, or Dynamics 365. Part 4
Finally, we get to some actual customizing!
Advanced Development for RapidStart CRM Plus, or Dynamics 365. Part 5
In this post we will add a new component that does not exist.
Advanced Development for RapidStart CRM Plus, or Dynamics 365. Part 6
“Apps” are a very powerful feature for the platform.
Advanced Development for RapidStart CRM plus, or Dynamics 365. Part 7
Now it is time to cleanup any previous customizations.
Advanced Development for RapidStart CRM Plus, 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
Add RapidStart CRM to Microsoft Teams
Add RapidStart CRM to Microsoft Teams in 5 minutes
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?