Empower your workforce with Microsoft Copilot: Sales

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

Complete a series of exercises to build your Microsoft Copilot skills for common sales scenarios.

Learning objectives

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

  • Research markets and competitors with Researcher and Copilot Chat.
  • Create a sales proposal and customer outreach with Copilot in Word and Outlook.
  • Build an RFP response template and analyze RFP data with Copilot in Word and Excel.
  • Create a grounded RFP response agent with Agent Builder.
  • Refine and test the agent with stakeholder feedback.

Prerequisites

  • Access to Microsoft Copilot and the Microsoft 365 apps used in the exercises.
  • Some tasks require a Microsoft 365 Copilot license. Agent Builder capabilities and agent availability depend on the licenses and admin settings configured for your organization.
Start