Introduction to Microsoft Viva Sales

Important

  • A preview is a feature that is not complete, but is made available to you before general availability so you can evaluate the preview and provide feedback to Microsoft. Previews may have restricted functionality and may employ reduced or different privacy, security, or compliance commitments than a commercial version. As such, previews are not intended for production use, which means they are not meant for "live" Customer Data, Personal Data, or other data that is subject to heightened compliance requirements. Use of such data is at your sole risk and it's your sole responsibility to notify your end users about not including personal or sensitive information with their use of previews, as appropriate. We don't provide support for previews and Microsoft Viva Sales Technical Support won't be able to help you with issues or questions. This preview, and any one-off support Microsoft may elect to provide, is provided "as-is," "with all faults," "as available," and without warranty.
  • Join the Tech Community forum to interact with the product team and other users of Viva Sales.

Microsoft Viva Sales is a seller experience application that uses Microsoft 365 and Microsoft Teams to automatically capture, access, and register data into any customer relationship management (CRM) system. It eliminates manual data entry and gives sellers more time to focus on selling. By enriching the data set with customer engagement data from Microsoft 365 and the power of AI, Viva Sales empowers sellers with sales intelligence that helps them deeply understand their customers for faster deal closure. Viva Sales is designed to help sellers boost productivity, lighten workloads, save time, and help salespeople sell more.

License requirements

While in public preview, Viva Sales is available at no additional charge to organizations that use Microsoft 365 and Teams. You must have valid credentials for Dynamics 365 or Salesforce® CRM to try out the full public preview experience. When Viva Sales is made generally available, you'll need a valid license to use it.

Role requirements

If you are using Dynamics 365 Sales as your CRM system, users must be assigned either Sales Manager or Salesperson security role to use Viva Sales.

Note

If you've assigned a security role to a user, ask the user to sign out of Viva Sales and then sign in again for the security role changes to be reflected appropriately.

Region availability

The public preview is available globally except in the following countries:

  • Burma-Myanmar
  • Canada
  • Cape Verde
  • China
  • Cuba
  • East Timor
  • France
  • Indonesia
  • Iran
  • Ivory Coast
  • North Korea
  • Palestine
  • Russia
  • Saint Helena
  • South Korea
  • Syria
  • Turkey

Sales Conversation Intelligence is currently available in limited geographies. By using Sales Conversation Intelligence you affirm that you understand that insights and other data generated by Sales Conversation Intelligence service may be maintained in a data center other than the data center that maintains your Viva Sales service data. Your privacy is important to us. To learn more, read our Privacy Statement.

Note

Viva Sales is not supported in Government Community Cloud (GCC), including USG, and Department of Defense (DoD).

See also

Install Viva Sales