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Viva Sales Lives On Power Platform
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Microsoft 365
Sep 28, 2023 7:35 AM

Viva Sales Lives On Power Platform

by HubSite 365 about Microsoft

Software Development Redmond, Washington

Pro UserMicrosoft 365Learning Selection

Unlock best seller experiences with Microsofts Viva on Power Platform - AI powered sales intelligence for faster deal closures.

In a recent blog post, Microsoft introduces "Sales Copilot", an application dedicated to improving the sales process. This new innovative tool is integrated with Microsoft 365 and Microsoft Teams, offering a novel way of interacting with a customer relationship management (CRM) system. The application promises to enhance the efficiency of data management and pave the way for sellers to fully concentrate on promoting their products.

Sales Copilot aims to revolutionize the sales journey by facilitating the collection, accessibility, and registration of crucial customer data. It uses AI to analyze customer engagement data from Microsoft 365, offering sales intelligence that contributes significantly to understanding customer needs precisely. Consequently, this results in quicker deal closures, improved productivity, and increased sales, all the while reducing the workload on the salespeople.

However, it is noted that Sales Copilot might necessitate an additional free or paid license. For more details about the pricing, users are recommended to visit the Microsoft Sales Copilot pricing page or get in touch with the local Microsoft representative . For more information, check this link.

The blog post further explains the role and permission requirements for different CRM systems. For instance, in Dynamics 365 Sales, administrators require either System Administrator or System Customizer security roles. At the same time, Users should have either Sales Manager or Salesperson security roles.

It is also highlighted that changes in user permissions or security roles in CRM can reflect in the Sales Copilot app for Teams within 15 minutes. However, note that Sales Copilot is not available globally and is not supported in Government Community Cloud (GCC), including USG and Department of Defense (DoD).

An exciting element to Sales Copilot is the inclusion of Sales Conversation Intelligence. Yet this feature has limited geography availability and a separate data center for generated insights. Users are advised to read Microsoft's Privacy Statement for better understanding.

Another significant feature of Sales Copilot is its compatibility with Viva Sales, an AI-powered conversational intelligence tool. By logging meetings and updating contact records in Dataverse, Viva Sales enhances the simplicity of data usage. The application further aids in developing smarter apps on the Power Platform.

Extending the Scope of Sales with Novel Applications

The introduction of Sales Copilot and Viva Sales highlights Microsoft's efforts to revolutionize the sales sector. These applications rely on AI to streamline the sales process and drastically reduce manual work. As companies continue to adapt to such changes, the sales industry is poised for a fundamental transformation. By integrating these platforms into their workflow, sellers are equipped with intelligent tools that work seamlessly towards delivering the most efficient services to the customers.

Read the full article Power CAT Live: Enhancing Sales with Viva on Power Platform

 - Boost Sales with Viva on Power CAT Live Platform

Learn about Power CAT Live: Enhancing Sales with Viva on Power Platform

Microsoft Sales Copilot is an innovative application that improves the sales experience by automatically capturing, registering and accessing data on customer engagement using Microsoft 365 and Microsoft Teams. This unique application can also integrate with any customer relationship management (CRM) system. By streamlining data entry, it enables sellers to focus more on their sales activities.

Sales Copilot is powered by artificial intelligence and enhances data with customer engagement specifics from Microsoft 365. Utilizing the intelligence derived from this comprehensive dataset, sellers can gain a deeper understanding of their customers, enabling quicker deal closures. The tool is designed to elevate productivity, lighten workload, save crucial time, and ultimately, facilitate a more effective selling process.

The Sales Copilot application may necessitate an additional free or paid license. Please check the Microsoft Sales Copilot pricing page or the specific pricing for Dynamics 365 Sale, or you can simply contact your Microsoft representative for more detailed information.

User roles play a significant role when using the Sales Copilot with Dynamics 365. If Dynamics 365 Sales is your preferred CRM system, then Administrators must be assigned either the System Administrator or System Customizer security roles to tailor Sales Copilot. Users are required to have either Sales Manager or Salesperson security roles to operate Sales Copilot. Custom security roles may also necessitate the inclusion of additional privileges.

If Salesforce is your CRM system, refer to the required permissions for Salesforce administrators. Note that changes to user privileges or security roles in your CRM may take up to 15 minutes to reflect in the Sales Copilot app for Teams. Please instruct users to logout from Sales Copilot in Outlook and sign in again for these changes to be properly reflected.

Unfortunately, Sales Copilot is unavailable in certain countries. While Sales Copilot is globally accessible, restrictions apply in Myanmar, Cabo Verde, China, Cuba, Curaçao, Timor-Leste, Iran, Côte d’Ivoire, North Korea, Palestinian Authority, Russia, St Helena, Ascension, Tristan da Cunha, and Syria. Government Community Cloud (GCC), USG, and the Department of Defense (DoD) strictly do not support Sales Copilot.

Viva Sales on Power CAT has emerged as a potent tool for Power Platform architects. Its AI-powered conversational intelligence automates the process of logging meetings and updating contact records in Dataverse, presenting a wealth of valuable insights. The Viva Sales tool cultivates an extensive field of data and allows developers on the Power Platform to produce better, smarter applications. Your privacy is of utmost importance, and any data is stored as per compliance with the Privacy Statement.

So, to fully utilize the innovative capabilities of Sales Copilot and the Viva Sales tool on Power CAT, you can explore various resources, including sectional web tutorials, for an immersive learning process.

More links on about Power CAT Live: Enhancing Sales with Viva on Power Platform

Enhancing Sales with Viva on Power Platform
Feb 28, 2023 — Feb 10, 2023 — This article gives you an overview of how data is handled in Viva Sales. Viva Sales is built on the Microsoft Power Platform.

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