Where does your CRM data live?

Your customers, contacts, leads, deals and offerings live in Business-Gym’s built-in CRM, inside your own workspace. There is nothing to connect and nothing to choose. The set-up checklist already counts the CRM step as done, because the built-in CRM needs no connection.

Which records does the built-in CRM hold?

Five record types, and the CRM card on Integrations lists each one explicitly:

Record type	Held by
Customers	Business-Gym (built-in)
Offerings	Business-Gym (built-in)
Deals	Business-Gym (built-in)
Contacts	Business-Gym (built-in)
Leads	Business-Gym (built-in)

The card says it in one sentence above the list: “Your customers, contacts, leads and deals live in Business-Gym, the built-in CRM. There is nothing to connect.”

What does “built-in” mean when I edit something?

It means the record you are looking at is the record. You are not editing a copy that later has to be pushed somewhere else, and nothing waits on a sync before your change counts. A customer you rename is renamed; a deal you move has moved.

This is the part worth holding on to, because it is the opposite of how a connected workspace works. Where an external CRM is the system of record, Business-Gym holds a read-only projection of it and the external system stays the master. Your workspace is not in that shape.

Can I point a record type at Dynamics 365 or another CRM?

Not from your workspace, and the app no longer implies you can. The CRM card used to offer a choice between Business-Gym and Dynamics 365 for each record type, alongside the state of a Dynamics connection that was never yours. It now shows one fixed line per record type.

That restriction is enforced on the server, not just hidden on the screen: a request to set an external system of record is refused, rather than quietly stored and never honoured. If your workspace holds an old setting from before this change, it is reported as built-in and the stored row is left untouched.

Connecting your own Dynamics 365 is coming soon. Until it ships, the integrations catalog says so plainly rather than implying it with a control you cannot use, and this page will describe it when it arrives.

Who can create a lead from a message?

An approver, admin or owner can turn an inbound message into a lead in one click. A read-only member cannot: the button is dimmed and says “Read-only members cannot create leads.”

The line is drawn at writing, not at seeing. A read-only member still reads every lead in the workspace — what they cannot do is add one. Staging an approval for somebody else to decide and writing a record directly are different acts, and only the second needs the approver role.

The rule is enforced where the write happens, not only on the button, so a dimmed control is a reflection of the rule rather than the whole of it.

Where do I see my pipeline?

On Overview, the pipeline tile shows your own deals — how many are open, won and lost, and the value of the open ones — read from your workspace. Earlier it read “No CRM connection — connect Dynamics to see your sales pipeline”, which asked you to make a connection you could not make.

If that tile cannot load your deals it says “Your deals could not be loaded just now.” That wording is deliberate: an error and an empty pipeline are different facts, and the tile will not report one as the other.

What about the sales pipeline board?

The Pipeline board and Sales analytics pages are described in The sales pipeline, and creating, moving and archiving a deal of your own is covered in Create and manage deals.

That page used to describe every deal as a projection synced from an external CRM, because at the time every deal on the board was one. It no longer does: a deal held in the built-in CRM is created, moved and archived here, and only a deal an outside CRM masters stays read-only and proposes its moves.