Cortana Integration for Dynamics 365

  • Cortana is your digital agent. It will help you get things done.
  • Cortana supported Operating Systems: Windows 10 Version 1703, for mobile Windows 10 Mobile Version 1703.
  • Cortana integration with Dynamics 365 is a Preview feature and it was introduced in Microsoft Dynamics CRM Online 2016 Update. To use this feature, it must be turned on and the license terms must be accepted.
  • Using this salespeople keep track of important Dynamics 365 activities. CRM Online 2016 Update embeds sales activities, accounts, and opportunities into Cortana to surface what’s most relevant to salespeople at any time.
  • To get started, type a question in the search box, or select the microphone and talk to Cortana.

 

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  • Click on Notebook. In the Notebook you could able to see Connected Services
  • Click on Add Service

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  • Using Cortana, could able to login Dynamics 365, Linked in, Office365, Outlook.com.
  • Here we are connecting to Dynamics CRM.

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  • Click on Connect as shown below.

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  • Provide the CRM URL as shown below, Click on Connect

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  • After that you will get the screen to enter login details

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  • In the CRM also we need enable the settings for Cortana integration.
  • Navigate to Settings à Administration à System settings à Click on Preview tab.
  • Click on yes to enable the Cortana integration.

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  •   Then you could able to see the CRM related updates as shown below at home level.

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