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Curriculum Designed by Experts

The Generative AI for Sales with Microsoft 365 Copilot Professional Corporate Training by Multisoft Virtual Academy is designed to equip sales professionals and teams with the skills to leverage AI for smarter, faster, and more effective selling. This training focuses on integrating Microsoft 365 Copilot into daily sales workflows, helping participants unlock the full potential of generative AI in sales strategy, customer communication, and business decision-making.
Participants will explore how Copilot can automate repetitive tasks, draft personalized emails, generate proposals, provide actionable sales insights, and streamline data management across platforms. The course emphasizes practical use cases, real-time demonstrations, and hands-on exercises to ensure learners gain confidence in applying AI tools to real sales scenarios.
Whether you are an individual sales professional looking to boost productivity or a corporate team aiming to optimize sales performance, this training is tailored to meet diverse learning needs. By the end of the program, learners will not only master Microsoft 365 Copilot features but also understand how to create impactful customer experiences and drive measurable results through AI-powered selling strategies.
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

- 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

- Integrating Copilot with Dynamics 365 Sales
- Auto-generating meeting summaries and follow-up actions
- Personalizing customer interactions using AI insights

- Lead scoring and opportunity identification with Copilot
- Generating competitor analysis and market intelligence
- Automating repetitive tasks in the sales lifecycle

- Data security and compliance in AI usage
- Responsible AI practices for sales teams
- Microsoft’s Responsible AI Standard and best practices

- Real-life case studies from sales-driven organizations
- Practice exercises using Microsoft 365 apps with Copilot
- Building your own sales AI workflow with guidance

- 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 Corporate Training Certification
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