Microsoft Copilot | Microsoft Office 365 | Sales Workflow with Artificial Intelligence AI | Word | Copilot Web
Stop spending your selling time on admin.
What you’ll learn
- Use Microsoft Copilot to create account briefs with pain hypotheses, stakeholders, and discovery questions for faster prospecting..
- Draft cold outreach emails using a 5-part framework, with strong relevance, clear value, honest proof, and low-friction CTAs..
- Rewrite and personalize sales emails in Outlook with Copilot while keeping tone human, concise, and compliant..
- Build a one-page meeting prep plan in minutes: agenda, objectives, key questions, and likely objections with response bullets..
- Turn meeting notes into clean recaps, action items, and follow-up emails that lock next steps and maintain deal momentum..
- Generate CRM-ready updates from call notes: stage rationale, next step/date, risks, and open questions – without spending hours on admin..
Course Content
- Foundations + Prospecting –> 3 lectures • 30min.
- Outreach + Meetings –> 4 lectures • 47min.
- CRM Updates + Proposals + Forecasting –> 3 lectures • 34min.
Requirements
Stop spending your selling time on admin.
In this course, you’ll learn a practical, repeatable workflow to use Microsoft Copilot to move faster through the sales week—researching accounts, drafting outreach, preparing for meetings, writing follow-ups, creating proposals, and keeping CRM notes clean—without sounding robotic or making risky claims. By the end, you’ll have copy-paste prompts and templates you can use immediately in your real role.
This is a workflow-first course (not a feature tour). You’ll practice the exact tasks sales teams do every week:
- Build a 1-page account brief in minutes (company snapshot, pain hypotheses, stakeholder map, discovery questions, and personalization angles)
- Write cold outreach emails using a clear 5-part framework (relevance → insight → value → proof → CTA)
- Use Copilot in Outlook to draft, rewrite, tighten, and personalize messages while keeping your tone human and concise
- Generate a one-page meeting prep plan (agenda, objectives, discovery questions, and likely objections with response bullets)
- Turn messy notes into post-meeting recaps, action items, and follow-up emails that lock clear next steps
- Create CRM-ready update blocks you can copy-paste (stage rationale, next step/date, risks, and open questions)
- Draft a proposal skeleton in Word and refine it into a crisp, executive version—without accidental over-promises
- Create a pitch deck outline in PowerPoint with speaker notes so your story stays clear and consistent
Who this course is for
- SDRs/BDRs, AEs, Account Managers, and Sales Managers working in a Microsoft 365 environment
- Sales teams who want consistent messaging, faster prep, and cleaner follow-through
- Anyone who wants practical Copilot usage for real sales workflows (not generic AI theory)
Who this course is not for
- People looking for a deep technical course on Microsoft administration or building complex integrations
- Learners who want fully automated “set-and-forget” sales outreach (this course focuses on quality and control)
You’ll also learn the “sales-ready” rules that keep Copilot outputs accurate, safe, and professional—including how to avoid guessing, how to structure prompts, and how to review outputs before sending.
If you want Copilot to feel like a real sales assistant—helping you ship better work faster—this course is for you. Enroll now and build your Copilot sales workflow in under two hours.