Copilot in Outlook & Teams for Sales focuses on helping sales professionals manage client communications more effectively using AI. This session dives deep into Copilot’s features in Outlook and Teams, including email summarization, meeting recaps, and follow-up drafting.
Participants practice using Copilot to generate concise summaries from long email threads and recorded meetings, highlight key decisions, and automatically suggest next actions. The course also addresses tone control, context awareness, and best practices for client-facing communications. Sales teams leave with practical techniques for staying organized, responsive, and proactive across all client interactions.