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.
Some time ago Microsoft released a new “license” type called the Power Apps Per App Pass. This “license” was priced at $10/User/Mo (It will be reduced to $5/User/Month in Oct 21). We specifically designed RapidStartCRM to be able to take advantage of these low-cost licenses that are called “Passes”. This pass is a little different from Microsoft’s typical cloud licenses. This post will explain how to acquire and use these low-cost passes.
Capacity vs User License
These new low-cost passes are actually part of what Microsoft calls “Capacity”. Within the Capacity category are things like your Storage, add-ons and API requests. To see this for your organization, log into the Power Platform Admin Center, then in the sidebar select Resources, and then Capacity. Using Passes requires two steps.
1. Purchase Passes
Open the Microsoft 365 Admin Center. Under Billing in the sidebar, select Purchase Services. Type “Power Apps per app plan” in the search bar, scroll to it, and click “Details”.
On the Product page you will see an option to “Buy Licenses”. If you would like to help support us, your could put our referral number in the space which has no effect on you at all. You will also notice that “Assign Licenses” is greyed out. This is because these “Passes” are not “assigned” to specific users like other license types. More on that next.
2. Assign Roles
Now that you have acquired your “Passes”, let’s go through the process of assigning roles to users of the RapidStartCRM app(s) (up to the number of passes you have). We will go to the RapidStart Settings to do this. From the RapidStartCRM app click on the app name (upper left) to open the Apps pane. Then select RapidStart Settings App.
Select “Users” in the sidebar if necessary, then scroll down to the user and click on their name.
In the User’s Security Roles panel, select the role(s) for this user. Note that there may be a slight delay before the blue checkbox appears as the role is being applied in the backgound. You can also remove existing roles the user may have here.
Other Tips and Tricks
The ability to easily track time spent on customers is a frequent request. Introducing the RapidStartCRM Time Sheets Addon.
Add RapidStartCRM to Microsoft Teams in 5 minutes
For many companies, competition is a way of life. Every opportunity has competitors vying for it.
Microsoft recently introduced a Pay as You Go plan for Power Apps. RapidStartCRM just so happens to be a “Power App” so you can take advantage of this model if it fits your needs.
Build a Power Automate flow for RapidStartCRM using a pre-built template.
Create a Power Automate flow for RapidStartCRM from scratch
Most websites have a “Contact Us” form. How would you like to have that form submit directly into RapidStartCRM as a Prospect?
Other General Posts
The New RapidStartCRM is tighter, faster and simpler than ever.
Back in the 70’s and 80’s there was a saying that went something like, “Nobody ever got fired for choosing IBM”.
When it comes to Business Applications, Microsoft has a lot of options for you. If you are running a sophisticated Sales organization, they have an app for that.
The fastest growing customer segment for RapidStartCRM is large Enterprise customers. This is great news for us, Microsoft and those customers.
Even as a simple-to-use CRM solution, there was often still confusion about how to use Leads and Contacts together. So we decided to approach it differently with RapidStartCRM.
Let’s face it, most CRM systems are either really complex, or too basic to provide any real value.