Viva Sales harnesses the power of generative AI to deliver automatic content creation in Microsoft 365 apps resulting in deeper customer engagement and increased seller productivity. Viva Sales is $40.00 per user/month.
Be more productive by harnessing the power of generative AI on combined CRM and Microsoft 365 data to deliver real-time insights and automatic content creation so you can get back to what you love–connecting with customers.
Cut the drudgery
Focus on building relationships by automating and simplifying tasks with AI-generated emails, data collection, and entry.
Connect the data
Get more done with actionable insights in the flow of work by bringing together data from Microsoft 365 apps and virtually any CRM system.
Crush the sale
Keep momentum rolling with AI-driven analytics that provide recommendations and reminders.
Overview
Guided Tour
Guided Tour Home
Manage
Manage your CRM customer list
1/15
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 Microsoft 365 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 Microsoft 365 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.
A seller experience application that lets sellers use Microsoft 365 and Microsoft Teams to automatically capture data into any CRM system, eliminating manual data entry and giving more time to focus on selling.
GPT 3.5 (preview)
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.
Viva Sales is included with Dynamics 365 Enterprise and Dynamics 365 Premium.
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 Microsoft 365 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 in Outlook and Teams is available in Arabic, Chinese (simplified), Chinese (traditional), Czech, Danish, Dutch, English, Finnish, French, German, Greek, Hebrew, Italian, Japanese, Korean, Norwegian, Polish, Portuguese (Brazil), Portuguese (Portugal), Russian, Spanish, Swedish, Thai, and Turkish.
Viva Sales conversation intelligence is available in Arabic, Chinese (simplified), Danish, Dutch, English, Finnish, French, German, Hebrew, Italian, Japanese, Norwegian, Portuguese (Brazil), Portuguese (Portugal), Spanish, and Swedish.
Implementation and support
Documentation
See how to get started using Viva Sales in your organization.
”We’re excited to partner with Microsoft to reimagine the future of selling with Viva Sales, streamline the fragmented seller workflow, and give sellers precious time back to do what they do best: sell.”
Hayden Stafford, President and CRO, Seismic
Thought leadership
Transforming sales teams
Daniel Newman, principal analyst of Futurum Research, talks about seller experiences.
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 Microsoft 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.