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windows/manage/TOC.md

@@ -6,6 +6,11 @@
 #### [Test scenario 2 - Test scenario 2 - Perform a quick search with Cortana at work](cortana-at-work-scenario-2.md)
 #### [Test scenario 3 - Set a reminder for a specific location using Cortana at work](cortana-at-work-scenario-3.md)
 #### [Test scenario 4 - Use Cortana at work to find your upcoming meetings](cortana-at-work-scenario-4.md)
+#### [Test scenario 5 - Use Cortana to send email to a co-worker](cortana-at-work-scenario-5.md)
+#### [Test scenario 6 - Use Cortana and Windows Information Protection (WIP) to help protect your organization’s data on a device](cortana-at-work-scenario-6.md)
+### [Set up and test Cortana with Office 365 in your organization](cortana-at-work-o365.md)
+### [Set up and test Cortana with Microsoft Dynamics CRM (Preview feature) in your organization](cortana-at-work-crm.md)
+### [Set up and test Cortana for Power BI in your organization](cortana-at-work-powerbi.md)
 ## [Update Windows 10 in the enterprise](waas-update-windows-10.md)
 ### [Quick guide to Windows as a service](waas-quick-start.md)
 ### [Overview of Windows as a service](waas-overview.md)

windows/manage/cortana-at-work-crm.md

@@ -0,0 +1,62 @@
+---
+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
+localizationpriority: high
+---
+
+# Set up and test Cortana with Microsoft Dynamics CRM (Preview feature) in your organization
+**Applies to:**
+
+-   Windows 10, Windows Insider Program 
+-   Windows 10 Mobile, Windows Insider Program
+
+>[!IMPORTANT]
+>Some information relates to prereleased product which may be substantially modified before it's commercially released. Microsoft makes no warranties, express or implied, with respect to the information provided here.
+
+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](http://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](http://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.

windows/manage/cortana-at-work-o365.md

@@ -1,13 +1,13 @@
 ---
-title: Set up and use Cortana with Office 365 in your organization (Windows 10)
+title: Set up and test Cortana with Office 365 in your organization (Windows 10)
-description: Cortana connects to Office 365, helping employees to be notified about unusual events, such as meetings over lunch or during a typical commute time, and about early meetings, even setting an alarm so the employee isn’t late.
+description: How to connect Cortana to Office 365 so your employees are notified about regular meetings, unusual events, such as meetings over lunch or during a typical commute time, and about early meetings, even setting an alarm so the employee isn’t late.
 ms.prod: w10
 ms.mktglfcycl: manage
 ms.sitesec: library
 localizationpriority: high
 ---
 
-# Set up and use Cortana with Office 365 in your organization
+# Set up and test Cortana with Office 365 in your organization
 **Applies to:**
 
