Course Outline
Module 1: Foundations & Governance – Copilot in the Sales Workflow
- Practical productivity drivers: Identifying where Copilot truly saves time versus where human judgment remains essential.
- Understanding limitations, recognizing hallucinations, and critically verifying AI-generated content.
- Data privacy, GDPR compliance, and enterprise data governance, including the protection of 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: Digesting long email threads in Outlook and past chats in Microsoft Teams.
- Creating pre-call briefs, discovery question frameworks, and key 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 with seamless alignment to corporate templates and branding.
- Refining 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 interrupting 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 clients.
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 deliverables: Each participant develops their personal “Day-to-Day Copilot Playbook.”
Module 7: Team Prompt Repository
- Building and standardizing a shared team prompt library, including sales templates, objection handling scripts, and briefing cards.
- Actionable rollout plan: Strategies to implement immediately 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, including 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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Daily involvement in sales activities, account management, lead qualification, or sales reporting.
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No prior experience 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 who handle frequent client correspondence and complex accounts.
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Sales Directors, Team Leads, and Commercial Managers seeking to streamline team operations and perform data analysis on sales pipelines.
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Bid & Proposal Specialists responsible for creating offers, pitches, and custom sales decks.
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
