Questions on Viva Sales

SB V , thank you for reaching out. Here are the responses to your questions:

 

1. Will you be able to easy change the forms with CRM Data that are used and showed in Outlook? New fields, new actions/buttons?

Partially. We are releasing the first iteration of our CRM Customization capabilities as part of our January release, which will allow customers to add/remove fields from different entities in the Viva Sales seller experiences, i.e., the MS Outlook Side-Panel or the MS Teams Message Extensions. Later in spring we will also allow extensibility for custom entities.

However, there are no plans to introduce new actions or buttons any time soon.

 

2. What about the storage? Limitations, per license ...?

The customer's CRM remains the single data source for all CRM entities and the storage requirements for non-CRM related entities in the Dataverse instance is minimal, so we don't expect major storage related limitations per license.

 

3. This will also replace in the end the App For outlook that you can use for Dynamics 365 because it will become complex for the end users to use 2 addons

There are significant feature gaps between the existing Dynamics 365 apps and Viva Sales today and it will take time for us to fill these gaps. However, we agree that managing two apps is very costly, especially if they are targeting the same persona, i.e., sellers. With that in mind, our plan is to aggressively fill the feature gaps between the two apps and allow customers to fully migrate to Viva Sales if it meets all the requirements.

 

4. ESIF will be available for Microsoft Viva Sales?

I don't have an answer for this today but will share more details if there is anything we can share.