Work smarter with Copilot prompts for sales professionals

  • Module
  • 7 Units
Beginner
Administrator
Business Leader
Business Owner
Business User
Technology Manager
Microsoft 365 Business

Explore how Microsoft 365 Copilot and Copilot+ PC experiences support each stage of the sales workflow, from planning and customer preparation to content creation, meeting collaboration, and end-of-day follow-up.

Learning objectives

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

  • Plan and prioritize your sales activities by using Microsoft 365 Copilot to organize meetings, outreach, and follow-up tasks.
  • Use Copilot in Microsoft 365 apps to research customers, summarize insights, and create customer-ready content.
  • Use Copilot during meetings to capture key details, track next steps, and maintain alignment with stakeholders.
  • Use Copilot+ PC experiences to enhance communication, stay organized, and support your workflow throughout the sales day.

Prerequisites

  • None
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