Sunday, 18 October 2015

CRM 2015-2013 Cortana Commands

Hi,

I was exploring new features of Windows 10. We all know that Cortana is power full feature of Windows 10.

Here are the Cortana Commands for CRM.


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>.

Example:

“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:


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.

Hope this helps.

--
Happy CRM'ing
Gopinath

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