Related topics
Sign in with Microsoft
Sign in or create an account.
Select a different account.
You have multiple accounts
Choose the account you want to sign in with.

If an external contact doesn’t exist in your CRM, create a contact in the CRM right from Viva Sales.

Tip: Enter the contact’s email address in the following format when you compose an email or meeting invitation: FirstName LastName <email address>. If you do, the corresponding items in the CRM contact form fill automatically.

  1. In the Viva Sales pane, select Add.

    Create a new contact in CRM

    The New Contact form opens in the Viva Sales pane.

    Note: If your administrator has disabled the inline contact creation, the New Contact form opens in your CRM to fill in the details. More information: Configure new contact creation

  2. Add the required information, and then select Save.

    Create contact inline

    If you open the Viva Sales pane from an incoming email that contains the signature of the sender, Viva Sales prefills the contact details based on the signature and highlights the fields that it populated.

    Prefill details from signature

    Note: You can also open the contact form in your CRM. Select Open in Dynamics 365 or Open in Salesforce, and then enter details.

  3. Select Save.

    Viva Sales automatically connects the new CRM contact to your external contact.

Need more help?

Want more options?

Explore subscription benefits, browse training courses, learn how to secure your device, and more.

Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge.

Was this information helpful?

What affected your experience?

Thank you for your feedback!