Empower your workforce with Microsoft 365 Copilot: Sales use case

This hands-on Microsoft Learn module teaches account executives and B2B sales professionals how to use Microsoft 365 Copilot to accelerate deal cycles from research to close. You will learn to analyze competitors with Copilot's Researcher agent, conduct market research with Copilot Chat, and draft compelling sales documents in Word with personalized outreach emails in Outlook. Two exercises walk through building a full RFP response workflow—creating reusable response templates in Word, analyzing historical bid data in Excel, and automating sales document drafts with a Copilot Studio agent. By the end, you will have a repeatable AI-assisted process for turning competitive intelligence into winning bids faster.