Role-Based Programme
RB0443

Copilot for Microsoft 365 for Sales & Business Development

Advanced Account Intelligence, Opportunity Strategy & AI-Assisted Revenue Execution

IMAGE REQUIRED
Duration
32 Hours
Level
Advanced
Delivery
Instructor-Led
Format
Capability Development

Programme Objectives

  • Develop advanced expertise in using Microsoft 365 Copilot across prospecting, account planning, discovery, opportunity management, proposals, negotiations, and revenue reviews.
  • Synthesize approved customer, market, product, meeting, email, proposal, and organizational information into actionable sales intelligence.
  • Apply Copilot to account research, stakeholder analysis, pipeline reviews, business-case development, proposal creation, executive presentations, and forecast preparation.
  • Build reusable AI-assisted sales workflows across Outlook, Teams, Word, Excel, PowerPoint, SharePoint, OneDrive, Loop, Forms, and Copilot Chat.
  • Establish governance for customer confidentiality, commercial accuracy, approved claims, pricing boundaries, source validation, and human sales judgement.

Tools covered

Microsoft 365 CopilotCopilot ChatMicrosoft OutlookTeamsWordExcelPowerPointOneDriveSharePointMicrosoft LoopMicrosoft FormsMicrosoft Graph-Grounded Organizational ContextAI-Assisted SearchMeeting IntelligenceData AnalysisProposal Development & Sales Reporting

Who should attend

  • Sales Directors
  • Senior Sales Managers
  • Business Development Directors
  • Enterprise Account Executives
  • Strategic Account Managers
  • Key Account Managers
  • Business Development Managers
  • Pre-Sales Leaders
  • Solution Sales Professionals
  • Sales Operations Professionals
  • Revenue Operations Professionals
  • Partnership & Alliance Managers
  • Regional Sales Leaders
  • Account Development Professionals
  • Sales Transformation Professionals

Prerequisites & Participant Readiness

  • Working knowledge of sales, business development, or strategic account management
  • Experience with prospecting, discovery, account planning, proposals, pipelines, or negotiations
  • Regular working knowledge of Microsoft 365 applications
  • Familiarity with Excel-based pipeline or sales-performance data
  • Basic understanding of commercial approvals, pricing, confidentiality, and customer-data handling
  • No programming expertise required
  • No previous Copilot course required

TOC Modules

Concepts
  • Understanding Copilot across Outlook, Teams, Word, Excel, PowerPoint, SharePoint, OneDrive, Loop, Forms, and Copilot Chat
  • Mapping Copilot capabilities across prospecting, qualification, opportunity development, negotiation, and account growth
  • Understanding organizational grounding, permissions, context, and information boundaries
  • Differentiating AI assistance from accountable seller and commercial decision-making
Practical activities
  • Mapping current sales workflows to appropriate Copilot capabilities
  • Designing prompts using Sales Objective → Customer Context → Evidence → Constraints → Output
  • Creating reusable advanced sales prompt patterns

Scenarios

Strategic Account Signal to Enterprise Opportunity

Verified Account Development → Microsoft 365 Copilot Research Synthesis → Stakeholder Mapping → Personalized Outreach → Discovery → Qualification → Opportunity Strategy → Proposal → Executive Customer Review → Human Commercial Decision

Participants use Microsoft 365 Copilot to convert verified account intelligence into a structured enterprise sales opportunity while ensuring customer needs, solution claims, pricing, and commercial commitments remain human-validated.

Complex Deal to Negotiation & Revenue Forecast

Validated Opportunity Data → Copilot-Assisted Deal Review → Qualification Gaps → Customer Objections → Value & Business Case → Negotiation Preparation → Commercial Approval → Customer Discussion → Pipeline / Forecast Update → Leadership Review

Participants build an advanced deal-management workflow that connects opportunity strategy, negotiation, forecasting, and management reporting while preserving seller ownership of judgement, commitments, and final commercial decisions.

Related programmes

Continue with programmes from the same capability area.

Take the next step

Ready to make this programme work for your team?

Customise modules, duration and business scenarios for your team.

Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.