Use Cortana voice commands in Dynamics 365 for phones
You can use the following Customer Engagement voice commands with Cortana if you’re using Cortana on Windows 8.1 phones or later. Cortana voice commands for Customer Engagement are only available in English at this time.
These commands work with either the Dynamics 365 for phones app or the previous phone app, CRM for phones express.
| To do this in Dynamics 365 apps | Say this |
|---|---|
| Open an item | Dynamics 365 apps open <item> called <item name>. Example: “CRM open account called Contoso.” Variation: “CRM open account named Contoso.” |
| Show a view | Dynamics 365 apps show <view name>. Example: “CRM show my active accounts.” Variation: “CRM show me my active accounts.” |
| Search for an item | Dynamics 365 apps find <item> called <name>. Example: “CRM find account called Contoso.” Variation: “CRM find account named Contoso.” |
| Create a new item | Dynamics 365 apps 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 | Dynamics 365 apps remind me to call <call name>. Example: “CRM remind me to call Maria Campbell to set up appointment.” |
| Create an appointment | Dynamics 365 apps schedule meeting to <subject>. Example: “CRM schedule meeting to discuss quote with Maria Campbell.” |
| Create a task | Dynamics 365 apps 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 | Dynamics 365 apps 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 or later. The other commands work with Dynamics CRM 2013 and Dynamics CRM Online as well as Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update or later.
For more information about using Cortana, see Meet Cortana.
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] Track customer service cases
Privacy notice
Cortana does not have access to the data stored in the Dynamics 365 database. Cortana only captures your voice commands. When you make a voice command through Cortana, in order to both understand the request and improve Microsoft speech recognition-related products and services, Microsoft uses proprietary technologies such as, for example, acoustic and natural language processing models to record and interpret your user’s request. Voice-dictated Bing search queries are treated like other text-based search requests and may be used to improve Bing search results; however, the Dynamics 365-voice-dictated commands listed here are not used to provide advertising. For more information about privacy and Cortana, see Cortana and my privacy FAQ.
If you are an administrator, you can manage enterprise access to Cortana with the PolicyManager configuration service provider through a separate device management service. The policy for this is set at the phone level and can’t be set just for the Dynamics 365 for phones app. For more information, see the MSDN topic PolicyManager configuration service provider.
See also
Note
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