Empower your workforce with Microsoft 365 Copilot: Sales use case

Beginner
Administrator
Business Analyst
Business User
Data Analyst
Functional Consultant
Security Operations Analyst
Student
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 Microsoft 365 Copilot in Loop to create and update a market research report for a potential new sales market.

  • Use Microsoft 365 Copilot in PowerPoint to create and customize a sales presentation based on a market trend report for a new beverage product.

  • Use Microsoft 365 Copilot Chat in Teams to summarize your emails, meetings, and chats for a specific project over the past 30 days, and then generate a list of actions items, and action items involving a specific - person or topic.

  • Use Microsoft 365 Copilot in Word to compare three supplier agreements, identify the differences, and provide recommended actions.

Prerequisites

None

Note: The author created this module with assistance from AI. Learn more