Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Freshbooks to Microsoft Dynamics CRM for more efficient accounting and customer management. Follow these steps:

1. Sign in to your Freshbooks account and open the invoice containing the data you want to transfer, such as invoice number, client name, payment status, and invoice total.
2. In Freshbooks, label the information you want to transfer with Magical, like Invoice Number, Client Name, Payment Status, or Invoice Total.
3. Sign in to your Microsoft Dynamics CRM account and open the record where you want to add the Freshbooks data.
4. Type "//" in an empty field and select the information you want to transfer from Freshbooks such as Invoice Number, Client Name, etc.
5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.