M365 Copilot for Sales
Sales Discovery, Research, and Decision Support Using AI
M365 Copilot for Sales is a half-day, scenario-based workshop that teaches sales professionals how to prompt Microsoft Copilot effectively, conduct disciplined research and discovery, and use the Researcher agent to scale research and decision support once the fundamentals are in place.
Participants learn how to control Copilot outputs so sales communications, discovery artefacts, and recommendations remain accurate, evidence-based, and commercially appropriate. Skills are applied across realistic sales scenarios involving discovery preparation, follow-up communication, proposal framing, commercial options, and internal justification.
Who should attend: Sales professionals and account managers, business development and pre-sales staff, consultants involved in discovery, proposals, or recommendations, and anyone expected to use Copilot to support sales research and documents.
By the end of this course, you will be able to:
Access to Microsoft 365 Copilot is recommended, along with familiarity with basic sales concepts such as discovery, follow-up, and proposals; no prior AI or Researcher experience is required.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
Copilot for M365 Learn how to use Copilot across Word, Excel, Outlook and more. Get hands-on with AI-powered tools to boost productivity and streamline everyday tasks.
Copilot for ExcelUse Copilot to analyse data, write formulas, build dashboards and automate reporting. Make Excel smarter, faster and easier.
Copilot for Outlook and TeamsWork smarter in Outlook and Teams. Learn how Copilot helps you manage emails, plan meetings and collaborate more efficiently.
Copilot for PowerPointTurn ideas into polished presentations with AI. Learn how to draft slides, enhance visuals and create content using natural language.
Copilot for WordWrite, edit and summarise documents faster with Copilot. Save time and improve quality using AI in Microsoft Word.
Microsoft Copilot Studio: Building AI AgentsIn this intermediate Power Apps training course, you’ll work with canvas components, collections, and Power Automate integrations.
Copilot for Customer ServiceRespond faster and smarter with Copilot. This scenario-based workshop builds prompting skills and service judgement for customer-facing roles.
Copilot for OperationsPlan, coordinate, and respond with more clarity using Copilot. This scenario-based workshop builds prompting, operational thinking, and decision support skills for operations-focused roles.
Copilot for MarketingPlan, create, and refine marketing work with more confidence using Copilot. This scenario-based workshop builds prompting, research, and campaign decision support skills for marketing-focused roles.
Copilot for Legal ServicesDraft, review, and analyse legal material with more confidence using Copilot. This scenario-based workshop builds prompting, legal reasoning, and decision support skills for legal-focused roles.
Copilot for HRResearch, advise, and communicate with more confidence using Copilot. This scenario-based workshop builds prompting, HR reasoning, and decision support skills for HR-focused roles.
Copilot for FinanceAnalyse data, validate outputs, and communicate with more confidence using Copilot. This scenario-based workshop builds prompting, financial judgement, and decision support skills for finance-focused roles.
Prompting Effectively with Copilot
Why vague prompts produce generic outputs
The Goal-Context-Sources-Expectations prompt model
Using constraints to control length, tone, and structure
Preventing over-confident or fabricated outputs
Refining a prompt once, then editing manually
Discovery Preparation
Using web research to form hypotheses
Clearly labelling assumptions
Developing structured discovery questions
Building a 30-minute discovery agenda
Identifying evidence required to validate claims
Output: one-page discovery plan
Post-Discovery Follow-Up
Confirming understanding without overclaiming
Highlighting what is still unknown
Proposing a clear, low-risk next step
Output: follow-up email draft
Recommendation and Proposal Outline
Converting findings into a phased recommendation
Defining high-level scope without solution sprawl
Establishing measurable success criteria
Output: one to two page proposal outline
Commercial Options and Internal Justification
Presenting three clear commercial options
Making trade-offs explicit
Drafting internal justification language
Output: one-page options summary
Researcher Agent: Scaling Research After the Fundamentals
Why Researcher is not a replacement for thinking or discovery
When Researcher is appropriate (complex, multi-step research)
How to turn manual research steps into a Researcher task
Responding to Researcher clarification questions
Reviewing and validating Researcher outputs before use
What is this course about?
M365 Copilot for Sales is a half-day, scenario-based workshop that teaches sales professionals how to prompt Microsoft Copilot effectively, conduct disciplined research and discovery, and use the Researcher agent to scale research once the fundamentals are in place. It focuses on discovery quality, research discipline, and responsible AI use across the sales process.
