User and admin guides for every RapidStart App. Hosted on our learning hub at hub.rapidstart.com.
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RapidStart LinkedIn Connector
The RapidStart LinkedIn Connector is a browser extension that will add Contacts and Accounts with one-click into RapidStart CRM from LinkedIn Contact
Open resource liveProject Add Languages
RapidStart Project Add Mobile Languages Get Started RapidStart Apps, including our Mobile apps, are available in 21 languages. English is installed by
Open resource CRM AdminCRM Add Languages
RapidStart CRM Add Mobile Languages Get Started RapidStart Apps, including our Mobile apps, are available in 21 languages. English is installed by def
Open resource CommonMobile Language Packs
Click the link below to download the language pack you want. Check the Admin Documentation in the sidebar for instructions to import mobile app langua
Open resource Field Service DispatcherField Service SMS and Templates
RapidStart Field Service SMS Alerts The RapidStart Field Service App provides automated SMS message Alerts if the Twilio solution has been configured.
Open resource Field Service AdminField Service SMS Setup
RapidStart Field Service SMS Setup By default, RapidStart Field Service can send “email” alerts with the built-in capabilities of the Power Platform.
Open resource Field Service AdminField Service Calendar Setup
RapidStart Field Service Calendar Setup The RapidStart Field Service App includes several calendar views. In order for your Technicians to appear on t
Open resource D365 Sales UserD365 Sales Admin Overview
RapidStart Sales for D365 User Overview What is RapidStart Sales? RapidStart Sales is a simple-to-use, Basic Sales application. An alternative to Dyna
Open resource liveRapidStart Apps Admin Overview
RapidStart Administration Documentation Select the App you are seeking Admin Documentation for: The Original RapidStart CRM RapidStart Sales for Dynam
Open resource D365 Sales UserAccounts
RapidStart Sales – Accounts One of the core items that you and your users will create and track in RapidStart Sales are the Accounts you work with. Th
Open resource D365 Sales UserContacts
RapidStart Sales – Contacts One of the core items that you and your users will create and track in RapidStart Sales are the Contacts you work with. Th
Open resource D365 Sales UserLeads
Rapidstart Sales – Leads A feature of RapidStart Sales is the ability to create and track sales Leads for your products or services. Leads List View T
Open resource D365 Sales UserOpportunities
Rapidstart Sales – Opportunities A feature of RapidStart Sales is the ability to create and track sales Opportunities for your products or services. O
Open resource D365 Sales UserD365 Sales User Overview
RapidStart Sales for D365 User Overview What is RapidStart Sales? RapidStart Sales is a simple-to-use, Basic Sales application. An alternative to Dyna
Open resource CRM AdminUser Roles
RapidStart CRM – User Roles RapidStart CRM includes several User Roles that a “RapidStart Power User” can assign to users from within the RapidStart S
Open resource CRM AdminUser Teams
RapidStart CRM – User Teams RapidStart CRM provides the optional ability to group users into Teams, like a Sales Team, and have records owned by those
Open resource CRM AdminUser Positions
RapidStart CRM – User Positions RapidStart CRM provides the optional ability to create and assign Positions to users. You may find this handy as it wi
Open resource CRM AdminOutlook App
RapidStart CRM – Outlook App RapidStart CRM works with Microsoft’s Dynamics 365 App for Outlook. Not only can certain activities be performed from wit
Open resource CRM AdminCRM Customization
RapidStart CRM – Customizations RapidStart CRM is completed unlocked for full customization capabilities. Depending on your knowledge of Power Apps, y
Open resource CRM AdminEnvironment Settings Plus
RapidStart CRM – Environment Settings (Optional) To install RapidStart CRM, you will have created an “Environment” in Microsoft’s Dataverse. There are
Open resource CRM AdminCRM Admin Overview
RapidStart CRM Administration Overview What is RapidStart CRM ? RapidStart CRM is a customizable, simple-to-use, Basic CRM application, purpose-built
Open resource Field Service DispatcherField Service Appointment History
RapidStart Field Service Appointment History On the RapidStart Field Service Appointment Form, there is a Tab called Appointment History. When an Appo
Open resource Project AdminProject Troubleshooting
RapidStart Project Troubleshooting Occasionally, users will report issues they encounter with our app. We created this troubleshooting guide for the m
