Introduction to Microsoft 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

Viva Sales may be subject to an additional free or paid license. For more information, see Microsoft Viva plans and pricing and Dynamics 365 Sale pricing, or contact your Microsoft representative.

Role requirements

If you're using Dynamics 365 Sales as your CRM system, users must be assigned either Sales Manager, or Salesperson security role to use Viva Sales. If users have a custom security role, additional privileges are required to use Viva Sales. More information, Additional privileges required for Dynamics 365 customers.

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

Viva Sales is available globally except in the following countries:

  • Burma-Myanmar
  • Cape Verde
  • China
  • Cuba
  • CuraƧao
  • East Timor
  • Iran
  • Ivory Coast
  • North Korea
  • Palestine
  • Russia
  • Saint Helena
  • Syria

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