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HomeCoursesMicrosoft CopilotCopilot Essentials for Sales and Business Development
Microsoft Copilot

Copilot Essentials for Sales and Business Development

In-Person
All levels
Next: Monday, 1 June 2026
Book a SessionRequest Team Booking

About this course

Copilot Essentials for Sales & Business Development

Save time, increase deal momentum, and reduce sales administration.

Duration 30 minutes
Level Beginner
Completion Certificate + Badge

Course Overview

In sales and business development, progress depends on managing context at speed — emails, meetings, proposals, pricing changes, and internal conversations all evolve quickly. This session demonstrates how Microsoft 365 Copilot acts as a sales assistant, helping you stay on top of deal activity while reducing manual effort.

Using realistic sales scenarios, you’ll see how Copilot helps summarise long email threads, coach tone for sensitive follow‑ups, compare proposal versions, and create sales documents grounded in real deal context. You’ll also explore how Copilot can quickly turn proposals into structured pitch decks.

By the end of the session, you’ll understand how to use Copilot to maintain deal momentum, reduce admin, and spend more time focusing on customer conversations and closing opportunities.

Skills Gained

Sales Email Summarisation Deal‑Aware Content Drafting Proposal Comparison & Review Grounded Editing in Word Sales Pitch Creation Efficient Deal Management

What You'll Learn

• Understanding Deal Context – Use Copilot to summarise complex sales email threads and highlight risks, blockers, and next steps.
• Drafting Follow‑Ups – Create confident, consultative sales emails with tone guidance from Copilot.
• Comparing Proposals – Identify pricing, scope, and timeline changes across proposal versions using Copilot in OneDrive.
• Grounded Edits – Refine proposal content in Word while keeping changes aligned to real deal documents.
• From Proposal to Pitch – Generate a first‑pass sales presentation directly from a proposal using Copilot in PowerPoint.

Who Is This For?

This course is perfect for:

✓ Sales and business development professionals
✓ Account managers and commercial teams
✓ Anyone responsible for proposals, pitches, or deal follow‑up

Prerequisites

Microsoft 365 account with Copilot enabled. No prior Copilot experience is required.

Upon Completion

Digital Badge

Shareable credential for LinkedIn and professional profiles

Certificate of Completion

Official certificate to showcase your achievement

Upcoming live sessions

Jun
1
15:00 GMT
Virtual Session Jake Hall
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Next Session
Monday, 1 June 2026
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Live interactive session
Expert certified trainer
Certificate of completion

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