Viva Sales Teams meeting summary not working
Good morning all, I've got Viva Sales working great for adding contacts into Dynamics but the https://support.microsoft.com/en-us/topic/use-viva-sales-in-teams-04286b82-bdf8-4e37-94ce-be1943b2d6ea#bkmk_generatesummary seems to be missing for me. I can add the tab to a Teams Meeting but when I try to activate it, I get the following error: Can’t create a meeting summary Summaries are created when meetings are recorded and transcribed. Ask your admin to turn on transcription for Teams meetings. Teams meeting recording and transcription is working fine, but no luck with Viva Sales. I also noticed that the msdyn_viva https://learn.microsoft.com/en-us/viva/sales/data-handling so I suspect that there was an issue with the initial setup. Appreciate any help. Steve
Copilot for Sales Adoption Tracking & Success KPIs
As my organization rolls out Copilot for Sales starting with a champions cohort first and then team by team across our sales organization, we're planning what and how to track our success. There are OOTB reports for M365 Copilot adoption and great reports for D365 Sales usage, but we're not seeing any unique reports for Copilot for Sales. Has anyone developed best practices or repeatable patterns that could be used for this? In addition to simple DAU and MAU, we're planning to track more general RevOps metrics like deal velocity, win rate, lead to opportunity conversion rate, and qualification speed.Add custom entities to Viva Sales through the new forms customization
With the new capabilities in the Viva Sales forms customization, admins can add custom as well as new out-of-the-box entities, control list views and much more. https://cloudblogs.microsoft.com/dynamics365/it/2023/06/05/enhancing-seller-productivity-customize-viva-sales-forms/Learn how Copilot in Viva Sales can boost your productivity.
Learn how Copilot in Viva Sales can boost your productivity whether creating emails, summarizing discussions, preparing for a customer meeting, or updating CRM. 5 ways Copilot in Viva Sales takes seller productivity to the next level - Microsoft Dynamics 365 Blog
Sales Insights for Teams Meetings, not just Calls
I'm trying to establish whether our Sales Managers can use Conversation Intelligence Sales Insights System Monitoring https://ui-gbr.sales.ai.dynamics.com/ to monitor integrated performance of staff Teams Meetings and not just Teams Calls. Can this be achieved through Sales Co-pilot or any other feature?Viva Sales in now generally available!
I am excited to announce that Viva Sales is now generally available! Viva Sales is a new seller experience application that brings together a seller’s CRM system, Microsoft 365, and Microsoft Teams to change how help sellers save time and boost their productivity. Viva Sales provides a more streamlined and AI-powered selling experience – right from within the tools they use every day to connect with customers and close deals. This now also includes a new partnership with Seismic.
