Microsoft Copilot for Sales Professionals: AI-Driven Pipeline Acceleration and Client Engagement
Transform your sales strategy using Microsoft Copilot to accelerate pipelines and enhance client engagement.
Course Guaranteed to Run
Course guaranteed to run. If only one participant registers, the course is converted into private flexible 1-to-1 training and consulting.
Why This Course Matters
The Business Problem We Solve
Sales professionals often find themselves bogged down by administrative tasks, consuming valuable time that could be used for client engagement and closing deals. In fact, research indicates that sales representatives spend less than 30% of their time selling. The reality of the modern sales environment necessitates a tool that can alleviate these burdens, enabling sales teams to focus on what truly matters: building relationships and driving revenue. Enter Microsoft Copilot, leveraging AI to empower sales professionals to perform at their best.
This course equips participants with the skills needed to harness the full potential of Microsoft Copilot within the sales ecosystem, ensuring they can maximize productivity and client satisfaction. Participants will learn to utilize Copilot for real-time assistance during calls, produce compelling proposals, and make data-driven decisions—transforming the way they approach sales and client engagements.
Who Should Attend
What You Will Be Able to Do
- Identify Copilot capabilities within Dynamics 365 Sales, Outlook, Teams, PowerPoint, and Excel relevant to sales workflows
- Apply Copilot for real-time sales call assistance including transcription, action item capture, and coaching suggestions
- Compose personalised outreach emails, follow-ups, and pipeline communication using Copilot in Outlook at scale
- Generate proposal presentations and competitive analysis decks using Copilot in PowerPoint and Excel
- Analyse CRM data with Copilot to identify pipeline risks, deal velocity, and lead prioritisation insights
- Apply AI-powered deal coaching frameworks to improve win rate and shorten sales cycles
- Optimise the ratio of selling time vs. administrative time by systematically integrating Copilot into the sales workflow.
Programme
Practical Exercises & Labs
- Generate personalised follow-up emails from meeting notes in under 2 minutes.
- Extract structured action items, risks, and next steps from a sales call automatically.
- Build a professional 10-slide proposal deck from a one-paragraph brief.
Practical Deliverables
Teaching Methods
Certification & Exam Alignment
Certification alignment: AB-730 AI Business Professional. Business use of Copilot content is fully aligned. MB-210 Dynamics 365 Sales Functional Consultant.
Participants will receive alignment towards relevant certifications based on course content. Each course incorporates concepts that can assist in preparing for certification exams, but does not replace individual exam preparation. DanAf provides readiness support.
The exam is not automatically included unless explicitly stated. The exam may be administered independently by the relevant certification body or testing provider.
Prerequisites
Assessment
Delivery Options
Upcoming Sessions
No upcoming sessions scheduled.
Request a date or private session.
FAQ
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