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Generative AI for Sales with Microsoft 365 Copilot Professional Certificate Training

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Unlock the potential of Generative AI for Sales with Microsoft 365 Copilot Professional training by Multisoft Virtual Academy. Enhance sales efficiency, automate customer interactions, and leverage AI-powered tools to close deals faster. Learn real-world applications that redefine your sales strategy and drive business growth with Microsoft 365 Copilot.

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Instructor-led Training Live Online Classes

Suitable batches for you

30 Aug 2025 24 06:00 PM - 09:00 PM Sat, Sun
31 Aug 2025 24 06:00 PM - 09:00 PM Sat, Sun

Course Price At

$ 690

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Instructor-led Training Live Online Classes

30 Aug 2025 24 06:00 PM - 09:00 PM Sat, Sun
31 Aug 2025 24 06:00 PM - 09:00 PM Sat, Sun

Course Price At

$ 690

Enroll Now
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Online Self Learning Courses are designed for self-directed training, allowing participants to begin at their convenience with structured training and review exercises to reinforce learning. You’ll learn through videos, PPTs and complete assignments, projects and other activities designed to enhance learning outcomes, all at times that are most convenient to you.

Course Price At

$ 690

Enroll Now
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Instructor-Led Online Training Parameters

Course Highlights

  • Duration: 24 Hrs.
  • Subject Matter Expert
  • After Training Support
  • Lifetime E-Learning Access
  • Recorded Sessions
  • Free Online Assessments
Generative AI for Sales with Microsoft 365 Copilot Professional Certificate Training Course Syllabus

Curriculum Designed by Experts

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The Generative AI for Sales with Microsoft 365 Copilot Professional Training by Multisoft Virtual Academy is designed to empower sales professionals with cutting-edge AI tools to boost productivity and performance. This comprehensive course introduces participants to Microsoft 365 Copilot's advanced capabilities, focusing on how Generative AI can revolutionize everyday sales activities—from drafting persuasive emails and proposals to summarizing meetings, extracting customer insights, and generating real-time sales reports. Participants will explore the seamless integration of Copilot into Microsoft applications such as Outlook, Word, Excel, and Teams. The training emphasizes practical, scenario-based learning to help learners automate repetitive tasks, enhance communication with clients, and make data-driven decisions effortlessly. With hands-on exercises, learners gain experience in leveraging AI to personalize customer interactions, improve pipeline visibility, and accelerate deal closures.

This course is ideal for sales executives, account managers, sales strategists, and business development professionals looking to stay ahead in a rapidly evolving sales landscape. By the end of the program, learners will be equipped with the knowledge and tools needed to harness the full potential of Generative AI in Microsoft 365, transforming their sales workflows and driving measurable business outcomes.

Generative AI for Sales with Microsoft 365 Copilot Professional training is a specialized course that teaches sales professionals how to use Microsoft 365 Copilot's AI capabilities to streamline sales processes. It covers creating personalized content, automating tasks, analyzing data, and improving team collaboration. This training empowers learners to harness generative AI tools across Outlook, Excel, Word, and Teams to enhance productivity, close deals faster, and boost customer engagement.

  • Overview of Generative AI and its impact on sales
  • Introduction to Microsoft 365 Copilot
  • Business case for integrating AI in the sales process
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  • Copilot in Outlook: Crafting persuasive and personalized sales emails
  • Copilot in Word: Creating proposals and client-ready documents
  • Copilot in Excel: Analyzing sales data, forecasting, and trends
  • Copilot in PowerPoint: Designing AI-assisted presentations for sales pitches
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  • Integrating Copilot with Dynamics 365 Sales
  • Auto-generating meeting summaries and follow-up actions
  • Personalizing customer interactions using AI insights
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  • Lead scoring and opportunity identification with Copilot
  • Generating competitor analysis and market intelligence
  • Automating repetitive tasks in the sales lifecycle
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  • Data security and compliance in AI usage
  • Responsible AI practices for sales teams
  • Microsoft’s Responsible AI Standard and best practices
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  • Real-life case studies from sales-driven organizations
  • Practice exercises using Microsoft 365 apps with Copilot
  • Building your own sales AI workflow with guidance
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  • Quiz/Project to demonstrate understanding
  • Feedback and review session
  • Certification of completion
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Generative AI for Sales with Microsoft 365 Copilot Professional Certificate Training Description

