Role-Based Programme
RB0441

Copilot for Microsoft 365 for Sales & Business Development

Build AI-Assisted Prospecting, Sales Communication & Revenue Workflows

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability in applying Copilot across prospecting, account preparation, customer communication, opportunity management, and sales reporting.
  • Use approved organisational and customer information to summarise accounts, meetings, documents, emails, and sales opportunities.
  • Create structured AI-assisted workflows for lead research, personalised outreach, discovery preparation, proposals, and follow-up.
  • Apply Copilot across Outlook, Word, Excel, Teams, and PowerPoint to improve sales productivity and stakeholder communication.
  • Maintain customer-data privacy, factual accuracy, human validation, and responsible AI practices throughout sales workflows.

Tools covered

Microsoft CopilotCopilot ChatMicrosoft OutlookWordExcelPowerPointTeamsMicrosoft 365 Copilot PagesOneDrive & SharePoint Content

Who should attend

  • Sales Managers
  • Business Development Managers
  • Account Managers
  • Key Account Managers
  • Sales Executives
  • Business Development Executives
  • Enterprise Sales Professionals
  • Inside Sales Professionals
  • Pre-Sales Professionals
  • Sales Operations Professionals
  • Relationship Managers
  • Sales Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of sales or business-development processes
  • Familiarity with prospects, accounts, opportunities, customer meetings, and sales follow-ups
  • Basic working knowledge of Microsoft 365 applications
  • General awareness of generative AI is helpful
  • No programming expertise required
  • No previous Copilot course completion required

TOC Modules

Concepts
  • Understanding Copilot across emails, documents, spreadsheets, meetings, presentations, and organisational information
  • Mapping AI assistance across Prospect → Engage → Discover → Propose → Follow-Up → Grow
  • Identifying practical sales applications across account research, communication, analysis, and collaboration
  • Differentiating AI assistance from accountable sales judgement and customer commitments
Practical activities
  • Exploring representative sales and business-development prompts
  • Mapping Sales Activity → Copilot Capability → Business Outcome

Scenarios

Prospect Signal to Qualified Sales Opportunity

Account Information → Copilot-Assisted Research → Opportunity Hypothesis → Personalised Outreach → Discovery Meeting → Customer Needs → Qualification → Next-Step Plan

Participants use Copilot to move from initial account information to a structured opportunity while ensuring that customer needs, qualification decisions, and opportunity strategy are validated by the responsible sales professional.

Customer Meeting to Proposal & Sales Follow-Through

Customer Meeting → Copilot-Assisted Summary → Requirements & Actions → Proposal Draft in Word → Sales Analysis in Excel → PowerPoint Customer Presentation → Follow-Up Email → Opportunity Tracking

Participants connect meeting intelligence, proposal development, analysis, and customer communication into a coordinated sales workflow while retaining human ownership of commercial terms, commitments, and final customer-facing outputs.

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