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    Copilot for Sales
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    Microsoft

    Copilot for Sales

    This course is part of Microsoft Copilot for Sales Specialization

    Microsoft

    Instructor: Microsoft

    2,016 already enrolled

    Included with Coursera Plus

    •Learn more
    3 modules
    Gain insight into a topic and learn the fundamentals.
    Beginner level

    Recommended experience

    Recommended experience

    Beginner level

    No previous experience required.

    6 hours to complete
    3 weeks at 2 hours a week
    Flexible schedule
    Learn at your own pace
    3 modules
    Gain insight into a topic and learn the fundamentals.
    Beginner level

    Recommended experience

    Recommended experience

    Beginner level

    No previous experience required.

    6 hours to complete
    3 weeks at 2 hours a week
    Flexible schedule
    Learn at your own pace
    • About
    • Outcomes
    • Modules
    • Recommendations
    • Testimonials

    Details to know

    Shareable certificate

    Add to your LinkedIn profile

    Assessments

    12 assignments

    Taught in English

    See how employees at top companies are mastering in-demand skills

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    Build your subject-matter expertise

    This course is part of the Microsoft Copilot for Sales Specialization
    When you enroll in this course, you'll also be enrolled in this Specialization.
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    • Gain a foundational understanding of a subject or tool
    • Develop job-relevant skills with hands-on projects
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    There are 3 modules in this course

    This introductory course provides a comprehensive overview of Copilot for Sales, Microsoft's AI-powered sales assistant. You will learn how Copilot can revolutionize your sales process by automating tasks, providing insights, and streamlining communication. Through hands-on exercises and real-world scenarios, learners will learn to effectively utilize Copilot for email drafting, meeting management, content creation, and knowledge retrieval, ultimately enhancing productivity and driving sales growth.

    Discover the power of Microsoft Copilot for Sales and how it transforms your productivity, decision-making, and customer interactions. Learn to integrate Copilot with tools like Outlook, Teams, and Dynamics 365, while exploring its AI-driven capabilities to streamline communication, automate tasks, and enhance digital collaboration within your sales strategy. Please note: This course was developed in September 2024. Copilot for Sales continues to evolve. It's important to adapt to the changes as the Copilot interface and functionality might be different from the features of Copilot for Sales when this course was created. For the latest updates and changes, follow the Microsoft’s Copilot for Sales website. Thank you for your understanding and enjoy the course!

    What's included

    10 videos3 readings4 assignments

    10 videos•Total 52 minutes
    • Welcome to Copilot for Sales•6 minutes•Preview module
    • Setting Up Microsoft Copilot for Sales•6 minutes
    • Copilot in Action•5 minutes
    • Automated Email Drafting With Copilot•5 minutes
    • Meeting Note Capture and Summarization in Teams•5 minutes
    • Contextual Insights With Dynamics 365•5 minutes
    • Proposal Generation (Excel)•3 minutes
    • Streamline Collaboration With Copilot-Powered Summaries (Teams)•5 minutes
    • Supercharge Collaboration With Copilot-Powered Planner Tasks•4 minutes
    • Practice Effective Prompting•5 minutes
    3 readings•Total 30 minutes
    • How to Get Started with Microsoft Copilot•10 minutes
    • How Will Generative AI Change Sales?•10 minutes
    • Can AI Really Help You Sell?•10 minutes
    4 assignments•Total 69 minutes
    • Practice Quiz: Copilot for Sales Essentials•12 minutes
    • Practice Quiz: Applying Copilot in Real-World Scenarios•15 minutes
    • Practice Quiz: Copilot as a Digital Collaboration Assistant•12 minutes
    • Module Graded Quiz: Introduction to Copilot for Sales•30 minutes

    Discover how to harness the full power of Microsoft Copilot to revolutionize your interactions with customers throughout the sales cycle. Go beyond basic profiling and delve into how Copilot can enhance your communication, negotiation, and relationship-building skills. Please note: This course was developed in September 2024. Copilot for Sales continues to evolve. It's important to adapt to the changes as the Copilot interface and functionality might be different from the features of Copilot for Sales when this course was created. For the latest updates and changes, follow the Microsoft’s Copilot for Sales website. Thank you for your understanding and enjoy the course!

