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Copilot for Sales

This course is part of Microsoft AI-Powered Sales & Relationship Management Specialization

Instructor: Microsoft

Included with

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3 modules

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

8 hours to complete

Flexible schedule

Learn at your own pace

3 modules

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

8 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Use Microsoft Copilot to support communication and sales productivity workflows
Create AI-assisted emails, proposals, and sales collateral
Apply Copilot to meetings, follow-up communication, and CRM activities
Identify practical AI use cases that support modern sales operations

Details to know

Shareable certificate

Add to your LinkedIn profile

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Build your subject-matter expertise

This course is part of the Microsoft AI-Powered Sales & Relationship Management 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

There are 3 modules in this course

Learn how to use Microsoft Copilot for Sales to improve productivity, customer engagement, communication workflows, and sales collaboration activities. This course introduces practical use cases for Copilot across modern sales operations and business communication processes. You’ll explore how to draft emails, summarize meetings, generate proposals, access CRM insights, create sales collateral, and improve customer interactions using AI-powered workflows. The course also demonstrates how Copilot integrates with Microsoft applications including Teams, Dynamics 365, Excel, and PowerPoint to support day-to-day sales activities.

By the end of this course, you will be able to use Microsoft Copilot to create personalized sales emails, proposals, and customer communications; apply Copilot to meeting preparation, note summarization, and follow-up workflows; integrate Copilot with Microsoft business applications; create AI-assisted sales collateral and engagement materials; and evaluate AI-generated outputs for professionalism, accuracy, and customer alignment. This course is designed for sales professionals, account managers, business development representatives, customer relationship managers, and learners interested in using AI-powered tools to improve communication, efficiency, and customer engagement in modern sales environments.

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

10 videosTotal 53 minutes

Welcome to Copilot for Sales7 minutes
Setting Up Microsoft Copilot for Sales6 minutes
Copilot in Action5 minutes
Automated Email Drafting With Copilot5 minutes
Meeting Note Capture and Summarization in Teams6 minutes
Contextual Insights With Dynamics 3656 minutes
Proposal Generation (Excel)4 minutes
Streamline Collaboration With Copilot-Powered Summaries (Teams)5 minutes
Supercharge Collaboration With Copilot-Powered Planner Tasks4 minutes
Practice Effective Prompting5 minutes

4 readingsTotal 40 minutes

How Will Generative AI Change Sales?10 minutes
Getting Started with Microsoft Copilot10 minutes
Can AI Really Help You Sell?10 minutes
Microsoft Generative AI Features, their Impact, and Interesting reads10 minutes

4 assignmentsTotal 75 minutes

Graded Quiz: Introduction to Copilot for Sales30 minutes
Practice Quiz: Copilot for Sales Essentials15 minutes
Practice Quiz: Applying Copilot in Real-World Scenarios15 minutes
Practice Quiz: Copilot as a Digital Collaboration Assistant15 minutes

Discover how Microsoft Copilot can help transform the way sales professionals communicate, collaborate, and engage with customers throughout the sales journey. In this module, you’ll explore how Copilot’s AI-powered capabilities can support stronger customer relationships through personalized communication, effective objection handling, and streamlined meeting management. You’ll also learn how to use Copilot to prepare for meetings, capture key discussion points, automate follow-up activities, and craft engaging customer emails that drive meaningful results. By the end of this module, you will be able to apply Copilot tools to improve sales efficiency, enhance customer interactions, and support more effective sales outcomes.

What's included

10 videos2 readings4 assignments

10 videosTotal 52 minutes

Crafting Compelling Emails With Copilot5 minutes
Summarizing Email Threads for Note-Taking (Outlook)5 minutes
Preparing for Sales Meetings With Copilot4 minutes
Crafting Meeting Prompts6 minutes
Capturing Insights: Meeting Summaries With Copilot6 minutes
Customer Insights With Copilot6 minutes
Gauging Customer Sentiments With Copilot5 minutes
Objection Handling Strategies with Copilot5 minutes
Negotiation Tactics Powered by Copilot6 minutes
Building Rapport and Trust with Copilot4 minutes

2 readingsTotal 20 minutes

Email coaching With Copilot in Outlook10 minutes
Leveraging AI to Craft Tailored Sales Pitches and Drive Engagement10 minutes

4 assignmentsTotal 63 minutes

Graded Quiz: Enhancing Sales Communication and Efficiency With Copilot30 minutes
Practice Quiz: Crafting Compelling Emails With Copilot9 minutes
Practice Quiz: Mastering Sales Meetings With Copilot12 minutes
Practice Quiz: Review and Evaluation of AI Content Strategies12 minutes

Explore how Microsoft Copilot can support sales enablement and drive business growth through AI-powered insights and content creation. In this module, you’ll examine real-world applications of AI in sales, identify emerging trends shaping the future of sales enablement, and learn how to develop a strategic approach to Copilot adoption. You’ll also discover how to integrate Copilot with your organization’s knowledge base for quick access to relevant sales information and resources, while leveraging AI-powered tools to create impactful sales collateral such as presentations, proposals, and brochures.

What's included

5 videos3 readings4 assignments

5 videosTotal 25 minutes

Crafting Winning Sales Collateral With Copilot5 minutes
Accessing Copilot's Integration With Your Knowledge Base (Sharepoint and Word)3 minutes
Success Stories With Copilot for Sales4 minutes
Future of AI in Sales6 minutes
Contact Engagement Insights7 minutes

3 readingsTotal 30 minutes

Tutorial: Copilot and Sharepoint10 minutes
Applying AI to Help Meet Volatility and Uncertainty in Sales10 minutes
Hands-On Activity: Contact Engagement Insights10 minutes

4 assignmentsTotal 72 minutes

Graded Quiz: Leveraging Copilot for Sales Enablement and Growth30 minutes
Graded Quiz: Copilot for Sales30 minutes
Practice Quiz: Creating Winning Content With Copilot6 minutes
Practice Quiz: Real-World Success With Copilot and the Future of AI in Sales6 minutes

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Instructor

Microsoft

312 Courses2,549,932 learners

Offered by

Microsoft

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Frequently asked questions

Copilot for Sales is a Microsoft AI-powered assistant that helps sales professionals improve productivity, customer engagement, communication, and workflow management.

You’ll explore integrations with Microsoft Teams, Dynamics 365, Excel, PowerPoint, and other Microsoft business applications.

Yes. Copilot can assist with meeting preparation, note summarization, follow-up messaging, and personalized communication workflows.

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. 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.