What You Should Know About Microsoft Viva Sales
Data entry is one of the biggest time-wasters for sales professionals. While updating customer details, orders, and quotes may seem essential, it often pulls sales reps away from what they do best — engaging with clients.
But that data matters. It helps managers track leads, monitor performance, and find smarter ways to close deals.
That’s where Microsoft Viva Sales comes in.
This new tool is part of Microsoft’s broader “Viva” platform, which includes apps like Viva Insights (for employee well-being) and Viva Learning (for skill development). Designed specifically for sales teams, Viva Sales aims to streamline workflows and reduce manual tasks through smart automation and deep integration with Microsoft 365 and Teams.
Let’s dive into the key points you should know about this upcoming solution.
🧠 What Is Microsoft Viva Sales?
Viva Sales is a CRM companion app , not a replacement for your existing CRM system. It connects to platforms like Dynamics 365 , LinkedIn Sales Navigator , and other CRMs, pulling important insights directly into familiar tools like Outlook and Teams.
Its goal? To help salespeople focus more on selling — and less on typing.
🔑 Key Features & Benefits
✅ Reduces Manual Data Entry
Sales reps spend nearly 1/3 of their time on administrative work. Viva Sales automates much of that by capturing emails, meetings, and updates automatically.
✅ Smart Integration Across Tools
The app works seamlessly within Microsoft 365 and supports integrations with third-party CRMs. This gives sales teams a single source of truth for lead data, customer history, and next steps.
✅ AI-Powered Suggestions
Viva Sales uses artificial intelligence to offer real-time recommendations. These include reminders, follow-up prompts, and tips based on past interactions.
✅ Tagging for Quick Collaboration
Using the familiar @ tagging feature (like in Teams or Outlook), users can quickly capture customer info, assign leads, or share updates — all without switching between apps.
✅ Unified View of Customer Interactions
Instead of jumping between phone logs, email threads, and CRM notes, Viva Sales brings everything together. This unified view allows for better context during customer calls and faster decision-making.
✅ Easy Customization
For those who prefer working in lists or tables, Viva Sales lets users export contact and deal data into Excel-like views. You can also tailor fields and filters to match your team’s workflow.
🤝 Why Sales Teams Should Care
- Less time on paperwork = more time selling
- Team collaboration becomes easier and faster
- Managers get clearer insights into pipeline activity
- Data stays up-to-date without manual effort
💼 Preparing for the Future of Sales Enablement
As part of Microsoft’s digital workplace strategy, the Viva suite is all about helping employees work smarter. Viva Sales fits right into that vision — empowering sales teams to be more productive, collaborative, and focused.
If your organization is already using Microsoft 365 or Dynamics 365, it might be the perfect time to start preparing for Viva Sales.
Want to learn more or prepare your team for adoption?
👉 Contact us today for a free consultation and ensure your sales force is ready for the next wave of intelligent CRM tools.