FlexCRM
Introduction
This guide aims to help you get started with FlexCRM Core, from the AppSource installation process to the initial setup of the app. The goal of this document is to enable end users to quickly get started with using the app to efficiently track Contacts and Deals within an enterprise-level application.
Prerequisites
To use the App, users will need the correct licensing:
- A FlexCRM Core License (Assigned in the setup steps)
- A Power Apps License
- Per App
- Per User
- Pay-as-you-go
Microsoft Guidance for setting up Power Apps Licensing:
Per User: Generic guide for assigning licenses to users in Admin Center: https://learn.microsoft.com/en-us/microsoft-365/admin/manage/assign-licenses-to-users?view=o365-worldwide
Pay-as-you-go: https://learn.microsoft.com/en-us/power-platform/admin/pay-as-you-go-set-up
If further assistance with acquiring or assigning licenses is required then please get in contact with us: https://www.formuspro.com/how-we-do-it/flexcrm/#section-1.
Setup Steps
AppSource
The AppSource link for FlexCRM Core is: https://appsource.microsoft.com/en-us/product/dynamics-365/formuspro.83c61b6f-13ac-4669-811e-a15435304ad8?tab=Overview. Before starting this process, ensure that you are either logged in as a user in the Tenant that the App will need to be installed in or not logged in at all.
- Click Buy Now
Setup Steps
AppSource
The AppSource link for FlexCRM Core is: https://appsource.microsoft.com/en-us/product/dynamics-365/formuspro.83c61b6f-13ac-4669-811e-a15435304ad8?tab=Overview. Before starting this process, ensure that you are either logged in as a user in the Tenant that the App will need to be installed in or not logged in at all.
Click Buy Now
Assigning FlexCRM Licenses
Following the previous step, the order summary will be visible.
Clicking on Assign Licenses will navigate to the Microsoft 365 Admin Centre and display all available licenses:
