• Solutions & Case Studies

    Take a look at a few of the successful solutions we have delivered for our customers and the results that were achieved.

Integrations

Microsoft Dynamics CRM is a fantastic software package that provides beneficial capabilities and features on its own. But, more often than not organisations operate in parallel with other systems. Here at Magnetism we place high emphasis on maintaining connectivity across all of your business systems. Therefore, it is essential to be able to integrate Dynamics CRM with your organisations other significant applications. These may range from simple one-directional feeds to more complex two-way connection to a web-based, real-time application. Our popular and successful integrations include.

  • Xero, MYOB and Exonet

    Provides smooth integration between Dynamics CRM and your organisation’s accounting system bridging the gap between customer activity and their financial profile, saving time and eliminating error.

  • Veda Advantage

    With one click you can automatically run a credit check on a person right within your Dynamics CRM system, returning you with a nicely formatted report stating their credit score and history.

  • NZ Post

    Create and maintain the integrity of address data within your Dynamics CRM system with access to the most accurate and up-to-date address information from New Zealand Post.

  • SharePoint

    View and attach SharePoint documents within Dynamics CRM.

  • NZQA

    Seamless two-way communication between a training organisation and NZQA, allowing you to automatically send and receive learning records and results.

  • IRD

    Gives you the ability to electronically file employee pay details to the IRD.

  • ASB, ANZ and National Bank

    Allows you to batch upload payments to these banks.