AI+ Microsoft 365 Copilot Sales Specialty™ - eLearning (exam included)
275,00 EUR
- 16 hours
Transform your sales approach with the AI+ Microsoft 365 Copilot Sales Specialty™ certification. Designed for sales professionals, account managers, business development teams, sales operations specialists, and business leaders, this course explores how AI and Microsoft 365 Copilot can enhance prospecting, customer engagement, lead qualification, opportunity management, sales analytics, and forecasting. Develop practical skills in AI-powered sales productivity, personalized customer communication, pipeline management, and data-driven decision-making. Through hands-on exercises, real-world case studies, and a capstone project, learn to streamline sales workflows, uncover valuable customer insights, improve team performance, and support responsible AI adoption using tools such as Microsoft 365 Copilot, Dynamics 365 Sales, Power BI, Power Automate, and Copilot Studio.
What Is Included?
Language
Course and material in English
Level
Intermediate level (Category: AI+ Professional)
Access
1 year access to the platform 24/7
8 hours of video lessons & multimedia resources
16 hours of study time recommendation
Material
Video, PDF Material, audio eBook, Podcasts, quizzes and assessments.
Tools You’ll Explore
Microsoft 365 Copilot, Microsoft 365 Copilot Chat, Copilot in Outlook, Microsoft Teams Copilot, Copilot in Word, Copilot in Excel, and many more.
Exam
Online Proctored Exam with One Free Retake included
Certificate
Certification of completion included
Turn Sales Insights into Action with Microsoft 365 Copilot
Use Copilot to streamline emails, meetings, proposals, presentations, and reports.
What Skills Will You Gain?
At the end of this course, you will be able to:
Boost productivity
Use Copilot to create emails, summarize meetings, and prepare proposals and presentations.
Engage
Craft effective prompts for personalized outreach, meetings, and follow-ups.
Improve
Research prospects, qualify leads, prioritize opportunities, and uncover growth potential.
Analyze
Analyze sales performance, monitor pipeline risks, and generate forecasts with AI insights.
Implement
Build efficient workflows with data protection, human oversight, and measurable results.
What Will You Learn?
AI Foundations for Modern Sales
Lesson 1
- Introduction to artificial intelligence
- Generative AI applications in sales
- AI across the sales lifecycle
- Practical AI sales applications
- AI limitations and challenges
- Real-world case studies
Microsoft 365 Copilot Fundamentals for Sales
Lesson 2
- Introduction to Microsoft 365 Copilot
- Overview of the Copilot ecosystem
- Copilot applications for sales professionals
- Working with organizational data
- Integration with Microsoft's sales ecosystem
- Practical case studies
Sales Prompt Engineering with Microsoft Copilot
Lesson 3
- Fundamentals of sales-focused prompting
- Basic and advanced prompting techniques
- Specialized sales prompt strategies
- Evaluating and improving prompts
- Building a sales prompt library
- Practical case studies
Copilot for Sales Productivity & Customer Engagement
Lesson 4
- Copilot for Outlook and email management
- Copilot for Microsoft Teams and meetings
- Copilot for Word and document creation
- Copilot for PowerPoint and presentations
- Copilot for Excel and data analysis
- Integrated customer engagement workflows
- Practical case studies
Copilot for Prospecting, Lead Generation & Opportunity Management
Lesson 5
- AI-powered prospect research
- Lead generation and qualification
- Personalized customer engagement
- Opportunity and account management
- Sales pipeline optimization
- Practical case studies
Copilot for Sales Analytics & Forecasting
Lesson 6
- Sales data and key performance indicators
- AI-assisted sales analysis with Excel
- Intelligent sales forecasting
- Power BI for sales insights
- Data-driven sales decisions
- Executive reporting and performance analysis
- Practical case studies
Responsible AI, Security & Copilot Adoption
Lesson 7
- Responsible AI principles for sales
- Identifying AI-related sales risks
- Data privacy and security practices
- Microsoft 365 Copilot governance
- Ethical AI use in sales
- Driving Copilot adoption across sales teams
- Practical case studies
AI-Powered Sales Transformation & Capstone
Lesson 8
- The future of AI-driven sales
- Sales workflow automation
- AI-powered sales strategies
- Measuring Copilot's business impact
- Developing an AI-powered sales solution
- Capstone presentation and evaluation
Who Should Enroll in this Program?
Sales Professionals
Sales Operations & CRM Teams
Business Development Professionals
Sales Leaders
Business Managers
Technology & Digital Transformation Professionals
More Details
Prerequisites
- AI Knowledge: Basic understanding of AI, machine learning, generative AI, and AI agents.
- Sales Experience: Familiarity with prospecting, lead management, customer engagement, and sales forecasting.
- Microsoft 365 Skills: Basic experience with Word, Excel, PowerPoint, Outlook, and Teams.
- Data Literacy: Ability to work with CRM data, spreadsheets, sales metrics, and dashboards.
- Responsible AI Awareness: Understanding of data privacy, security, human oversight, and safe AI usage.
Exam Details
- Duration: 90 minutes
- Passing :70% (35/50)
- Format: 50 multiple-choice/multiple-response questions
- Delivery Method: Online via proctored exam platform (flexible scheduling)
- Language: English
Licensing and accreditation
This course is offered by AVC according to Partner Program Agreement and complies with the License Agreement requirements.
Equity Policy
AVC does not provide accommodations due to a disability or medical condition of any students. Candidates are encouraged to reach out to AVC for guidance and support throughout the accommodation process.
Frequently Asked Questions
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