Microsoft Viva Sales

Viva Sales is a seller experience app that automatically captures Office 365 and Microsoft Teams data into any CRM tool, eliminating manual data entry to help you focus on selling. Viva Sales is $40.00 user/month.

Reclaim your time

Cut the forms

Viva Sales helps with mundane tasks like data collection and entry, so you can focus more on building relationships.

Connect the data

Get more done with actionable insights. A clear view of customers’ status helps you make the most of your conversations.

Close the deal

Keep momentum rolling with AI-driven follow-through suggestions and reminders designed to close the sale.

Supercharge your CRM

Be more productive with a customer relationship management (CRM) application that helps you get back to what you love—connecting with customers.

Overview
Guided Tour

Guided Tour Home

Manage

Manage your CRM customer list

Manage your CRM customer list

Add customers to your CRM tool in the flow of work and manage your relationships more easily than ever.

Stay within the flow of work

Create and edit customer CRM data in your commonly used apps, such as Teams and Outlook.

Gain a holistic view

Gain rich data from your productivity tools for a more robust customer profile.

Connect to your CRM tool

Eliminate the busy work by automatically linking your CRM tool to your Office suite.

Works with the CRM tool of your choice

Always stay up to date, whether your organization operates in Salesforce or Dynamics 365 Sales.

Update your CRM tool in Office apps and Teams

Your CRM tool stays up to date even as you make changes to your contacts and interactions within the flow of work.

Snapshot views of CRM entries

Eliminate the need to switch views. See relevant sales data from your CRM tool within the Viva Sales customer sidebar.

Collaborate across your organization

Use @mention to send customer details to your coworkers in Teams.

Share customer data across applications

Pull in relevant Viva Sales customer information from Outlook into Teams seamlessly.

Drive sales forward

Easily share a customer card to ensure your team has the latest details.

Gain context from shared knowledge

Share knowledge with teammates and easily update CRM customer information within Teams.

Strengthen relationships with AI

Gain deeper understanding with conversational intelligence call summaries and call action items.

Review meeting outcomes

Utilize AI to track the positive or negative sentiment of the conversation.

Follow up effectively with AI-driven recommendations

Eliminate note taking and get a full transcript of your customer meeting as well as follow-up actions.

Personalize your calls

Utilize filters, in-call data, and suggestions to create a customer plan that fits your style.

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See Viva Sales in action

Dive deep into the Viva Sales vision to see how it brings everything sellers need into the flow of work.

Features and pricing

Microsoft Viva Sales

new price $40.00 user/month

(Annual subscription—auto renews)1

A seller experience application that lets sellers use Office 365 and Microsoft Teams to automatically capture data into any CRM system, eliminating manual data entry and giving more time to focus on selling.

  • Conversational intelligence
  • Salesforce CRM integration
  • Dynamics 365 Sales integration
  • Identify customers in emails
  • Teams meeting insights
  • Share and collaborate on business data
     

A Microsoft 365 for enterprise or Office 365 for enterprise product license is required to use the Viva Sales app in Outlook, Excel, and Microsoft Teams.

Frequently asked questions

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Viva Sales will offer read-write capabilities back to your CRM tool (Dynamics 365 Sales or Salesforce CRM) within the Microsoft 365 and Teams applications you already use. Viva Sales also offers unlimited conversational intelligence capabilities, eliminating the need for note taking in meetings and providing you sentiment analysis and next-best actions. Viva Sales connects your CRM customer list automatically into your Office applications—reducing the need to add customers already in your CRM tool. Viva Sales also helps you collaborate more efficiently within Teams by sharing contact cards and identifying coworkers that have had meaningful interactions with your customers. This allows you to connect and gain insights from your colleagues.

A Microsoft 365 for enterprise or Office 365 for enterprise product license is required to use the Viva Sales app in Outlook and Microsoft Teams.

Viva Sales is a CRM companion application, meaning it works with Dynamics and Salesforce CRM solutions to intelligently automate customer updates, share AI-based recommendations and insights, and allow collaboration and productivity in tools sellers already use in Microsoft 365.

Yes.

Viva Sales is available in English, French, German, Portuguese, and Spanish.

Implementation and support

Documentation

See how to get started using Viva Sales in your organization.

Support

Find Viva Sales help and learning content for employees.

FastTrack

Get help enabling Microsoft Viva and the foundational capabilities in Microsoft 365 that support employee experience.

Transform your sales experience

What are news outlets saying?

Microsoft's Judson Althoff discusses the companies' newest expansion, Viva Sales | CNBC

Microsoft's Viva Sales: A new companion app that works with many CRM systems (not only Microsoft’s) | ZDNet

Microsoft targets Salesforce clients with new tools to aid sales reps | Bloomberg

Microsoft Viva Sales takes on Salesforce-Slack tandem | TechTarget

Microsoft is elevating Viva from pure employee portal to job support platform starting with sales | TechCrunch

Microsoft’s Viva Sales opens up CRM prospects by easing sales woes | Forbes

Thought leadership

Transforming sales teams

Daniel Newman, principal analyst of Futurum Research, talks about seller experiences.

Reimagining the sales process—are you ready?

Daniel Newman, principal analyst of Futurum Research, shares pulse survey findings on seller experience.

Improving employee experiences

Futurum Research talks about the shift toward employee satisfaction as a top indicator of business outcomes.

Additional resources

A modern way of selling

Judson Althoff, EVP and chief commercial officer, discusses the Microsoft vision for CRM and seller productivity.

Viva Sales infographic

Learn three ways Viva Sales improves productivity and gets sellers back to what they love.

A CFO’s guide to driving sales

Companies share how Dynamics 365 helps strengthen customer relationships.

What to look for in a CRM tool

See how a centralized CRM tool can help control and improve the customer experience.

Accelerate revenue with AI

Learn how to spend more time selling with help from AI in the digital selling solution from Microsoft.

Viva Sales is here

A person sitting at a desk using a laptop.

Ensure your CRM is up to date with Dynamics 365 Sales

Dynamics 365 Sales and Viva Sales address the needs of both sellers and sales leaders. Dynamics 365 Sales includes customer engagement data automatically captured in Office 365 and Teams.

1. Once your paid subscription begins, cancelation policies vary based on your status as a new customer, product, and domain selections on Microsoft. Learn more. Cancel your Microsoft 365 subscription any time by going to the Microsoft 365 admin center. When a subscription is canceled, all associated data will be deleted. Learn more about data retention, deletion, and destruction in Microsoft 365.