Microsoft Copilot for Sales

Course Description: Microsoft Copilot for Sales

This course is taught in online mode and consists of 7 units.

The duration of the course is 7 0 hours That distributes between content and collaboration tools. Upon completion, the student will receive an accrediting diploma.

The training is carried out through our Virtual Campus, with this modality you will have all the didactic content on the course platform and it will be accessible, from the start day of the course, 24 hours a day, every day of the week. The student will also have participation forums, as well as continuous tutoring.

The course fee applies to the tele-training modality (100% bonus option) In-person and tele-in-person training actions can be carried out on demand.


The Microsoft Copilot for Sales course is aimed primarily at sales professionals seeking to improve their efficiency and effectiveness through the use of tools based on artificial intelligence.

Addressed to

Mainly aimed at professionals in the sales area such as:

  • Sales representatives who want to personalize their interactions with customers and manage their customer base more efficiently.
  • Sales managers looking for tools to improve their teams' performance, analyze sales data, and automate administrative tasks.
  • Marketing professionals who want to integrate AI tools to improve lead generation and personalization of marketing campaigns.
  • Customer service teams seeking to improve the customer experience through quick and personalized responses.
  • IT professionals in the sales sector who need to implement and manage AI solutions to improve sales processes.

Overall, the course would be designed for anyone within the sales organization who is interested in using advanced technology to improve productivity, operational efficiency, and customer interaction.

Course objectives

Understand the concept of customer management and its benefits for sales.

Learn how to use Microsoft Copilot for Sales to manage opportunities and the sales funnel.

Know the different stages of the customer life cycle and how to apply them with Microsoft Copilot for sales.

Identify best practices to improve customer relationships and increase chances of closure.

Use the tools and capabilities of Microsoft Copilot for Sales to automate and optimize tracking, scheduling, and reporting tasks.

Create and customize action plans and email sequences for each opportunity and customer segment with Microsoft Copilot for sales.

Evaluate the performance and progress of opportunities and the sales funnel with Microsoft Copilot for Sales dashboards and reports.

Course content

Module 1: What is Microsoft 365 Copilot?

  • Microsoft 365 Copilot overview: The copilot system
  • Employee aptitude and the AI ​​work paradigm
  • The advantages of AI for every job
  • Prompts and natural language
  • Where does Copilot apply?

Module 2: Implementation of Microsoft Copilot for sales

  • Installing Microsoft Copilot (by administrator)
  • Installing the Copilot for Sales add-in for Outlook
  • Using Microsoft Sales Copilot with Teams
  • Install Copilot for Sales

Module 3: How to use AI to boost sales in organizations

  • Using AI to improve sales communication
  • Generating AI-enhanced sales meetings
  • How to use CRM data with AI
  • Use of collaboration spaces
  • Customizing Microsoft Copilot

Module 4: Microsoft Copilot for sales in Outlook

  • Main utilities
  • Connect a contact to the CRM
  • Create a contact in the CRM from Copilot for sales
  • Activity management from the CRM
  • Using Copilot to create messages
  • View and register an email summary to the CRM
  • View a summary of opportunities

Module 5: Microsoft Copilot for sales in Teams

  • Creating a meeting in Teams in a Sales environment
  • Using the Microsoft Copilot App for Sales during a meeting
  • Generate a sales meeting summary
  • Creating tasks from a sales summary
  • Share a CRM record in a Teams conversation
  • Viewing and updating records
  • Collaboration spaces in Copilot for sales

Module 6: Use of responsible AI in the field of sales

  • Aspects to take into account when generating content
  • How to manage email summaries
  • How to manage meeting tracking with Copilot for sales
  • How to manage opportunities

Module 7: The customer management process with Microsoft Copilot for sales

  • The life cycle of customer management will be analyzed using Microsoft Copilot for sales


To participate in a Microsoft Copilot for Sales course, although specific requirements may vary depending on the course provider or learning platform, you would generally expect the following:

Basic Sales Knowledge: Have a fundamental understanding of sales processes and strategies, although the course may be designed to suit all skill levels.

Experience with Microsoft 365: Since Microsoft Copilot integrates with Microsoft 365 tools (such as Outlook, Teams, Excel, etc.), participants should have a basic understanding of these programs.

Access to Microsoft Copilot and Related Tools: You will likely need access to Microsoft Copilot and possibly other Microsoft 365 tools to get the most out of the course. This may require a subscription or access provided by your organization.

Basic Computer and Internet Skills: Proficiency in using computers and Internet navigation to access course material, participate in online sessions, and use related software.

Time Commitment: Willingness to dedicate the time necessary to complete the course, including lectures, practical exercises, and possibly projects or assessments.

Other training modalities

If you are interested in taking this course in telepresence mode, contact us: Email: , Telephone: +34 91 031 66 78, WhatsApp: +34 685 60 05 91


*The rate of Rewardable course plus annual Microsoft 365 copilot license It is for those users who already have the Microsoft 365 E3 or E5 license.

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