Introduction
Sales professionals move through a continuous workflow of planning activities, preparing for customer engagements, creating customer-ready content, engaging in conversations, and following up on opportunities. Microsoft 365 Copilot (sold separately) provides AI assistance across Microsoft 365 apps and services, while Copilot+ PC experiences deliver AI-powered capabilities directly on compatible Windows devices.
In this module, you explore how Copilot prompts and Copilot+ PC experiences can help you plan your day, prepare for customer engagements, collaborate more effectively during meetings, and stay organized from start to finish—so you can spend more time building relationships, advancing opportunities, and closing deals.
Important
Copilot+ PC experiences vary by device, market, and update availability.
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.