Purpose-Built Collaboration Spaces in Viva Sales

We’re excited to introduce the general availability of Collaboration Spaces in Viva Sales—a game-changing feature that revolutionizes how sales teams collaborate. In today's dynamic sales landscape, collaboration is critical to success, yet many organizations face challenges in staying organized and finding the right tools to foster effective teamwork. Sales professionals often juggle collaboration with more than 15 cross-functional teams while also delivering exceptional customer service. This level of complexity can significantly increase their workload.
Streamlined Collaboration Tailored for Sales Teams
With Collaboration Spaces, sales professionals can now create organized, purpose-built spaces designed to simplify teamwork. These spaces enable seamless collaboration with colleagues and customers, ensuring an efficient and productive workflow.

Sales Templates: Simplifying Collaboration Setup
Viva Sales introduces Sales Templates to streamline the process of creating purpose-built Collaboration Spaces in Microsoft Teams. These spaces are directly connected to D365 or Salesforce accounts or opportunities. The templates come with predefined channels and pinned apps, offering a ready-to-use collaborative environment within Teams’ secure framework.
Once a Collaboration Space is set up, sales teams can access it effortlessly via the Viva Sales app in Outlook or the Sales app. This eliminates the need to search for collaboration tools, saving valuable time and enhancing productivity.
Introducing Two Sales Templates

1. Account Team Template:
   This template is ideal for account-focused collaboration, both within internal teams and with customers. Designed for use at the team level, it links directly to CRM accounts and comes with predefined channels and apps, enabling a smooth workflow for all involved.
   
2. Deal Room Template:
   Tailored for deal-related activities, this template operates at the channel level and connects directly to CRM opportunities. It offers a focused, streamlined workspace to drive collaboration, simplify communication, and boost deal outcomes.
   

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Effortless Setup for Seamless Teamwork
Setting up a Collaboration Space has never been easier. With just a few clicks, sales professionals can create a workspace tailored to their needs. By selecting the "Set up account team" or "Set up deal rooms" buttons from the Collaborate in Teams card in the Viva Sales app within Outlook, sellers can initiate the setup process. It involves three straightforward steps:

• Selecting a new or existing team,
• Reviewing default team and channel names,
• Adding recommended team members to the new team.

This simplified process reduces overhead, allowing sales teams to focus on what matters most—building customer relationships and closing deals.

​Easy Access Within Sales Workflows
Once set up, Collaboration Spaces can be conveniently accessed through the Viva Sales app in Outlook or directly via the D365 Sales app. These spaces are always available in the context of specific accounts or opportunities, ensuring that sales teams can jump straight into collaboration without wasting time searching for the right tools or channels.