Open resource Field Service AdminField Service Troubleshooting
RapidStart Field Service Troubleshooting Occasionally, users will report issues they encounter with our app. We created this troubleshooting guide for
Open resource Field Service AdminField Service Admin Overview
RapidStart Field Service Setup/Admin Overview RapidStart Field Service App The RapidStart Field Service App is an extension to Dataverse, Dynamics 365
Open resource Field Service AdminField Service Dispatcher Setup
RapidStart Field Service Dispatcher Setup Licensed users in your organization who will be accessing the RapidStart Field Service app will need the “Ra
Open resource Field Service AdminField Service Options Setup
RapidStart Field Service OptionSet Setup The RapidStart Field Service App includes one Global OptionSet for Service Regions. You are not required to u
Open resource Field Service AdminField Service Technicians Mobile App
RapidStart Field Service Technicians Mobile App The RapidStart Field Service Apps include a Mobile App for your Field Technicians. In order for them t
Open resource Field Service DispatcherField Service Automated Emails
RapidStart Field Service Automated Emails The RapidStart Field Service App provides automated emails. An email will go out to your Service Contact (Cu
Open resource Field Service DispatcherField Service Work Orders from Dispatcher
RapidStart Field Service Work Orders The RapidStart Field Service App allows you to create Work Orders for Accounts and/or COntacts that require a Tec
Open resource Field Service DispatcherField Service Appointments
RapidStart Field Service Appointments The RapidStart Field Service App allows you to schedule and track Service Appointments created for Technicians o
Open resource Field Service DispatcherField Service Dashboards
RapidStart Field Service Dashboards The RapidStart Field Service App includes two new Dashboards for Dispatchers. …
Open resource Field Service DispatcherField Service Email and Templates
RapidStart Field Service Email Alerts The RapidStart Field Service App provides automated emails. If the Dispatcher has selected “Email” or “Both” as
Open resource Field Service DispatcherField Service Technicians Dispatcher
RapidStart Field Service Technicians The RapidStart Field Service App gives the Dispatcher the ability to manage Technicians. You can see your Technic
Open resource Field Service DispatcherField Service Dispatcher Overview
RapidStart Field Service Dispatcher Overview What can you do with RapidStart Field Service App? As a Dispatcher in this, you can create Work Orders fo
Open resource Project AdminProject Customization
RapidStart Project – Customizations While RapidStart Project is an excellent project management app, it is designed to be further customized. Dependin
Open resource Project AdminProject Mobile App
RapidStart Project Mobile App RapidStart Project includes a Mobile App for your Project users. With this app, they can add Expenses to Projects and ad
Open resource liveProject Admin Overview
RapidStart Project Admin Overview What is RapidStart Project? RapidStart Project is an app for Dataverse, Dynamics 365, or the Microsoft Power Platfor
Open resource Project AdminProject Options Set Setup
RapidStart Project Option Set Setup RapidStart Project for Dataverse includes three Global Option Sets you may want to edit to meet your needs. They a
Open resource Project UserProject Projects
RapidStart Project – Projects The core feature of the RapidStart Project solution is the ability to create and track Projects to deliver your services
Open resource Project UserProject Expenses
RapidStart Project – Expenses A feature of RapidStart Project solution is the ability to enter Project Expenses for your Projects. Project Expenses ar
Open resource Project UserProject Time
RapidStart Project – Task Time A feature of the RapidStart Project solution is the ability to enter Time spent on your Project Tasks. Task Time is rec
Open resource Project UserProject Tasks
RapidStart Project – Project Tasks A feature of the RapidStart Project solution is the ability to break large Projects into multiple Project Tasks. Yo
Open resource Project UserContacts – Project
RapidStart Project – Contacts RapidStart Project adds a new “Project-Focused” Contact form for the Project App, which is shown below. Contact Record F
Open resource liveProject User Overview
RapidStart Project User Overview What can you do with RapidStart Project? As a User, you can create Projects. Projects can be “single-level” for simpl
Open resource Project UserDashboards Project
RapidStart Project – Dashboards RapidStart Project adds the following two Dashboards, accessed from the sidebar (1): Project Metrics Dashboard Project
