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

Ce cours n'est pas disponible en Français (France)

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Copilot for Sales

Ce cours fait partie de Spécialisation "Microsoft AI-Powered Sales & Relationship Management"

Instructeur : Microsoft

Inclus avec

3 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Intermédiaire

Expérience recommandée

8 heures à compléter

Planning flexible

Apprenez à votre propre rythme

3 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Intermédiaire

Expérience recommandée

8 heures à compléter

Planning flexible

Apprenez à votre propre rythme

Ce que vous apprendrez

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

Détails à connaître

Certificat partageable

Ajouter à votre profil LinkedIn

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mai 2026

Évaluations

12 devoirs

Enseigné en Anglais

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Ce cours fait partie de la Spécialisation "Microsoft AI-Powered Sales & Relationship Management"

Lorsque vous vous inscrivez à ce cours, vous êtes également inscrit(e) à cette Spécialisation.

Apprenez de nouveaux concepts auprès d'experts du secteur
Acquérez une compréhension de base d'un sujet ou d'un outil
Développez des compétences professionnelles avec des projets pratiques
Obtenez un certificat professionnel partageable

Il y a 3 modules dans ce cours

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.

Détails du module

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.

Inclus

10 vidéos4 lectures4 devoirs

10 vidéosTotal 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 lecturesTotal 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 devoirsTotal 75 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
Graded Quiz: Introduction to Copilot for Sales30 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.

Inclus

10 vidéos2 lectures4 devoirs

10 vidéosTotal 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 lecturesTotal 20 minutes

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

4 devoirsTotal 63 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
Graded Quiz: Enhancing Sales Communication and Efficiency With Copilot30 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.

Inclus

5 vidéos3 lectures4 devoirs

5 vidéosTotal 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 lecturesTotal 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 devoirsTotal 72 minutes

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

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