 -   Windows 10, Windows Insider Program 

windows/manage/cortana-at-work-powerbi.md

@@ -0,0 +1,108 @@
+---
+title: Set up and test Cortana for Power BI in your organization (Windows 10)
+description: How to integrate Cortana with Power BI to help your employees get answers directly from your key business data.
+ms.prod: w10
+ms.mktglfcycl: manage
+ms.sitesec: library
+localizationpriority: high
+---
+
+# Set up and test Cortana for Power BI in your organization
+**Applies to:**
+
+-   Windows 10, Windows Insider Program 
+-   Windows 10 Mobile, Windows Insider Program
+
+>[!IMPORTANT]
+>Some information relates to prereleased product which may be substantially modified before it's commercially released. Microsoft makes no warranties, express or implied, with respect to the information provided here.
+
+Integration between Cortana and Power BI shows how Cortana can work with custom business analytics solutions to enable you to get answers directly from your key business data, including introducing new features that let you create custom Cortana “answers” using the full capabilities of Power BI Desktop.
+
+>[!Note]
+>Cortana for Power BI is currently only available in English. For more info about Cortana and Power BI, see [Use Power BI to create a custom Answer Page for Cortana](https://powerbi.microsoft.com/en-us/documentation/powerbi-service-cortana-desktop-entity-cards/).
+
+## Before you begin
+To use this walkthrough, you’ll need:
+
+- **Windows 10**. You’ll need to be running at least Windows 10 with the latest version from the Windows Insider Program.
+
+- **Cortana**. You need to have Cortana turned on and be logged into your account.
+
+- **Power BI account with data**. You can use an existing Power BI account, or else you can get a trial account by signing up at http://powerbi.com. Just make sure that either way, you enter some data that you can use.
+
+- **Azure Active Directory (Azure AD)/Work or School account**. You can use the account that you created for Office 365, or you can create a new one while you’re establishing your Power BI account. If you choose to use Azure AD, you must connect your Azure AD account to your Windows account.
+
+    **To connect your account to Windows**
+    a.	Open **Windows Settings**, click **Accounts**, click **Access work or school**, and then in the **Connect to work or school** section, click **Connect**.
+    
+    b.	Follow the instructions to add your Azure Active Directory (Azure AD) account to Windows.
+
+## Set up your test environment for Cortana for Power BI
+Before you can start this testing scenario, you must first set up your test environment and data, and then you must turn on and set up Cortana to connect and work with Power BI.
+
+**To set up your test environment with Cortana and Power BI**
+
+1. Go to http://powerbi.com and sign-in with the same O365 credentials you used in the Set up and use Cortana with Office 365 topic.
+
+2. Expand the left rail by clicking the **Show the navigation pane** icon.
+
+    ![Cortana at work, showing the navigation expand icon in Power BI](images/cortana-powerbi-expand-nav.png)
+
+3.	Click **Get Data** from the left-hand navigation in Power BI.
+
+    ![Cortana at work, showing the Get Data link](images/cortana-powerbi-getdata.png)
+
+4.	Click **Samples** from the **Content Pack Library** area of the **Get Data** screen.
+
+    ![Cortana at work, showing the Samples link](images/cortana-powerbi-getdata-samples.png)
+
+5.	Click **Retail Analysis Sample**, and then click **Connect**.
+
+    ![Cortana at work, showing the Samples link](images/cortana-powerbi-retail-analysis-sample.png)
+ 
+    The sample data is imported and you’re returned to the **Power BI** screen.
+
+6.	Click **Dashboards** from the left pane of the **Power BI** screen, and then click **Retail Analysis Sample**.
+
+    ![Cortana at work, showing the Samples link](images/cortana-powerbi-getdata-samples.png)    
+ 
+7.	In the upper right-hand menu, click the Settings icon, and then click Settings.
+ 
+8.	Click the Datasets tab, and then pick the Retail Analysis Sample dataset from the list.
+9.	Click Q&A and Cortana, check the Allow Cortana to access this dataset box, and then click Apply.
+ 
+Note
+It can take up to 30 minutes for a new dataset to appear for Power BI and Cortana. Logging in and out of Windows 10, or otherwise restarting Cortana, causes the new content to appear immediately.
+If you enable a dataset for Cortana, and that dataset is part of a content pack you own, you’ll need to re-publish for your colleagues to also use it with Cortana.
+Create a custom Answer Page for Cortana
+You must create special reports, known as Answer Pages, to display the most commonly asked answers in Cortana. For example, if you want Cortana to quickly show sales data to your employees, you can create a 2016 sales data Answer Page that shows sales data, with various pivots, in Cortana.
+After you’ve finished creating your Answer Page, you can continue to the included testing scenarios.
+Note
+It can take up to 30 minutes for a custom Answer Page to appear for Power BI and Cortana. Logging in and out of Windows 10, or otherwise restarting Cortana, causes the new content to appear immediately.
+To create a custom sales data Answer Page for Cortana
+1.	In Power BI, click My Workspace, click Create, and then click Report.
+ 
+2.	In the Create Report screen, click the Retail Analysis Sample, and then click Create.
+A blank report page appears.
+3.	In the Visualizations pane, click the paint roller icon, expand Page Size, and then pick Cortana from the Type drop-down list.
+ 
+4.	In the Fields pane, click to expand Sales, expand This year sales, and then add both Value and Goal.
+ 
+The automatically generated graph is added to your blank report. You have the option to change colors, add borders, add additional visualizations, and modify this page so that it answers the question about sales data as precisely, and in as custom a way, as you want. You just need to make sure that it all stays within the page borders.
+5.	In the Visualizations pane, click the paint roller icon again, expand Page Information, type Sales data 2016 into the Name box, turn on Q&A, and then add alternate report names (separated by commas) into the text box. 
+The alternate names help Cortana to know what questions to look for and when to show this report. To also improve your results, you should avoid using the names of your report columns.
+ 
+6.	Click File, click Save as, and save the report as Sales data 2016. 
+Because this is part of the Retail Analysis Sample, it will automatically be included as part of the dataset you included for Cortana. However, you will still need to log in and out of Windows 10, or otherwise restart Cortana, before the new content appears.
+Test Scenario: Use Cortana to show info from Power BI in your organization
+Now that you’ve set up your device, you can use Cortana to show your info from within Power BI.
+To use Cortana with Power BI
+1.	Click on the Cortana icon in the taskbar, and then click in the Search bar.
+2.	Type This year in sales.
+ 	Cortana shows you the available results.
+ 	 
+3.	In the Power BI area, click This year in sales – in Retail Analysis Sample
+ 	Cortana returns your custom report.
+ 	 
+ 	Note
+For more info about how to connect your own data, build your own custom Power BI cards and answer pages for Cortana, and how to share the cards with everyone in your organization, see Use Power BI to create a custom Answer Page for Cortana.