Designed for experienced Copilot users, this course comprehensively examines advanced features, integrations, and the future of AI in sales. You will learn how to fine-tune Copilot for specific use cases, leverage it for sales forecasting and pipeline management, and integrate it with a wider range of Microsoft and third-party tools. Additionally, the course explores emerging AI trends and ethical considerations, equipping participants with the knowledge to stay ahead of the curve and use AI responsibly in their sales strategies.
Beyond the Basics: Expand Your Copilot for Sales Expertise
Beyond the Basics: Expand Your Copilot for Sales Expertise
This course is part of Microsoft Copilot for Sales Specialization
Instructor: Microsoft
Included with 
Gain insight into a topic and learn the fundamentals.
Beginner level
Recommended experience
5 hours to complete
3 weeks at 1 hour a week
Flexible schedule
Learn at your own pace
Skills you'll gain
Details to know
Shareable certificate
Add to your LinkedIn profile
Recently updated!
September 2024
Assessments
10 assignments
Taught in English
See how employees at top companies are mastering in-demand skills
Build your subject-matter expertise
This course is part of the Microsoft Copilot for Sales Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
- Learn new concepts from industry experts
- Gain a foundational understanding of a subject or tool
- Develop job-relevant skills with hands-on projects
- Earn a shareable career certificate
Earn a career certificate
Add this credential to your LinkedIn profile, resume, or CV
Share it on social media and in your performance review
There are 3 modules in this course
This module introduces the essential skills to harness Microsoft Copilot's advanced features for enhancing sales data analysis and decision-making. You will explore prompt engineering, refine your approach to AI-driven insights, and integrate these insights into strategic sales management processes. By mastering these features, you will become proficient in using AI to transform sales data into actionable strategies, enabling improved forecasting, pipeline management, and overall sales performance. Please note: This course was developed in September 2024. Copilot for Sales continues to evolve. It's important to adapt to the changes as the Copilot interface and functionality might be different from the features of Copilot for Sales when this course was created. For the latest updates and changes, follow the Microsoft’s Copilot for Sales website. Thank you for your understanding and enjoy the course!
What's included
4 videos1 reading3 assignments
This module equips you with the knowledge to seamlessly integrate Microsoft Copilot with various tools within the Microsoft 365 ecosystem. By leveraging these integrations, you will enhance your forecasting capabilities and streamline collaboration and sales processes. The module also covers building custom AI solutions with partners to empower transformation and explores the impact of accurate forecasting on strategic sales decisions. Please note: This course was developed in September 2024. Copilot for Sales continues to evolve. It's important to adapt to the changes as the Copilot interface and functionality might be different from the features of Copilot for Sales when this course was created. For the latest updates and changes, follow the Microsoft’s Copilot for Sales website. Thank you for your understanding and enjoy the course!
What's included
5 videos3 readings3 assignments
This module prepares you to stay ahead of the curve by exploring the future potential of AI and Copilot in sales. It explores emerging trends, innovations, and best practices for leveraging AI to refine sales strategies, optimize outcomes, and foster a data-driven culture within sales teams. You will also explore critical ethical considerations, ensuring the responsible use of AI while maintaining trust and transparency in AI-powered sales processes. Please note: This course was developed in September 2024. Copilot for Sales continues to evolve. It's important to adapt to the changes as the Copilot interface and functionality might be different from the features of Copilot for Sales when this course was created. For the latest updates and changes, follow the Microsoft’s Copilot for Sales website. Thank you for your understanding and enjoy the course!
What's included
6 videos3 readings4 assignments
Recommended if you're interested in Business Essentials
Coursera Instructor Network
Coursera Instructor Network
Why people choose Coursera for their career
Felipe M.
Learner since 2018
"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."
Jennifer J.
Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."
Larry W.
Learner since 2021
"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."
Chaitanya A.
"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."
New to Business Essentials? Start here.
Open new doors with Coursera Plus
Unlimited access to 10,000+ world-class courses, hands-on projects, and job-ready certificate programs - all included in your subscription
Advance your career with an online degree
Earn a degree from world-class universities - 100% online
Join over 3,400 global companies that choose Coursera for Business
Upskill your employees to excel in the digital economy
Frequently asked questions
Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:
The course may not offer an audit option. You can try a Free Trial instead, or apply for Financial Aid.
The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile. If you only want to read and view the course content, you can audit the course for free.
If you subscribed, you get a 7-day free trial during which you can cancel at no penalty. After that, we don’t give refunds, but you can cancel your subscription at any time. See our full refund policy.