Course Outline
Module 1: Foundations & Governance – Copilot in the Sales Workflow
- Key productivity drivers: Identifying where Copilot saves time versus where human judgment is essential
- Understanding limitations, hallucination awareness, and the critical verification of AI-generated content
- Data privacy, GDPR compliance, and enterprise data governance (safeguarding sensitive customer data and confidentiality)
Module 2: Pre-Meeting Mastery & Account Intelligence
- Prospect and industry research: Rapid context extraction and competitor analysis
- Automated conversation synthesis: Summarizing long email threads in Outlook and past chats in Microsoft Teams
- Creating pre-call briefs, discovery question frameworks, and talking points
Module 3: High-Impact Client Communication & Proposal Drafting
- Drafting persuasive follow-up emails, responses to inbound requests, and objection-handling drafts in Outlook
- Accelerating proposal creation in Word: Ensuring seamless alignment with corporate templates and branding
- Adjusting tone, negotiation style, and dynamic personalization at scale
Module 4: Teams Meeting Intelligence – From Conversation to Action
- Real-time meeting assistance: Catching up on missed context without disrupting the client
- Automated meeting notes: Capturing decisions, objections, pricing discussions, and action items
- Instant post-meeting documentation: Creating differentiated internal summaries for the team and polished recaps for the client
Module 5: Sales Data Analysis & Pipeline Tracking in Excel
- Conversational data exploration: Asking natural-language questions about pipeline status, deal stages, and conversion rates
- Individual and team performance tracking: Identifying pipeline bottlenecks and high-performing segments
- Generating executive summaries, trend forecasts, and board-ready reporting charts
Module 6: Hands-On Production Workshop - Real-World Sales Scenarios
- Interactive case studies based on actual deal pipelines and daily sales tasks
- Guided prompt engineering session: Designing, testing, and refining role-specific prompt chains
- Individual deliverable: Each participant creates their personal "Day-to-Day Copilot Playbook"
Module 7: Team Prompt Repository
- Building and standardizing a shared team prompt library (sales templates, objection handling, briefing cards)
- Actionable rollout plan: Implementing immediate changes 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 tools (Outlook, Word, Teams, and Excel).
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An active Microsoft 365 Copilot license assigned to the participant's enterprise account (recommended for hands-on exercises).
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Regular involvement in sales activities, account management, lead qualification, or sales reporting.
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No prior experience with coding, prompt engineering, or advanced technical backgrounds 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 interactions and complex accounts
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Sales Directors, Team Leads, and Commercial Managers seeking to streamline team operations and analyze sales pipeline data
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Bid and Proposal Specialists responsible for 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
