EZ Tools for D365

EZ Tools: Instantly Remove CRM Roadblocks and Get More Done: FREE for Dynamics 365

Did you know that even small CRM annoyances can quietly drain your team’s time, hurt adoption, and cost your business missed opportunities?

If you’re tired of digging for activity history, wrestling with document uploads, or chasing down approvals in Dynamics 365, you’re not alone.

EZ Tools is a FREE bundle of five micro-Add-Ons for Dynamics 365 that clears away the daily friction, so your team can work faster, stay organized, and focus on what matters most.

Avoid these common frustrations:

Losing track of important files and attachments.

Missing follow-ups and letting tasks slip through the cracks.

Struggling to track approvals and keep projects moving.

Not knowing when a customer was last contacted—leading to cold leads and lost deals.

Wasting time recreating tasks that were closed by mistake.

With EZ Tools, you get:
EZ Documents: Manage your files right where you work. Instantly drag-and-drop documents into CRM—no more hunting for attachments or switching apps.
EZ Approvals Lite: Track and manage approvals without leaving CRM. Avoid bottlenecks and keep every project on track with simple, in-CRM approval tracking.
EZ Follow Ups: Create and track follow-up tasks with full context. Make sure nothing falls through the cracks—every next step is clear, and follow-ups are never forgotten.
Last Activity Dates: See the dates of your last customer touchpoints for Activities, Leads, Opportunities, and Cases. Stay connected and keep relationships warm with instant visibility into your latest interactions.
Reopen Closed Task: Finally be able to reopen a closed Activity to edit or add details. Recover quickly from mistakes and keep your team’s momentum going—no more lost work.

Why choose EZ Tools?

Immediate, practical value: Start using all features right away—no upsells, no hidden fees.

No training required: Simple, intuitive tools designed for busy teams—get results on day one.

Works seamlessly with Dynamics 365: No complicated integrations or extra setup.

Boost team adoption: Remove the daily annoyances that keep users from loving your CRM.

Stop letting everyday CRM tasks slow your team down.

With EZ Tools, you’ll spend less time fighting your CRM and more time winning customers, closing deals, and moving your business forward.

Add EZ Tools to Dynamics 365 today: always free, easy to use, and ready to make a difference for your team.