Articles By: Heartland Business Systems LLC

Heartland Business Systems, LLC's Logo 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, …

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Heartland Business Systems, LLC's Logo 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 …

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Heartland Business Systems, LLC's Logo 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 …

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Heartland Business Systems, LLC's Logo 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 …

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Heartland Business Systems, LLC's Logo 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 …

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Heartland Business Systems, LLC's Logo 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, …

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Heartland Business Systems, LLC's Logo 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 …

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