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<div><div data-sp-canvascontrol="" data-sp-canvasdataversion="1.0" data-sp-controldata="&#123;&quot;position&quot;&#58;&#123;&quot;layoutIndex&quot;&#58;1,&quot;zoneIndex&quot;&#58;1,&quot;sectionIndex&quot;&#58;1,&quot;sectionFactor&quot;&#58;12,&quot;controlIndex&quot;&#58;0&#125;,&quot;controlType&quot;&#58;3,&quot;id&quot;&#58;&quot;6b88ec7a-630a-4e40-ae0d-10ce7bde293e&quot;,&quot;webPartId&quot;&#58;&quot;d1d91016-032f-456d-98a4-721247c305e8&quot;,&quot;rteInstanceId&quot;&#58;&quot;d466581d-dd54-4c5a-a6ca-fbb2d315debd&quot;,&quot;addedFromPersistedData&quot;&#58;true,&quot;reservedHeight&quot;&#58;513,&quot;reservedWidth&quot;&#58;1178&#125;"><div data-sp-webpart="" data-sp-webpartdataversion="1.11" data-sp-webpartdata="&#123;&quot;id&quot;&#58;&quot;d1d91016-032f-456d-98a4-721247c305e8&quot;,&quot;instanceId&quot;&#58;&quot;6b88ec7a-630a-4e40-ae0d-10ce7bde293e&quot;,&quot;title&quot;&#58;&quot;Image&quot;,&quot;description&quot;&#58;&quot;Add an image, picture or photo to your page including text overlays and ability to crop and resize images.&quot;,&quot;audiences&quot;&#58;[],&quot;serverProcessedContent&quot;&#58;&#123;&quot;htmlStrings&quot;&#58;&#123;&#125;,&quot;searchablePlainTexts&quot;&#58;&#123;&#125;,&quot;imageSources&quot;&#58;&#123;&quot;imageSource&quot;&#58;&quot;/sites/M365-CDN/SiteAssets/SitePages/Content-20546/3123244303-HandinHand2.jpg&quot;&#125;,&quot;links&quot;&#58;&#123;&#125;,&quot;customMetadata&quot;&#58;&#123;&quot;imageSource&quot;&#58;&#123;&quot;siteId&quot;&#58;&quot;40ef054e-5ec7-4552-ac92-09bbd4faa5e1&quot;,&quot;webId&quot;&#58;&quot;35f81bac-1b1d-4f8c-a038-0302a1a6ae55&quot;,&quot;listId&quot;&#58;&quot;870ffa3e-eb32-4905-82ab-9e57adb99968&quot;,&quot;uniqueId&quot;&#58;&quot;67111583-c323-4fdb-a31f-2310847e8f2e&quot;,&quot;width&quot;&#58;2048,&quot;height&quot;&#58;1365&#125;&#125;&#125;,&quot;dataVersion&quot;&#58;&quot;1.11&quot;,&quot;properties&quot;&#58;&#123;&quot;id&quot;&#58;&quot;8845b070-9c3c-43ea-ac0a-277aded45ae9&quot;,&quot;linkUrl&quot;&#58;&quot;&quot;,&quot;isInlineImage&quot;&#58;true,&quot;siteId&quot;&#58;&quot;40ef054e-5ec7-4552-ac92-09bbd4faa5e1&quot;,&quot;webId&quot;&#58;&quot;35f81bac-1b1d-4f8c-a038-0302a1a6ae55&quot;,&quot;listId&quot;&#58;&quot;870ffa3e-eb32-4905-82ab-9e57adb99968&quot;,&quot;uniqueId&quot;&#58;&quot;67111583-c323-4fdb-a31f-2310847e8f2e&quot;,&quot;imgHeight&quot;&#58;1365,&quot;imgWidth&quot;&#58;2048,&quot;imageSourceType&quot;&#58;2,&quot;resizeCoefficient&quot;&#58;0.61969439728353137,&quot;resizeDesiredWidth&quot;&#58;730,&quot;alignment&quot;&#58;&quot;Center&quot;,&quot;fileName&quot;&#58;&quot;HandinHand2.jpg&quot;,&quot;fixAspectRatio&quot;&#58;false,&quot;overlayText&quot;&#58;&quot;&quot;,&quot;altText&quot;&#58;&quot;&quot;&#125;,&quot;containsDynamicDataSource&quot;&#58;false&#125;"><div data-sp-componentid="d1d91016-032f-456d-98a4-721247c305e8"></div><div data-sp-htmlproperties=""><img data-sp-prop-name="imageSource" src="/sites/M365-CDN/SiteAssets/SitePages/Content-20546/3123244303-HandinHand2.jpg" data-sp-cust-siteId="40ef054e-5ec7-4552-ac92-09bbd4faa5e1" data-sp-cust-webId="35f81bac-1b1d-4f8c-a038-0302a1a6ae55" data-sp-cust-listId="870ffa3e-eb32-4905-82ab-9e57adb99968" data-sp-cust-uniqueId="67111583-c323-4fdb-a31f-2310847e8f2e" data-sp-cust-width="2048" data-sp-cust-height="1365" /></div></div></div><div data-sp-canvascontrol="" data-sp-canvasdataversion="1.0" data-sp-controldata="&#123;&quot;controlType&quot;&#58;4,&quot;id&quot;&#58;&quot;d466581d-dd54-4c5a-a6ca-fbb2d315debd&quot;,&quot;position&quot;&#58;&#123;&quot;layoutIndex&quot;&#58;1,&quot;zoneIndex&quot;&#58;1,&quot;sectionIndex&quot;&#58;1,&quot;sectionFactor&quot;&#58;12,&quot;controlIndex&quot;&#58;1&#125;,&quot;addedFromPersistedData&quot;&#58;true&#125;"><div data-sp-rte=""><p>In this video, the presenter demonstrates the use of Viva Sales for Outlook to streamline the process of adding and updating CRM details directly from the Outlook contacts list. The application not only simplifies data entry but also allows users to add auto-generated email summaries to the CRM timeline. Additionally, the video provides a guide on how to customize Viva Sales for Outlook to display user-specific or preferred fields, thereby enhancing its functionality and ease of use.</p><p><br></p><p>“No more boring data entry in CRM! With Viva Sales for Outlook, you’ll be able to easily add and update CRM details (accounts, contacts, opportunities) directly from Outlook, plus add automatically generated email summaries to the CRM timeline in only a couple of clicks. I also take you through how to configure Viva Sales for Outlook to show your own custom or preferred fields.