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Microsoft Dynamics EZ Entry

Incorporate multiple form prospect field entries into one form with Microsoft Dynamics EZ Entry!

 

  • quick-create-d365-1 Need an easier way to input new prospect information from Outlook to
  • Microsoft Dynamics?
  • Want to stop going back and forth between forms just to input complete data?

Now you don’t have to toggle back and forth between three different forms just for one new prospect. Microsoft Dynamics EZ Entry makes it easier to quick create information from multiple forms, all from one form!

Once saved, the EZ Entry quick create creates a Contact, Account, and Opportunity record, all filled with their most important information.

EZ Entry helps:

  • Salespeople, Managers, and your whole team use just one form instead of switching in between three forms for all new prospects, even from Outlook!

ONTRACK MEMBERS

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

How EZ Entry works:

 Step 1: Identify and create an EZ Entry right from your Microsoft Dynamics Outlook Plug-in

Step 2: Input Essential Information 

Step 3: Enjoy your newly automatically connected relationships!

See EZ Entry in action:

 

 

 

 

 

* EZ Entry utilizes the Leads Entity.

 

EZ Entry 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 Entry today!

Got your own idea for an EZ Entry? Fill out the form below to schedule a meeting with our team, design your dream project, and get a quote!