Copilot Fundamentals for Sales is an introductory course built specifically for sales teams and account managers who want to use Copilot to streamline communication and boost productivity. The session introduces Copilot’s capabilities within the sales workflow, with a focus on how it integrates across Outlook, Teams, Word, and PowerPoint.
Participants learn how to summarize client communications, generate meeting recaps with action items, and draft polished proposals and follow-up emails. The course emphasizes effective prompt-writing strategies designed for sales scenarios, helping learners produce accurate, professional, and consistent messaging. By the end of the session, sales professionals are equipped to use Copilot as a daily assistant for managing clients and advancing deals.