    What's included

    10 videos2 readings4 assignments

    10 videos•Total 51 minutes
    • Crafting Compelling Emails With Copilot•5 minutes•Preview module
    • Summarizing Email Threads for Note-Taking (Outlook)•4 minutes
    • Preparing for Sales Meetings With Copilot•4 minutes
    • Crafting Meeting Prompts•5 minutes
    • Capturing Insights: Meeting Summaries With Copilot•5 minutes
    • Customer Insights With Copilot•6 minutes
    • Gauging Customer Sentiments With Copilot•4 minutes
    • Objection Handling Strategies with Copilot•4 minutes
    • Negotiation Tactics Powered by Copilot•5 minutes
    • Building Rapport and Trust with Copilot•4 minutes
    2 readings•Total 20 minutes
    • Email coaching With Copilot in Outlook•10 minutes
    • Leveraging AI to Craft Tailored Sales Pitches and Drive Engagement•10 minutes
    4 assignments•Total 63 minutes
    • Practice Quiz: Crafting Compelling Emails With Copilot•9 minutes
    • Practice Quiz: Mastering Sales Meetings With Copilot•12 minutes
    • Practice Quiz: Review and Evaluation of AI Content Strategies•12 minutes
    • Module Graded Quiz: Enhancing Sales Communication and Efficiency With Copilot•30 minutes

    Discover how to harness the power of Copilot's AI-powered tools to create high-impact sales materials that captivate prospects and drive conversions. Learn how to seamlessly integrate Copilot with your company's knowledge base to access critical information and resources effortlessly. Please note: This course was developed in September 2024. Copilot for Sales continues to evolve. It's important to adapt to the changes as the Copilot interface and functionality might be different from the features of Copilot for Sales when this course was created. For the latest updates and changes, follow the Microsoft’s Copilot for Sales website. Thank you for your understanding and enjoy the course!

    What's included

    5 videos3 readings4 assignments

    5 videos•Total 24 minutes
    • Crafting Winning Sales Collateral With Copilot•4 minutes•Preview module
    • Accessing Copilot's Integration With Your Knowledge Base (Sharepoint and Word)•3 minutes
    • Success Stories With Copilot for Sales•4 minutes
    • Future of AI in Sales•5 minutes
    • Hands-On Activity: Contact Engagement Insights•6 minutes
    3 readings•Total 30 minutes
    • Tutorial: Copilot and Sharepoint  •10 minutes
    • Applying AI to Help Meet Volatility and Uncertainty in Sales•10 minutes
    • Hands-On Activity: Contact Engagement Insights•10 minutes
    4 assignments•Total 72 minutes
    • Practice Quiz: Creating Winning Content With Copilot•6 minutes
    • Practice Quiz: Real-World Success With Copilot and the Future of AI in Sales•6 minutes
    • Module Graded Quiz: Leveraging Copilot for Sales Enablement and Growth•30 minutes
    • End-of-Course Graded Quiz•30 minutes

    Instructor

    Microsoft
    Microsoft
    Microsoft
    208 Courses•1,361,482 learners

    Offered by

    Microsoft

    Offered by

    Microsoft

    Our goal at Microsoft is to empower every individual and organization on the planet to achieve more. In this next revolution of digital transformation, growth is being driven by technology. Our integrated cloud approach creates an unmatched platform for digital transformation. We address the real-world needs of customers by seamlessly integrating Microsoft 365, Dynamics 365, LinkedIn, GitHub, Microsoft Power Platform, and Azure to unlock business value for every organization—from large enterprises to family-run businesses. The backbone and foundation of this is Azure.

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    Access to lectures and assignments depends on your type of enrollment. If you take a course in audit mode, you will be able to see most course materials for free. To access graded assignments and to earn a Certificate, you will need to purchase the Certificate experience, during or after your audit. If you don't see the audit option:

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