This introductory course provides a comprehensive overview of Copilot for Sales, Microsoft's AI-powered sales assistant. You will learn how Copilot can revolutionize your sales process by automating tasks, providing insights, and streamlining communication. Through hands-on exercises and real-world scenarios, learners will learn to effectively utilize Copilot for email drafting, meeting management, content creation, and knowledge retrieval, ultimately enhancing productivity and driving sales growth.
Copilot for Sales
Copilot for Sales
This course is part of Generative AI for Sales Professionals Specialization
Instructor: Microsoft
5,084 already enrolled
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16 reviews
Beginner level
Recommended experience
7 hours to complete
Flexible schedule
Learn at your own pace
Skills you'll gain
- Customer Relationship Building
- Microsoft Outlook
- Sales Process
- Microsoft Teams
- Customer Communications Management
- Calendar Management
- Microsoft 365
- Company, Product, and Service Knowledge
- Negotiation
- Sales Presentation
- Microsoft Copilot
- Sales Enablement
- Email Automation
- Personalized Service
- AI Enablement
- Taking Meeting Minutes
- Skills section collapsed. Showing 8 of 16 skills.
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Assessments
12 assignments
Taught in English
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This course is part of the Generative AI for Sales Professionals Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
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There are 3 modules in this course
In this module, you’ll get hands-on with Microsoft Copilot for Sales and see how it fits into a seller’s day-to-day workflow. You’ll learn how to get started and set up Copilot, then explore practical use cases like drafting sales emails, capturing and summarizing meeting notes in Teams, and pulling contextual insights from Dynamics 365. You’ll also see how Copilot can support proposal creation (in Excel) and improve collaboration through summaries and Planner task support, plus build your prompting skills.
What's included
10 videos4 readings4 assignments
Discover how to harness the full power of Microsoft Copilot to revolutionize your interactions with customers throughout the sales cycle. Go beyond basic profiling and delve into how Copilot can enhance your communication, negotiation, and relationship-building skills. 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
10 videos2 readings4 assignments
Discover how to harness the power of Copilot's AI-powered tools to create high-impact sales materials that captivate prospects and drive conversions. Learn how to seamlessly integrate Copilot with your company's knowledge base to access critical information and resources effortlessly. 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 readings4 assignments
Earn a career certificate
Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.
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Showing 3 of 16
TR
Reviewed on May 21, 2025
While thus course is very informative, there is ALOT of filler content and could be simplified
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