More information: Use Viva Sales in Outlook. Start using Viva Sales in OutlookĪfter you've installed Viva Sales, you can open Viva Sales and sign in to your CRM system to start using Viva Sales. More information: Get an Office Add-in for Outlook. Note: You can also get the add-in from Office Store within Outlook. The app is installed, and a confirmation message is displayed. In the Confirm your details to continue window, select Get it now. Install Viva Sales Outlook add-in from AppSourceįrom the search results, select Get it now on the Viva Sales for Microsoft Outlook app's card. More information: Difference between Viva Sales and Dynamics 365 app for Outlook If you are using the Dynamics 365 app for Outlook, you can consider switching to Viva Sales, as you can do much more with Viva Sales. In this case, contact your administrator. You may not be able to install Viva Sales if downloading add-ins is turned off for your organization. However, you can manually add Viva Sales to the meeting to get meeting summaries. Also, the Viva Sales is not added automatically to meeting invites. User-deployed add-ins don't support Viva Sales banner notifications that appear within the top of new or reply emails. When you install the Outlook add-in, it's considered user-deployed instead of admin-deployed and will not have full feature support. If you are a CRM administrator trying to install Viva Sales for your sales team, see Viva Sales deployment guide for Dynamics 365 customers or Viva Sales deployment guide for Salesforce customers as per your requirement. This article provides instructions for business users without administrator privileges to install Viva Sales.
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