Share a CRM record in a Teams conversation
Viva Sales does even more than offer rich insights after a Teams meeting with customers. You can also use it to share a customer’s record in a Teams chat or channel as an adaptive card.
With the Viva Sales app, you can:
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Search for a record to share
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Paste a link to a record that will unfurl into a rich adaptive card
Search for a CRM record to share
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Go to the conversation in which you want to share the contact. Select the Viva Sales icon under the message box.
If the Viva Sales icon isn’t there, select Messaging extensions (...), search for the Viva Sales app, and then select it. -
In the Viva Sales window, search for and select the record.
Notes:
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By default, the recently accessed records are displayed, without performing any search. You can either search for the record or use advanced search to search for a particular record type.
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If you change the name of a record type in CRM, they are not updated in Adaptive Card or messaging extensions in Teams. For example, if you rename Account to Customer, the name in Adaptive Card and messaging extensions will show as Account.
The record card is added to the message box.
Note: The fields on a record's card are displayed as configured by your CRM administrator.
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Send the message to the chat.
Share a record using advanced search
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Go to the conversation in which you want to share the contact. Select the Viva Sales icon under the message box.
If the Viva Sales icon isn’t there, select Messaging extensions (...), search for the Viva Sales app, and then select it. -
In the Viva Sales window, select Advanced search in the upper-right corner.
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In the Advanced search window, enter or select the following values:
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Search for a record to share: Name of the record to share.
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Filter by: Record type to search for.
Note: The All filter allows you to search for a record of any record type added to Viva Sales by your administrator. Other filters are specific to a record type and allow you to search for that record type.
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From the results, preview a record by selecting the down arrow next to the record name. Select a record to share it as a card on the chat.
Paste a link to a CRM record
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Go to the conversation in which you want to share the record. Paste the link.
The record card is added to the message box.
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Send the message to the chat.
Note: You must copy the record link from the Viva Sales add-in in Outlook. If you copy the record link from the CRM system, it doesn’t add the Viva Sales record card.
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