This course provides comprehensive, hands-on training on leveraging Microsoft 365 Copilot and Copilot Studio to transform and accelerate sales processes. Participants will learn how AI-driven tools can streamline every phase of the sales cycle – from initial customer research and outreach, through active engagement and RFP response, to post-sale analytics and customer success. The curriculum combines focused theory sessions that establish conceptual foundations with practical lab exercises where participants apply their knowledge using real-world sales scenarios built around the Contoso Enterprise case study.

The primary audience of this class are sales professionals, business development representatives, and sales managers who want to integrate AI tools into their daily workflows. This includes professionals working with Microsoft 365 who seek to improve customer research, CRM management, RFP responses, and post-sale analytics through AI-powered automation.

The secondary audience includes CRM administrators, marketing operations specialists, and anyone interested in understanding how Microsoft Copilot and Copilot Studio can augment the modern sales process.

Prerequisites:

• Basic knowledge of Microsoft 365 applications (Outlook, Word, PowerPoint, SharePoint)
• Familiarity with CRM concepts and sales processes
• Basic understanding of AI prompts and prompt engineering principles
• Introductory awareness of Microsoft Copilot Studio (helpful but not required)

• Use Microsoft 365 Copilot to accelerate customer research, sales preparation, and outreach communications
• Leverage Copilot Chat and Copilot Studio to improve customer response times and maintain accurate CRM records
• Streamline the RFP response process using AI-powered content generation, team collaboration, and customer communication
• Analyze post-sale customer feedback, identify upsell opportunities, and generate actionable performance reports
• Set up and configure a SharePoint-based sales hub to support collaborative sales operations
• Build reusable AI-powered workflows for end-to-end sales process optimization

Module 0: SharePoint Sales Hub Setup
Module 1: AI-Powered Customer Research & Sales Preparation
Module 2: Customer Engagement & CRM Automation
Module 3: RFP Response Management with AI
Module 4: Post-Sale Insights & Customer Success
Module 5: Review and Practice with Instructor

Leverage Microsoft 365 Copilot and Copilot Studio for Sales