Role-Based Programme
RB0559

Microsoft Copilot Studio for Sales & Business Development

AI Agents for Lead Engagement, Sales Workflows & Revenue Operations

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in designing Copilot Studio agents for prospecting support, lead management, account engagement, opportunity workflows, and sales enablement.
  • Ground agents in approved product, solution, pricing-policy, sales-process, and organisational knowledge.
  • Integrate CRM and enterprise systems through connectors, tools, MCP, and agent flows to support governed sales actions.
  • Build multistep workflows for lead qualification, follow-ups, opportunity coordination, proposal support, and sales operations.
  • Test, evaluate, monitor, and optimise sales agents while maintaining customer-data protection, approval controls, factual accuracy, and human sales ownership.

Tools covered

Microsoft Copilot StudioAI AgentsAgent InstructionsGenerative OrchestrationKnowledge SourcesTopicsTools & ConnectorsAgent FlowsDynamics 365 Sales MCPEvent TriggersHuman-in-the-Loop ApprovalsTest ChatAgent EvaluationAnalytics

Who should attend

  • Sales Managers
  • Business Development Managers
  • Account Managers
  • Key Account Managers
  • Enterprise Sales Professionals
  • Business Development Executives
  • Inside Sales Professionals
  • Sales Development Representatives
  • Pre-Sales Professionals
  • Solution Sales Professionals
  • Sales Enablement Professionals
  • Revenue Operations Professionals
  • Sales Operations Professionals
  • Sales Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of sales and business-development processes
  • Familiarity with lead management, prospecting, discovery, opportunities, proposals, and follow-ups
  • Basic awareness of CRM systems such as Dynamics 365 Sales is helpful
  • Basic understanding of Microsoft 365 or Power Platform is helpful
  • No advanced programming expertise required
  • No previous Microsoft Copilot Studio experience required
  • CRM, MCP, connector, and automation availability depends on organisational licensing, permissions, and system configuration

TOC Modules

Concepts
  • Understanding AI agents across prospecting, engagement, opportunity management, and sales operations
  • Exploring instructions, knowledge, topics, tools, flows, orchestration, testing, and analytics
  • Mapping Sales Need → Agent Capability → Sales Action → Business Outcome
  • Differentiating sales-assistance agents from autonomous business-process agents
Practical activities
  • Exploring the Copilot Studio authoring environment
  • Creating a basic sales-support agent
  • Defining its users, scope, boundaries, and success criteria

Scenarios

New Lead to Qualified Opportunity

New Lead → Copilot Studio Agent → CRM Context → Qualification Questions → Product Knowledge → Lead Assessment → Salesperson Review → Opportunity Creation → Next Action

Participants build a governed workflow that assists with lead qualification, retrieves relevant context, and supports opportunity progression while keeping the salesperson accountable for commercial decisions.

Customer Meeting to Governed Sales Follow-Up

Discovery Inputs → Customer Requirements → Copilot Studio Agent → CRM & Product Knowledge → Follow-Up Draft → Recommended Next Action → Human Approval → CRM Update / Outreach → Performance Review

Participants design an agent-assisted workflow that turns validated discovery information into structured follow-up activity while preserving customer accuracy, approval, CRM traceability, and human sales ownership.

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