Sell Faster With Fewer Clicks Using Smart CRM Tools

Chicago, IL – [August 19th, 2026] If you’ve ever gotten frustrated clicking through CRM just to finish a basic task, you’re not alone.

After 20+ years in CRM, we still see users lose time moving between screens just to log an activity, send an email, or find what they need.

That’s why we created our Add-Ons for Microsoft Dynamics 365: to remove unnecessary steps and make CRM easier to use every day.

And with our Summer 2026 release, we’re making those everyday tasks even simpler.

We’re also introducing a brand-new Add-On that makes logging sales activities possible in seconds.

Here’s a look at what’s new:

NEW: EZ Activities 

Logging activities is an important part of keeping CRM useful. But when recording a call, meeting, or follow-up takes too many clicks, it’s easy for those updates to get pushed aside.

EZ Activities gives you a single, focused screen to conveniently see, log, and manage every activity.

Now you can:

  • View your activities together on a focused, single screen
  • Log updates and interactions in seconds with quick-action buttons

That means less time navigating CRM and a clearer picture of what’s happening with your customers and prospects.

EZ Buttons

Some tasks in CRM take one click. Others take ten, in the right order, on the right screens.

EZ Buttons collapses those into one. This release makes the buttons you already use smarter.

Now you can:

  • Send any email template from a single button, instead of typing the message out every time
  • Choose which forms show up most often, so your team isn’t scrolling past the ones they never touch
  • Name EZ Projects automatically when created from an EZ Button, using details pulled from the record they’re created from

So you have to spend less time digging for the right templates, or setting things up by hand.

EZ Projects 

Project work is easy to start and hard to see. Tasks get created, then they scatter across screens, and nobody has one place to check what is done and what is next.

Now you can:

  • View every project task in one timeline, instead of switching between screens
  • See what’s already happened and what’s coming next at a glance

These updates to EZ Projects means less time hunting for status updates and a clearer picture of where every project stands.

OnTrack Sales Hub

Your OnTrack Sales Hub looks different this release.

Now you can:

  • Navigate from a menu at the top of the screen instead of the side, with more room for the work itself
  • Add sample data to any Add-On, so you can see exactly how it’ll work in your CRM before you touch your own records

Enjoy A Smoother CRM Experience

Your CRM should help you get work done, not make simple work harder.

Every update in our Summer 2026 release is designed around that idea: to reduce the time you spend navigating CRM, so you can focus on what’s important.

Curious to see what else is included in the release? Check out the Summer 2026 Release Notes here.

With fewer roadblocks in your process, you can move faster while keeping your day-to-day easy.

And if you want to see how these Add-Ons could work for your business, click below for a FREE walkthrough.

###

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.