Microsoft Outlook, Office 365, and Teams are set to automatically load data in Salesforce and Microsoft Dynamics CRMs using a product launched by the Redmond-based software and cloud giant today.
Dubbed Viva Sales, the product is built on the employee experience platform Microsoft Viva — launched last year — and is designed to let sales teams tag customers in Outlook, Teams or Office applications to allow data to be captured as a customer record in the CRM system.
Currently available on preview, the product syncs with Salesforce and Microsoft Dynamic CRM out of the box, but customers of Oracle and SAP CRM product will have to wait for sufficient customer demand before Microsoft integrates the system with their sales software, Emily He, Microsoft corporate VP for business applications marketing, told The Register.