You can use the following CRM voice commands with Cortana if you’re using Cortana on Windows 8.1 phones. 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>.
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: “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.