Viva Sales: Administrator Settings is an administrative feature within the Viva Sales cloud-based platform that provides administrators with the ability to customize the platform to their particular needs. This includes setting user permissions, configuring payment settings, and adding custom fields. Administrators can also customize the look and feel of the platform, including the dashboard, menus, and other elements. Additionally, they can configure automated notifications, manage integrations, and set up reporting parameters.
Wrote two articles about Viva Sales back in August of last year, when it first became available in preview. If you haven’t read those articles, you can read part 1 here and part 2 here . Viva Sales has been generally available since October of 2022. Since the release, there have been some enhancements to Viva Sales. Last week I wrote an article about the new suggested email replies capabilities, which helps sellers save time when responding to common scenarios in emails from your CRM contacts. With input from the Microsoft Graph and the connected CRM (either Dynamics 365 Sales or Salesforce), Viva Sales uses GPT to generate a personalized email response.
Open full article
Viva Sales: Administrator Settings – Dynamics 365 Talk
Feb 10, 2023 — Learn how to configure administrator settings for Viva Sales. Install Viva Sales as individual add-in from Microsoft 365 admin center. Learn how ...
Mar 10, 2023 — Setting up Viva Sales · Navigate to the Microsoft 365 Admin Center. · Go to Settings, then Integrated Apps. · Select Add-Ins, then Deploy Add-In.
Manages settings to customize information displayed for Viva Sales in Outlook and Teams. CRM security role, Viva Sales applies your organization's existing CRM ...
7 steps