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Shenkx's avatar
Shenkx
Copper Contributor
Nov 16, 2022

Customize Viva Sales Fields in Outlook

Hello. I activated Viva Sales in Outlook (connected to Microsoft CRM). However, my Contacts table in CRM has some fields, which I would need to also be available in the window that opens in Viva Sa...
CRM Data Entry
Dynamics CRM connectivity
eranmanor's avatar
eranmanor
Icon for Microsoft rankMicrosoft
Nov 20, 2022

Shenkx as mentioned, we are working to open up the the CRM forms in Viva Sales for customization.

Customers will be able to control the layout of the CRM entities in Viva Sales - add / remove fields, reorder the form and more.

This feature is in progress and expected to land in Q1 2023

hammy001's avatar
hammy001
Copper Contributor
Apr 21, 2023

eranmanor Hello!

 

Happy to see the customization ability show up. I have noticed some fields are missing an icon and there is no hover tooltip to explain what the fields are. Is there anything we can do to solve this issue?

 

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