Beringer Associates Technology Blog

Hey, Cortana. Integrate with CRM!

Posted by on in Cloud Computing, Featured, Microsoft Dynamics 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.

 

Cortana

 

 

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

 

Cortana

 

 

3. Open Notebook.

 

Cortana

 

 

4. Select Connected Accounts.

 

Connected Accounts

 

 

5. Select Dynamics CRM.

 

Dynamics CRM

 

 

6. Click the Connect button and follow the prompts.

 

Connect

 

 

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. Ready to get started? Contact Beringer Associates today to learn more.