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@ -11,11 +11,8 @@ localizationpriority: high
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# Set up and test Cortana with Microsoft Dynamics CRM (Preview feature) in your organization
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**Applies to:**
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- Windows 10, Windows Insider Program
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- Windows 10 Mobile, Windows Insider Program
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>[!IMPORTANT]
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>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.
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- Windows 10, version 1703
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- Windows 10 Mobile, version 1703
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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.
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# Send feedback about Cortana at work back to Microsoft
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**Applies to:**
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- Windows 10, Windows Insider Program
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- Windows 10 Mobile, Windows Insider Program
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>[!IMPORTANT]
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>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.
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- Windows 10, version 1703
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- Windows 10 Mobile, version 1703
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We ask that you report bugs and issues. To provide feedback, you can click the **Feedback** icon in the Cortana window. When you send this form to Microsoft it also includes troubleshooting info, in case you run into problems.
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# Set up and test Cortana with Office 365 in your organization
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**Applies to:**
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- Windows 10, Windows Insider Program
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- Windows 10 Mobile, Windows Insider Program
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>[!IMPORTANT]
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>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.
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- Windows 10, version 1703
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- Windows 10 Mobile, version 1703
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Cortana in Windows 10 is already great at letting your employees quickly see what the day is going to look like, do meeting prep work like researching people in LinkedIn or getting documents ready, see where and when their meetings are going to be, get a sense of travel times to and from work, and even get updates from a calendar for upcoming trips.
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# Cortana integration in your business or enterprise
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**Applies to:**
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- Windows 10, Windows Insider Program
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- Windows 10 Mobile, Windows Insider Program
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>[!IMPORTANT]
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>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.
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- Windows 10, version 1703
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- Windows 10 Mobile, version 1703
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## Who is Cortana?
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Cortana is Microsoft’s personal digital assistant, who helps busy people get things done, even while at work.
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@ -28,7 +25,7 @@ Using Azure AD also means that you can remove an employee’s profile (for examp
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## Where is Cortana available for use in my organization?
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You can use Cortana at work in all countries/regions where Cortana is supported for consumers. This includes the United States, United Kingdom, Canada, France, Italy, Germany, Spain, China, Japan, India, and Australia. As Cortana comes to more countries, she will also become available to enterprise customers.
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Cortana is available on Windows 10, Windows Insider Program and with limited functionality on Windows Phone 8.1, Windows Insider Program.
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Cortana is available on Windows 10, version 1703 and with limited functionality on Windows 10 Mobile, version 1703.
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## Required hardware and software
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Cortana requires the following hardware and software to successfully run the included scenario in your organization.
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|Software |Minimum version |
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|---------|------------|
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|Client operating system |<ul><li>**Desktop:** Windows 10, Windows Insider Program</li><li>**Mobile:** Windows 8.1, Windows Insider Program (with limited functionality)</li> |
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|Client operating system |<ul><li>**Desktop:** Windows 10, version 1703</li><li>**Mobile:** Windows 10 Mobile, version 1703 (with limited functionality)</li> |
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|Azure Active Directory (Azure AD) |While all employees signing into Cortana need an Azure AD account; an Azure AD premium tenant isn’t required. |
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|Additional policies (Group Policy and Mobile Device Management (MDM)) |There is a rich set of policies that can be used to manage various aspects of Cortana. Most of these policies will limit the abilities of Cortana, but won't turn Cortana off.<p>For example:<p>If you turn **Location** off, Cortana won't be able to provide location-based reminders, such as reminding you to visit the mail room when you get to work.<p>If you turn **Speech** off, your employees won't be able to use “Hello Cortana” for hands free usage or voice commands to easily ask for help. |
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|Windows Information Protection (WIP) (optional) |If you want to secure the calendar, email, and contact info provided to Cortana on a device, you can use WIP. For more info about WIP, see [Protect your enterprise data using Windows Information Protection (WIP)](../keep-secure/protect-enterprise-data-using-wip.md)<p>If you decide to use WIP, you must also have a management solution. This can be Microsoft Intune, Microsoft System Center Configuration Manager (version 1606 or later), or your current company-wide 3rd party mobile device management (MDM) solution.|
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# Use Group Policy and mobile device management (MDM) settings to configure Cortana in your organization
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**Applies to:**
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- Windows 10, Windows Insider Program
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- Windows 10 Mobile, Windows Insider Program
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>[!IMPORTANT]
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>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.
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- Windows 10, version 1703
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- Windows 10 Mobile, version 1703
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>[!NOTE]
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>For specific info about how to set, manage, and use each of these MDM policies to configure Cortana in your enterprise, see the [Policy CSP](http://go.microsoft.com/fwlink/p/?LinkId=717380) topic, located in the configuration service provider reference topics. For specific info about how to set, manage, and use each of these Group Policies to configure Cortana in your enterprise, see the [Group Policy TechCenter](http://go.microsoft.com/fwlink/p/?LinkId=717381).
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# Set up and test Cortana for Power BI in your organization
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**Applies to:**
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- Windows 10, Windows Insider Program
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- Windows 10 Mobile, Windows Insider Program
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>[!IMPORTANT]
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>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.
