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