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.

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 Premium license(s) or Power Apps Per App Pass(es) 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.

Setup Trial

Under the Billing section, select “Purchase services” (1). Then search for “Power Apps” (2), then for “Power Apps Premium” click “Details” (3).

Select Trial and then Start Free Trial and complete any steps

Setup Trial 3

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 Premium” (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
Setup Trial 6

If you already have an environment (other than the default) 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 if you are doing a Trial then select the Type as “Trial (Subscription-based)”, otherwise you can select Sandbox or Production (3).

Make sure “Create a database for this environment?” is set to “Yes” (4), then click “Next” (5).

Setup Trial 6b

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 the name already exists. You can use underscores but no spaces. Click “Save” (2).

Shortly, you should see your new environment.

Setup Trial 7c

As of this writing, RapidStart CRM is Available in 14 languages. If you wish to add langauges, you should do that before Step 3 in the environment settings.

Step 3. Adding RapidStartCRM to an Environment. Approximately 10 minutes.
Log into Microsoft’s AppSource
Setup Trial PA2

Click on “Get it now”.

Setup Trial 8c

Confirm your information and accept Microsoft permissions (1), click “Continue” (2).

Setup Trial 8d

On the screen that opens, confirm the target environment, or select it (1), then accept more Microsoft Terms (2) and click “Install” (3).

Setup Trial 8e

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”.

Setup Trial patrial3

(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.