Who should attend this course?
This course is suited to sales professionals and account managers, business development and pre-sales staff, consultants involved in discovery, proposals, or recommendations, and anyone expected to use Copilot to support sales research and documents. No prior AI or prompting experience is required.
What will I be able to do after completing this course?
You will be able to write clear, effective prompts using a repeatable structure, use web research responsibly without inventing facts, separate assumptions from evidence during discovery, apply prompting and research discipline across common sales tasks, recognise when deeper research is required, and use the Researcher agent to scale sales research responsibly.
What is the Researcher agent and when is it introduced?
The Researcher agent is a Microsoft 365 Copilot capability that can accelerate complex, multi-step research tasks such as policy lookup, precedent research, and market or product background gathering. It is introduced only after participants have practised doing the research and reasoning themselves across the core sales scenarios, ensuring it is used to support sales judgement, not replace it.
Do I need any prior AI or Copilot experience?
No prior AI, prompting, or Researcher agent experience is required. Familiarity with basic sales concepts such as discovery, follow-up, and proposals is expected. Access to Microsoft 365 Copilot is recommended to get the most from the hands-on exercises.
How long is the course and how is it delivered?
The course runs for half a day (3.5 hours). It is delivered instructor-led, either in-person or live online, and is scenario-based and hands-on throughout.
What scenarios are covered in the course?
The course includes realistic sales scenarios covering discovery preparation, post-discovery follow-up, recommendation and proposal outlining, and commercial options with internal justification. Each scenario produces a practical output that participants can immediately apply in their role.
Will there be practical exercises?
Yes. The entire course is scenario-based and hands-on. Participants work through realistic sales situations and leave with practical outputs including a discovery plan, follow-up email draft, proposal outline, options summary, a repeatable prompting framework, and a workflow they can apply immediately.
Is there a certificate upon completion?
Yes. You will receive a Nexacu Certificate of Completion to verify your skills with Microsoft 365 Copilot for Sales. It is ideal for sharing on LinkedIn or adding to your professional development record.
Can this course be delivered for my team or organisation?
Yes. This course is available as a private, customised session for teams and organisations. Contact Nexacu to discuss group bookings, tailored scenarios, or workplace training options.
Microsoft Copilot Training in Remote Online
View Dates Copilot for M365 Learn how to use Copilot across Word, Excel, Outlook and more. Get hands-on with AI-powered tools to boost productivity and streamline everyday tasks.
Copilot for ExcelUse Copilot to analyse data, write formulas, build dashboards and automate reporting. Make Excel smarter, faster and easier.
Copilot for Outlook and TeamsWork smarter in Outlook and Teams. Learn how Copilot helps you manage emails, plan meetings and collaborate more efficiently.
Copilot for PowerPointTurn ideas into polished presentations with AI. Learn how to draft slides, enhance visuals and create content using natural language.
Copilot for WordWrite, edit and summarise documents faster with Copilot. Save time and improve quality using AI in Microsoft Word.
Microsoft Copilot Studio: Building AI AgentsIn this intermediate Power Apps training course, you’ll work with canvas components, collections, and Power Automate integrations.
Copilot for Customer ServiceRespond faster and smarter with Copilot. This scenario-based workshop builds prompting skills and service judgement for customer-facing roles.
Copilot for OperationsPlan, coordinate, and respond with more clarity using Copilot. This scenario-based workshop builds prompting, operational thinking, and decision support skills for operations-focused roles.
Copilot for MarketingPlan, create, and refine marketing work with more confidence using Copilot. This scenario-based workshop builds prompting, research, and campaign decision support skills for marketing-focused roles.
Copilot for Legal ServicesDraft, review, and analyse legal material with more confidence using Copilot. This scenario-based workshop builds prompting, legal reasoning, and decision support skills for legal-focused roles.
Copilot for HRResearch, advise, and communicate with more confidence using Copilot. This scenario-based workshop builds prompting, HR reasoning, and decision support skills for HR-focused roles.
Copilot for FinanceAnalyse data, validate outputs, and communicate with more confidence using Copilot. This scenario-based workshop builds prompting, financial judgement, and decision support skills for finance-focused roles.
Microsoft Copilot Training in Remote Online
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