Microsoft Dynamics CRM

Cortana voice commands for Microsoft Dynamics CRM 2015 for phones

Another great feature with CRM 2015 is ability to speak with your Microsoft Dynamics CRM for phones commands if you are using Cortana on Windows 8.1 phones.

Watch this quick video for an overview about using Cortana voice commands on Windows 8.1 phones:

clip_image001 Microsoft Dynamics CRM 2015 Cortana Demonstration (2:00)

You can use the following CRM voice commands with Cortana. Cortana voice commands for CRM are only available in English at this time.

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?”


Note

The create commands work only with Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update. The other commands work with Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online as well as Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update.

Source: Click here

Hope it helps!

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