AI for Sales with Microsoft 365 Copilot is a hands-on course in using Copilot across Outlook, Teams, Word, Excel and PowerPoint for the whole B2B sales and account-management cycle, from meeting preparation and proposals to data analysis and complaint handling. It suits salespeople, account managers and sales leads in service businesses, and you leave with a team prompt library and a sales assistant agent.
Sales and account teams in service, maintenance and project businesses handle a heavy daily workload: following up service work for customers with many sites, preparing quotations and scopes of work, summarising site survey meetings, answering emails and complaints, and producing monthly service reports. The information is scattered across email, Excel files and Teams chats, which leaves less time for building relationships and finding new sales opportunities.
This course shows learners how to use Microsoft 365 Copilot, which works inside the Outlook, Teams, Word, Excel and PowerPoint their organisation already uses, as an assistant at every step of B2B sales. It covers preparing for customer meetings with Researcher, writing proposals, following up, analysing service and sales data with Analyst, gathering each account's information in Copilot Notebooks, and building a no-code agent for the sales team with Agent Builder. Everything is practised in the "Account 360" workshop, which follows one fictional corporate customer throughout both days. (2 days, 6 hours per day, 12 hours in total, Beginner to Intermediate level.)
Course Details
This course applies Microsoft 365 Copilot end to end to B2B sales and account management in service, maintenance and project businesses. It runs for 2 days, 6 hours per day (12 hours in total, 09:00-16:00), as lectures with labs and the "Account 360" workshop, which follows one fictional corporate customer throughout both days. Beginner to Intermediate level, no coding. Learners use their own organisation's Microsoft 365 account. The full set of topics needs the organisation's Microsoft 365 Copilot licence; with Microsoft 365 Copilot Chat only, some parts are demonstrated by the instructor. The institute does not provide accounts or licences. AI for Sales Teams uses general
AI tools for sales work, Microsoft 365 Copilot for Employees is a one-day Copilot course for every role, and Microsoft 365 Copilot and Copilot Studio gives an overview of both tools; this course instead takes Microsoft 365 Copilot through the whole sales and account cycle, from meeting preparation to the monthly report. It does not cover advanced agent development in Copilot Studio, Power Automate workflows or CRM integration. Organisations that use Dynamics 365 Sales or Salesforce can extend it with Sales in Microsoft 365 Copilot in an in-house edition. Copilot menu names and features change often, so the content follows the latest version on the training day.
Section 1: Generative AI and Microsoft 365 Copilot for Sales
How generative AI works and how Copilot differs from public AI tools
Copilot Chat, Copilot in the apps and agents: how they differ and when to use each
Copilot only reaches data the user already has permission to see, following permissions and sensitivity labels
What a Microsoft 365 Copilot licence adds compared with Copilot Chat
Responsible AI: fact-checking and keeping confidential customer data out of external tools
Section 2: Lab: Prompts for Sales and Customer Service
The Goal, Context, Source, Expectations framework and refining a request through conversation
Setting the right tone for corporate customers and different situations
Referencing files, emails and meetings in a prompt so Copilot uses the right sources
Lab: start a team prompt library for frequently repeated tasks
Section 3: Lab: Preparing for Customer Meetings with Copilot Chat and Researcher
Gather contact history, emails and files related to the customer
Combine public information about the customer's business to understand its context and needs
Check the sources cited in a Researcher report before using it
Lab: summarise everything as an account brief with questions to ask in the meeting
Section 4: Lab: Copilot in Outlook and Teams
Summarise long email threads about service work across many sites, and draft quotation follow-ups or service visit notices
Summarise a site survey meeting and pull out agreements, concerns and action items with owners
Ask Copilot during and after a meeting to follow up open points
Lab: turn a meeting summary into an email to the customer in a few steps
Section 5: Lab: Copilot in Word for Proposals and Scopes of Work
Draft an upgrade project proposal and scope of work from site survey notes
Draft maintenance service contract terms and SLAs from the organisation's templates
Review documents against the customer's requirements
Lab: adjust language and length for the customer's readers
Section 6: Workshop: PowerPoint and the Customer Account Pack
Turn a proposal document into a presentation and tighten the storyline
Prepare answers to the questions and objections customers often raise
Workshop: build the Customer Account Pack for the fictional customer in the Account 360 project
