AI Instructor Live Labs Included

MS-4004 Empowering Workforce with Copilot Sales Focus

Master Microsoft 365 Copilot for sales tasks including proposal creation, market research, data analysis, and AI agent automation.

Beginner

8h 22m

4 Lessons

MS-4004-SA

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About This Course

Learn how sales professionals can leverage Microsoft 365 Copilot to create compelling sales proposals, conduct market research, analyze sales data, and build custom proposal automation agents. This course covers real-world sales use cases for Copilot across Word, Excel, Outlook, Teams, and Copilot Chat.

Course Curriculum

4 Lessons

AI Lesson

Accelerate Market Growth Using Microsoft 365 Copilot

1h 0m

Use Microsoft 365 Copilot to analyze competitors, conduct market research, create sales proposals in Word, and personalize outreach in Outlook.

Lab Exercise

Accelerate Market Growth Using Microsoft 365 Copilot - Lab Exercises

2h 39m 4 Exercises

Hands-on lab exercises for using Microsoft 365 Copilot to research competitors, conduct market research, create sales proposals, and personalize outreach.

Use the Researcher Agent to Analyze Competitors and Identify Industry Trends Use Microsoft 365 Copilot's Researcher agent to identify leading hotel energy management systems, compare features and pricing, and summarize key differentiators. ~10 min

Use Microsoft 365 Copilot Chat to Conduct Market Research Use Copilot Chat to perform market research on energy management systems in hotels and resorts, then compile findings into a professional research document. ~32 min

Use Copilot in Word to Create a Sales Proposal Use Copilot in Word to transform research findings into a professional, persuasive sales proposal tailored for hotel decision makers. ~26 min

Use Copilot in Outlook to Personalize Your Outreach Use Copilot in Outlook to craft a professional, persuasive email introducing Fabrikam's EcoSense 360 solution to a key decision-maker. ~46 min

AI Lesson

Automate Sales Proposal Responses Using Microsoft 365 Copilot

1h 0m

Use Microsoft 365 Copilot to generate RFP response templates, analyze historical RFP data, build RFP response agents, and collaborate on agent refinement.

Lab Exercise

Automate Sales Proposal Responses Using Microsoft 365 Copilot - Lab Exercises

3h 43m 5 Exercises

Hands-on lab exercises for using Microsoft 365 Copilot to create RFP templates, analyze RFP data, build response agents, and refine agent instructions.

Use Copilot in Word to Generate a Standard RFP Response Template Use Copilot in Word to generate a customizable RFP response template for EcoSense 360 targeted at hotels and resorts. ~30 min

Use Copilot in Excel to Analyze Historical RFP Data Use Copilot in Excel to analyze historical RFP data and uncover patterns in requested features, deal sizes, and win/loss outcomes. ~28 min

Use Copilot Studio to Build an RFP Response Agent Use Copilot Studio to build an EcoSense 360 RFP Response Agent that provides preliminary answers and generates customer-ready RFP responses. ~62 min

Use Copilot in Teams to Collaborate on Refining the RFP Response Agent Use Copilot in Teams to review a meeting transcript, summarize key discussion points, and generate follow-up actions for agent refinement. ~28 min

Use Copilot Studio to Update the Instructions for the RFP Response Agent Update the EcoSense 360 RFP Response Agent instructions in Copilot Studio with meeting recommendations and test the improved agent. ~30 min

$29.99 / 3 months access

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This course includes:

24/7 AI Instructor Support
Live Lab Environments
4 Hands-on Lessons
3 Months Access
Completion Badge
Certificate of Completion
7-Day Free Trial Available

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Complete all lessons to unlock the MS-4004 Copilot Sales Focus Completion achievement badge.