Hey Cortana, Integrate with CRM!

Yes, that’s right. Microsoft’s virtual assistant, Cortana, is now integrated with Microsoft Dynamics CRM Online. If you’re using Windows 10 on your PC or mobile device and your organization is set up with Microsoft Dynamics CRM Online, it’s easy to set up and get started.

1. Open Cortana.

Open Cortana Hey Cortana, Integrate with CRM!

2. Click the hamburger control in the upper left-hand corner.

hamburger Hey Cortana, Integrate with CRM!

3. Open Notebook.

Notebook Hey Cortana, Integrate with CRM!

4. Select Connected Accounts.

Connected Accounts Hey Cortana, Integrate with CRM!

5. Select Dynamics CRM.

Dynamics CRM Hey Cortana, Integrate with CRM!

6. Click the Connect button and follow the prompts.

Connect Hey Cortana, Integrate with CRM!

Once connected, you’ll be able to use Cortana to execute commands such as “CRM open account called Contoso” or “CRM show my active accounts.” You can even set reminders, schedule appointments, search for records or manage a task list.

Beringer Associates is a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics CRM and CRM for Distribution. We also provide expert Managed IT Services, Backup and Disaster Recovery, Cloud Based Computing and Unified Communication Systems.

by Beringer Associates

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