</p><p><br></p><div tabindex="-1" data-cke-widget-wrapper="1" data-cke-filter="off" class="cke_widget_wrapper cke_widget_block cke_widget_inlineimage cke_widget_wrapper_webPartInRteInlineImage cke_widget_wrapper_webPartInRteClear cke_widget_wrapper_webPartInRteAlignCenter cke_widget_wrapper_webPartInRte" data-cke-display-name="div" data-cke-widget-id="0" role="region" aria-label="Inline image in RTE. Use Alt + F11 to go to toolbar. Use Alt + P to open the property pane."><div data-webpart-id="image" class="webPartInRte webPartInRteAlignCenter webPartInRteClear webPartInRteInlineImage cke_widget_element" data-cke-widget-data="%7B%22classes%22%3A%7B%22webPartInRteInlineImage%22%3A1%2C%22webPartInRteClear%22%3A1%2C%22webPartInRteAlignCenter%22%3A1%2C%22webPartInRte%22%3A1%7D%7D" data-cke-widget-upcasted="1" data-cke-widget-keep-attr="0" data-widget="inlineimage" data-instance-id="6b88ec7a-630a-4e40-ae0d-10ce7bde293e" title=""></div></div><h3><b>What is Viva Sales from Micro</b><b>soft&#160;</b></h3><p><br></p><p>Microsoft Viva Sales is a tool that works with Microsoft Teams and Outlook to capture and track information from meetings and interactions. It integrates with Dynamics 365 and can be set up by a global administrator through the Microsoft admin site. The tool can be deployed to specific users and used to log and track communication with contacts.<br></p><p>Users can log into Viva Sales through email, choose the software to connect with (like Dynamics 365), and select the desired environment. Information from Dynamics 365, such as contact and account information, can be tracked, edited and updated within Viva Sales. Users can mark someone as a customer and view past interactions, including emails and Teams meetings.<br></p><p>Viva Sales also provides personalized notes that don’t feedback to Dynamics 365 and aren’t shared with colleagues. Users can share records with colleagues by copying a link to the person’s record in a Teams chat window.<br></p><p>Additionally, Viva Sales can be used in Microsoft Teams to generate conversation insights and meeting summaries. During a Teams meeting, the tool can record the meeting and generate a summary with transcription, conversation recap, and sentiment analysis. It identifies key discussion points and actions, as well as frequently mentioned items.</p><p>After the meeting, the record can be added to Dynamics 365 for future reference. The meeting summary can be accessed via a hyperlink in Dynamics 365, which takes the user back to the Teams meeting details and summary.<br></p><p><b>More links on about Viva Sales</b></p><p><br></p><ul><li><a data-cke-saved-href="https&#58;//carlscomputercare.com/introducing-microsoft-viva-sales/?trk=organization_guest_main-feed-card_feed-article-content" href="https&#58;//carlscomputercare.com/introducing-microsoft-viva-sales/?trk=organization_guest_main-feed-card_feed-article-content">Sales Teams, Get Ready to Ditch Data Entry… Introducing ...</a></li></ul><p>Viva Sales enhances any CRM system with information on customer interaction ... Say goodbye to entering data manually into Microsoft Office programs such as&#160;...</p><ul><li><a data-cke-saved-href="https&#58;//msdynamicsworld.com/story/microsoft-announces-viva-sales-new-crm-companion" href="https&#58;//msdynamicsworld.com/story/microsoft-announces-viva-sales-new-crm-companion">Microsoft announces Viva Sales, a new CRM companion</a></li></ul><p>Jun 16, 2022 — Microsoft has announced Viva Sales, a new sales experience application that brings together data from CRM, Office 365, and Teams to guide&#160;...</p><p><br></p></div></div><div data-sp-canvascontrol="" data-sp-canvasdataversion="1.0" data-sp-controldata="&#123;&quot;controlType&quot;&#58;0,&quot;pageSettingsSlice&quot;&#58;&#123;&quot;isDefaultDescription&quot;&#58;true,&quot;isDefaultThumbnail&quot;&#58;true,&quot;globalRichTextStylingVersion&quot;&#58;0,&quot;rtePageSettings&quot;&#58;&#123;&quot;contentVersion&quot;&#58;4&#125;,&quot;isEmailReady&quot;&#58;false&#125;&#125;"></div></div>

Viva Sales for Outlook - Say Goodbye to Boring CRM Data Entry

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Viva Sales for Outlook - Say Goodbye to Boring CRM Data Entry

In this video, I show you how to use Viva Sales for Outlook to easily add and update CRM details from your Outlook contacts list.