Help
Guides for using Magic CRM, connecting an AI assistant, and setting up the calendar and Business Central integrations.
Start with the guide for what you are setting up. Administrators connecting Business Central will find the steps for both Business Central online and on-premises.
- Connect Claude or ChatGPT
How to connect Claude or ChatGPT to Magic CRM, what the assistant can do there, and what keeps it within your own permissions.
- Dashboards
Dashboards your AI assistant builds for your team, how to read and use them, and why every figure on them can be checked.
- Data files
Which data files you can bring into Magic CRM to search and to ask your AI assistant about, and how large they can be.
- Keyboard shortcuts
The keyboard shortcuts in Magic CRM, for finding records and working through lists, pickers and dialogs without the mouse.
- Business lines
How business lines tag deals, companies and contacts by the part of your business they belong to, and the rules that keep them consistent.
- Connecting your Outlook calendar
How to connect your Outlook or Microsoft 365 calendar to Magic CRM, what is sent to it and read from it, how your access is protected, and how to disconnect.
- Connecting Business Central online
An administrator's guide to letting the Magic CRM sync agent reach Business Central online, and installing the agent on a Windows server.
- Connecting Business Central on-premises
An administrator's guide to preparing an on-premises Business Central for the Magic CRM sync agent, and installing the agent on a Windows server.
- What the Business Central sync sends
Which records Magic CRM and Business Central exchange, in which direction, and what waits for a person to decide.