Viva Sales

Demo Guide

Updated: October 2023

Check for updated versions here

This document is provided “as-is.” Information and views expressed in this document, including URL and other Internet Web site
references, may change without notice. You bear the risk of using it.
This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and
use this document for your internal, reference purposes.

© 2022 Microsoft. All rights reserved.

Contents
Contents........................................................................................................................................................................................................................................................ 2
Before you begin....................................................................................................................................................................................................................................... 3
Content pack and add-ins........................................................................................................................................................................................................................ 3
User accounts............................................................................................................................................................................................................................................. 3
One time setup steps................................................................................................................................................................................................................................ 3
Demo setup steps..................................................................................................................................................................................................................................... 3
Primary persona setup............................................................................................................................................................................................................................. 3
Demo steps.................................................................................................................................................................................................................................................. 4
Introduction............................................................................................................................................................................................................................................. 4
Empowering Sellers with AI................................................................................................................................................................................................................ 4
Conclusion................................................................................................................................................................................................................................................ 6
One-time setup steps.............................................................................................................................................................................................................................. 7
Setting up Viva Sales Generative AI Capabilities using GPT Preview................................................................................................................................. 7

2
Before you begin
Content pack and add-ins
You will need a Microsoft Viva content pack to complete this demo. You can obtain a demo environment at
https://cdx.transform.microsoft.com/my-tenants/create-tenant.

User accounts
 Primary user name: AdeleV@<tenant>.onmicrosoft.com
 Password: The password for all accounts is available on your tenant's demo card at
https://cdx.transform.microsoft.com/my-tenants.

One time setup steps

If this is the first time you are using the demo environment, complete the One time setup steps at the end of this document.

Demo setup steps

Complete the following steps before each presentation of the demo.

Primary persona setup

1. Launch a new Microsoft Edge InPrivate browsing session and navigate to https://portal.office.com
2. Login with AdeleV@<TenantName>.onmicrosoft.com using the password on your tenants demo card at
https://cdx.transform.microsoft.com/my-tenants

3
Demo steps
Introduction

Adele Vance works for Contoso, a leading coffee machine manufacturer with clients worldwide. She spends a lot of time in Outlook,
and other systems to see a complete view of her top accounts. Contoso’s admin team recently activated the preview of Viva Sales
with generative AI capabilities using GPT to help their sales teams improve their productivity. Utilizing Viva Sales Adele will be able
to:
1. Auto generate email responses such as reply to inquiry, offer a discount, make a proposal or address a concern.
2. Improve the content and timeliness of email communications with prospects and customers.
3. Send personalized messages automatically while freeing up the time spent managing email.

Empowering Sellers with AI

Demo Script Demo Steps

Adele is a busy relationship seller, working every day with key

1. Log into outlook.com as Adele.
accounts. When she receives an e-mail from one of her clients
asking for a proposal, naturally, she jumps into action. 2. Open a recent e-mail from Cacilia Viera and click
Reply.
To craft a well written response, Adele would load the CRM
system and navigate to the opportunity. She then reviewed the
product information and the notes and then spent at least 15
minutes compiling a personalized response including the right
data points from CRM.

However, there is a far more efficient way to conduct this action.

Let's go back to the mail and Adele can see Aviva sales

4
 Demo Script Demo Steps

notification banner at the top offering help to craft a response.

3. Select Try it now in the Viva Sales banner.
NOTE: If the banner is not available select the ellipsis
next to the left of Draft saved.
As she launches Viva Sales, she can see the new chat GPT style
experience, and a selection of preset options to help her
respond.
4. Select Make a proposal.

By harnessing the power of generative AI, a suggestive reply

enriched with context from Dynamics 365 data is automatically
generated. It also includes key data from the e-mail thread and
generates a suggested response from the sellers. As you can
see, there is a mention of the product, the number of units and 5. Select Copy text.
the pricing*, all seamlessly within the response.
6. Close Viva Sales and then paste the suggested
With the content complete, she can simply copy the message response into the email.
back to her e-mail,
Note: You might need to generate a second product
She can make any minor adjustments to suit her style and then line in the referenced Dynamics 365 Opportunity
hit send. record if you don’t see a total price in the suggested
response.
Not only is this far more efficient than crafting a message from
7. Select Send
scratch, but Viva Sales can also instantly store and upset the
insight back into Dynamics 365. With the contact records linked 8. Open Viva Sales.
to Dynamics 365, we can ensure better data capture, improve 9. Select Dynamics 365.
data hygiene, and build trust with the value of the information.
10. Click Save to Dynamics 365.

Reply to an inquiry
Let’s look at another example. Adele received an email from
11. Select the email from Avery Howard.
Avery with the next steps from the prospect.

5
 Demo Script Demo Steps

12. Click Reply.

As the response is generated, it takes the context from the 13. Click Try it now on the Viva Sales banner.
original message and creates a personal response to help build
14. Select Reply to an inquiry.
a rapport with the prospect.
15. Select Copy text.
16. Close Viva Sales.
Crafting this e-mail would have taken Adele much longer to do
at this quality level. 17. Paste the suggested response into the email.

She can simply take the suggestion generated and review for
any adjustments. Adele can now focus on what she does best
and move on to closing her next deal.

Conclusion

Viva Sales empowers Adele to automate administrative tasks, ensuring she saves valuable time. Additionally, it facilitates seamless
access and sharing of crucial customer information, enhancing her ability to efficiently close deals.

6
One-time setup steps
Complete the following one-time setup steps once to complete the configuration of your demo environment.
IMPORTANT: Some of these steps may require a few hours or up to a day to take full effect. Be sure to prepare your demo tenant
well ahead of time.

Setting up Viva Sales Generative AI Capabilities using GPT Preview

1. Launch Outlook.
2. Open Viva Sales from Add-ins section. If you do not see Viva Sales, select an email message, and click Get add-ins from the
ribbon. Search for Viva Sales.
3. When prompted, sign into Dynamics 365.
4. Select the default Org.
5. Select Teams.
6. Click Viva Sales from the app launcher. If not displayed click … and search for Viva Sales.
7. From the Viva Sales app, click Settings at the top.
8. From the left under Admin settings, click Email.
9. Toggle Suggested replies on.