  • Understand the fundamentals of Generative AI and its role in modern sales.
  • Learn how Microsoft 365 Copilot integrates with Outlook, Excel, Word, and Teams for sales productivity.
  • Automate routine sales tasks such as follow-ups, email drafting, and meeting summaries.
  • Generate personalized sales content using AI-powered prompts and templates.
  • Extract actionable insights from CRM data and sales reports using Copilot in Excel and Word.
  • Enhance customer engagement through intelligent communication and follow-ups.
  • Improve collaboration across sales teams using AI in Microsoft Teams and shared documents.
  • Apply AI-driven strategies for lead qualification, opportunity tracking, and pipeline management.
  • Gain practical experience through hands-on labs and real-world use cases.

  • Sales Executives
  • Business Development Managers
  • Account Managers
  • Sales Operations Professionals
  • Marketing and Sales Coordinators
  • CRM Analysts
  • Sales Team Leaders
  • Professionals using Microsoft 365 in client-facing roles
  • Digital Sales Transformation Managers
  • Sales Enablement Professionals

  • Basic understanding of sales processes and terminology
  • Familiarity with Microsoft 365 applications (Outlook, Word, Excel, Teams)
  • General knowledge of CRM systems (like Microsoft Dynamics, Salesforce)

Generative AI for Sales with Microsoft 365 Copilot Professional Certificate Training Certification

Multisoft Virtual Academy provides a globally recognized training certificate to the participants, after successful completion of a training program. The training certificates are recognized and accepted across the world.

Multisoft Virtual Academy's training certificate comes with lifetime validity.

Aspirants can directly enroll for the desired course from the Book Now Button in the course page. You can also connect on Whatsapp at +91 8130666206 to talk with a training advisor. Multisoft Virtual Academy also offers customized training programs on a wide range of domains and skills.

All training programs offered by Multisoft Virtual Academy are delivered by certified industry experts, who have years of experience in the relevant domains. Multisoft Global Subject Matter Experts impart knowledge on a wide variety of training courses through one –on-one and corporate training sessions.

Multisoft Virtual Academy training certification can help participants stand out in the competitive job market. Since the training certificates are internationally accepted, participants can showcase their skills and knowledge to employers across the world.

Generative AI for Sales with Microsoft 365 Copilot Professional Certificate Corporate Training Certification

Interactive Virtual Training

Interactive Virtual Training

  • Global Subject Matter Experts
  • Step-by –Step Learning Approach
  • Instant Doubt Clearing
Lifetime Access

Lifetime Access

  • Lifetime E-learning Access
  • Recorded Training Session Videos
  • Free Access to Practice Tests
24x7 Assistance

24x7 Assistance

  • Help Desk Support
  • Doubt Resolution in Real-time
  • After Training Support
Hands on Experience

Hands on Experience

  • Project Based Learning
  • Learning based on real-life examples
  • Assignments and Practice Tests
Globally Recognized Training Certificate

Globally Recognized Certificate

  • Multisoft Training Certificate
  • Globally Recognized and Accepted
  • Lifetime Validity

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Generative AI for Sales with Microsoft 365 Copilot Professional Certificate Training FAQ's

Yes, participants will receive a certificate of completion from Multisoft Virtual Academy after successfully finishing the course.

Sales professionals, business development managers, CRM users, and anyone involved in sales enablement or customer engagement roles.

You’ll need access to Microsoft 365 (with Copilot features enabled, if possible) for practical exercises. Detailed requirements will be shared after enrollment.

You will learn how to use Microsoft 365 Copilot for drafting sales emails, generating reports, summarizing meetings, automating workflows, and using AI insights to improve sales decision-making.

To contact Multisoft Virtual Academy you can mail us on enquiry@multisoftvirtualacademy.com or can call for course enquiry on this number  +91 8130666206

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