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I use Dynamics 365 Sales and Viva Sales. I use CRM to manage opportunities created for my own company. I have noticed Viva Sales features are not available in emails to internal employees. Since all my customers are from my own company, Can I use Viva sales for internal employees as well.
I see Viva Sales 'Create a draft email' only for external emails. How can I enable for my customers from the same company.
Hello there!
It's great to hear that you're using Dynamics 365 Sales and Viva Sales to manage your opportunities. As for your question about using Viva Sales for internal employees, I believe the features of Viva Sales are designed specifically for external communications with customers and prospects. While you may not be able to use Viva Sales for internal emails, there may be other options available to you within Dynamics 365 Sales.
One option you could consider is using the standard email functionality within Dynamics 365 Sales to communicate with your internal colleagues. This should allow you to create and send emails to your colleagues with all the features you need, including the ability to draft emails and manage opportunities.
Alternatively, if you're looking for a way to collaborate more effectively with your colleagues within Dynamics 365 Sales, you may want to explore the various available team collaboration tools. These tools can help you share information and work together more efficiently to manage your opportunities and build stronger customer relationships.
Hi Wahaj, Thanks for your response. Will I have all the functionalitiies of Viva Sales like draft email, update contact and opportunities once the contact is added added in D365 Sales.
Hi Eiken, Thanks for response. I have added my colleague as a contact, but still do not see the details in Viva sales add on in outlook.
1. What about draft email repsonse under highlights? Is that feature available for internal employees as well?
2. Can an opportunity created for this contact be accessed from the outlook and teams?
Hi,
Thank you for your query.
Are you storing internal customers as Accounts or Contacts as well?
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