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EZ Activities for Microsoft Dynamics 365 – Manage Every Activity, Email, and Follow-Up From One Screen
Use EZ Activities to see every activity, update records, and log your next step all from a single, focused screen.
- Manage activities in fewer clicks
- Update records without switching screens
- Prioritize your day at a glance
How EZ Activities Improves Your Day
Jumping between an activity, the account, and the contact just to log one call slows your team down. Too often, the call never gets logged at all, and this is how follow-ups get missed, and adoption starts stalling.
The next time you need to log a call, update a contact, or set a follow-up, do it faster and easier with EZ Activities!
With just a few clicks, your team can log the activity and update the record behind it, without ever leaving their single, focused screen.
Stop losing time clicking between records. Keep every activity in one place with EZ Activities for Microsoft Dynamics 365!
What Can You Do With EZ Activities?
Take Your Next Step With One Click
Finishing one activity usually means starting another task somewhere else in CRM.
With Quick Actions, your team can complete an activity, log a phone call, add a follow-up or more without leaving the focused screen they’re on.
Know What Comes Next With The Eisenhower Matrix
View which tasks take priority in your list and sort them based on urgency or importance.
You can see what needs your attention first, decide which to do, and delegate tasks to your team, all from a single screen.
Sort Activities In The Kanban View
Use the drag-and-drop feature to sort your activities and drag them into different categories.
Now you can easily pick what’s next on your to-do list and let your team know which tasks have been moved up in priority.
EZ Activities include:
- Single-screen view of all activities (Task, Email, Phone, Appointment, and Other)
- Inline company and contact editing
- One-click Quick Actions: Complete, Complete & Add Follow Up, Send Email, Log Phone Call, and more
- List, Kanban & Eisenhower views
- Bulk Create options
EZ Activities by Azamba is available for standalone purchase, or free with your OnTrack Virtual Coworker Membership for Premium and Preferred customers!
ONTRACK MEMBERS
OnTrack Virtual Coworker Membership Premium & Preferred members can schedule their install of EZ Notes today!
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