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Microsoft Dynamics EZ Buttons

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 Due in 7 Days
  5. Create Appointment
  6. Create Phone Call
  7. Create Email
  8. Or build your own!

For each of these entity forms:

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

And dead simple setup:

Your system administrator can enable or disable EZ Buttons according to your workflow, or even imagine new buttons custom-built for your needs.

microsoft-dynamics-ez-buttons-customization

See EZ Buttons in action:

 

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!