Course Outline
Module 1: Foundations & Governance – Copilot in the Sales Workflow
- Identifying key productivity drivers: Distinguishing where Copilot offers significant time savings versus where human judgment remains essential
- Understanding limitations, recognizing hallucinations, and critically verifying AI-generated content
- Managing data privacy, ensuring GDPR compliance, and upholding enterprise data governance to protect sensitive customer information
Module 2: Pre-Meeting Mastery & Account Intelligence
- Prospect & industry research: Efficiently extracting context and analyzing competitors
- Automated conversation synthesis: Condensing lengthy email threads in Outlook and past chats in Microsoft Teams
- Creating pre-call briefs, discovery question frameworks, and strategic talking points
Module 3: High-Impact Client Communication & Proposal Drafting
- Drafting persuasive follow-up emails, responses to inbound requests, and objection-handling scenarios in Outlook
- Accelerating proposal creation in Word: Ensuring seamless alignment with corporate templates and branding guidelines
- Refining tone of voice, negotiation style, and dynamic personalization at scale
Module 4: Teams Meeting Intelligence – From Conversation to Action
- Real-time meeting support: Staying updated on missed context without interrupting the client experience
- Automated meeting notes: Capturing key decisions, objections, pricing discussions, and action items
- Instant post-meeting documentation: Generating distinct internal summaries for the team and polished recaps for the client
Module 5: Sales Data Analysis & Pipeline Tracking in Excel
- Conversational data exploration: Using natural-language queries to analyze pipeline status, deal stages, and conversion rates
- Performance tracking for individuals and teams: Identifying pipeline bottlenecks and high-performing segments
- Generating executive summaries, trend forecasts, and board-ready reporting visualizations
Module 6: Hands-On Production Workshop – Real-World Sales Scenarios
- Interactive case studies based on actual deal pipelines and routine sales tasks
- Guided prompt engineering: Designing, testing, and refining role-specific prompt chains
- Individual deliverable: Creating a personal "Day-to-Day Copilot Playbook"
Module 7: Team Prompt Repository
- Building and standardizing a shared team prompt library for sales templates, objection handling, and briefing cards
- Actionable rollout plan: Strategies for immediate implementation to secure ROI
- Open Q&A session, individual troubleshooting, and course retrospective
Requirements
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Basic to intermediate proficiency with standard Microsoft 365 applications (Outlook, Word, Teams, and Excel).
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An active Microsoft 365 Copilot license assigned to the participant's enterprise account (highly recommended for hands-on exercises).
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Regular engagement in sales activities, account management, lead qualification, or sales reporting.
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No prior background in coding, prompt engineering, or advanced technical skills is required.
Target Audience
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B2B Sales Representatives, Account Executives, and Business Development Representatives
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Key Account Managers and Customer Success Specialists managing frequent client communications and complex accounts
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Sales Directors, Team Leads, and Commercial Managers seeking to optimize team operations and analyze sales pipelines
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Bid & Proposal Specialists involved in creating offers, pitches, and custom sales materials
Testimonials (2)
Everything is possible :-)
Sandra Bardewyck - Media Carrier Solutions GmbH
Course - Microsoft 365 Copilot: AI Productivity Across Word, Excel, PowerPoint, Outlook, and Teams
i already have some reports that i know, i will use some of the prompts that looked at today
