Getting Started with FlexCRM Core #

This guide takes you through the full setup of FlexCRM Core, from installation via AppSource to assigning licenses, setting up teams, and configuring in-app settings.

By the end, you’ll be ready to manage contacts and deals with confidence inside a secure, enterprise-level application.

Our goal is to keep things simple, clear, and step-by-step, so you can get going quickly.

Before You Begin #

To use FlexCRM Core, you’ll need the right licenses in place:

• FlexCRM Core License – assigned during setup
• Power Apps License (choose the option that works best for you):
  • Per App
  • Per User
  • Pay-as-you-go

👉 If you need help with licensing, get in touch with us and our team will support you.

Setup Steps #

AppSource #

Start by installing the app from AppSource:

1. Open the FlexCRM Core AppSource page.
   • Make sure you’re logged in to the tenant where you want to install the app (or log out entirely if you want to choose during the process).
2. Click Buy Now.

3. If prompted, sign in with your organisational account.

4. Select the FlexCRM Core plan and click Next.

5. Set up billing:
   • Recurring billing – choose whether your subscription should auto-renew.
   • Number of users – enter how many licenses you need.

6. Add payment details:
   • Sold-to address – this is linked to your billing country/region.
   • Payment method – AppSource accepts credit cards supported in your region.
   • Tax ID – only required if your local laws ask for it.
   • If your account is approved for invoice payments, you’ll see “Invoice” in your billing options.

7. Review and click Place Order.

Your order will now be processed.

Assigning FlexCRM Licenses #

Following the previous steps, once your order is confirmed:

1. From the order summary, click Assign Licenses.
   • This will take you to the Microsoft 365 Admin Centre.

2. You’ll see all available licenses.
   • A license will automatically be assigned to the purchasing account.

To remove a license:

Select the application.

Tick the user you want to unassign.

Click Unassign licenses.

To assign a license to a user:

1. Click Assign Licenses.

2. Search and select the user.

3. Click Assign.

Installing the App #

Now you’re ready to install FlexCRM Core:

1. From the Licenses page, click Install this product.

2. Select the environment where the app should be installed.
3. Review the links and tick the boxes if you’re happy.

4. Click Install to start the process.

Assigning Security Roles #

After installation, users need to be given the right security roles.

• If you manage access through security groups, add the user to the group in Microsoft 365 Admin Center.
• If access is not restricted, users will automatically be added to the environment. (You can check and add any missing users manually.)

Creating Users #

1. Go to Power Platform Admin Center.
2. Click Environments and choose the one where FlexCRM Core was installed.

3. Select See all under Users.

4. If a user is missing, click Add user.

5. Enter their name or email and click Add.

⚠️ You’ll see a popup asking to assign a security role. Click Cancel here—roles will be managed via Teams instead.

Creating and Managing Teams #

Teams let you group users with different levels of access. We recommend creating at least:

• A User level team
• A Manager level team

To create a team:

1. Go to the environment screen and click See All under Teams.

2. Create a new team and add:
   • Team name
   • Description
   • Business unit – use the default if no other units are set up.
   • Administrator – the user who will manage the team.
   • Team type – select Owner.

3. Add members to the team.

4. Assign a security role:
   • FlexCRM Core Salesperson – view/edit accounts, contacts, and opportunities where they are the owner.
   • FlexCRM Core Salesperson (View/Edit All) – full access to all accounts, contacts, and opportunities.
   • FlexCRM Core Sales Manager – full access plus permissions to manage custom settings.

Repeat these steps for each team you need.

Accessing the App #

Once users and teams are set up:

1. Go back to the Environment settings page.
2. Click the Environment URL.

3. You’ll see a list of available apps.
4. If everything is set up correctly, FlexCRM Core will appear.

Click the app to open it.

In-App Settings #

Some settings can be adjusted inside the app by users with the Sales Manager role.

Sales Process

1. Choose the stage you want to configure.
2. Adjust the default probability if needed (this is the probability value assigned when a lead/opportunity moves stage).
3. Update the guidance text shown on the Lead/Opportunity form.
4. Click Save Changes to apply.

Close Reasons #

By default, FlexCRM Core includes standard reasons for winning or losing opportunities. Sales Managers can customise these.

Add a “Won” reason:

1. Select Opportunity Close Reasons.
2. Click Add New.

3. Enter the reason text.
4. Click Add New Won Reason.

Make a “Won” reason inactive:

• Click the cross next to the reason.

Reactivate a “Won” reason:

1. Go to Inactive.

2. Click the plus sign next to the reason.

Add a “Lost” reason:

1. Select Opportunity Close Reasons.
2. Click Add New.

3. Enter the reason text.
4. Click Add New Lost Reason.

Make a “Lost” reason inactive:

• Click the cross next to it.

Reactivate a “Lost” reason:

1. Go to Inactive.

2. Click the plus sign next to the reason.

Lead Sources #

FlexCRM Core includes standard lead sources, but you can add or manage these as needed.

Add a lead source:

1. Select Lead Sources.
2. Click Add New.

3. Enter the source name.
4. Click Add New Lead Source.

Make a lead source inactive:

• Click the cross next to it.

Reactivate a lead source:

1. Go to Inactive.
2. Click the plus sign next to it.