Monday, April 27, 2015

Cortana - how it works with CRM 2015

Cortana - how it works with CRM 2015

As you may already know, Cortana is "integrated" with Microsft Dynamics CRM.
Microsoft published article about the command we can use with CRM here:

I decided to test it a little and share the results. I would appreciate your feedback, if you have different results or some more information about this.

When you ask Cortana "What can I say?" and select CRM - it displays the list of commands you can use.

The list of what is displayed on the phone is  little bit different than what is presentend in the article mentioned above.
The Cortana in the phone does not offer "Open" feature and has two options how to get the selected view displayed.

So let's see how it works.
To do this in CRM Say this Result
Open an item CRM open <item> called <item name>.
“CRM open account called Contoso.”
“CRM open account named Contoso.”
Inputs whatever you say after "Called" into search query and displays the result. If there is only one result, it display the record.
Show a view CRM show <view name>.
“CRM show my active accounts.”
“CRM show me my active accounts.”
Hard to use, you have to know your view by exact name and Cortana must recognize it correctly, otherwise home screen is displayed. It is frustrating :-(
Search for an item CRM find <item> called <name>.
“CRM find account called Contoso.”
“CRM find account named Contoso.”
Works similar way as Open item. Also puts the text into search query.  If there is only one result, it display the record.
Create a new item CRM create <item type> called <item name>.
“CRM create contact called Maria Campbell.”
“CRM add new contact named Maria Campbell.”
It starts create screen for the recognized entity and fills in the name into main field. Unfortunatelly, for contact it is the last name, so if you say the whole name, you will have to edit it later on, so I just say ie.  CRM create opportunity and then fill it manually.
Create a phone call activity CRM remind me to call <call name>.
“CRM remind me to call Maria Campbell to set up appointment.”
Open a new phone call screen and prefills Subject, you then have to search for the "call from" and "call to"
The same result can be achieved with "CRM create phone call"
Create an appointment CRM schedule meeting to <subject>.
“CRM schedule meeting to discuss quote with Maria Campbell.”
Opens a new appointment screen. I was not able to use "CRM create appointment" feature, so this look like the only way how to create appointment.
Create a task CRM remind me to <task name>.
“CRM remind me to email Maria Campbell.”
“CRM follow up Maria Campbell.”
“CRM follow up with Maria Campbell.”
“CRM follow up on Contoso.”
Opens new task screen and prefills the Subject, basically the same result can be achieved when you say "CRM create task....."
Open task list CRM what should I do next?
“CRM what should I do next?”
Opens task - easy to use, very nice.

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.

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