Summary
By using Microsoft 365 Copilot and Copilot+ PC experiences together, you can reduce time spent on repetitive tasks, stay organized across your workflow, and focus more on building customer relationships and advancing opportunities.
Throughout this module, you explored how Microsoft 365 Copilot and Copilot+ PC experiences support each stage of the sales workflow:
| Workflow stage | What you do | Copilot support |
|---|---|---|
| Plan | Prioritize meetings, opportunities, and daily activities | Microsoft 365 Copilot |
| Prepare | Research customers and build account understanding | Microsoft 365 Copilot in Word and OneNote |
| Create | Develop presentations, proposals, outreach, and executive summaries | Microsoft 365 Copilot in Word and PowerPoint; Click to Do (Copilot+ PC) |
| Engage | Capture insights and communicate during customer conversations | Microsoft 365 Copilot in Teams; Live Captions and Windows Studio Effects (Copilot+ PC) |
| Wrap up | Review progress, organize follow-up actions, and prepare tomorrow's priorities | Microsoft 365 Copilot in Outlook and Teams; Agent in Settings (Copilot+ PC) |
Key takeaways
- Plan and prioritize your day by using Microsoft 365 Copilot to organize meetings, outreach, and opportunities.
- Research customers and create personalized outreach based on relevant insights.
- Capture key details, track next steps, and stay aligned during customer conversations and meetings.
- Review opportunities, organize follow-up actions, and prepare for the next day's priorities.
By using Microsoft 365 Copilot capabilities together with Copilot+ PC experiences, sales professionals can reduce time spent on administrative work, improve customer engagement, and focus more attention on building relationships and advancing opportunities.