Knowledge Base
Browse articles, how-to guides, and troubleshooting tips for all RapidStart products.
Getting Started
Everything you need to get up and running with RapidStart.
Trial or Purchase and Installation
Step-by-step guide to purchasing, trialing, and installing any RapidStart App from Microsoft Marketplace.
License Management
How to add or remove licenses, cancel your subscription, and assign or unassign RapidStart App licenses to users.
App Update or Removal
How to update RapidStart to the latest version, and how to remove apps from your Power Platform environment including handling solution dependencies.
Getting Started with Mobile
Set up and use the RapidStart companion mobile apps on iOS and Android devices using the Microsoft Power Apps player.
Import Your Data into RapidStart CRM
Step-by-step guide to importing your existing data — get your data, clean it, import it, fix errors, and update existing records in bulk.
Add RapidStart to Microsoft Teams
Step-by-step guide to adding RapidStart as a tab in a Microsoft Teams channel so your team can access CRM right where they work.
RapidStarter Setup
Set up RapidStarter, connect Microsoft 365, review suggestions, add Teams, invite teammates, and manage preferences.
RapidClaw
Deploy, configure, govern, and operate your RapidClaw AI team.
RapidClaw Overview and Product Family
Understand RapidClaw Base and what the RapidStart Apps and Business Central products add to the shared foundation.
Prerequisites and Wizard Deployment
Prepare Azure, choose a supported region, and follow the six-stage deployment wizard from sign-in through Command Center.
Command Center Quick Start
Learn where to monitor health, work with Arcy, manage agents, review approvals, inspect costs, and find recovery controls.
Agents, Skills, and Scheduled Tasks
Use Arcy's guided builders to create reviewable agents, skills, prompts, policies, and disabled-by-default schedules.
Connectors, Tools, and Credentials
Configure governed MCP connectors, review discovered tools, and store secrets through protected Azure Key Vault-backed controls.
Microsoft Teams and Agent Email
Understand tenant-specific Teams deployment, mailbox creation, test mode, inbound sanitization, and communication approvals.
Safety, Costs, Backup, and Recovery
Operate RapidClaw safely with approvals, Emergency Stop, model and cost visibility, backup, updates, reset, and teardown.
RapidClaw for RapidStart Apps
Learn how installed CRM, Project, and Field Service solutions add governed Dataverse access and matching Agent Packs.
RapidClaw for Business Central
Learn how Business Central adds its official MCP connection, finance and operations agents, sandbox entitlement, and BC-specific controls.
Update the RapidClaw Dataverse Solution
Update the installed RapidClaw solution for RapidStart Apps and verify the existing deployment without resetting it.
Update the RapidClaw Business Central Extension
Find and apply a compatible Marketplace extension update, then verify RapidClaw in the intended Business Central environment.
For Admins
Configuration, data management, and environment administration for RapidStart.
Copilot for RapidStart CRM
How to activate and configure Microsoft AI Copilot in your RapidStart CRM environment, including enabling the feature and configuring tables for the Copilot index.
Field Service SMS Alerts Enablement
How to enable SMS text message alerts in RapidStart Field Service by installing the SMS Addon solution and connecting it to your Twilio account.
Registration Failure
How to resolve a registration failure caused by an environment name mismatch, including how to reinitiate the registration process.
Add-ons
Install and configure RapidStart connectors, integrations, and productivity add-ons.
Business Central Connector Setup
Install, configure, and validate the Business Central Connector for RapidStart CRM.
Apollo Connector Setup
Connect Apollo.io to enrich RapidStart CRM Accounts and Contacts manually or automatically.
BookIt Scheduler Setup
Configure BookIt connections, flows, application consent, and user access.
Exchange Rates Setup
Configure daily Dataverse currency updates through ExchangeRate-API.
LinkedIn Capture Setup
Connect the Chrome or Edge extension to RapidStart CRM through your cloud flow.
Mailchimp Integration Setup
Configure Mailchimp connections, synchronization flows, imports, and security roles.
ZeroBounce Connector Setup
Add individual and bulk ZeroBounce email validation to Dataverse.
For Customizers
Customization, automation, and advanced development for RapidStart.
Mobile Apps Customization
How to safely customize RapidStart mobile Canvas apps using Dataverse views, translations, and configuration tables without blocking future app updates.
Building a RapidStart CRM Addon
A guide for Microsoft partners and ISVs on how to build, test, certify, and publish an addon for RapidStart CRM to Microsoft Marketplace.
Power Automate with RapidStart CRM — Part 1: Flow from a Template
Introduction to Power Automate connectors and the interface, plus how to build your first automated Flow using a pre-built template.
Power Automate with RapidStart CRM — Part 2: Flow from Scratch
Build a Power Automate Flow from scratch using the latest Dataverse connectors, column-level filters, and dynamic email notifications.
Advanced Development — Part 1: Setting Up Your Environment
Best practices for customizing RapidStart CRM or Dynamics 365. Part 1 covers creating a sandbox environment and copying your production environment safely.
Advanced Development — Part 2: Creating a Solution
How to create a Power Apps Solution with a custom publisher to contain all your RapidStart CRM customizations and keep them organized and transportable.
Advanced Development — Part 3: Adding Components
How to add existing components (tables, forms, fields) to your Solution before customizing them — and why you should never use "Include all Objects".
Advanced Development — Part 4: Customizing Components
How to customize existing components in your Solution — adding new fields to forms and publishing your changes in RapidStart CRM or Dynamics 365.
Advanced Development — Part 5: Adding New Components
How to create a brand new component — a custom View with filters — inside your Solution in RapidStart CRM or Dynamics 365.
Advanced Development — Part 6: Adding Views to Apps
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.
Advanced Development — Part 7: Capturing Unmanaged Customizations
How to find and capture any prior unmanaged customizations into your Solution — a scavenger hunt to tidy up your sandbox environment.
Advanced Development — Part 8: Deploying to Production
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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