Articles By: Heartland Business Systems LLC

xRM – Microsoft’s “Anything” Framework – A Dream SMB Solution!

What type of system is right for small business? Every small business is different; each has specific information that is critical to the top and bottom line. Successfully managing, relating, tracking, and alerting on this critical business data ranging from customers, contacts, students, vendors to trucks, technology assets or livestock requires careful planning. No one …

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Custom Entities vs. Existing Entities in Dynamics CRM 2011

Dynamics CRM 2011 has the ability to effectively manage far more data than just account and contact information as the name might imply. With some basic customization, it can handle data of just about any type, this concept has become known as “xRM” or “Anything” Relationship Management. Existing record types can be tailored to meet …

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Pros & Cons of CRM 2011 Polaris Release Process User Interface

The past week, Microsoft released its December 2012 Service Update (dubbed "Polaris") for Microsoft CRM 2011 Online. This release has added great new functionality across the board! After review of the new release, we've laid out some pros and cons of the new Polaris user interface: Pros The minimalistic interface appears cleaner with the abscence …

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CRM 2011 Performance, Security, and Reliability Basics

Application Level In order provide the best experience for a large user base, Microsoft Dynamics CRM 2011 allows portions of functionality or roles to be installed across multiple servers to better distribute processing load. In enterprise deployments and other scenarios where security is paramount, distributing roles amongst servers minimizes the Windows components required for each …

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Top 10 Ways to Streamline & Ease Data Input in Dynamics CRM 2011

Take a moment to layout your forms so they are friendly to the end user. Start out by removing fields you aren’t using. If you have a lot of required fields, try to move them closer together to minimize scrolling up and down. Keep the required fields to a minimum. One might be inclined to …

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Extending Dynamics CRM with Integrations

ERP/Accounting Systems One of the more frequent integrations that can be done with Microsoft Dynamics CRM is to share data with a backend ERP system. The customer data that sales, service, and marketing teams are working with in most organizations drastically differs from what the accounting team sees in the back office. And why wouldn’t …

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Providing Great Customizations in Dynamics CRM 2011

1. Provide an excellent user experience Microsoft makes it fairly easy for the average CRM administrator to add new fields and create basic workflows without assistance from a partner. But sometimes as a result, you can end up with a multitude of small changes adding up to a giant problem when it comes to managing …

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