Chicago, IL – [March 25th, 2026] – Does your CRM still feel disconnected from the way you work? Are you left guessing what’s next instead of having clear visibility into pipeline, projects, and follow-ups?
After 700+ implementations, we consistently see the same challenge: when updates are scattered and everyday tasks take too many clicks, teams slow down, and important details get missed.
The Spring 2026 release focuses on practical updates across the EZ Add-On Suite to keep work connected, reduce steps, and make CRM easier to use day-to-day.
If you want to see how these smart CRM tools work in your day-to-day, request a FREE demo with our CRM experts.
Here’s a small taste of what you can look forward to in this release:
EZ Projects
EZ Projects is the biggest part of the Spring 2026 release, because project work is where small inefficiencies turn into real problems fast.
When deadlines shift and tasks pile up, teams end up chasing updates, missing handoffs, and doing more status-checking than actual work.
This release makes project tracking easier to run day to day inside Dynamics 365.
You get a Calendar view for quick visibility, real-time timeline updates so changes are captured as they happen, and faster ways to maintain projects as priorities change (including smoother task navigation, quick updates, and Kanban-style movement).
The result is fewer missed details, clearer ownership, and smoother handoffs, all without adding another tool to your stack.
These are just highlights. For the full list of EZ Projects updates included in the Spring 2026 release, see the Release Notes.
EZ Buttons
Multi-step tasks and special requests shouldn’t slow your team down. This update introduces a library of pre-built buttons designed to reduce steps for common workflows, and special tasks.
If you’re regularly sending invoices, quotes, or more, then you can use one of these EZ Buttons to send them faster without taking the extra steps. It’s an easier way with less clicks, so you’re not held up on those complicated tasks.
And now you can keep your email templates connected, too: select an email template saved in CRM from a single email button and send it fast, so your team spends less time hunting for the right template and more time following up.
EZ Notes
Keeping notes organized is essential when multiple people touch the same account. With this release, EZ Notes makes it easier to keep key details visible, organized, and connected to the right records.
With tagging and color-coding, you can group notes by topic, priority, or team so the right information is easier to find when you need it. And when something needs action, you can mention teammates directly in a note to pull them in quickly, without extra back-and-forth.
The result is fewer missed details and smoother handoffs, because your notes stay clear, searchable, and tied to the work.
EZ Activities Lite
EZ Activities Lite helps teams reduce the time spent creating the same activities over and over.
Now, you can schedule recurring activities when you need them, so weekly check-ins, monthly follow-ups, and post-meeting tasks don’t have to be rebuilt from scratch each time.
Best part: EZ Activities is included in the FREE EZ Tools Bundle for Dynamics 365, so you can start using it right away without adding another paid tool to your stack.
The result is a simpler way to stay consistent with customer touchpoints, so follow-ups don’t rely on memory, sticky notes, or “I’ll do it later”.
EZ Mailchimp
EZ Mailchimp now makes it easier to manage marketing activity without leaving Dynamics 365.
Instead of switching back and forth between platforms, view campaign analytics and update your marketing lists directly from CRM, so you spend less time switching between platforms and can act on insights faster.
With campaign performance, and list updates closer to the rest of your CRM activity, your team can plan next steps with better context, and less back-and-forth.
OnTrack Sales Hub
Your easy-to-use CRM workspace got a major upgrade. Each time you open OnTrack Sales Hub, you’ll see a quick summary of your entire pipeline, activities, and important updates.
Now you can be brought up to speed in minutes instead of clicking around CRM to get updates. All the important information you want is in one space, available when you need it.
Built to Reduce Friction in Your Process
Your CRM shouldn’t force your team to work harder than necessary.
These updates are designed to reduce clicking, improve visibility, and keep work moving. So your team can spend less time navigating CRM, and more time executing higher-value work.
Want to see everything included in this release and how it can improve your process?
Check out the Spring 2026 Release Notes here.
With fewer steps in your day-to-day and tools to keep everything simple, CRM can help your team get more done and push your business further.
If you’re curious about how these smart CRM tools can fit into your business, click below and we’ll give you a FREE walkthrough of how it works.
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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.