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.
In Microsoft Dynamics 365 when designing lookups on forms, it may be that you only want the user to be able to select certain records. An example of the sort of functionality I mean is the Primary Contact field on an Account. Out of the box, this field filters contacts so that the user can only sel...Read the full article here