Enjoy More Freedom and Flexibility with Your CRM
Release Date: March 25th, 2026 – New updates are officially here, the CRM tools you know and love just got smarter.
This Spring release focuses on giving you better visibility, easier task management, and a simpler way to work in your CRM. With more control and functionality, you can keep your day-to-day smooth while giving your team the flexibility to work the way they want.
It’s all about fewer steps and a fluid process so you can focus on what matters: growing your business.
You’ll see improvements with tracking, organization, and automation for your tasks and projects.
And most importantly: you’ll see new features that keep your team connected, so you can move together with confidence.
Let’s see what’s new:
OnTrack Sales Hub
Everything You Need in One Workspace.
Get a Summary of Your Pipeline in Seconds
Updated dashboards let you view key sales insights on one screen, so you can track performance and focus on the deals that matter most.
EZ Projects
Better Task Tracking. Faster Project Creation.
Planning and Scheduling
See All Your Projects and Tasks in One Place
Track project activity in real time as every new project, task, and case is automatically added to your timeline.
Keep Track of Your Deadlines in the Calendar View
The new calendar tab lets you track your tasks by week or month so you can easily stay on top of your tasks through one, simple view.
Kickoff a Project Without Using a Project Template
You can now create one-off projects instantly without having to create a template first.
Task Management in CRM
Open the Tasks You Want, Without Expanding Everything Else
You can now open a task or subtask directly without having to expand every other item in the same project, so you can see what you need faster.
Edit Multiple Tasks at Once, With Less Clicks
Make changes to multiple tasks at the same time via the task editor, so you don’t have to do it one by one.
Manage Tasks in the Kanban View with the Drag-and-Drop Function
Quickly drag and drop tasks, change dates, and more directly from the task view with fewer clicks.
Add Tasks from EZ Activities to Projects Automatically
Every task you create with EZ Activities is auto added to your projects, so your work stays connected and organized without you having to do it yourself.
Schedule Recurring Tasks for Ongoing Projects
Set recurring tasks on a custom schedule that fits your project, so you don’t have to create them over and over.
Tracking and Visibility Over Tasks
Use Shared Dashboards for Better Visibility
Give your team a clearer view of progress with shared dashboards that track tasks, updates, and activity.
Pin Important Details Where You Need Them Most
You can now pin tasks and reminders to the top of your task view so you can keep track of what’s most important without it getting buried in your task list.
Personalize Your Reports with Custom Fields
Add your own custom labels, dropdowns, and formulas to track what matters most and build reporting that fits with your project.
Notify Your Team Members Quickly Through the Mentions Tab
Bring the right people into the conversation through the mentions tab so you can get their attention fast on items that need immediate action.
Add Comments and Start Discussions on Projects in CRM
Start a conversation where your project is happening, so you don’t have to go back and forth between messages and your project view.
EZ Mailchimp
Keep Your Marketing Efforts Simple and Effective
Connect to Multiple Marketing Lists in CRM
Easily access and connect one or more marketing lists for your email campaigns.
Update Your Marketing Lists Instantly
Add or remove members from your marketing lists in real time so your lists stay up to date.
Review All Your Campaign Data in One Place
Track your performance without switching screens and view them all in a single dashboard.
EZ Notes
Personalize Your Notes and Keep Them Visible.
Connect the Right People to the Right Information Faster
Easily connect your notes to other users and records by tagging them directly in the title of your EZ Notes.
Organize Your Notes Through Color Code and Tagging
Group your notes visually by topic, department, or priority so you can easily find what you need, when you need it.
Get Your Team Members in the Loop Fast with Mentions
Tag your teammates on a note in CRM to get their attention on an item that needs action.
Create Your Own Private Notes
Make personal notes that are only visible to yourself and easily toggle them between public and private at any time.
EZ Buttons
Fewer Clicks for Your Multi-Step Tasks
Keep Your Email Templates Connected with One Button
Select any email template uploaded to CRM from a single email button and send it with less clicks.
Access a Library of Pre-Built Power Automate Buttons
Tap into advanced automation with out-of-the-box EZ Buttons that help you complete your complex day-to-day CRM tasks using Power Automate.
EZ Activities Lite
Keep All Your Activities Organized and Tracked in CRM.
Create Recurring Activities Automatically
Schedule recurring activities without having to create them manually every time.
A Better, Smarter CRM for Your Business
This release focuses on bringing you clearer visibility and more control over your process.
With improvements across activity tracking and task automation, you’ll spend less time clicking around CRM and more time getting work done.
All of this is focused towards one goal: creating a smoother, more intuitive experience across your Dynamics 365 CRM.
Updates are live and ready to help you get the most out of system.
Check out LaunchPad to explore the latest improvements or get in touch with us to help you learn more.
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About Azamba
Azamba helps small- and medium-sized businesses transform to meet the growing demands of the customer experience economy and improve customer retention, sales per sales rep, and sales per customer.
Azamba offers businesses unique, fixed-fee, subscription-based packaged services backed by a 100% Money-Back Guarantee.
Founded in 2007, Azamba is headquartered in Chicago, IL, and has successfully completed over 700 successful customer implementations ranging from small, “Mom ‘n’ Pop” shops to Fortune 500 companies.