Step 1 – Setup

Let's get this party started!

In the Partner Portal you can download a copy of our RapidStart CRM Deployment Guide. This guide provides easy to understand, in-depth information and examples for every step of the RapidStart CRM deployment process. Don’t worry, you don’t need to know anything about CRM to follow this guide. The RapidStart CRM Deployment Guide is suitable for passing on directly to your customer, or for your own use to provide an additional service of assisting and guiding your customer through the deployment process.


Once your order is placed, you as the reselling Partner, will perform a few steps so that we can begin, including creating your customer’s CRM subscription, setting yourself as their Partner of Record and providing us with access to perform the RapidStart CRM services. You should be able to accomplish this is less than an hour after which you will provide us this information in the Portal. Once this is done, you can relax and we will take over for a while.


We will install an add-on that we have created for our model that will setup the Dynamics 365 instance to receive our services and update the navigation and form layouts. We will also install our Integrated Training add-on and the Insights add-on for our RapidStart CRM model.


Step 2 – Entities and Fields

Here's where we make it Fit

Every business is different; even businesses in the same industry have different approaches to the market or ways in which they offer their products and services. The key to a successful Dynamics 365 deployment is modifying the relevant entities to include the information that your customer needs to capture and track for their particular strategy.

While Dynamics 365 provides a large number of fields for information related to each entity, many are either not relevant, not utilizing relevant taxonomy, or very often some are just plain missing. This is the step where we make CRM fit your customers like a glove. CRM fails when a customer is expected to modify their business to fit CRM…we modify CRM to fit your Customer.

This process is covered in our RapidStart CRM Deployment Guide and all takes place on our Wizard-Driven Deployment Portal either directly by your customer, or with your assistance and guidance.

Setup Entities and Fields

Step 3 – Guided Process

Let's make it work like they do

A feature unique to Dynamics 365 is the Guided Process. This is the information bar that sits at the top of Lead and Opportunity records and provides a roadmap to users of what to do next. This feature is fully explained in our RapidStart CRM Deployment Guide.

The Guided Process is where your customer can apply their own logic to what, when and why things need to happen. Let’s face it, left without guidance your customer’s users will not always do the right things, or remember all of their training for every situation. The Guided Process for example can show a sales person exactly what their company has determined is important to capture before qualifying a lead to an opportunity, critical to proper forecasting.

In our Deployment Portal, we have a simple Wizard for tweaking this process.

Setup Entities and Fields Guided Process

Step 4 – Security

Who can do, and see, what?

Our RapidStart CRM allows your customers to decide who gets to see and do certain things in Dynamics 365. Maybe their sales staff is only allowed to see their own items, and maybe they are not allowed to delete anything. Managers may be able to see their direct reports records, but not their peers. These roles are fully outlined in our RapidStart CRM Deployment Guide.

In our Deployment Portal we have a simple wizard for adding users and applying roles.

Setup Entities and Fields Guided Process  Security Model

Step 5 – Import Data

Now we pump in their existing data

We’re getting close to Go Live now. In order for your customers to start using RapidStart CRM with value right away, we want to import their existing data into Dynamics 365. We will provide custom import templates matching the modifications we have made for Leads, Contacts and Accounts. This is a simple process of adding data to Excel Spreadsheets, but some of your customers will want help with this.

Your customers can do this on their own, or you could provide this as a service to include normalizing and de-duplicating their data. There is no secret formula for creating the data imports, it is simply Excel work. Our RapidStart CRM Deployment Guide will show you everything you need to know. Simply upload the populated templates to the Deployment Portal, and we’ll take it from there.

Setup Entities and Fields Guided Process  Security Model Import Data

Step 6 – Go Live

A few final items and send them on their way

Your RapidStart CRM deployment is almost done. Now is the time to install the Outlook App for Dynamics 365 and the mobile apps if your customer wishes. Steps for this are detailed in our Rapidstart CRM Deployment Guide and either your customer can do this themselves, or you can provide this as a service.

You can also go over with, or your customer can directly access, the Getting Started with Dynamics 365 section of the guide.

Now would also be a good time to start the conversation with your customer about next steps for further expanding Dynamics 365.

If your customer is interested in other customizations, workflows or XRM capabilities, and if CRM development work is not your strong suit, we can connect you with our global network of “Stage 2” CRM development partners who would be happy to assist you with your customer further.

Setup Entities and Fields Guided Process  Security Model Import Data Go Live