RapidStartCRM Time Sheets Addon launched

RapidStartCRM is built on Microsoft’s Dataverse, the core of the Power Platform. This means that RapidStartCRM is just as customizable as any of Microsoft’s first-party applications, like Dynamics 365 Sales for example. RapidStartCRM is designed to be a basic Sales and Service app “accelerator”.  While it is a fully functioning app, for many it is the starting point for much more. In this series we will outline some simple-to-perform solutions to common things customers ask about RapidStartCRM.

Time Sheets

Many RapidStartCRM Users have asked over the years for an easy way to track the time their users spend on Customers. We saw an opportunity to help our users who need to be able to track time spent on records like Accounts, Contacts, Cases and Opportunities. Introducing the RapidStartCRM Time Sheets Addon, a low-cost solution. Let’s take a quick look at it.

Two New Apps

This addon solution adds a new Time Sheet Manager app and a Mobile Time Entry app for users. We’ll look at the Time Sheet Manager app first:

It starts with a new Dashboard. In addition, there are new tables Time Sheets and Time Entries:

Associated to Time Sheets are Time Entries. Time Entries can be created by users from either a Time Sheet, or any record in RapidStartCRM, as well as from our new Time Sheets Mobile App:

Time Sheet managers can export Time Sheets for use in Payroll systems, or Time Entries for use in Billing Systems.

 

Summary

Like everything RapidStartCRM, this is a professionally built addon. We have priced this app at $5/PUPM, which is less than any other Time Sheets style apps we could find. This addon is also fully customizable should you wish to add time tracking to custom tables for example. You can take a Test Drive or add this as a free trial to your RapidStartCRM from Appsource here. You can also find more information about this addon here.

If you have any questions, feel free to post them in the Free Support Forum.

If you need help setting this up, consider a RapidLAUNCH or contact Forceworks.

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