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.

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.

preview screenshots

Business Central Addon Screen Shots

(Click to Enlarge)

RapidStart CRM Account Additions

Main Time Sheet Form

Account form with new tabs for related Business Central Quotes, Orders, and Invoices

Users’ Mobile App for iPhone and Android

Popup of Quote (selected from Quote tab on Account Form)

Quickly Add Time Entries

Popup of Quote Line (selected from Lines tab on Quote Popup)

Quickly Add Time Entries

Quote Tab on Account Form. Live data from Business Central (Orders & Invoices similar)

Quickly Add Time Entries

Quote Lines Tab in Quote Popup

RapidStart CRM Opportunity Additions

Quickly Add Time Entries

Opportunity form with new Quotes tab and Request Quote Button

Quickly Add Time Entries

Quotes Tab from Opportunity Form, with repeated Request Quote Button. Quotes open same as for Accounts above

RapidStart CRM Case Additions

Quickly Add Time Entries

Case Form with new Regarding tab added

Quickly Add Time Entries

Regarding tab from Case Form. Allows to associate Business Central records to a Case

RapidStart CRM Business Central Products (Items)

Quickly Add Time Entries

Business Central Live Product Catalog with Inventory

Quickly Add Time Entries

Business Central Product Details

RapidStart CRM Business Central Administration

Time Sheet Manager’s Dashboard

Add/Remove Business Central Virtual Tables from RapidStart Settings app

Quickly Add Time Entries

Create Table Relations from RapidStart Settings app

Quickly Add Time Entries

In-App Documentation for Users and Admins

Quickly Add Time Entries

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.

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, Sales Orders, Sales Invoices, Sales 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 make use of “Preview” features for Business Central. It is possible that changes Microsoft may make could impact this addon’s functionality. We will, of course, 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 eliminated Preview software completely in the past.

Only $10 Per User/Per Month

Test Drive coming to AppSource Soon!

Need More Information? Contact Us!

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