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Integration of Microsoft Viva Sales in Outlook & Teams – Part I

To engage with potential customers, email communication is vital for sellers. Viva Sales is a valuable tool that assists you in preparing for these engagements. It seamlessly integrates with your Dynamics 365 CRM system, gathering relevant information and enhancing it with actionable insights. The goal is to empower you to be more effective in your primary workspace, where you spend a significant portion of your day.

By leveraging Microsoft Viva Sales, you can access and leverage information from your Dynamics 365 system directly, providing you with valuable data at your fingertips. Additionally, Viva Sales allows you to save important activities, such as emails and meetings, directly to your Dynamics 365 CRM system.

Note:

  1. Administrator’s roles must be assigned either System Administrator or System Customizer security roles to customize Viva Sales.
  2. To use Viva Sales, users must be assigned either the Sales Manager or Salesperson security role.
  3. To ensure that changes are properly reflected, ask the user to sign out of Viva Sales in Outlook and then sign back in again if you’ve made any changes to their permissions or security roles in your CRM.

Installation:

This official link will provide you with the accurate and up-to-date information needed to install the Viva Sales app successfully.

Use Case:

Microsoft Viva Sales in Microsoft Dynamics 365 CRM offers a range of valuable use cases to enhance sales effectiveness. It gathers customer data, providing comprehensive insights into their buying history, preferences, and interactions. With this knowledge, sales professionals can personalize their approach, anticipate customer needs, and make informed decisions. Additionally, Viva Sales seamlessly integrates with Microsoft Dynamics 365 CRM, allowing direct access and updates to customer information without switching applications. It enables activity tracking and analytics, capturing vital data related to customer engagements such as emails, appointments, calls, etc. The solution also provides a clear view of the sales pipeline, allowing tracking of opportunities, stage management, and revenue forecasting. Overall, Microsoft Viva Sales empowers sales professionals to optimize customer interactions, streamline sales processes, and drive performance within Microsoft Dynamics 365 CRM.

Viva Sales in Outlook

Viva Sales with Outlook combines email productivity, customer insights, meeting summaries, Microsoft Dynamics 365 CRM integration, and collaboration, providing sales professionals with a comprehensive solution to enhance productivity, customer engagement, and sales success.

Copilot in Viva Sales:

Copilot in Viva Sales leverages generative AI to accelerate content creation. It creates email content, summarizes conversations, sends follow-up emails, and more. With Copilot, you can generate email responses, refine generated content, view data sources, summarize meetings, and access opportunity summaries. This powerful tool enhances productivity and simplifies communication for sales professionals.

Microsoft Viva Sales

Microsoft Viva Sales

In the Dynamics 365 tab of Viva Sales, you can conveniently access records related to Microsoft Dynamics 365 CRM. This integration allows sales professionals to view and manage customer data, sales opportunities, and other relevant information directly within the Viva Sales platform. With seamless access to Microsoft Dynamics 365 CRM records, sales teams can effectively track and nurture customer relationships, optimize sales processes, and drive business growth.

Microsoft Viva Sales

On the Viva Sales platform, you have the ability to edit and update records directly within the platform itself. Additionally, if you require more advanced functionalities or prefer to work in the Dynamics 365 environment, you can easily open the record in Dynamics 365 by clicking on the “Open in Dynamics 365” option.

Microsoft Viva Sales

Microsoft Viva Sales

You can save email records directly to Microsoft Dynamics 365 CRM. This feature allows you to store important email communications in the Microsoft Dynamics 365 CRM system. When saving an email, you have the flexibility to connect it with relevant Microsoft Dynamics 365 CRM records, such as leads, contacts, or opportunities.

Microsoft Viva Sales

Microsoft Viva Sales

The saved email will then appear in the timeline section of the associated record in Microsoft Dynamics 365 CRM, providing a comprehensive view of communication history.

Microsoft Viva Sales

If you need to modify the connection between an email and Microsoft Dynamics 365 CRM records in Viva Sales, you can do so by clicking on the three horizontal dots (ellipsis) located in the “Connected to” section within the Dynamics 365 tab. This option allows you to manage and update the association between the email and specific Microsoft Dynamics 365 CRM records, providing you with flexibility and control over how the information is linked.

Microsoft Viva Sales

If there is no existing record in Microsoft Dynamics 365 CRM related to the entered email, you have the capability to create a contact for that email directly within the Viva Sales platform. This feature enables you to seamlessly capture and add new contacts to your Microsoft Dynamics 365 CRM system without having to switch to Microsoft Dynamics 365 CRM.

Microsoft Viva Sales

Microsoft Viva Sales

In Part II of this blog, we will delve into the integration of Viva Sales with the Microsoft Teams application. We will explore how Viva Sales enhances collaboration, provides advanced customization options, and offers actionable insights within the Teams platform. Stay tuned to discover how Viva Sales in Teams can optimize your sales process, streamline workflows, and drive productivity for your sales team.

Conclusion

Viva Sales in Outlook empowers sellers to personalize customer interactions, make informed decisions, and optimize sales strategies. It enhances productivity, improves customer experiences, and drives overall sales performance. By leveraging the features and capabilities of Viva Sales, sales professionals can achieve greater success and maximize their effectiveness within the Outlook environment.

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