Role-Based Programme
RB0440

Copilot for Microsoft 365 for Sales & Business Development

Accelerate Prospecting, Customer Engagement & Sales Productivity

IMAGE REQUIRED
Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how Microsoft 365 Copilot can support prospecting, account research, customer communication, opportunity management, and sales follow-up.
  • Use Copilot to summarize prospect information, customer documents, email threads, meeting discussions, and account-related content.
  • Explore Copilot for drafting outreach messages, follow-ups, sales briefs, proposals, and customer-facing presentations.
  • Use Excel with Copilot to organize leads, opportunities, follow-ups, pipeline information, and basic sales-performance data.
  • Apply responsible AI practices covering customer confidentiality, commercial accuracy, pricing, claims, commitments, and human sales ownership.

Tools covered

Microsoft 365 CopilotCopilot ChatOutlookTeamsWordExcelPowerPointOneDriveSharePoint

Who should attend

  • Sales Managers
  • Business Development Managers
  • Sales Executives
  • Business Development Executives
  • Account Executives
  • Account Managers
  • Key Account Managers
  • Inside Sales Professionals
  • Sales Development Representatives
  • Business Development Representatives
  • Pre-Sales Professionals
  • Sales Operations Professionals

Prerequisites & Participant Readiness

  • Basic understanding of sales and business-development processes
  • Familiarity with prospecting, customer communication, meetings, and follow-up activities
  • Basic experience with Microsoft 365 applications
  • Basic familiarity with Microsoft Excel is helpful
  • Awareness of sales pipeline or CRM concepts is beneficial
  • No programming expertise required
  • No previous Microsoft 365 Copilot experience required

TOC Modules

Concepts
  • Understanding Copilot across Outlook, Teams, Word, Excel, PowerPoint, SharePoint, and OneDrive
  • Identifying sales use cases across prospecting, qualification, meetings, proposals, and follow-up
  • Understanding AI-assisted productivity across common sales activities
  • Differentiating AI-generated suggestions from seller judgement and commercial decisions
Practical activities
  • Exploring Copilot in common sales workflows
  • Testing basic sales and business-development prompts
  • Mapping Sales Activity → Microsoft 365 App → Copilot Support

Scenarios

Prospect Research to Personalized Outreach

Prospect Information → SharePoint / OneDrive → Copilot Summary → Customer Need → Outlook Outreach Draft → Seller Review → Follow-Up

Participants turn approved prospect information into a concise account brief and personalized outreach while validating all customer and business claims before communication.

Customer Meeting to Opportunity Progression

Teams Sales Meeting → Copilot Summary → Requirements & Objections → Excel Opportunity Update → PowerPoint / Word Follow-Up Content → Outlook Next-Step Communication

Participants convert a customer conversation into structured opportunity information, clear next actions, and relevant follow-up while retaining seller ownership of commercial decisions.

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