Forum Discussion
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 Sales within Outlook.
Is there any way to customize this form?
- RezaAssadi
Microsoft
Shenkx , we are actively working to enable customization in Viva Sales, starting with the core scenario you described to add custom fields to existing entities in various surface areas of Viva Sales. eranmanor and is the PM for this feature and will be able to share more details on timelines and specific capabilities we will enable.
- eranmanor
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
