Microsoft Viva Sales
Empower sellers with AI-driven insights and automation, right in their flow of work.
Executive Summary
Microsoft Viva Sales, now known as Microsoft Copilot for Sales, is an intelligent, seller-focused application that seamlessly integrates CRM data (Dynamics 365 Sales or Salesforce) with Microsoft 365 and Teams. It leverages AI to automate administrative tasks, provide real-time insights, and generate content, enabling sales professionals to focus more on customer relationships and accelerate deal closures. This platform is designed to boost seller productivity, enhance customer engagement, and improve data accuracy within CRM systems.
Use Cases
- Automating CRM data entry and updates from Outlook and Teams.
- Generating personalized email responses and sales proposals quickly.
- Summarizing customer meetings and identifying action items.
- Preparing for customer meetings with contextual insights and account overviews.
- Improving sales forecasting and pipeline visibility for managers.
- Enhancing collaboration within sales teams through shared CRM context in Teams.
Features
Visibility
- CRM Data in Outlook & Teams: View and update CRM contact, account, and opportunity information directly within Outlook and Teams without switching applications.
- Pipeline & Performance Insights: Access dashboards and reports to gain visibility into sales pipeline activity, team performance, and Copilot adoption.
- Customer 360 View: Enriches CRM records with customer engagement data from Microsoft 365 and Teams, providing a holistic view of customer interactions.
Intelligence
- AI-Powered Email Drafting: Generates personalized email responses and proposals based on CRM data and conversation context, saving time for sellers.
- Automated Meeting Summaries: Provides AI-generated summaries of Teams sales calls, including key discussion points, action items, and sentiment analysis.
- Next Best Action Suggestions: Offers intelligent recommendations and tips to help sellers prioritize tasks and move deals forward.
- Conversation Intelligence: Analyzes call data to identify talking points, sentiment, and provide insights for sales coaching and follow-up.
Support
- Microsoft Support Channels: Access to standard Microsoft support channels including online documentation, community forums, and direct support.
- Admin Configuration & Deployment Guides: Comprehensive documentation and tools for IT administrators to deploy, configure, and manage the application.
- Training Resources: Learning content, guides, and videos available on Microsoft Learn to help users maximize product capabilities.
Technical Specifications
- Architecture
- Cloud-native SaaS, deeply embedded into Microsoft 365 and Teams, with a service layer abstracting CRM integration.
- Deployment
- Cloud/SaaS
- Authentication
- SSO, SAML 2.0, MFA, OAuth 2.0 (inherits Microsoft 365 authentication)
- API Available
- Yes
- MCP Server
- No
Infrastructure
- Azure
AI/ML Stack
- NLP
- Machine Learning
- LLM
- Generative AI
Security & Compliance
Certifications: SOC 2 Type II, ISO 27001, GDPR, HIPAA
Encryption: AES-256 at rest (inherits D365/M365 capabilities), TLS 1.2+ in transit.
Pricing
- Model
- Per user/month, Tiered subscription
- Starting Price
- Free for Dynamics 365 Sales Enterprise/Premium customers. $50/user/month for Microsoft Copilot for Sales. Add-on pricing available for existing Microsoft 365 Copilot or Dynamics 365 Sales Premium users.
- Target Customer
- Mid-market to Enterprise
- Contract Type
- Annual (implied by Microsoft licensing)
- Free Trial
- No (credit card required)
Ratings & Reviews
G2: 4.2/5
About Microsoft
Global technology company producing software, hardware, and cloud services including Windows, Office, Azure, and enterprise solutions.