View related CRM entities matched to email contacts in Outlook

Important

This content is archived and is not being updated. For the latest documentation, go to the Microsoft Dynamics 365 documentation. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users, automatically Aug 2, 2022 Oct 3, 2022

Business value

Viva Sales makes CRM sales entities highly effective in the digital experiences you use most. With contacts, opportunities, and accounts at your fingertips, you can move deals forward, make better decisions, and collaborate with others in Outlook and Teams.

Feature details

Emails from customers are automatically matched to CRM contacts. The right pane in Outlook brings contact, account, and opportunity details into the flow of work. Over the lifetime of the customer engagement, key insights such as previous and upcoming activities (email and meetings) can enrich the information available to you about this contact without navigating away.

See also

Connect a contact to your CRM (docs)