Business Central Addon *
for RapidStart CRM
EMPOWER YOuR crm USERS with data
“Did this customer pay for their last order?”
“When did this customer’s order ship?”
“Do we have available inventory of an item to sell?”
“Which Shipment is this Case for?”
We built our Dynamics 365 Business Central Addon with our “RapidStart” philosophy of keeping things simple.
We designed this for companies using Dynamics 365 Business Central, looking for a better CRM option.
Completely customizable and upgradable, so you can never outgrow RapidStart CRM *.
*Requires RapidStart CRM Plus Upgrade
Business Central Addon *
for RapidStart CRM
“Did this customer pay for their last order?”
“When did this customer’s order ship?”
“Do we have available inventory of an item to sell?”
“Which Shipment is this Case for?”
We built our Dynamics 365 Business Central Addon with our “RapidStart” philosophy of keeping things simple.
We designed this for companies using Dynamics 365 Business Central, looking for a better CRM option.
Completely customizable and upgradable, so you can never outgrow RapidStart CRM *.
*Requires RapidStart CRM Plus Upgrade
preview screenshots
Business Central Addon Screen Shots
(Click to Enlarge)
RapidStart CRM Account Additions
Account form with new tabs for related Business Central Quotes, Orders, and Invoices
Popup of Quote (selected from Quote tab on Account Form)
Popup of Quote Line (selected from Lines tab on Quote Popup)
Quote Tab on Account Form. Live data from Business Central (Orders & Invoices similar)
Quote Lines Tab in Quote Popup
RapidStart CRM Opportunity Additions
Opportunity form with new Quotes tab and Request Quote Button
Quotes Tab from Opportunity Form, with repeated Request Quote Button. Quotes open same as for Accounts above
RapidStart CRM Case Additions
Case Form with new Regarding tab added
Regarding tab from Case Form. Allows to associate Business Central records to a Case
RapidStart CRM Business Central Products (Items)
Business Central Live Product Catalog with Inventory
Business Central Product Details
RapidStart CRM Business Central Administration
Add/Remove Business Central Virtual Tables from RapidStart Settings app
Create Table Relations from RapidStart Settings app
In-App Documentation for Users and Admins
Table Relations Mappings tab
product faq
Still have questions?
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Is this an Alternative to Dynamics 365 Sales Integration?
It is indeed! But we think RapidStart CRM is a better alternative.
For one thing, RapidStart CRM is much easier to use. It also includes Opportunity and Case management in one app.
Best of all, it can run on a Microsoft Power Apps license for as little as $5/user.
Does this app require RapidStart CRM?
Yes. This app is designed to be used with our RapidStart apps and forms; it has no value outside of that. It will require upgrading to RapidStart CRM Plus.
Can this be Customized?
Absolutely, like anything RapidStart CRM, this addon is completely customizable. Depending on your requirements, you may need to engage with us and/or your Business Central partner.
Can Additional Business Central tables be Integrated?
Yes! There are 68 Standard Business Central tables available to display in RapidStart CRM with some configuration. With help from your Business Central partner and us, your custom Business Central tables could also be displayed.
What is the difference between Integration and Virtual Tables?
“Integration” is keeping a table in Business Central “synchronized” with a similar table in RapidStart CRM. Contacts and Accounts to Customers, for example. A change to a phone number in one goes to the other, etc.
Virtual Tables, on the other hand, “display” data from Business Central within RapidStart CRM that does not exist in RapidStart CRM. Like Sales Quotes, Orders, Invoices, Shipments, and Products, for example.
Can data go in both directions?
Sure. Data can come from Business Central to RapidStart CRM, from RapidStart CRM to Business Central, or Bi-Directionally.
By default, as we are targeting the Sales or Service user, most Business Central data is read-only. Customization work would be necessary to change the default behavior.
Can we cancel if this does not meet our needs?
You can cancel anytime, simply let us know and remove our solution from your environment.
What is "Preview" Software?
As Microsoft develops software, they will often release it as a “Preview” first before eventually going “GA” (General Availability). Preview means it is not explicitly supported by Microsoft yet and may be subject to further changes based on Preview feedback.
Portions of this Addon use “Preview” features for Business Central. It is possible that changes Microsoft may make could impact this addon’s functionality. We will update our Addon if changes occur, which may require re-installation or other steps. While we don’t anticipate it happening due to demand, Microsoft has also previously eliminated Preview software.
Only $10 Per User/Per Month
Test Drive coming to AppSource Soon!
Need More Information? Contact Us!
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