![]() ![]() This influences its visibility in the Outlook side pane. Additionally, administrators can control how the new entity is related to relevant existing Viva Sales entities. It’s important to note that only entities directly related to existing Viva Sales entities are available for selection. Viva Sales administrators can easily add entities from the Viva Sales settings. Customize Viva Sales: Add new entities to Viva Sales from the Forms menu entry in the admin settings Adding new entities to Viva Sales This CRM view determines the fields to be shown, their order, filtering, and sorting definitions for Viva Sales forms and list views. When adding a new entity to Viva Sales, administrators now have the option to select an existing view from the CRM app to retrieve metadata information. We have integrated Viva Sales settings with the underlying CRM app, offering a more cohesive admin experience. ![]() This blog post explores how the latest Viva Sales update empowers administrators to add relevant out-of-the-box or custom entities to enhance the Viva Sales experience, so sellers can reduce context switching across applications and instead focus on building stronger relationships with their customers to close deals faster. One key aspect of achieving this is the ability for customers to customize Viva Sales forms, enabling them to have the right business information at the right time. In today’s competitive business landscape, maximizing the value sellers derive from sales tools is paramount. ![]()
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