Observed Signal · Apr 20, 2023 · Technical Release · Source: CMSWire · Impact: 3/5 · Sentiment: Positive

Microsoft Dynamics 365 Adds Generative AI Features to Viva Sales

Executive Signal Summary

Microsoft announced on April 20, 2023 that it is updating Viva Sales, its CRM companion application, with new generative AI capabilities. The update includes opportunity summaries, Copilot-generated email summaries, AI-generated email draft prompts, improved meeting summary features that convert emails into tasks, and Spanish language support. Viva Sales works with Microsoft Dynamics 365 and Salesforce CRM. The new features are available now. Viva Sales remains included in Dynamics 365 Sales Enterprise, Premium, and Microsoft Relationship Sales, and can be purchased for Dynamics 365 Sales Professional and Salesforce at $40 per user per month. Lori Lamkin, corporate vice president of Dynamics 365 Customer Experience Applications, said the enhancements aim to improve seller productivity and customer connections.

Polaris7 AgentPolaris7 Strategic Assessment
High Confidence

Microsoft is expanding generative AI within its enterprise CRM suite, signaling mainstream adoption of AI features in MarTech and sales software; relevant but not directly an AdTech infrastructure shift.

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Key Takeaways & Evidence Grounding

  • Microsoft announced generative AI enhancements to Viva Sales on April 20, 2023.
  • New capabilities include opportunity summaries, Copilot-generated email summaries, AI-generated email drafts, meeting summary-to-task conversion, and Spanish language support.
  • Viva Sales is included in Dynamics 365 Sales Enterprise, Premium, and Microsoft Relationship Sales; it is also available for purchase for Dynamics 365 Sales Professional and Salesforce.
  • Pricing for Viva Sales remains $40 per user per month.
  • Viva Sales is a CRM companion application that works with both Microsoft Dynamics 365 and Salesforce CRM.

Connected Companies & Entities

2 Entities mapped

“Microsoft Dynamics 365 announced today that it will be updating Viva Sales to include generative AI, aiming to enhance productivity and cust...”

“Viva Sales is a customer relationship management (CRM) companion application that works with both Dynamics and Salesforce CRM....”

Primary Source Grounding & Direct Attribution
Direct Origin Attribution
Primary Reporting: CMSWire•Published: Apr 20, 2023
Original Coverage Title: “Microsoft Dynamics 365 Enhances Viva Sales With Generative AI”

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