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- Windows 10, version 1703
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- Windows 10 Mobile, version 1703
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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.
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## Before you begin
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To use this walkthrough, you’ll need:
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- **Windows 10**. You’ll need to be running at least Windows 10 with the latest version from the Windows Insider Program.
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- **Windows 10**. You’ll need to be running at least Windows 10, version 1703.
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- **Cortana**. You need to have Cortana turned on and be logged into your account.
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# Test scenario 1 - Sign-in to Azure AD and use Cortana to manage the notebook
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- Windows 10, Windows Insider Program
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- Windows 10 Mobile, Windows Insider Program
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>[!IMPORTANT]
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>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.
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- Windows 10, version 1703
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- Windows 10 Mobile, version 1703
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>[!IMPORTANT]
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>The data created as part of these scenarios will be uploaded to Microsoft’s Cloud to help Cortana learn and help your employees. This is the same info that Cortana uses in the consumer offering.
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# Test scenario 2 - Perform a quick search with Cortana at work
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- Windows 10, Windows Insider Program
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- Windows 10 Mobile, Windows Insider Program
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>[!IMPORTANT]
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>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.
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- Windows 10, version 1703
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- Windows 10 Mobile, version 1703
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>[!IMPORTANT]
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>The data created as part of these scenarios will be uploaded to Microsoft’s Cloud to help Cortana learn and help your employees. This is the same info that Cortana uses in the consumer offering.
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# Test scenario 3 - Set a reminder for a specific location using Cortana at work
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- Windows 10, Windows Insider Program
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- Windows 10 Mobile, Windows Insider Program
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>[!IMPORTANT]
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>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.
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- Windows 10, version 1703
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- Windows 10 Mobile, version 1703
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>[!IMPORTANT]
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>The data created as part of these scenarios will be uploaded to Microsoft’s Cloud to help Cortana learn and help your employees. This is the same info that Cortana uses in the consumer offering.
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# Test scenario 4 - Use Cortana at work to find your upcoming meetings
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- Windows 10, Windows Insider Program
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- Windows 10 Mobile, Windows Insider Program
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>[!IMPORTANT]
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>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.
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- Windows 10, version 1703
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- Windows 10 Mobile, version 1703
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>[!IMPORTANT]
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>The data created as part of these scenarios will be uploaded to Microsoft’s Cloud to help Cortana learn and help your employees. This is the same info that Cortana uses in the consumer offering.
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# Test scenario 5 - Use Cortana to send email to a co-worker
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- Windows 10, Windows Insider Program
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- Windows 10 Mobile, Windows Insider Program
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>[!IMPORTANT]
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>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.
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- Windows 10, version 1703
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- Windows 10 Mobile, version 1703
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>[!IMPORTANT]
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>The data created as part of these scenarios will be uploaded to Microsoft’s Cloud to help Cortana learn and help your employees. This is the same info that Cortana uses in the consumer offering.
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# Test scenario 6 - Review a reminder suggested by Cortana based on what you’ve promised in email
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- Windows 10, Windows Insider Program
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- Windows 10 Mobile, Windows Insider Program
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>[!IMPORTANT]
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>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.
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- Windows 10, version 1703
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- Windows 10 Mobile, version 1703
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>[!IMPORTANT]
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>The data created as part of these scenarios will be uploaded to Microsoft’s Cloud to help Cortana learn and help your employees. This is the same info that Cortana uses in the consumer offering. For more info, see the [Microsoft Privacy Statement](https://privacy.microsoft.com/privacystatement) and the [Microsoft Services Agreement](https://www.microsoft.com/en-us/servicesagreement).
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# Test scenario 7 - Use Cortana and Windows Information Protection (WIP) to help protect your organization’s data on a device
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- Windows 10, Windows Insider Program
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- Windows 10 Mobile, Windows Insider Program
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>[!IMPORTANT]
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>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.
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- Windows 10, version 1703
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- Windows 10 Mobile, version 1703
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>[!IMPORTANT]
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>The data created as part of these scenarios will be uploaded to Microsoft’s Cloud to help Cortana learn and help your employees. This is the same info that Cortana uses in the consumer offering.
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# Testing scenarios using Cortana in your business or organization
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**Applies to:**
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- Windows 10, Windows Insider Program
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- Windows 10 Mobile, Windows Insider Program
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>[!IMPORTANT]
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>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.
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- Windows 10, version 1703
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- Windows 10 Mobile, version 1703
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We've come up with a list of suggested testing scenarios that you can use to test Cortana in your organization. After you complete all the scenarios, you should be able to:
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# Set up and test custom voice commands in Cortana for your organization
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**Applies to:**
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- Windows 10, Windows Insider Program
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- Windows 10 Mobile, Windows Insider Program
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>[!IMPORTANT]
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>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.
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- Windows 10, version 1703
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- Windows 10 Mobile, version 1703
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Working with a developer, you can create voice commands that use Cortana to perform voice-enabled actions in your line-of-business (LOB) Universal Windows Platform (UWP) apps. These voice-enabled actions can reduce the time necessary to access your apps and to complete simple actions.
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