Beringer Associates Technology Blog

Inputting information into Microsoft CRM using your voice

Posted by on in Microsoft Dynamics CRM

There is no larger barrier to end user adoption on a CRM project than data entry particularly for sales people. Wouldn’t it be great if you could dictate information to your CRM system using your mobile phone and your voice? Well you can!

Almost any current smartphone has voice recognition (Google/Android devices are particularly strong at this). If you haven’t tried this on your mobile phone I highly encourage you to do so, just look for the microphone button when in an email or text message.

In order to use your voice to input into Microsoft CRM first requires you to setup mobile access to Microsoft CRM. There are two main ways to do this, one is using the standard browser on the mobile device and setting up Mobile Express in Microsoft CRM. Mobile Express is a built-in feature in CRM that allows mobile devices to log in and use Microsoft CRM. The other way to do this is to use a 3rd party mobile application with CRM. There are several mobile apps available for CRM including CWR and Resco. If you need help enabling mobile access in CRM give us a call.

To put this in action log into CRM from any device that offers voice recognition (smartphone, tablet, laptop with a microphone, etc). Place your cursor in any field in CRM then press the voice button on your device (usually a microphone). As you speak it will be converted to text and placed in the field for you.

You can use this to dictate notes after an appointment, update records, etc. If you are using Microsoft CRM and show your sales team how to do this you will be a hero!

For help setting up this powerful functionality call us, we are Microsoft Dynamics CRM experts.

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