Open resource Project UserAccounts – Project
RapidStart Project – Accounts RapidStart Project adds some features to your environment, like a new “Project-Focused” Account form for the Project App
Open resource Project UserProject Templates
RapidStart Project – Templates Building a Project with many Project Tasks can take some time. To save a lot of time creating similar projects, the Rap
Open resource Project UserProject Subcontractors
RapidStart Project – Subcontractors Many organizations subcontract some or all of their Project Tasks to other companies to perform on their behalf (S
Open resource Project UserProject Schedule
RapidStart Project – Schedule RapidStart Project includes an interactive “Gantt” style Project schedule. On the Project Form “📅 SCHEDULE” tab. This d
Open resource BC UserProducts
RapidStart CRM – Products Products, also called Items in Business Central, are displayed for reference for Sales Users from the Sidebar by selecting “
Open resource BC AdminTable Relations
RapidStart CRM – Business Central Table Relations To associate Virtual Tables to Native Tables, you create Table Relations. While we have created a UI
Open resource BC AdminAvailable Tables
RapidStart CRM – Business Central Available Tables RapidStart CRM Business Central Addon includes the ability to display Business Central tables “Virt
Open resource BC AdminConfiguration
RapidStart CRM – Business Central Configuration RapidStart CRM Business Central Configuration record is created on installation. There should only be
Open resource BC UserCases
RapidStart CRM – Cases The RapidStart CRM Business Central Addon adds several things to the RapidStart Case form to fully inform the Customer Service
Open resource BC UserOpportunities
Rapidstart CRM – Opportunities The RapidStart CRM Business Central Addon adds a few things to the RapidStart Opportunity forms. New Additions to Oppor
Open resource BC UserAccounts
RapidStart CRM – Accounts The RapidStart CRM Business Central Addon adds several things to the RapidStart Account forms. New Addition to Account Form
Open resource BC UserBusiness Central Addon Overview
RapidStart CRM Business Central Addon Overview What is RapidStart CRM Business Central Addon? The RapidStart CRM Business Central Addon is an extensio
Open resource BC AdminBC Admin Overview
RapidStart CRM Business Central Addon Admin Overview What is RapidStart CRM Business Central Addon? The RapidStart CRM Business Central Addon is an ex
Open resource CommonRapidStart CRM Bug Report
Common · live
Open resource CRM UserAccounts
RapidStart CRM – Accounts One of the core items that you and your users will create and track in RapidStart CRM are the Accounts you work with. These
Open resource CRM UserContacts
RapidStart CRM – Contacts One of the core items that you and your users will create and track in RapidStart CRM are the Contacts you work with. These
Open resource CRM UserCases
RapidStart CRM – Cases A feature of RapidStart CRM is the ability to create and track Cases for support, warranty, or any other Customer Issues. Cases
Open resource CRM UserOpportunities
Rapidstart CRM – Opportunities A feature of RapidStart CRM is the ability to create and track sales Opportunities for your products or services. Oppor
Open resource CRM UserDashboards
RapidStart CRM – Dashboards RapidStart CRM includes the following Dashboards, accessed from the sidebar (1): Sales Metrics Dashboard Sales Activities
Open resource CRM UserNavigation
Getting around in RapidStart CRM Before you dive into the specifics of RapidStart CRM, it would probably be useful to have a quick overview of how to
Open resource CRM UserTimeline
RapidStart CRM – Using the Timeline History Most records in RapidStart CRM have a Timeline History Tab, and it works the same on all record types. The
Open resource CRM UserProspects
RapidStart CRM – Prospects As you go about your business, you will be continually meeting new people, or they will be finding you; either way, at this
Open resource CRM UserProcess Flows
RapidStart CRM – Process Flows RapidStart CRM includes the following Process Flows: Prospect Process Flow Opportunity Process Flow Case Process Flow P
Open resource CRM UserHashtags
RapidStart CRM – Hashtags Unique to RapidStart CRM is our own RapidStart Hashtags system. It works the same way you identify and classify items on Twi
Open resource CRM UserCRM User Overview
RapidStart CRM User Overview What is RapidStart CRM? RapidStart CRM is a simple-to-use, Basic CRM application. What can you do with RapidStart CRM? We
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