Microsoft Brings Dynamics CRM Integration with Cortana


Ivan Jenic
by Ivan Jenic
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We just told you that you won’t have to wait for new Cortana improvements, and we were absolutely right. The latest addition of Microsoft’s virtual assistant is the ability to connect with your Microsoft Dynamics CRM account.

For those unfamiliar with the term Dynamics CRM, it is Microsoft’s customer relationship management software package, and it is a part of Microsoft Dynamics line for business. This branch covers sales, services and marketing, which means that the addition of Dynamics CRM account is the first ever enterprise solution to get Cortana integration.

How to link Cortana with Dynamics CRM Account

Since Dynamics CRM is aimed to enterprises, a lot of regular users don’t even know what it means. We also don’t have our Dynamics CRM account, so we can’t tell you exactly how the integration works. But Windows Central provided a guide on how to link two accounts, so we’re going to convey you the method.

Here’s how to link Dynamics CRM account with Cortana:

  1. Open Cortana on your Windows 10 PC or Mobile
  2. Tap the hamburger button in the upper left corner
  3. Open Notebook
  4. Choose Connected Accounts
  5. Select Dynamics CRM if available

Cortana integration is becoming a big part of Windows 10 for many services and apps. As you probably noticed, a lot of new Universal apps for Windows 10 come with the Cortana integration, and some other services, like Microsoft Health + Band, LinkedIn, Office 365, Uber, and Xbox Live also support it.

There’s still no official word whether the ability to link Cortana with Dynamics CRM is US-only, or it is available in other Cortana-covered regions.

If you’re a more experienced Windows user, or you have a Dynamics CRM account for your business, feel free to share with us how the integration works.