MS-4004.2 - Copilot for Microsoft 365: Sales Use Case Course Overview

MS-4004.2 - Copilot for Microsoft 365: Sales Use Case Course Overview

Discover the transformative power of Microsoft 365 with our MS-4004.2 - Copilot for Microsoft 365: Sales Use Case course. In Module 1, you'll get an introduction to the essentials of Copilot for Microsoft 365. Module 2 dives into the practical possibilities that Copilot offers for enhancing productivity. The focal point, Module 3, presents a real-world application for sales professionals, teaching you how to leverage Copilot to streamline sales processes and drive results. By the end of this course, you'll have mastered efficient sales strategies, learned to optimize customer interactions, and gained insights into maximizing your CRM tools. Equip yourself with the skills to transform data into sales opportunities and boost your performance in the competitive sales landscape.

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  • Live Online Training (Duration : 8 Hours)
  • Per Participant
  • Including Official Coursebook
  • Guaranteed-to-Run (GTR)
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  • Live Online Training (Duration : 8 Hours)
  • Per Participant
  • Including Official Coursebook

♱ Excluding VAT/GST

Classroom Training price is on request

You can request classroom training in any city on any date by Requesting More Information

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Course Prerequisites

Certainly, here are the minimum required prerequisites for successfully undertaking training in the MS-4004.2 - Copilot for Microsoft 365: Sales Use Case course:


  • Basic understanding of Microsoft 365 services and features.
  • Familiarity with sales processes and terminology.
  • Some experience with using CRM systems, particularly those integrated with Microsoft 365 is beneficial.
  • Ability to navigate and use a Windows-based computer efficiently.
  • General knowledge of modern workplace collaboration tools and their use in sales scenarios.
  • Access to a Microsoft 365 environment for practical exercises is recommended.

Please note that these prerequisites are designed to ensure that participants can fully benefit from the course content. They are not intended to demotivate anyone. In fact, individuals with a keen interest in learning about Copilot for Microsoft 365 and its application in sales are encouraged to enroll, even if they may need to familiarize themselves with some of the basics beforehand.


Target Audience for MS-4004.2 - Copilot for Microsoft 365: Sales Use Case

  1. The MS-4004.2 course focuses on leveraging Copilot for Microsoft 365 to enhance sales strategies and productivity.


  2. Target Audience for MS-4004.2 - Copilot for Microsoft 365: Sales Use Case:


  • Sales Executives
  • Sales Managers
  • Account Managers
  • CRM Administrators
  • Sales Operations Professionals
  • Marketing Professionals involved in sales enablement
  • IT Professionals supporting sales teams
  • Business Development Managers
  • Customer Success Managers
  • Sales Analysts
  • Product Managers who collaborate with sales teams


Learning Objectives - What you will Learn in this MS-4004.2 - Copilot for Microsoft 365: Sales Use Case?

  1. Introduction to Course Learning Outcomes: The MS-4004.2 - Copilot for Microsoft 365: Sales Use Case course equips students with the skills to leverage Copilot for enhancing sales productivity and decision-making using Microsoft 365.

  2. Learning Objectives and Outcomes:

  • Understand the fundamentals of Copilot for Microsoft 365 and its role in driving sales efficiency.
  • Identify the key features and capabilities of Copilot that support sales processes.
  • Learn how to integrate Copilot with Microsoft 365 tools to streamline sales operations.
  • Gain insights into customizing Copilot to fit specific sales scenarios and organizational needs.
  • Explore best practices for implementing Copilot within a sales team environment.
  • Discover how to use Copilot's analytics and reporting features for sales forecasting and performance tracking.
  • Develop strategies for using Copilot to improve customer engagement and relationship management.
  • Understand how to leverage Copilot for collaboration among sales team members and cross-functional teams.
  • Gain proficiency in using Copilot to automate routine sales tasks, freeing up time for high-value activities.
  • Learn to troubleshoot common issues and optimize Copilot for maximum sales productivity.

Please note that the actual course content might provide a more comprehensive or different set of objectives and outcomes. The above list is derived based on the provided context and the typical aims of a course focused on the sales use case for a digital tool like Copilot within the Microsoft 365 suite.