It includes an account brief, meeting summary, follow-up email, draft proposal and a 5-7 slide deck
Save the prompts that worked into the team prompt library
Section 7: Lab: Copilot in Excel and Analyst
Analyse service data such as recurring issues, average service time and SLA attainment by site
Create summary tables and charts with natural-language requests
Use Analyst across several files and read through the analysis steps it shows
Lab: check that the analysis makes sense before using it
Section 8: Lab: Analysing the Sales Pipeline and Opportunities
Segment customers by value and churn risk
Identify sites or accounts to offer preventive maintenance or an upgrade project
Make a simple sales forecast from historical data
Lab: produce a customer health summary for the fictional customer
Section 9: Lab: Complaints and Service Recovery
Analyse the issues and sentiment in a complaint
Draft a response that takes responsibility, with a corrective plan and timeline
Capture lessons learned to prevent the problem recurring
Lab: answer the fictional customer's complaint and prepare points for a follow-up call
Section 10: Lab: Copilot Notebooks, Pages and the Monthly Report
Bring each customer's emails, files, meeting summaries and reports into one notebook and ask questions across them
Share working pages with the team using Copilot Pages
Produce a monthly service report (Monthly Service Report / QBR) in Word
Lab: create summary slides for a review meeting with the customer
Section 11: Lab: Building a Sales Team Agent with Agent Builder
Define the agent's role, instructions and starter prompts
Connect SharePoint knowledge such as the service catalogue, warranty terms, SOPs and quotation templates
Test, refine the answers and share the agent with the team in line with document permissions
What Agent Builder covers compared with Copilot Studio
Section 12: Master Workshop: Account 360 and an AI Adoption Plan
Extend the Customer Account Pack with the customer health summary and monthly report
Build a prototype "sales assistant" agent that answers service questions and helps draft initial quotations
Choose quick-win use cases and set measures such as time saved and speed of customer response
Usage governance and the team's data security practices
Present the work and each group's 30-day AI adoption plan
No public rounds are open right now. Join the waiting list and we will contact you first when the next round opens, or ask us on LINE. Or call 02-570-8449 or 088-807-9770
AI for Sales Teams covers general AI tools for sales work, Microsoft 365 Copilot for Employees is a one-day Copilot course for every role, and Microsoft 365 Copilot and Copilot Studio gives an overview of both tools. This course applies Microsoft 365 Copilot end to end to B2B sales and account management, from meeting preparation and proposals to service and pipeline analysis, complaint handling and a sales team agent, through a workshop that follows one fictional customer for both days.
You use your own organisation's Microsoft 365 account; the institute does not provide accounts or licences. The full set of topics, such as Copilot in the Office apps, Researcher, Analyst and agents grounded on SharePoint, needs your organisation's Microsoft 365 Copilot licence. With only the Microsoft 365 Copilot Chat that comes with Microsoft 365, you can still practise prompting and use Copilot Chat with uploaded files, and the instructor demonstrates the parts that need the full licence.
Yes. The whole course is no-code, including building an agent with Agent Builder, and the instructor covers generative AI and prompting basics on Day 1. You should be comfortable with everyday Outlook, Teams, Word, Excel and PowerPoint, and understand your own sales or account-management process.
Account 360 is a workshop in which you look after one fictional corporate customer for both days. The customer has a maintenance service contract across several sites and is considering an upgrade project. All data is simulated, including email threads, meeting notes, service records, a service catalogue and complaints, and Day 1 work carries into Day 2. You may bring examples of your own work, but anonymise customer names and remove confidential details first.
Not in depth. The course focuses on Copilot in the Microsoft 365 apps and on building agents with Agent Builder, with a comparison against Copilot Studio so you can see the boundary. Power Automate workflows and CRM integration need extra time and system setup. Organisations that use Dynamics 365 Sales or Salesforce can extend the course with Sales in Microsoft 365 Copilot in an in-house edition.
Microsoft 365 Copilot only reaches data you already have permission to see, and it follows your organisation's permissions, sensitivity labels and security policies. The course teaches you to check facts and sources before sending work to a customer, keep confidential data out of external AI tools, share agents in line with document permissions, and set data security practices for the team.
Articles are published in Thai.
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