Welcome to Magnetism. Here we live and breathe Microsoft Dynamics CRM. Whether you are a business needing to get closer to customers, seeking to improve relationships, or just wanting to get a better view of your business, Magnetism and Dynamics 365 can help.
The "C" stands for Customer, but you can swap that for Partner, Student, Donor, Constituent...you get the idea. Our job is building great software that creates great relationships - whatever they may be. We think the best toolkit for this is Dynamics 365. We are exclusive Microsoft Dynamics 365 specialists.
Our Xero Connector provides smooth integration between Microsoft Dynamics CRM and Xero Accounting Software. Save time, eliminate errors and gain piece of mind with instant access to your client and supplier financial information. This seamless integration ensures you can make the right decisions based on having the right information where and when you need it most.
Working with Dynamics 365 Record Create and Update Rules (RCUR) can be a useful user friendly way of creating workflows based on items that are added to a Queue. Here are some things I found helpful when developing a set of RCURs for a project.1. If you rename a RCUR step, the back...Read the full article here