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.

Beyond the Basics: Expand Your Copilot for Sales Expertise

Ends tomorrow! Save on skills that make you shine with 40% off 3 months of Coursera Plus. Save now

Beyond the Basics: Expand Your Copilot for Sales Expertise

This course is part of Generative AI for Sales Professionals Specialization

Instructor: Microsoft

1,930 already enrolled

Included with

Learn more

3 modules

Gain insight into a topic and learn the fundamentals.

10 reviews

Beginner level

Recommended experience

6 hours to complete

Flexible schedule

Learn at your own pace

3 modules

Gain insight into a topic and learn the fundamentals.

10 reviews

Beginner level

Recommended experience

6 hours to complete

Flexible schedule

Learn at your own pace

Skills you'll gain

Tools you'll learn

Microsoft 365

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

10 assignments

Taught in English

See how employees at top companies are mastering in-demand skills

Learn more about Coursera for Business

logos of Petrobras, TATA, Danone, Capgemini, P&G and L'Oreal

Build your subject-matter expertise

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.

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

Designed for experienced Copilot users, this course comprehensively examines advanced features, integrations, and the future of AI in sales. You will learn how to fine-tune Copilot for specific use cases, leverage it for sales forecasting and pipeline management, and integrate it with a wider range of Microsoft and third-party tools. Additionally, the course explores emerging AI trends and ethical considerations, equipping participants with the knowledge to stay ahead of the curve and use AI responsibly in their sales strategies.

Module details

This module introduces the essential skills to harness Microsoft Copilot's advanced features for enhancing sales data analysis and decision-making. You will explore prompt engineering, refine your approach to AI-driven insights, and integrate these insights into strategic sales management processes. By mastering these features, you will become proficient in using AI to transform sales data into actionable strategies, enabling improved forecasting, pipeline management, and overall sales performance. 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

4 videos2 readings3 assignments

4 videosTotal 21 minutes

Prompt Engineering With Copilot for Sales5 minutes
Refining Common Prompting Issues With Copilot6 minutes
Sales Forecasting With Copilot5 minutes
Pipeline Management With Copilot5 minutes

2 readingsTotal 22 minutes

How to Get Started with Microsoft Copilot10 minutes
Get Help With Copilot12 minutes

3 assignmentsTotal 42 minutes

Module Graded Quiz: Mastering Advanced Copilot Features30 minutes
Practice Quiz: Copilot Pro Tips 6 minutes
Practice Quiz: Maximizing Copilot for Sales Management6 minutes

This module equips you with the knowledge to seamlessly integrate Microsoft Copilot with various tools within the Microsoft 365 ecosystem. By leveraging these integrations, you will enhance your forecasting capabilities and streamline collaboration and sales processes. The module also covers building custom AI solutions with partners to empower transformation and explores the impact of accurate forecasting on strategic sales decisions. 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 readings3 assignments

5 videosTotal 29 minutes

Copilot and Outlook: A Powerful Duo4 minutes
Copilot and Teams: Streamlining Collaboration6 minutes
Copilot and Viva Sales: A Unified Sales Experience6 minutes
Copilot and Your Marketing Automation Platform6 minutes
Building Custom Integrations With Copilot7 minutes

3 readingsTotal 23 minutes

Building AI Solutions With Partners6 minutes
Integrating Copilot with LinkedIn Sales Navigator7 minutes
How to Get the Most of LinkedIn Sales Navigator to Win Leads10 minutes

3 assignmentsTotal 48 minutes

Module Graded Quiz: Integrating Copilot With Your Wider Tech Stack30 minutes
Practice Quiz: Mastering Outlook, Teams, and Viva Sales With Copilot9 minutes
Practice Quiz: Expanding Copilot With Third-Party Integrations9 minutes

This module prepares you to stay ahead of the curve by exploring the future potential of AI and Copilot in sales. It explores emerging trends, innovations, and best practices for leveraging AI to refine sales strategies, optimize outcomes, and foster a data-driven culture within sales teams. You will also explore critical ethical considerations, ensuring the responsible use of AI while maintaining trust and transparency in AI-powered sales processes. 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

6 videos3 readings4 assignments

6 videosTotal 31 minutes

The Evolution of Copilot for Sales5 minutes
AI-Powered Sales: What's Next?6 minutes
Ensuring Fairness and Bias Mitigation in AI6 minutes
Protecting Customer Data and Privacy With AI5 minutes
Building Trust and Transparency in AI-Powered Sales4 minutes
Hands-On Activity: Tailor-Made Presentations5 minutes

3 readingsTotal 43 minutes

Leveraging AI for Enhanced Sales Personalization and Efficiency8 minutes
The Next Wave of AI-Powered Sales5 minutes
Hands-On Activity: Tailor-Made Presentations30 minutes

4 assignmentsTotal 81 minutes

Module Graded Quiz: The Future of Copilot and AI in Sales 30 minutes
End-of-Course Graded Quiz30 minutes
Practice Quiz: Ensuring Data Quality and Integrity with Microsoft Copilot12 minutes
Practice Quiz: Ethical Considerations and Responsible AI Use9 minutes