Enjoy A More Focused, Functional Workspace
Release Date: August 19th, 2026 – Tired of a cluttered CRM with too many clicks to get through your day?
This release is built to fix exactly that, with powerful upgrades to some of our most-used Add-Ons.
Plus, a brand-new Add-On is here to help you log activities in seconds and keep them all visible in one, concise view.
With less time spent clicking around CRM, you can focus on the work that really matters.
If you’re regularly communicating with customers, updating records, or managing project tasks, this release will make it all easier.
Here’s what’s new:
NEW: EZ Activities
Log Activity Faster With Fewer Clicks.
This new Add-On lets you record any activity with a couple of clicks using quick-action buttons and bulk create activities for multiple records in one shot.
EZ Buttons
Clickable Buttons For Your Multi-Step Tasks
Choose Any Email Template From One Button
Create a single button to quickly select and send any email template in CRM with fewer clicks.
Show Buttons Based On Status or Field Change
Automatically display specific EZ Buttons when fields on records are updated or changed.
Highlight Active Forms In CRM
Choose the forms you use most often to be shown in CRM so you can quickly access them and reduce clutter.
Personalize EZ Project Buttons With Less Effort
Create an EZ Project with EZ Buttons that automatically fill in key record details without you manually updating it.
EZ Projects
A Single Overview For Your Project Tasks And More
See Your Pending Tasks In The EZ Projects Timeline
View all project tasks in your timeline so you can see what’s next without switching between screens.
OnTrack Sales Hub
Your Focused CRM Workspace
Add Sample Data To EZ Add-Ons
Preview any Add-On with sample data to see how they work inside your CRM.
Get The Most Out Of Your CRM
This release is all about making CRM a more functional workspace that keeps up with you faster, with fewer roadblocks in your day.
Better ways to update records, manage tasks, and log activities all mean one thing: less clicking around and a smoother Dynamics 365 experience.
Want to see it in action?
Reach out any time if you’d like a walkthrough.
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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.