Course Outline
Module 1: Foundations & Governance – Copilot in Sales Workflows
- Practical productivity gains: Identifying where Copilot saves time and where human judgment is essential.
- Understanding limitations, hallucinations, and the importance of verifying AI-generated content.
- Data privacy, GDPR compliance, and enterprise governance for protecting sensitive customer information.
Module 2: Pre-Meeting Preparation & Account Intelligence
- Prospect and industry research: Quickly extracting context and analyzing competitors.
- Automated conversation synthesis: Summarizing long Outlook email threads and Microsoft Teams chat histories.
- Creating pre-call briefs, discovery question frameworks, and key talking points.
Module 3: Effective Client Communication & Proposal Drafting
- Drafting persuasive follow-ups, responses to inbound requests, and objection-handling emails in Outlook.
- Speeding up proposal creation in Word with seamless alignment to corporate templates and branding.
- Adjusting tone, negotiation style, and personalization at scale.
Module 4: Teams Meeting Intelligence – From Conversation to Action
- Real-time meeting support: Catching up on context without disrupting the client.
- Automated note-taking: Capturing decisions, objections, pricing discussions, and action items.
- Instant post-meeting documentation: Creating internal team summaries and polished client recaps.
Module 5: Sales Data Analysis & Pipeline Tracking in Excel
- Conversational data exploration: Asking natural-language questions about pipeline status and conversion rates.
- Tracking individual and team performance: Identifying bottlenecks and high-performing segments.
- Generating executive summaries, trend forecasts, and board-level reports.
Module 6: Hands-On Production Workshop – Real-World Sales Scenarios
- Interactive case studies based on real deal pipelines and daily sales tasks.
- Guided prompt engineering: Designing, testing, and refining role-specific prompt chains.
- Individual deliverable: Creating a personal “Day-to-Day Copilot Playbook.”
Module 7: Team Prompt Repository
- Building and standardizing a shared prompt library (sales templates, objection handling, briefing cards).
- Actionable rollout plan: Immediate steps to secure ROI.
- Open Q&A, individual troubleshooting, and course review.
Requirements
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Familiarity with standard Microsoft 365 tools (Outlook, Word, Teams, and Excel).
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An active Microsoft 365 Copilot license assigned to your enterprise account (recommended for hands-on activities).
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Regular involvement in sales activities, account management, lead qualification, or reporting.
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No prior experience in coding, prompt engineering, or advanced technical fields is required.
Target Audience
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B2B Sales Representatives, Account Executives, and Business Development Specialists.
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Key Account Managers and Customer Success Experts managing complex accounts and frequent client interactions.
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Sales Directors, Team Leads, and Commercial Managers aiming to optimize team workflows and analyze pipeline data.
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Bid & Proposal Specialists responsible for creating offers, pitches, and sales decks.
Testimonials (2)
Part of the "create" feature involving image generation and agent creation.
Boricean Calin-Constantin - Philip Morris International
Course - Boost Your Productivity with Microsoft Copilot 365
Machine Translated
i already have some reports that i know, i will use some of the prompts that looked at today
