How to use Viva Sales for Outlook with Dynamics 365 Sales (CRM)

In this video, I show you how to use Viva Sales for Outlook to easily add and update CRM details from your Outlook contacts list. We'll also show you how to configure Viva Sales for Outlook to make data entry faster and easier! No more boring data entry in CRM! With Viva Sales for Outlook, you'll be able to easily add and update CRM details (accounts, contacts, opportunities) directly from Outlook, plus add automatically generated email summaries to the CRM timeline in only a couple of clicks. I also take you through how to configure Viva Sales for Outlook to show your own custom or preferred fields.