Applies to Dynamics 365 (online), version 9.x
We are working to deliver a robust and scalable digital assistant experience across all of our Dynamics 365 offerings. This includes natural language integration for customers and partners across multiple channels including Cortana. To that end, we are discontinuing the current Cortana integration preview feature that was made available for Dynamics 365 and we are focusing on building a new long term intelligent solution experience, which will include Cortana digital assistant integration.
We’re introducing Cortana integration to help you keep track of important Dynamics 365 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.
Enable Cortana integration with Dynamics 365 on your device
If your admin has enabled Cortana integration with your Dynamics 365 system, Cortana will prompt you to connect with Dynamics 365. Just follow the prompts to connect.
Dynamics 365 now appears in Cortana’s notebook, and Cortana will prompt you with relevant information about your sales activities, accounts, opportunities, and meetings.
For more information about Cortana, see What is Cortana?.
Send us feedback
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.
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.