Business Central Addon

for RapidStart CRM

EMPOWER YOuR RAPIDSTART crm USERS with data

“Did this customer pay for their last order?”

“When did this customer’s order ship?”

“Do we have available inventory of an item to sell?”

“Which Shipment is this Support Case for?”

We built our Dynamics 365 Business Central Addon with our “RapidStart” philosophy of keeping things simple.

We designed this for companies using Dynamics 365 Business Central, looking for a better CRM option.

Completely customizable and upgradable, so you can never outgrow RapidStart CRM.

Business Central Addon

for RapidStart CRM

EMPOWER YOUR RAPIDSTART CRM USERS WITH DATA

“Did this customer pay for their last order?”

“When did this customer’s order ship?”

“Do we have available inventory of an item to sell?”

“Which Shipment is this Case for?”

We built our Dynamics 365 Business Central Addon with our “RapidStart” philosophy of keeping things simple.

We designed this for companies using Dynamics 365 Business Central, looking for a better CRM option.

Completely customizable and upgradable, so you can never outgrow RapidStart CRM .

businesscentral

Business Central

Learn about this Add-on in about 4-1/2 minutes

Business Central Addon Preview

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RapidStart CRM Account Form Additions

Main Time Sheet Form

Account form with new tabs for related Business Central Quotes, Orders, and Invoices

Users’ Mobile App for iPhone and Android

Popup of Quote (selected from Quote tab on Account Form)

Quickly Add Time Entries

Popup of Quote Line (selected from Lines tab on Quote Popup)

Quickly Add Time Entries

Quote Tab on Account Form. Live data from Business Central (Orders & Invoices similar)

Quickly Add Time Entries

Quote Lines Tab in Quote Popup

RapidStart CRM Opportunity Form Additions

Quickly Add Time Entries

Opportunity form with new Quotes tab and Request Quote Button

Quickly Add Time Entries

Quotes Tab from Opportunity Form, with repeated Request Quote Button. Quotes open same as for Accounts above

RapidStart CRM Case Form Additions

Quickly Add Time Entries

Case Form with new Regarding tab added

Quickly Add Time Entries

Regarding tab from Case Form. Allows to associate Business Central records to a Case

RapidStart CRM Business Central Products (Items)

Quickly Add Time Entries

Business Central Live Product Catalog with Inventory

Quickly Add Time Entries

Business Central Product Details

RapidStart CRM Business Central Administration

Time Sheet Manager’s Dashboard

Add/Remove Business Central Virtual Tables from RapidStart Settings app

Quickly Add Time Entries

Create Table Relations from RapidStart Settings app

Quickly Add Time Entries

In-App Documentation for Users and Admins

Quickly Add Time Entries

Table Relations Mappings tab

product faq

Still have questions?

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What are the Costs for this Addon?

This Addon is a little unique in that it cannot simply be installed from AppSource, as several steps are required to get it properly wired to Business Central. The default installation is all performed by our team.

Therefore, this App has a one-time, non-refundable setup fee of $3,500.00.

After that, the cost of our Addon is FREE with no user minimum.

Users interacting with Business Central data will require at least a Business Central Team Member licenses from Microsoft @$8/pupm.

Note: Partner Access to your tenant will be required, but can be removed after installation.

Is this an Alternative to Dynamics 365 Sales Integration?

It is indeed! But we think RapidStart CRM is a better alternative.

For one thing, RapidStart CRM is much easier to use. It also includes Opportunity and Case management in one app.

Best of all, it can run on a Power Apps license that Microsoft offers for as little as $5/user.

Does this app require RapidStart CRM?

Yes. This app is designed to be used with our RapidStart CRM app; it has no value outside of that.

Can this be Customized?

Absolutely, like anything RapidStart CRM, this addon is completely customizable. Depending on your requirements and capabilities, you may need to engage with a qualified Partner, like us.

Can Additional Business Central tables be Integrated?

Yes! There are 68 Standard Business Central tables available to display in RapidStart CRM with some configuration. With help from your Business Central partner and us, your custom Business Central tables could also be displayed.

What is the difference between Integration and Virtual Tables?

“Integration” is keeping a table in Business Central “synchronized” with a similar table in RapidStart CRM. Contacts and Accounts to Customers, for example. A change to a phone number in one goes to the other, etc.

Virtual Tables, on the other hand, “display” data from Business Central within RapidStart CRM that does not exist in RapidStart CRM. Like Sales Quotes, Orders, Invoices, Shipments, and Products, for example.

Can data go in both directions?

Sure. Data can come from Business Central to RapidStart CRM, from RapidStart CRM to Business Central, or Bi-Directionally.

By default, as we are targeting the Sales or Service user, most Business Central data is read-only. Customization work would be necessary to change the default behavior.

Free Addon*

* Requires one-time standard installation fee of $3,500 USD.

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