Install Viva Sales

Important

Viva Sales is currently available only for public preview customers, and only in English. The features described here are subject to change.

You need to be a Microsoft 365 administrator to deploy and install the Viva Sales add-in for Outlook. You need to be a Teams administrator to deploy and install Viva Sales for Teams.

You can install Viva Sales as an integrated app on multiple platforms or as an individual add-in on a single platform. Whichever method you choose, you can start from either the Microsoft 365 admin center or Microsoft AppSource to install it in Outlook and assign users. If you start from AppSource, you'll finish installation in the Microsoft 365 admin center. Either way, we recommend an administrator install it for best performance and usability.

The add-in is enabled in Teams but not installed. You need to go to the Microsoft Teams admin center and create setup policies to install the app and assign users. If you install the Viva Sales app for Teams from AppSource, you'll install it to your personal scope only, not for your users.

Note

  • If your users are using Salesforce, ensure that Microsoft Power Platform is not blocked. You can check its status on the Connected Apps OAuth Usage page in Salesforce.
  • It can take up to 24 hours for the add-in to show up for your users.

Minimum privileges required to use Viva Sales

Dynamics 365

Table Functionality Privileges
Tagged Record Mark a contact as a customer. Create, Read, Write, Delete, Append, Append To
CRM Connection Create connection to Dynamics 365 instance. Create, Read, Write, Delete, Append, Append To
Note Create, update, and associate notes with the marked customer. Create, Read, Write, Delete, Append, Append To
Contact Retrieve contact data in contact card and update standard fields in the contact card. Read, Write, Append, Append To
Account Show a contact's related account information in the contact card and associate contact with an account. Read, Append, Append To
Opportunity Read the opportunity associated with the contact and is the stake holder in the opportunity. Read Opportunity, Read Connection and Read Connection Role
User Create connections in Dynamics 365. Read User

Salesforce

Table Functionality Privileges
Contact Retrieve contact data in contact card and update standard fields in the contact card. Read, ReadAll, Update
Account Show a contact's related account information in the contact card. Read, ViewAll
Opportunity Show a contact's related opportunity information in contact card. Read, ViewAll

See also

Install Viva Sales from Microsoft 365 admin center
Install Viva Sales from AppSource
Install and pin Viva Sales in Teams