Articles By: Heartland Business Systems LLC

Prepare for the Dynamics CRM to Dynamics 365 Migration [Webinar]

Microsoft is unifying all its business applications, breaking down the artificial silo’s of ERP and CRM to deliver purpose-built applications in the cloud as Dynamics 365. If you're a Microsoft-based business, you will want to hear and see what the future holds for Microsoft, as they gear up to change the application paradigm — bringing …

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Avastone Technologies to Merge with Heartland Business Systems

Heartland Business Systems, LLC (“HBS”) has entered into an agreement to merge all assets of Avastone Technologies, LLC, including name, physical assets, resources and customers. This is an exciting time for everyone associated with the two companies, as the consolidation officially aligns the HBS brand vision for accelerating innovation and enabling the digital enterprise for …

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Dynamics CRM: The Backbone for a Day in the Life of Sales

What is my team doing today? What am I doing today?  Are we pacing towards hitting our goals this month, quarter, fiscal year?  These are all questions that anyone who works in sales asks themselves.  Whether you are the CEO or President, Vice President of Sales, a Sales Manager, or a Sales Agent.  Many times …

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Three KPI Views in Microsoft Dynamics CRM

I speak with executives, upper management, middle management, etc. who report the sheer number of meetings they are having to review KPI’s (Key Performance Indicators) with their teams.  They know there has to be a better way to manage “the numbers” versus using spreadsheets and having hour long weekly meetings.  Management also wants their sales …

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Excellence in Sales & Service Using Microsoft Dynamics CRM

How many times have you been in the checkout line at your favorite store and heard, “Have you found everything you were looking for?” Many times our response is “yes”, because we are rushing through our day, but we haven’t found what we were looking for.  If you should answer this question “no”, many times …

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Top Five Enhancements to Microsoft Dynamics CRM 2016

If you happened to miss it, please allow Avastone Technologies to highlight some of the coolest features we’ve identified in the Spring release of Microsoft Dynamics CRM 2016. 1. CRM App for Outlook We are all familiar with the tight/native integration of Microsoft Dynamics CRM with Microsoft Outlook.  Now with Microsoft Dynamics CRM 2016 you …

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Dynamics CRM 2015 Now Available with Great New Features!

Microsoft recently announced the release of Dynamics CRM 2015! This new release boasts some great new features such as: New Email Editor to allow marketers the ability to select from pre-defined email templates or create an email from scratch using drag-and-drop build processes Enhanced Campaign Management Console to allow for embedded cross campaign offers and …

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Nine Nifty CRM 2013 New Features

Microsoft Dynamics CRM 2013 (previously codenamed Orion) will be released for the on-premise and cloud editions of Dynamics starting October 2013. Click here to find out more details on how the upgrade may affect you. We wanted to highlight the nine nifty new features that will be included in CRM 2013. 1.     Forms New user …

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Endless Options for Connector for Microsoft Dynamics

This last week Craig Gudeman, Systems Development Manager at Avastone Technologies, had the opportunity to sit with Chris from the ‘Connector for Microsoft Dynamics’ team at Microsoft. During this conversation a great many interesting topics were discussed. Here is what he had to say... No reason not to use Dynamics CRM with Dynamics GP The …

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Lost But Not Forgotten - Dynamics CRM Knowledge Base Articles

Everyone has probably heard the expression that your employees are your most valuable asset. It’s easy to make that argument when you stop and try to quantify the value of the knowledge about your business and its products a few long term employees have. A great way to document and share that experience with other …

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