Microsoft is continuing to add the ability to link Cortana up to their many services. The latest to get the Cortana linkage treatment is none other than Microsoft Dynamics CRM (with the CRM standing for customer relationship management for those not familiar).
If you are a regular ol’ consumer reading that your eyes may have glazed over as this addition is for the “Sales, Marketing, and Service (help desk) sectors” out in the world and is not something your average Joe will utilize.
To link your Dynamics CRM account to Cortana just take the following steps:
- Open Cortana on your PC or Windows Phone (not available on iOS or Android)
- Tap the hamburger button in the upper left corner
- Open Notebook
- Choose Connected Accounts
- Select Dynamics CRM if available
Since we don’t quite have our own Dynamics CRM account, we won’t be able to see theCortana integration to give a more detailed report. Going by previous Cortana connected account options Dynamics CRM likely shows the latest information from the report and any relevant notifications.
Additionally, since this is likely rolling out to users it is not clear yet if this is a US-only option or other Cortana regions have the ability as well.
Dynamics CRM marks the sixth connected Account for Cortana, with the others being:
By chance if you are a Cortana user who can link up Microsoft Dynamics CRM feel free to share your experience with us in comments!
Thanks, @Caio_Doctor, for the tip!