RapidStart CRM Setup and Installation
What is RapidStart CRM?
RapidStart CRM is a Model-Driven Power App that requires a Power Apps Dataverse Environment to exist or be created to install it.
RapidStart CRM is a Managed Solution that is only available from Microsoft’s AppSource.
Before we start, if you don’t feel comfortable, or don’t have the time to perform the following, check out our Rapid LAUNCH Service.
How to get RapidStart CRM
The first thing you will need is a Power Apps Dataverse environment, and there are several ways to go about getting that depending on your situation.
If you are not already a Microsoft 365 (formerly Office 365) customer, then you can go here to create a Microsoft 365 trial, and then return to this page.
If you already have Power Apps Per User license(s) or Dynamics 365 license(s), you can skip to Step 2 to create or select an environment.
Step 1. Creating a Power Apps Trial (Can be converted to paid later) Approximately 20 minutes.
Start by going to the Microsoft 365 Admin Center at https://admin.microsoft.com.
Under the Billing section, select “Purchase services” (1). Then search for “Power Apps” (2), then for the “Power Apps per user plan” click “Details” (3).
Click “Get free trial”
Click “Try now”.
After your trial is provisioned, Click Users” (1), then “Active users” (2), then select a User by clicking on their name (3).
Select the “Licenses and Apps” tab (4), Check the box for “Power Apps per user plan” (5) (You can repeat these steps for up to 25 users)
Save changes (6)
Step 2. Creating a Dataverse Environment. Approximately 10 minutes.
With the Trial provisioned, and a license assigned to your user, go to https://admin.powerplatform.microsoft.com
If you already have an environment you want to use, that has a database, you can skip to Step 3, otherwise Select “+ New” (1).
Give your environment a Name (2) (can be anything), then select the Type as “Trial (Subscription-based)”(3).
Make sure “Create a database for this environment?” is set to “Yes” (4), then click “Next” (5).
As of this writing RapidStartCRM is Available in 13 languages.
Create a URL name where this environment can be found online (1). This will need to be unique, and you will see an alert if name already exists. You can use underscores, but no spaces. Click “Save” (2).
Shortly, you should see your new environment.
Step 3. Adding RapidStartCRM to an Environment. Approximately 10 minutes.
Log into Microsoft’s AppSource
Click on “Get it now”.
Confirm your information and accept Microsoft permissions (1), click “Continue” (2).
On the screen that opens, confirm the target environment, or select it (1), then accept more Microsoft Terms (2) and click “Install” (3).
It may take some time, and a few screen refreshes, but you will eventually see RapidStartCRM. Wait for status to say “Installed” (1), then go back to the environment summary by clicking environment name (2). Then click “Open Environment”.
(1) RapidStart Settings App for applying Security roles to users, etc., (2) RapidStartCRM Main App, (3) RapidStartCRM Sales App, and (4) RapidStartCRM Service App.
Whichever App you choose, you can go to the in-app Documentation in the sidebar to learn more about RapidStartCRM.