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Copilot for Sales

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Copilot for Sales

This course is part of Generative AI for Sales Professionals Specialization

Instructor: Microsoft

5,820 already enrolled

Included with

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3 modules

Gain insight into a topic and learn the fundamentals.

19 reviews

Beginner level

Recommended experience

7 hours to complete

Flexible schedule

Learn at your own pace

3 modules

Gain insight into a topic and learn the fundamentals.

19 reviews

Beginner level

Recommended experience

7 hours to complete

Flexible schedule

Learn at your own pace

Skills you'll gain

Tools you'll learn

Productivity Software

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

12 assignments

Taught in English

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

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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

This introductory course provides a comprehensive overview of Copilot for Sales, Microsoft's AI-powered sales assistant. You will learn how Copilot can revolutionize your sales process by automating tasks, providing insights, and streamlining communication. Through hands-on exercises and real-world scenarios, learners will learn to effectively utilize Copilot for email drafting, meeting management, content creation, and knowledge retrieval, ultimately enhancing productivity and driving sales growth.

Module details

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

Getting Started with Microsoft Copilot10 minutes
How Will Generative AI Change Sales?10 minutes
Can AI Really Help You Sell?10 minutes
Module Summary & Interesting reads10 minutes

4 assignmentsTotal 75 minutes

Module 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 to harness the full power of Microsoft Copilot to revolutionize your interactions with customers throughout the sales cycle. Go beyond basic profiling and delve into how Copilot can enhance your communication, negotiation, and relationship-building skills. 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

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

Module 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

Discover how to harness the power of Copilot's AI-powered tools to create high-impact sales materials that captivate prospects and drive conversions. Learn how to seamlessly integrate Copilot with your company's knowledge base to access critical information and resources effortlessly. 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 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
Hands-On Activity: Contact Engagement Insights7 minutes

3 readingsTotal 30 minutes

Tutorial: Copilot and Sharepoint 10 minutes
Applying AI to Help Meet Volatility and Uncertainty in Sales10 minutes
Hands-On Activity: Contact Engagement Insights10 minutes

4 assignmentsTotal 72 minutes

Module Graded Quiz: Leveraging Copilot for Sales Enablement and Growth30 minutes
End-of-Course Graded Quiz30 minutes
Practice Quiz: Creating Winning Content With Copilot6 minutes
Practice Quiz: Real-World Success With Copilot and the Future of AI in Sales6 minutes