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Browse articles, how-to guides, and troubleshooting tips for all RapidStart Apps.
Everything you need to get up and running with RapidStart Apps.
Step-by-step guide to purchasing, trialing, and installing any RapidStart App from Microsoft Marketplace.
How to add or remove licenses, cancel your subscription, and assign or unassign RapidStart App licenses to users.
How to update RapidStart Apps to the latest version, and how to remove apps from your Power Platform environment including handling solution dependencies.
Set up and use the RapidStart Apps companion mobile apps on iOS and Android devices using the Microsoft Power Apps player.
Step-by-step guide to importing your existing data — get your data, clean it, import it, fix errors, and update existing records in bulk.
Step-by-step guide to adding RapidStart Apps as a tab in a Microsoft Teams channel so your team can access CRM right where they work.
Configuration, data management, and environment administration for RapidStart Apps.
Step-by-step guide to install and configure the Business Central Addon for RapidStart CRM, including Dataverse integration, virtual tables, record mapping, and Power Automate flows.
How to activate and configure Microsoft AI Copilot in your RapidStart CRM environment, including enabling the feature and configuring tables for the Copilot index.
How to enable SMS text message alerts in RapidStart Field Service by installing the SMS Addon solution and connecting it to your Twilio account.
Customization, automation, and advanced development for RapidStart Apps.
How to safely customize RapidStart mobile Canvas apps using Dataverse views, translations, and configuration tables without blocking future app updates.
A guide for Microsoft partners and ISVs on how to build, test, certify, and publish an addon for RapidStart CRM to Microsoft Marketplace.
Introduction to Power Automate connectors and the interface, plus how to build your first automated Flow using a pre-built template.
Build a Power Automate Flow from scratch using the latest Dataverse connectors, column-level filters, and dynamic email notifications.
Best practices for customizing RapidStart CRM or Dynamics 365. Part 1 covers creating a sandbox environment and copying your production environment safely.
How to create a Power Apps Solution with a custom publisher to contain all your RapidStart CRM customizations and keep them organized and transportable.
How to add existing components (tables, forms, fields) to your Solution before customizing them — and why you should never use "Include all Objects".
How to customize existing components in your Solution — adding new fields to forms and publishing your changes in RapidStart CRM or Dynamics 365.
How to create a brand new component — a custom View with filters — inside your Solution in RapidStart CRM or Dynamics 365.
How to add your new custom View to a Model-Driven App in your Solution so it appears for users in RapidStart CRM or Dynamics 365.
How to find and capture any prior unmanaged customizations into your Solution — a scavenger hunt to tidy up your sandbox environment.
The final step: export your managed Solution from sandbox and import it into your production environment — the Microsoft-recommended deployment practice.
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