Make CRM work on your voice commands


Here is something interesting about voice commands for CRM. For those who don’t know what Cortana is, Cortana is your personal assistant for windows phones. Get a brief idea about Cortana here.

Cortana voice commands for Microsoft Dynamics CRM for phones

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.

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