Is Introduction to Sales and AI Fundamentals suitable for beginners?

Yes. This course introduces foundational sales concepts and AI-assisted workflows with no prior sales or AI experience required.

What tools will I use in this course?

You’ll use Microsoft Copilot alongside business communication and presentation workflows to create AI-assisted sales content and customer messaging.

How does AI support sales communication?

AI tools can help personalize communication, streamline content creation, improve workflow efficiency, and support customer engagement while maintaining authentic human interaction.

When will I have access to the lectures and assignments?

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.

What will I get if I subscribe to this Specialization?

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.

Is financial aid available?

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Introduction to Sales and AI Fundamentals

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

Instructor: Microsoft

Included with

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4 modules

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

2 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

4 modules

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

2 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

What you'll learn

Identify the stages of the sales process and common sales approaches
Apply AI-assisted communication and content creation workflows using Copilot
Create value propositions and personalized customer messaging strategies
Explain foundational AI concepts and their role in modern sales operations

Details to know

Shareable certificate

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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 4 modules in this course

Build foundational sales knowledge while learning how AI tools can support communication, customer engagement, and workflow efficiency in modern sales environments. This course introduces the core stages of the sales process and explores how AI-assisted workflows can enhance productivity without replacing human relationship-building skills.

You’ll examine sales channels, customer communication techniques, value proposition development, and presentation strategies while using Microsoft Copilot to create personalized communication and sales content. The course also introduces foundational AI concepts and explains how AI tools support sales workflows, customer insights, and business operations. As you progress, you’ll practice creating AI-assisted communication templates, refining prompts, tailoring customer messaging, and integrating AI-generated content into presentations and CRM workflows. By the end of the course, you’ll understand how to combine foundational sales techniques with AI-enhanced productivity tools in professional sales environments. By the end of this course, you will be able to: - Describe the core stages of the sales process and apply them to real-world customer engagement scenarios. - Identify and use appropriate sales channels and communication techniques to build and maintain customer relationships. - Develop clear value propositions and tailor messaging to specific customer needs and contexts. - Use Microsoft Copilot to create personalised communication templates, sales content, and presentation materials.

Module details

Enhancing Lead Generation with AI introduces the foundational principles of sales and demonstrates how AI tools, such as Microsoft Copilot, can enhance, rather than replace, human-driven selling. Learners will explore the stages of the sales process, from prospecting to closing, while comparing traditional workflows with AI-augmented methods to identify where technology adds value. The module also examines various sales channels and approaches, enabling learners to understand how to select, design, and adapt strategies across diverse products and markets. By integrating Copilot into practical exercises, learners will develop a balanced perspective on using AI for efficiency and insight while preserving the human connection essential to successful sales.

What's included

6 videos3 readings7 assignments

6 videosTotal 30 minutes

The Evolution of Sales Process Management6 minutes
Mapping Sales Processes With and Without AI5 minutes
Channel Strategy Success Through AI4 minutes
AI-Enhanced Channel Analysis5 minutes
Approach Adaptation for Maximum Impact5 minutes
AI-Assisted Approach Selection5 minutes

3 readingsTotal 45 minutes

Fundamentals of the Sales Process15 minutes
Strategic Sales Channel Development15 minutes
Sales Approach Methodologies15 minutes

7 assignmentsTotal 165 minutes

Create Sales Process Comparison30 minutes
Sales Process Fundamentals15 minutes
Channel Strategy Development and Critique30 minutes
Sales Channel Mastery15 minutes
Approach Strategy Iteration30 minutes
Sales Approach Excellence15 minutes
Understanding Sales Principles Assessment30 minutes

Enhancing Communication with AI focuses on leveraging AI tools to enhance communication effectiveness while maintaining authentic relationship-building capabilities. Participants will learn to route all content creation and personalization through Copilot, master prompt iteration techniques for tone and audience alignment, and develop systematic approaches to AI-assisted communication excellence. The module emphasizes maintaining professional authenticity while dramatically improving communication efficiency and personalization at scale.

What's included

6 videos3 readings7 assignments

6 videosTotal 23 minutes

Transforming Sales Communication with AI4 minutes
AI-Enhanced Communication Development4 minutes
Content Creation Revolution4 minutes
Copilot Content Creation Workflow3 minutes
Personalization That Drives Results4 minutes
Building AI Communication Templates3 minutes

3 readingsTotal 30 minutes

Foundations of Professional Sales Communication10 minutes
Strategic AI Content Creation10 minutes
Advanced Customer Communication Personalization10 minutes

7 assignmentsTotal 165 minutes

Communication Strategy Development30 minutes
Communication Fundamentals15 minutes
Personalized Content Development30 minutes
Content Creation Excellence15 minutes
Template Library Development30 minutes
Communication Customization Mastery15 minutes
Enhancing Communication with AI Assessment30 minutes

Product Knowledge and Value Creation strengthens your ability to understand, articulate, and communicate product value with clarity and confidence. You’ll learn how to extract accurate product features using AI tools, translate them into meaningful benefits for different customer personas, and build compelling value propositions that resonate with diverse buyer priorities. Through hands-on practice, you will design AI-enhanced presentations, tailor customer-specific sales messaging, and integrate Copilot, PowerPoint, and CRM workflows to support polished and professional sales communication. By combining AI efficiency with human judgment, you’ll develop systematic approaches to product expertise, customer-focused pitching, and presentation delivery that support strong customer engagement and help advance opportunities through the sales pipeline.

What's included

6 videos3 readings7 assignments

6 videosTotal 25 minutes

Product Knowlege as Competitive Advantage5 minutes
AI-Enchanced Product Analysis and Validation Using Copilot4 minutes
Value Propositions That Convert5 minutes
AI-Assisted Value Proposition Creation3 minutes
Presentation Excellence in Action6 minutes
AI-Enhanced Presentation Creation and Delivery3 minutes

3 readingsTotal 60 minutes

Strategic Product Knowledge Development15 minutes
Strategic Value Proposition Development30 minutes
Strategic Sales Presentation Development15 minutes

7 assignmentsTotal 210 minutes

Product Feature Analysis and Validation30 minutes
Product Knowledge Fundamentals30 minutes
Persona-Based Value Proposition Development30 minutes
Value Proposition Excellence30 minutes
Presentation Development and Peer Evaluation30 minutes
Presentation Delivery Mastery30 minutes
Product Knowledge and Value Creation Assessment30 minutes

AI Fundamentals for Sales establishes essential AI literacy for sales professionals, moving beyond tool usage to a deep understanding of how AI works, what it can and cannot do, and how to maintain quality and effectiveness when integrating AI into sales workflows. This module transforms learners from passive AI users into strategic collaborators who leverage AI strengths while providing critical human oversight.