Recent Discussions
Welcome to the Viva Sales discussion space
Hi, everyone! Welcome to the Viva Sales discussion space. You can use this forum to ask your questions on Viva Sales and share your feedback with us. My colleagues and I on the Viva Sales product team will monitor the page to address questions. We also welcome any member of the community to contribute to discussions and answer questions as well. For self-help, check out theViva Sales Documentation. Thanks!D365 Sales Copilot ...Copilot for Sales ...whatever :)
Hey friends and esteemed colleagues, Recently came across the January '24 CSP/NCE price list and noticed that Sales Copilot isn't there. Also noticed that I can't find it for manual purchase under M365 Admin in a tenant of mine. The SKU was definitely in the December '23 price list. Can you attempt to replicate on your end and let us know your findings? Wondering if something is up. Thank you in advance.Copilot for Sales Adoption Tracking & Success KPIs
As my organization rolls out Copilot for Sales starting with a champions cohort first and then team by team across our sales organization, we're planning what and how to track our success. There are OOTB reports for M365 Copilot adoption and great reports for D365 Sales usage, but we're not seeing any unique reports for Copilot for Sales. Has anyone developed best practices or repeatable patterns that could be used for this? In addition to simple DAU and MAU, we're planning to track more general RevOps metrics like deal velocity, win rate, lead to opportunity conversion rate, and qualification speed.
Copilot for Sales Outlook addin error
I have admin-deployed Copilot for Sales via M365 Intergrated App process. After about a week, we started getting dozens of users with an error message in the sidepane within Outlook. It simply states "We can't start this add-in because it isn't set up properly." I have tried to compare users who have the issue vs users who don't have the issue, but they appear to be on the same versions of Outlook (16.0.17531.20152). The addin was deployed on May 9th and issues started coming in around May 20th and I can't seem to find any rhyme or reason to some users error. What is also confusing is the addin technically "works", it just constantly is generating that error every time they open a new email
Unable to see the Contract & custom Salesforce object records using Microsoft Copilot for Sales
Hi, We could see the Opportunity records of the Accounts from Salesforce on outlook using Microsoft CoPilot for Sales. But unable to see the Contract & custom Salesforce object records related to that account. We have provided all the required permissions to the objects (entities - Opportunity, Contract & custom objects) Via Permission Sets on Salesforce. We are working on high priority POC for one of our customers. Please help us on this? Thanks SantoshInnovate with Azure AI Studio AMA: Unleashing Generative AI for Enterprise Solutions
Just a heads up that we have an Azure AI Studio AMA coming up next week in Tech Community (Dec 14 at 9AM PT). Among other things, Azure AI Studio can be used to create custom copilots, so I thought it might be of interest to folks here. Innovate with Azure AI Studio AMA: Unleashing Generative AI for Enterprise Solutions - Microsoft Community Hub
Add custom entities to Viva Sales through the new forms customization
With the new capabilities in the Viva Sales forms customization, admins can add custom as well as new out-of-the-box entities, control list views and much more. https://cloudblogs.microsoft.com/dynamics365/it/2023/06/05/enhancing-seller-productivity-customize-viva-sales-forms/Learn how Copilot in Viva Sales can boost your productivity.
