E320: RapidStart pitches Business Central CRM add-on to Partners

RapidStart Apps is pitching a Business Central CRM add-on that adds case-management functions for Microsoft Dynamics 365 Business Central Partners.

The Business Central CRM pitch is aimed at Partners whose customers want front-office workflows tied to ERP data.

The product is designed to give sales and service users access to selected Business Central data. They would not have to work directly in Business Central.

The Business Central CRM gap

Steve Mordue, founder of RapidStart Apps, said the company sees an opening with small and midsized customers. Many already keep finance, operations and customer data in Business Central. Their customer-facing teams, he said, may still be working through email, spreadsheets and disconnected tools.

RapidStart has a Business Central add-on for RapidStart CRM, a Dataverse-based application. RapidStart says the Business Central CRM add-on synchronizes Business Central customers with RapidStart CRM accounts.

It brings Business Central quotes, orders, shipments, invoices and inventory into the CRM application. It can also link Business Central orders, invoices or shipment records to RapidStart CRM cases.

Keeping front-office users out of Business Central

For Mordue, the use case is to keep non-finance users in RapidStart CRM rather than requiring them to work directly in Business Central. Those users would still have access to the ERP information they need.

“I don’t want them to have to go to Business Central for any reason to do their job,” Mordue said. “I want them to have everything they need to do their job in RapidStart.”

RapidStart is also pitching the add-on to Partners, not only to customers. Mordue said RapidStart does not intend to become a Business Central implementation Partner, however.

He said the product gives Business Central Partners another way to address CRM and case-management requirements. They would not have to build those practices themselves.

“We don’t do the stuff they do, but we share a customer,” he said.

A lighter customer-engagement layer

Microsoft describes Business Central as an ERP system for small and midsized businesses. Dynamics 365 Sales is Microsoft’s dedicated sales CRM application.

Microsoft lists Sales Professional at $65 US per user per month, paid yearly. Sales Enterprise is listed at $105 US and Sales Premium at $150 US.

RapidStart’s argument is that many smaller customers want a lighter customer-engagement layer within the Microsoft business applications stack.

RapidStart says its applications cover CRM, project management, field service and sales workflows. It says they run on Microsoft Dataverse.

Mordue said the company has more than 170,000 global users and 17 Partners outside its core service areas.

The Business Central add-on is part of a broader push to reduce implementation work on smaller customer deployments. Mordue said it remains the company’s most complicated integration to configure.

RapidStart is working to automate more of the setup process, he said.

RapidClaw adds AI agents to the Partner pitch

Deployment is also shaping the company’s AI strategy.

RapidStart is preparing RapidClaw, an AI agent layer for RapidStart CRM. Mordue described it as an OpenClaw-powered agent system.

He said the system is deployed into a customer-owned Azure subscription. Dataverse acts as the control boundary, and Teams is the user interface.

Mordue said the product grew out of internal experiments using AI agents with RapidStart’s own CRM environment.

In one test, he said, an agent monitored inbound test-drive activity, researched the person and company, and sent a response that disclosed it came from a RapidClaw bot.

“What appeared to be pretty wild AI, we’ve kind of tamed it and are bringing it inside of Microsoft,” Mordue said.

He said most of the work has focused on deployment rather than the agent concept itself.

“So someone can literally just push a couple of buttons,” Mordue Said. “Boom. A 12-agent team is automatically deployed, ready to go to work as soon as you push the button that says go.”

Mordue said Microsoft Copilot still has a place in enterprise deployments and specific use cases. He described RapidClaw as a packaged approach for small and midsized customers.

The goal, he said, is to let agents work against CRM data without requiring users to assemble the agent architecture themselves.

What Partners may do next

Smaller customers may use AI through general-purpose assistants or built-in Copilot features. Others may look for task-specific agents tied to the business applications they already use.

For Business Central Partners, the Business Central CRM pitch is about sales, service and case-management work around ERP data.

Many of their customers may want those workflows without the cost or complexity of a larger CRM project.

“I think this is an opportunity for the Business Central Partner,” host Rick McCutcheon said during the interview, referring to basic sales, customer service and field service for smaller companies.

Mordue said that was the market signal RapidStart had been hearing.

“That’s why we saw that opportunity,” he said.

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