Plan and prepare for Viva Sales in 2023 release wave 1
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.
Important
The 2023 release wave 1 plan covers all new functionalities planned to be delivered to market from April 2023 to September 2023. In this article, you'll find the product overview and what's new and planned for Viva Sales.
Overview
Viva Sales is the first Viva application designed to improve the employee experience for a specific role: sellers. Viva Sales brings together a seller’s customer relationship management (CRM) system, Microsoft 365, and Microsoft Teams to provide a streamlined and AI-powered selling experience.
With Viva Sales, sellers can see customer information and relevant insights where and when they need it, enabling them to save time and return to what they love—connecting with customers and closing deals.
Designed for seller productivity in Microsoft Office and Microsoft Teams, Viva Sales delivers:
- Real-time business context from a seller's CRM system of record (supporting Salesforce and Dynamics 365 Sales).
- Purpose-built actions and experiences in a seller's flow of work to help move deals forward.
- AI-powered insights that help sellers build strong customer relationships faster with suggestions, recommendations, and tips to close.
Viva Sales does all this while keeping the CRM up to date, eliminating the need for sellers to switch applications and context.
For 2023 release wave 1, we continue to optimize the seller experience in Microsoft Teams and Outlook—using data and AI to help sellers remain in their flow of work. Viva Sales brings the system of record and productivity tools together to meet sellers where they are and surface in-context collaboration experiences that improve engagements and help sellers reclaim time to focus on customer connections.
Do you have a new feature idea or some feedback? We encourage you to connect with us at Microsoft Viva Sales - Community
Updates to Microsoft Viva Sales 2023 release wave 1
Investment areas
Copilot
Sellers spend a lot of time managing complex customer relationships, and many sales teams struggle to scale seller experiences. Seller productivity in terms of time management and efficiency is key to success. Copilot for Viva Sales experiences focus on enhancing seller productivity and effectiveness in their flow of work, by enabling them to automate the sales process, and augment seller actions and decisions with AI-powered insights and actions. Copilot features help sellers save time, boost productivity, lighten workloads, and stay focused on connecting with customers and closing deals.
Teams collaboration
Enable sellers to improve collaboration and group productivity by bringing together the right members, and provide them with contextual insights and tools.
CRM connectivity
CRM data showing up in Microsoft 365 productivity apps in useful and meaningful ways is the foundation of our value proposition. Viva Sales makes CRM sales entities first-class citizens in the digital experiences sellers use most. With contacts, opportunities, leads, and accounts at their fingertips, sellers can move deals forward, make better decisions, and collaborate with others in Outlook and Teams.
Insights for sellers
Sellers spend a lot of time managing complex customer relationships. Seller productivity in terms of prioritization and time management is key to success. Viva Sales focuses on empowering sellers with sales-related insights and AI in their flow of work, helping them prioritize the next best action, communicate with those who matter most, and be more efficient in their day-to-day recovery time to strengthen relationships and close deals.
To learn more about the entire set of capabilities being delivered during this release wave, check out the release plan for Viva Sales below:
For application administrators
User-impacting features to the user experience enabled automatically
User-impacting features should be reviewed by application administrators. This facilitates release change management and enables successful onboarding of new capabilities released to market. For the complete list, look for all features tagged "Users, automatically" in the release plan.
Features that must be enabled by application administrators
This release wave contains features that must be enabled or configured by administrators, makers, or business analysts to be available for their users. For the complete list, look for all features tagged "Users by admins, makers, or analysts" in the release plan.
Get the most out of Viva Sales
| Helpful links | Description |
|---|---|
| Release plan | View all capabilities included in the release. |
| Product updates | Stay up to date on latest product updates. |
| Release calendar | Know important release milestones. |
| Licensing | Improve your understanding of how to license Viva Sales. |
| Product documentation | Find documentation for Viva Sales. |
| User community | Engage with Viva Sales experts and peers in the community. |
| Upcoming events | Find and register for in-person and online events. |
| Product trials | Get started with Viva Sales. |