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Get the most from your CRM with Microsoft Dynamics 365 Sales Add-Ons by Azamba
These Add-Ons by Azamba are designed to augment and enhance your Microsoft Dynamics 365 Sales system. Your CRM will be more powerful and more efficient—and so will your team!
Our selection of Add-Ons is constantly growing, and we build them based on customer feedback and requests. If we don’t have something yet, we’ll build it for you!
All Add-Ons and bundles are available à la carte, or free for OnTrack CRM Virtual Coworker Membership customers!
You can browse their features in more detail by clicking the links below.
ONTRACK MEMBERS
OnTrack CRM Virtual Coworker Members can schedule their install of EZ Projects today!
New EZ Add-Ons – Designed to make using Microsoft Dynamics 365 a breeze for your end-users!
- EZ Buttons – Speed up your daily tasks with quick action buttons right on your forms
- EZ Projects – Streamline your projects from creation to application
- EZ Tools – Remove friction from your daily work with a FREE pack of five micro-Add-Ons designed to increase productivity
- EZ Notes – Keep your CRM notes organized, searchable and easy to track
- EZ Entry – Enter account, opportunity, and contact information for a new prospect, all from one consolidated form
- EZ Mailchimp – Boost your email campaigns into overdrive for the FREE version of Mailchimp
Add-Ons currently in production
- Heartbeat Monitor
EZ Buttons
Speed up your team’s workflow and keep tasks from getting forgotten
With just a couple clicks, your team can now create a case, opportunity, or task, and relevant information automatically populates, all without needing to steer away from the form they’re looking at.
EZ Projects
Streamline your projects from creation to application
- Need a shortcut to track a recurrent routine in CRM?
- Want to create or recreate a multiple task project in just one click?
- Want to finally take your project management from Excel to Dynamics without breaking the bank?
- Need to view tasks by project instead of jumping around from one owner’s task list to another?
Microsoft Dynamics EZ Projects make project sequences easier to create and clearer to manage!
EZ Tools
Help your team work faster, stay organized, and get value from Dynamics with the FREE EZ Tools Pack.
- EZ Documents – Drag and drop files right into your CRM for fast, frustration-free uploads.
- EZ Approvals Lite – Track and manage approvals and send reminders without leaving Dynamics 365.
- Last Activity Dates – See the dates of your last customer touchpoints for Activities, Leads, Opportunities, and Cases.
- EZ Follow Ups – Create and track follow-up tasks in context, so nothing gets lost.
- Reopen Closed Task – Finally be able to reopen a closed Activity to edit or add details.
EZ Notes
Keep your CRM notes organized, searchable and easy to track
Simplify note-taking in Dynamics 365 with EZ Notes, making it fast, structured, and effortless.
With just a few clicks, your team can capture key details, organize follow-ups with threaded notes, and find information instantly with the built-in search bar, so nothing gets lost in the clutter.
EZ Entry
Enter account, opportunity, and contact information for a new prospect, all from one consolidated form
With EZ Entry, you don’t have to toggle back and forth between three different forms. Instead, combine three or more time consuming steps into one, time saving process!
EZ Mailchimp
Boost your email campaigns into overdrive
Improve your marketing results now. Take advantage of your CRM data with this powerful and streamlined integration. Track opens, clicks, unsubscribes, and more from your email marketing campaigns.
Best of all, this integration works with the free version of Mailchimp!
Our 100% Money-Back Guarantee
Buy with confidence: If this product is different than what you thought it was from when you purchased it, contact our staff for a refund.
Within 45 days of completion of this project, if you feel that you have not received the full value of the services described within this document, please contact Peter Wolf at 1.312.513.9333 to rectify the situation or to request a refund for the amount that you feel is warranted.
This guarantee is limited to the amount paid for the project services and excludes all software fees. The guarantee does not cover any expenses incurred during the project.