How to use Microsoft Viva Sales with Dynamics 365 or Salesforce

The Viva Sales preview includes surfacing customer contact information from your CRM directly in Microsoft Outlook and Teams, connecting to the CRM of your choice, capturing rich contact information in Outlook, capturing notes and action items using AI, providing AI driven recommendations, and more.

In this Video

0:00 - Introduction to Viva Sales

0:33 - Update Customers using Viva Sales in Outlook

2:49 - Create a contact in CRM using Viva Sales in Outlook

4:53 - Add Viva Sales to a meeting

5:35 - Link a CRM contact in a Teams chat

6:11 - Record and transcribe your Microsoft Teams meeting

8:25 - Viva Sales insights on a Teams meeting

10:21 - What do you think?

More about this topic

• Supercharge your CRM with Microsoft Viva Sales—Now in preview
  https://cloudblogs.microsoft.com/dynamics365/bdm/2022/08/01/supercharge-your-crm-with-microsoft-viva-sales-now-in-preview/
• Microsoft Viva Sales is a seller experience application that uses Microsoft 365 and Microsoft Teams to automatically capture, access, and register data into any customer relationship management (CRM) system.
  https://docs.microsoft.com/en-us/viva/sales/introduction
• Home Page Viva Sales

  https://www.microsoft.com/de-de/microsoft-viva/sales

• Supercharge your CRM with Microsoft Viva Sales
  See how Viva Sales works with any CRM system, using Microsoft 365 and Microsoft Teams to automatically capture data and deliver AI-driven insights.
  https://www.youtube.com/watch?v=PCUVc08kmbA