Empower your workforce with Microsoft 365 Copilot: Sales use case

  • Module
  • 14 Units
Beginner
Administrator
Business Analyst
Business User
Data Analyst
Functional Consultant
Security Operations Analyst
Student
Microsoft 365
Office 365

This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Sales-related business scenarios.

Learning objectives

By the end of this module, you should be able to:

  • Use the Researcher agent to analyze competitors and identify industry trends.

  • Use Microsoft 365 Copilot Chat to conduct market research.

  • Use Copilot in Word to create a sales proposal.

  • Use Copilot in Outlook to personalize your outreach.

  • Use Copilot in Word to generate a standard RFP response template.

  • Use Copilot in Excel to analyze historical RFP data.

  • Use Copilot Studio to build an RFP response agent.

  • Use Copilot in Outlook to personalize your outreach.

  • Use Copilot Studio to update an agent's instructions.

Prerequisites

None

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