Copilot Essentials for Sales and Business Development

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.

This course is perfect for:

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