What's New in Viva Sales – May 2023
Published May 23 2023 08:42 AM 4,949 Views
Microsoft

Microsoft Viva Sales is reimagining sales. By bringing customer relationship management (CRM) data and artificial intelligence (AI) seamlessly into every salesperson’s flow of work in Microsoft 365 and Teams, Viva Sales helps sellers focus time on what matters most: making meaningful connections, building trust, and moving deals forward.
This month, we’re thrilled to bring one of our biggest updates ever, with a suite of new features and improvements that together make Viva Sales even more helpful from the get-go and attuned to the needs of sellers and organizations every day.

 

Comprehensive support for all CRM record types in Viva Sales


Most sales organizations use a variety of CRM record types, both out-of-the-box (OOB) and custom, to model their unique business processes and tailor the CRM to their needs. Now in Viva Sales, we’re offering comprehensive support for all record types, enabling organizations to configure the full breadth of information their sellers require for success. With the ability to configure all OOB records, as well as custom records, admins can effortlessly add or remove record types and customize how they show up across Outlook and Teams, extending the support beyond contacts, opportunities, and accounts. Moreover, with any record type that’s been added to Viva Sales, sellers now have the ability to search for them by name along with any key fields. Sellers using Dynamics 365 can connect their emails and meetings to any record type that is enabled for activities and added to Viva Sales. Sellers using Salesforce can connect to all OOB record types added to Viva Sales that are enabled for activities.

 

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Connect Outlook activities to any configured CRM record type

 

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New Teams message extension advanced search with filtering for any configured CRM record type


Get started with CRM customizations and add new record types in Viva Sales today.

 

Experience Viva Sales right away without CRM login

 

We’ve made it incredibly easy for you to explore Viva Sales right from the start. You can now dive right into Viva Sales and instantly make use of key features, including Copilot’s generative AI capabilities for emails, without the need to login to the CRM. Once you experience it firsthand, we’re confident that you’ll want to sign in and unlock everything that Viva Sales has to offer, including a richer, more personalized experience and a full range of game-changing features.

 

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Use Viva Sales in Outlook without signing into the CRM

 

Get started with Viva Sales' CRM-free experience today.

 

Auto sign-in for Dynamics 365 users with single environment


For Dynamics 365 users, we’ve made it even easier to get started with Viva Sales. Now, in Viva Sales in Outlook, users with access to a single Dynamics 365 environment or single Dynamics 365 production environment will enjoy an automated sign-in experience, granting immediate access to all that Viva Sales has to offer without any extra steps.

 

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Auto sign-in for Dynamics 365 in Viva Sales in Outlook


Don’t wait any longer— automatically sign in and get started with Viva Sales today.

 

Enhanced Outlook experience for greater productivity


We’ve revamped the Viva Sales in Outlook experience, making it more intuitive and easier than ever to explore and make use of everything that Viva Sales has to offer. Along with various styling and navigation improvements, the new contextual header ensures you’re always oriented and informed about the reference record at a glance, wherever you are. Additionally, the action card intelligently presents key actions for you to quickly take, such as suggested updates to the CRM. Opportunity and Account records get a details page to allow users to dive deeper into the information contained within. Together, these enhancements empower sellers to focus and excel in their work while staying in the flow.

 

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1. Contextual header, 2. Opportunity record, 3. Action card, 4. Redundant CRM tab has been removed.


Experience the redesigned Viva Sales in Outlook today.

 

Improvements to Copilot in Viva Sales


With Copilot in Viva Sales, sellers can harness the power of generative AI to build stronger customer relationships and be more productive in the flow of work.
This month’s release brings some improvements to our Copilot capabilities. In addition to numerous under-the-hood updates to improve the quality of suggested email content, we’ve enriched our opportunity summaries feature to help sellers reclaim even more of their time and serve their customers even better:


AI-powered opportunity summaries improvements with Copilot


Preparing for customer meetings is often a daunting task, requiring sellers to go to lengths to gather and synthesize information to become more informed about the customer and their needs. Last month, we released opportunity summaries, which generates concise customer summaries so that sellers can quickly ramp up and ensure that they’re prepared for every meeting. Now, these opportunity summaries have been enhanced to include more essential details, including a generated email summary.

 

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Opportunity summary card in Viva Sales in Outlook


View and work with the opportunity summary in Viva Sales today.

 

Expanded language support for Viva Sales


Viva Sales is committed to make every salesperson globally more successful. As of today, we support 24 different languages and language varieties, with 16 of them also available to use with conversation intelligence. Furthermore, suggested email content is now available in 4 different languages: English, Spanish, French, and German.


Learn more about supported languages in Viva Sales here.

 

Conclusion


We are on a mission to make every salesperson on the planet more successful.
Ready to join us and other top-performing sales organizations worldwide? To get started with Viva Sales, including a free 30-day trial, reach out to your Microsoft sales team or visit the Viva Sales webpage.


Ready to install Viva Sales? See the Viva Sales deployment guide for Dynamics 365 users or the Viva Sales deployment guide for Salesforce users.


Want to stay in the loop? Stay connected to the latest improvements before everybody else at https://aka.ms/vivasalesupdates. We welcome your feedback and ideas in the community feedback forum.

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‎Jan 30 2024 07:25 AM
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