Copilot: Sales Use Case

Module 2: Empower your workforce with Microsoft 365 Copilot: Sales use case

This module enables students to perform a series of Use Case exercises that build their Microsoft 365 Copilot skills in Sales-related business scenarios.

For the full course, including all modules, follow this learning pathway: https://ace.co.nz/MS4004.

Anyone working in Sales.

There are no prerequisites for this course; however, it is highly recommended that you have a Copilot license, as this session will be hands-on.

By the end of this module, you should be able to:

• Use Microsoft 365 Copilot in Loop to create and update a market research report for a potential new sales market.
• Use Microsoft 365 Copilot in PowerPoint to create and customize a sales presentation based on a market trend report for a new beverage product.
• Use Microsoft 365 Copilot Chat in Teams to summarize your emails, meetings, and chats for a specific project over the past 30 days, and then generate a list of actions items, and action items involving a specific - person or topic.
• Use Microsoft 365 Copilot in Word to compare three supplier agreements, identify the differences, and provide recommended actions.

• Introduction
• Exercise: Create a market research report using Microsoft 365 Copilot in Loop
• Exercise: Create a sales presentation using Microsoft 365 Copilot in PowerPoint
• Exercise: Prepare your meeting notes from emails using Microsoft 365 Copilot Chat
• Exercise: Compare supplier agreements using Microsoft 365 Copilot in Word
• Knowledge check
• Summary