Learn how Copilot in Viva Sales can boost your productivity whether creating emails, summarizing discussions, preparing for a customer meeting, or updating CRM. 5 ways Copilot in Viva Sales takes seller productivity to the next level - Microsoft Dynamics 365 BlogUpdate add-in error in Viva Sales for Microsoft Outlook
The purpose of this post is to inform you about a recent issue in the Viva Sales Outlook Side-Panel that customers might get exposed to. For additional information, review the following troubleshooting guide:Update add-in error in Viva Sales for Microsoft Outlook - Microsoft Support WHO IS AFFECTED? All Viva Sales users, including: Windows & Mac Users Outlook Web & Desktop Users User Installed & Admin Installed instances SYMPTOMS Viva Sales Outlook users will see an error indicating “An update to this add-in is available that requires your review and confirmation to install” when opening the Viva Sales Outlook Side-Panel, which ultimately blocks them from using Viva Sales (even though there are ways to get temporarily unblocked). Additionally, users can see an error message when scheduling a Teams Meeting, though we don’t have a consistent repro for this specific scenario. On the Outlook Web Client (OWA), when the user clicks the “Update” button it launches a new browser window and navigates to the “Viva Sales for Microsoft Outlook” screen on the “Add-Ins for Outlook” popup window. The user will still see the error message in the new browser window but see the Viva Sales Outlook Side-Panel in the original browser window. Upon refresh of the browser, the user will continue to see the original error message. On the Outlook Desktop Client, when the user clicks the “Update” button there is a subsequent error message indicating “The add-in is currently upgrading. Please chose the current message or appointment, and re-open in a few moments.”. Once the user closes the side-panel and re-opens it Viva Sales will temporarily work until the user closes/reopens the client, at which point the error re-occurs. ROOT CAUSE: This seems related to how the Outlook client handles certain type of version updates that include permission changes to the Viva Sales Outlook Add-In. We have since reverted the change back to minimize the customer impact of the issue. RESOLUTION & WORK AROUND: The issue will self-resolve for all tenants within the next 72 hours. In the interim, customers can mitigate the issue through the following means: For User Installed instances of Viva Sales, the user can simply un-install and re-install the add-in via the Outlook Add-In flow. For Admin Installed instances of Viva Sales, the admin has to un-install and re-install the add-in via the admin.microsoft.com portal. However, it will take 24 hours for the changes to take affect for all users.Microsoft Viva Sales AMA
Join the Microsoft Viva Sales team on Monday, October 31st at 11am PDT to ask the experts all of your questions! RSVP now and leave your questions or comments ahead of time and get them answered during the live hour AMA. Now is the perfect time to learn more about Viva Sales since general availability was announced earlier this month. What questions would you like answered during the live hour Viva Sales AMA?Viva Sales in now generally available!
I am excited to announce that Viva Sales is now generally available! Viva Sales is a new seller experience application that brings together a seller’s CRM system, Microsoft 365, and Microsoft Teams to change how help sellers save time and boost their productivity. Viva Sales provides a more streamlined and AI-powered selling experience – right from within the tools they use every day to connect with customers and close deals. This now also includes a new partnership withSeismic.
Viva Sales Teams meeting summary not working
Good morning all, I've got Viva Sales working great for adding contacts into Dynamics but the Teams meeting summary integration seems to be missing for me. I can add the tab to a Teams Meeting but when I try to activate it, I get the following error: Can’t create a meeting summary Summaries are created when meetings are recorded and transcribed. Ask your admin to turn on transcription for Teams meetings. Teams meeting recording and transcription is working fine, but no luck with Viva Sales. I also noticed that themsdyn_vivaPower Platform environment has not been created so I suspect that there was an issue with the initial setup. Appreciate any help. SteveAdd-in warning / "currently upgrading"
Hi All -- I'm enjoying my test/experiment with Viva Sales (Preview) + D365 integration in Outlook. I appreciate the modern/streamlined experience. This week I got a notice that the plugin was being upgraded and I'm seeing across multiple machines the same error -- "Add-in Warning This add-in is currently upgrading. Please close the current message or appointment, and re-open in a few moments." 1) I try closing and reopening, with no improvemnet 2) I've reproduced the problem on multiple machines (only 1 user account though) 3) The warning task pane for the warning is a separate pane than the Viva Sales (Preview) pane. Meaning, in my interface I have the email being drafted, a viva sales pane, and the add-in warning pane. 4) I've approved & re-approved the add-in via the app installer site (I forget its exact name). Curious if anyone is seeing this and/or has resolved it.Outlook Plugin Not Loading
Hi I have recently enabled Viva Sales within Outlook desktop, however the app will not load with a debugging error as below. Line: 76 Error: Office.js has not fully loaded. Your app must call "Office.onReady()" as part of it's loading sequence (or set the "Office.initialize" function). If your app has this functionality, try reloading this page. The plugin works fine within OWA. Regards Alan
Recent Blogs
- To wrap up 2024, we’re excited to bring you usage data through the Viva Insights Analyst Workbench, and two great new enhancements in Outlook!Dec 20, 2024
- This month’s release features the public preview of a new CRM sign in experience in Teams!Dec 20, 2024
