The New RapidStartCRM is Now Available!

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.

New Release

The #1 Simple-to-use and Free CRM on the Microsoft Power Platform evolves… sleeker, faster, simpler.

As our users know, we do not publish many significant updates for RapidStartCRM. It is already perfect! But we do continue to monitor user feedback, as well as upcoming platform updates from Microsoft. We take great care in ensuring that we do not accidentally make RapidStartCRM more complex. The entire purpose is simple-to-use and we guard that fanatically. But occasionally we see some opportunities to improve, or have to make some tweaks due to Microsoft code changes. You can check out the Release Notes here for a summary of changes, but let’s take a high-level look at some enhancements.

New Sales Only and Service Only Apps

One of the common customization requests we see are removing either the service features or sales feature for particular groups of users. This usually led to creating hybrid apps for a customer. This came up often enough that we decided to add these two hybrid apps to the core solution.

So now you have more options. Some users can use the full RapidStartCRM app, but maybe your Sales team only needs to work with the sales capabilities and they can use the new RapidStartCRM Sales app. Similar for your service team. See the Sales Only app below:

As you can see, for the Sales Only app, all references to Cases are removed, providing an even more simple app for your Sales Only users. Similarly, for the Service Only app, all references to Opportunities and Prospects are removed. This enhancement clearly met our simple-to-use mantra.

More Quick Steps buttons

One of the most loved features of RapidStartCRM are our unique Quick Steps buttons. Designed to save you steps on the Summary page of records. In the new RapidStartCRM we have added Quick Steps buttons to relevant tabs also.

The goal is to save you even more steps, by adding Quick Step buttons to where you are at the moment. These have been added to several places throughout RapidStartCRM.

 

Tips and Alerts

We previously provided a few alerts in important areas. We have added a few more, and also added Tips in several places in response to user feedback.

These tips are meant to alert your users to things they may not be aware of.

Summary

We hope you agree we are keeping true to our goal with these enhancements. If you want to try the update, we strongly suggest you create a copy of your existing environment first and try it out there. You can take a Test Drive or update your RapidStartCRM from Appsource here.

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

If you need help updating, contact Forceworks.

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