Preview feature: Set up Cortana integration


We’re introducing Cortana integration to help salespeople keep track of important CRM activities. CRM Online 2016 Update embeds sales activities, accounts, and opportunities into Cortana to surface what’s most relevant to salespeople at any time.

Cortana integration is available as a Preview feature to organizations that use CRM Online 2016 Update. We expect changes to this feature, so you shouldn’t use it in production. Use it only in test and development environments.

A preview feature is a feature that is not complete, but is made available before it’s officially in a release so customers can get early access and provide feedback. Preview features aren’t meant for production use and may have limited or restricted functionality.


Important

Microsoft doesn’t provide support for this preview feature. Microsoft Dynamics CRM Technical Support won’t be able to help you with issues or questions. Preview features aren’t meant for production use and are subject to a separate supplemental terms of use.


Eventually, Cortana integration will be fully included in the product.

For more information about how to enable Preview features, see What are Preview features and how do I enable them?.


Important

Cortana integration with CRM is a Preview feature. To use this feature, it must be turned on and the license terms must be accepted. Enable or disable Preview features.

A preview feature is a feature that is not complete, but is made available before it’s officially in a release so customers can get early access and provide feedback. Preview features aren’t meant for production use and may have limited or restricted functionality.

Microsoft doesn’t provide support for this preview feature. Microsoft Dynamics CRM Technical Support won’t be able to help you with issues or questions. Preview features aren’t meant for production use and are subject to a separate supplemental terms of use.

This Preview feature was introduced in Microsoft Dynamics CRM Online 2016 Update.


Enable Cortana integration with CRM on your device

Once you’ve set up Cortana integration, Cortana will prompt your users to connect with CRM. All they need to do is follow the prompts to connect.

Dynamics CRM then appears in Cortana’s notebook, and Cortana prompts users with relevant information about your sales activities, accounts, opportunities, and meetings.

For more information about Cortana, see What is Cortana?.

Send us feedback

We are making this preview available so that you can try it and let us know what you think. Your feedback will help us prioritize work to include the capabilities you need most. We ask that you give us your suggestions and report problems by using our publicly available feedback site: Microsoft Connect.

Comments (2)

  1. 2tim24u says:

    Just a note from my experience getting this setup on the MDD site.

    You will need to have a Live account for Cortana to enable the notebook section that allows for account connections. If you are using a demo user profile make sure to create a live account for that individual.

    Other than that, this is exciting stuff!

  2. Alex says:

    All is ever says is fetching data or instance isn’t supported. We are on 2016 update 1.