Microsoft Dynamics EZ Buttons

EZ Buttons 2.0 is Here!

Make custom buttons for YOUR unique sales processes

You asked, we listened. Make even more of your repetitive activities faster with custom configurable EZ Buttons from Azamba.

With the EZ Button Builder:

  • You choose the form to display it on
  • You choose the record to create
  • You choose the timing of activities
  • You choose your button color

 

How to make your own EZ Buttons

ONTRACK MEMBERS

OnTrack Premium & Preferred members can schedule their install of EZ Buttons today!

How to Make your own EZ Button Step-by-Step Guide
  1. Click on Advanced Find in the top right corner (OR if you have Ez Buttons on your Sitemap, you may click there and skip to step 3)ez-buttons-dynamics-365-sales-crm-step
  2. Click on the Look For: dropdown and select EZ Buttons, then click Results.ez-buttons-dynamics-365-sales-crm-step
  3. From here you can click into to edit an existing EZ Button, or click New EZ Button on the upper left. ez-buttons-dynamics-365-sales-crm-step
  4. Customize your new EZ Button using the following guide:ez-buttons-dynamics-365-sales-crm

EZ Buttons for Microsoft Dynamics Speed up your Daily Tasks

EZ Buttons for Microsoft Dynamics 365 Sales are the perfect addition to your CRM environment! EZ Buttons make working in Dynamics 365 Sales faster and easier.

  • Simplify common functions
  • Respond faster
  • Stay better organized
microsoft-dynamics-ez-buttons-screenshot

EZ Buttons help:

  • Salespeople document phone calls quicker
  • Customer Service reps add new opportunities faster
  • Managers maintain a bird’s eye view of their team
  • Your team improve their overall productivity in CRM

ONTRACK MEMBERS

OnTrack Premium & Preferred members can schedule their install of EZ Buttons today!

How Microsoft Dynamics EZ Buttons work:

Jumping around from one form to the next can be an arduous process for your sales team. Often, those extra seconds it takes to jump from an Account to your Activities, or even from an Account to your quick create, is enough for many salespeople to neglect creating vital tasks. Important information is often forgotten about, and your customers end up paying the price.

The next time you want to add a Contact from an Account screen, create a follow-up task from an Opportunity, or create an Appointment from a Case, do it all with EZ Buttons!

With just a couple clicks, your team can now create a case, opportunity, or task, relevant information automatically populates, and without needing to steer away from the form they’re looking at.

Speed up your team’s workflow and keep tasks from getting forgotten, with EZ Buttons for Microsoft Dynamics 365 Sales!

microsoft-dynamics-ez-buttons-create-task-screenshot

EZ Buttons include:

Button types:

  1. Quick Opportunity
  2. Quick Case
  3. Quick Contact
  4. Create Task
  5. Create Appointment
  6. Create Phone Call
  7. Create Email
  8. Or build your own with default values!

For each of these entity forms:

  1. Accounts
  2. Contacts
  3. Opportunities
  4. Cases

See EZ Buttons in action:

 

Terms of Service

By signing up for Azamba products and services, you are agreeing to our Terms of Service.

EZ Buttons by Azamba is available for standalone purchase, or free to OnTrack Premium and Preferred customers!

ONTRACK MEMBERS

OnTrack Premium & Preferred members can schedule their install of EZ Buttons today!