AI-generated meeting summaries are now available in Microsoft Viva Sales.
Microsoft Viva Sales
Maximize your sales team’s productivity with AI-assisted content creation and meeting summaries in Microsoft 365 apps. Viva Sales is included with Dynamics 365 Enterprise and Dynamics 365 Premium subscriptions.
Revolutionize the way sellers work
Be more productive and keep the focus on connecting with customers. Use generative AI on combined CRM and Microsoft 365 data to deliver real-time insights and assisted content creation with Copilot in Viva Sales.
Cut the busywork
Focus on building relationships by automating and simplifying tasks with AI-generated emails, meeting summaries, data collection, and data 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.
Close the sale
Keep momentum going with AI-powered analytics that provide recommendations and reminders.
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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 Microsoft Teams and Outlook.
Back to tabsGet a holistic view
Gain rich data from your productivity tools for a more robust customer profile.
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Connect to your CRM tool
Eliminate the busywork by automatically linking your CRM tool to your Microsoft 365 suite.
Use Viva Sales with your preferred CRM companion tool
Always stay up to date, whether your organization operates in Salesforce or Dynamics 365 Sales.
Back to tabsUpdate your CRM tool in Microsoft 365 apps and Teams
Keep your CRM tool up to date even as you make changes to your contacts and interactions within the flow of work.
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Collaborate across your organization
Use @mention to send customer details to your coworkers in Teams.
Share customer data across applications
Seamlessly pull in relevant Viva Sales customer information from Outlook into Teams.
Drive sales forward
Easily share a customer card to ensure your team has the latest details.
Back to tabsGain context from shared knowledge
Share knowledge with teammates and easily update CRM customer information within Teams.
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Strengthen relationships with Copilot in Viva Sales
Gain a deeper understanding with conversational intelligence, call summaries, and call action items.
Review meeting outcomes
Use AI to track the positive or negative sentiment of the conversation.
Follow up effectively with AI-assisted meeting summaries
Eliminate note-taking and get a summary of your customer meeting, including highlights and follow-up actions.
Back to tabsPersonalize your communications
Create contextual email replies that fit your style based on your CRM data, Microsoft Graph, and customer dialogue in Outlook.
See Viva Sales in action
Learn more about how Viva Sales brings everything sellers need into the flow of work.
Features and pricing
Microsoft Viva Sales
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Viva Sales is 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.
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AI-generated meeting summaries
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AI-generated emails
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Conversational intelligence
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Salesforce CRM integration
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Dynamics 365 Sales integration
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Customer identification in emails
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Teams meeting insights
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Sharing and collaboration on business data
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A product license for Microsoft 365 for enterprise or Office 365 for enterprise 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 subscriptions at no additional cost.
Frequently asked questions
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Viva Sales offers 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 to Outlook and Teams automatically—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.
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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.
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Viva Sales is a CRM companion application. It works with Dynamics 365 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.
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Yes.
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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.
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Copilot in Viva Sales provides interactive, AI-powered assistance in your preferred CRM companion tool. Copilot brings natural language processing into Viva Sales and works alongside business professionals to help them create ideas and content faster, and complete time-consuming tasks. When you compose a new email or reply to your customers by email, Viva Sales uses AI to suggest content, saving you time and effort in composing the perfect message to move a deal forward. Choose from predefined response categories or enter your own text, and AI generates suggested content. Use the suggested content as-is or modify it to meet your needs. If there’s a requirement to meet with the customer, a meeting time is suggested based on your calendar.
Implementation and support
Transform your sales experience
Explore the future of sales enablement
Paul Greenberg discusses his thoughts on seller productivity and the future of CRM.
Transform sales with AI
Ray Wang and Neha Bajwa discuss how sales leaders use automation, AI, and analytics to help their teams drive sales.
Improve the seller experience
Neha Bajwa and Daniel Newman discuss why empowering sales teams and improving the employee experience is critical today.
”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
Additional resources
Learn about 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 so sellers can focus on selling.
A CFO’s guide to driving sales
Learn how companies use Dynamics 365 to 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
Ensure your CRM is up to date
Viva Sales automatically enriches Dynamics 365 Sales with customer engagement data captured from Microsoft 365 and Teams.
The era of AI is now
Radically accelerate your productivity with AI features built directly into Microsoft tools and services.
- [1] Once your paid subscription begins, cancellation policies vary based on your status as a new customer and your Microsoft product and domain selections. 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.
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