---
title: Set up and test Cortana with Microsoft Dynamics CRM (Preview feature) in your organization (Windows 10)
description: How to set up Cortana to help your salespeople get proactive insights on important CRM activities, including sales leads, accounts, and opportunities; presenting the most relevant info at any given time.
ms.prod: w10
ms.mktglfcycl: manage
ms.sitesec: library
author: dansimp
ms.localizationpriority: medium
ms.author: dansimp
ms.date: 10/05/2017
ms.reviewer: 
manager: dansimp
---

# Set up and test Cortana with Microsoft Dynamics CRM (Preview feature) in your organization
**Applies to:**

-   Windows 10, version 1703
-   Windows 10 Mobile, version 1703

Cortana integration is a Preview feature that's available for your test or dev environment, starting with the CRM Online 2016 Update. If you decide to use this Preview feature, you'll need to turn in on and accept the license terms. After that, your salespeople will get proactive insights from Cortana on important CRM activities, including sales leads, accounts, and opportunities; presenting the most relevant info at any given time. This can even include getting company-specific news that surfaces when the person is meeting with a representative from another company.

>[!NOTE]
>For more info about Dynamics CRM integration, how to turn on Cortana, and how to provide feedback, see [Preview feature: Set up Cortana integration](https://go.microsoft.com/fwlink/p/?LinkId=746819).

![Cortana at work, showing the sales data pulled from Dynamics CRM](../images/cortana-crm-screen.png)

## Turn on Cortana with Dynamics CRM in your organization
You must be a CRM administrator to turn on and use Preview features. For more info about what Preview features are and how to use them, see [What are Preview features and how do I enable them](https://go.microsoft.com/fwlink/p/?LinkId=746817)?

**To turn on Cortana with Dynamics CRM**

1. Go to **Settings**, and then click **Administration**.

2. Choose **System Settings**, and then click the **Previews** tab.

3. Read the license terms, and if you agree, select the **I’ve read and agree to the license terms** check box.

4. For each preview feature you want to enable, click **Yes**.

## Turn on Cortana with Dynamics CRM on your employees’ devices
You must tell your employees to turn on Cortana, before they’ll be able to use it with Dynamics CRM.

**To turn on local Cortana with Dynamics CRM**

1. Click on the **Cortana** search box in the taskbar, and then click the **Notebook** icon.

2. Click on **Connected Services**, click **Dynamics CRM**, and then click **Connect**.

    ![Cotana at work, showing how to turn on the connected services for Dynamics CRM](../images/cortana-connect-crm.png)

    The employee can also disconnect by clicking **Disconnect** from the **Dynamics CRM** screen.

## Turn off Cortana with Dynamics CRM
Cortana can only access data in Dynamics CRM when it’s turned on. If you don’t want Cortana to access your corporate data, you can turn it off.

**To turn off Cortana with Dynamics CRM**
1. Go to **Settings**, and then click **Administration**.

2. Choose **System Settings**, and then click the **Previews** tab.

3. Click **No** for **Cortana**.

    All Dynamics CRM functionality related to Cortana is turned off in your organization.