To do this in CRM

Say this

Open an item

CRM open <item> called <item name>.

Example:

“CRM open account called Contoso.”

Variation:

“CRM open account named Contoso.”

Show a view

CRM show <view name>.

Examples:

“CRM show my active accounts.”

Variation:

“CRM show me my active accounts.”

Search for an item

CRM find <item> called <name>.

Example:

“CRM find account called Contoso.”

Variation:

“CRM find account named Contoso.”

Create a new item

CRM create <item type> called <item name>.

Example:

“CRM create contact called Maria Campbell.”

Variation:

“CRM add new contact named Maria Campbell.”

Create a phone call activity

CRM remind me to call <call name>.

Example:

“CRM remind me to call Maria Campbell to set up appointment.”

Create an appointment

CRM schedule meeting to <subject>.

Example:

“CRM schedule meeting to discuss quote with Maria Campbell.”

Create a task

CRM remind me to <task name>.

Example:

“CRM remind me to email Maria Campbell.”

Variations:

“CRM follow up Maria Campbell.”

“CRM follow up with Maria Campbell.”

“CRM follow up on Contoso.”

Open task list

CRM what should I do next?

Example:

“CRM what should I do next?”