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Let admins configure displayed CRM entities

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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, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview General availability
Users, automatically - May 31, 2023

Business value

Enable CRM administrators to configure entities and visual treatment of existing CRM entities in Viva Sales experiences, so sellers have the correct CRM information and actions to make them more productive directly from Office.

Feature details

CRM customization allows CRM administrators to configure CRM forms, fields, and behavior in Viva Sales experiences such as side pane in Outlook and rich adaptive cards in Teams. This enhancement to CRM customization will allow CRM administrators to configure additional out-of-the-box entities and custom entities using queries defined in the CRM.

With this feature CRM administrators can:

  • Add relevant custom and out-of-the-box entities to Viva Sales forms.
  • Remove entities from Viva Sales forms.
  • Control filtering and sorting behavior of lists using CRM-defined queries.

With this feature, sellers using Viva Sales can:

  • See custom and out-of-the-box entities in Viva Sales Outlook side pane.
  • Share custom entities with colleagues in Teams.
  • Search for custom entities in the Team’s messaging extension.
  • Connect Outlook email and meeting activities to custom or out-of-the-box entities.

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

  • Germany
  • Norway
  • Singapore
  • South Africa
  • Switzerland
  • United Arab Emirates
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • South America
  • Canada
  • India
  • Japan
  • France
  • Korea
  • China

See also

Customize forms and fields (docs)