What is Copilot for Sales?

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

Which Microsoft applications are covered in this course?

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

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.

Copilot for Sales

kurs ist nicht verfügbar in Deutsch (Deutschland)

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Copilot for Sales

Dieser Kurs ist Teil von Spezialisierung „Microsoft AI-Powered Sales & Relationship Management“

Dozent: Microsoft

Bei enthalten

Mehr erfahren

3 Module

Verschaffen Sie sich einen Einblick in ein Thema und lernen Sie die Grundlagen.

Stufe Mittel

Empfohlene Erfahrung

8 Stunden zu vervollständigen

Flexibler Zeitplan

In Ihrem eigenen Lerntempo lernen

3 Module

Verschaffen Sie sich einen Einblick in ein Thema und lernen Sie die Grundlagen.

Stufe Mittel

Empfohlene Erfahrung

8 Stunden zu vervollständigen

Flexibler Zeitplan

In Ihrem eigenen Lerntempo lernen

Was Sie lernen werden

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

Wichtige Details

Zertifikat zur Vorlage

Zu Ihrem LinkedIn-Profil hinzufügen

Kürzlich aktualisiert!

Mai 2026

Bewertungen

12 Aufgaben

Unterrichtet in Englisch

91%

of learners achieved a positive career outcome

Erfahren Sie, wie Mitarbeiter führender Unternehmen gefragte Kompetenzen erwerben.

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Dieser Kurs ist Teil der Spezialisierung Spezialisierung „Microsoft AI-Powered Sales & Relationship Management“

Wenn Sie sich für diesen Kurs anmelden, werden Sie auch für diese Spezialisierung angemeldet.

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Gewinnen Sie ein Grundverständnis bestimmter Themen oder Tools
Erwerben Sie berufsrelevante Kompetenzen durch praktische Projekte
Erwerben Sie ein Berufszertifikat zur Vorlage

In diesem Kurs gibt es 3 Module

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.

Moduldetails

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.

Das ist alles enthalten

10 Videos4 Lektüren4 Aufgaben

10 VideosInsgesamt 53 Minuten

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

4 LektürenInsgesamt 40 Minuten

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

4 AufgabenInsgesamt 75 Minuten

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

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.

Das ist alles enthalten

10 Videos2 Lektüren4 Aufgaben

10 VideosInsgesamt 52 Minuten

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

2 LektürenInsgesamt 20 Minuten

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

4 AufgabenInsgesamt 63 Minuten

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

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.

Das ist alles enthalten

5 Videos3 Lektüren4 Aufgaben

5 VideosInsgesamt 25 Minuten

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

3 LektürenInsgesamt 30 Minuten

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

4 AufgabenInsgesamt 72 Minuten

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