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	<title>Nebulaa IT Solutions</title>
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				<title>Install Viva Sales for Outlook and D365 CE</title>
				<link>https://nebulaaitsolutions.com/blog/install-viva-sales-for-outlook-and-dynamic-crm</link>
				<comments>https://nebulaaitsolutions.com/blog/install-viva-sales-for-outlook-and-dynamic-crm</comments>
				
				
				<dc:creator><![CDATA[Nebulaa IT Solutions Blogger]]></dc:creator>
				<pubDate>Tue, 18 Apr 2023 01:53:35 +0530</pubDate>
<category><![CDATA[Dynamics 365]]></category>
<category><![CDATA[Dataverse]]></category>
<category><![CDATA[ Power Platform]]></category>
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				<description><![CDATA[<p>Introduction: In this blog, we will configure Viva Sales with Outlook and D365 CE.

Prerequisites-                                                                                             
Microsoft 365 for enterprise or Office 365 for enterprise product license is required to use the Viva Sales app in Outlook, Viva Sales is included with Dynamics 365 Enterprise and…</p>]]></description>
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<p><strong>
<p>Introduction: In this blog, we will configure Viva Sales with Outlook and D365 CE.</p>
<p></p>
<p></p>
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<p>Let’s do the integration step by step:</p>
<p></p>
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<p>Click on Get it now, then deploy the app from Microsoft 365 admin center from the left navigation pane.</p>
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<p>Step 2: Viva Sales App configuration for Outlook installation.</p>
<p>Go to the Configuration tab –&gt; click on both checkboxes (Teams), and Viva Sales for Microsoft Outlook.</p>
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<p>Note: The app is enabled in Teams but not installed. to install it we have to navigate to Install and pin Viva Sales in Teams.</p>
<p></p>
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<p>Open the app it will navigate you to Outlook directly, over there we have to get an Add-in of Viva Sales for Outlook.</p>
<p></p>
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<p>You can see the Add-in icon on the below side of your screen, click on it, and on the Search box hit Viva Sales for Microsoft Outlook –&gt; Add Click on Get Started.
</p>
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<p>This Viva Sales for Microsoft Outlook has been integrated with Outlook.</p>
<p></p>
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<p></p>
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<p>Select your Dynamic 365 CRM environment, sign in with your credentials, and click on Get Started.</p>
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<p>Congratulations Viva Sales for Outlook has been configured successfully!</p>
<p></p>
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<p></p>
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<p></p>
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<p></p>
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<p>Setup for AI-generated emails:
We can configure AI- generated automatic email replies. for configuring settings, we need to open Microsoft Teams. Go to the Viva Sales app –&gt; Open Admin settings –&gt; Email –&gt; Turn on the toggle of Suggested replies.</p>
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<p>After provisioning these settings, go to Microsoft Outlook and click on the New Email</p>
<p></p>
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<p>Result:</p>
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<p></p>
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<p>Common Scenarios: Whenever there is the situation that customer asks for details product details, we can typically build an opportunity directly from Outlook and add the relevant product to that opportunity within Dynamic CRM, which will then automatically send that customer an AI-Generated reply along with the product specifications.</p>
<p>Result:</p>
<img loading='lazy' width='661' height='270' src='https://nebulaaitsolutions.com/uploads/cleanupload/2/blog_4_18.png' alt='' xss='removed' sizes='(max-width: 661px) 100vw, 661px' />]]></content:encoded><strong></p>;
							
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