In this post, we will walk through the steps to activate the Microsoft AI Copilot feature in RapidStart CRM. This capability is currently in Preview, and only available for US-based environments at this time. First, what is Copilot? According to Microsoft,...
Customizations I set a new personal record, 8 blog posts in a single day, with 50 screen shots! So let’s get to it! One of the things about offering a free, fully customizable app is that users often… well… customize it. But before you run off and...
The Customizations Solution Microsoft uses a concept called “Solutions”. Solutions are basically just containers for customizations. RapidStart CRM is a solution of customizations that we have created to make RapidStart CRM. You will now create your own...
Adding Components In our last post we created a solution to hold your customizations. In this post we will add existing components to it that you want to modify. We’ll start by going back to our “My Customizations” solution. To begin, we’ll go...
Customizing Finally, we get to some actual customizing! The first three posts were critical prerequisites to customizing RapidStart CRM in a future-proof and safe way. It is also the “correct” way. In our last post we added an existing component to our...
