AI+ Microsoft 365 Copilot Sales Specialty™

AI+ Microsoft 365 Copilot Sales Specialty™

USD$195.00 (GST excl.)

Turn Sales Insights into Action with Microsoft 365 Copilot for Personalized Engagement, Informed Decisions, and Responsible Growth

The AI+ Microsoft 365 Copilot Sales Specialty™ certification equips sales professionals, account managers, sales operations teams, and sales leaders with the knowledge and skills to apply artificial intelligence and Microsoft 365 Copilot across modern sales environments. The program explores AI foundations, Microsoft 365 Copilot, prompt engineering, customer engagement, prospecting, lead and opportunity management, sales analytics, forecasting, responsible AI, security, governance, workflow automation, AI agents, and sales transformation.

For more information, see below
Duration
Instructor-Led: 1 day (live or virtual)
Self-Paced: 8 hours of content
Format
Online, self-paced
Exam
50 questions, 70% passing, 90 minutes, online proctored exam

Overview

The AI+ Microsoft 365 Copilot Sales Specialty™ certification equips sales professionals, account managers, sales operations teams, and sales leaders with the knowledge and skills to apply artificial intelligence and Microsoft 365 Copilot across modern sales environments. The program explores AI foundations, Microsoft 365 Copilot, prompt engineering, customer engagement, prospecting, lead and opportunity management, sales analytics, forecasting, responsible AI, security, governance, workflow automation, AI agents, and sales transformation.

Prerequisites

Learners need a basic understanding of AI concepts, including machine learning, generative AI, large language models, AI agents, and common AI applications, along with familiarity with prospecting, lead qualification, customer engagement, opportunity and account management, pipeline management, and forecasting. Familiarity with Word, Excel, PowerPoint, Outlook, Teams, and organizational productivity workflows provides a useful foundation, complemented by an understanding of CRM information, spreadsheets, sales data, KPIs, dashboards, and basic analytical concepts. Learners also need awareness of privacy, confidentiality, access permissions, human validation, governance, and the safe use of AI-generated content.

What you’ll learn

  • Sales Professionals: Sales representatives, account executives, and sales managers seeking to improve prospecting, customer communication, opportunity management, and productivity with AI.
  • Sales Operations and CRM Professionals: Those managing sales processes, CRM information, pipelines, and reporting who want to apply AI-assisted analysis and automation.
  • Business Development and Customer Engagement Teams: Professionals seeking to strengthen account research, lead qualification, personalized outreach, and customer relationship management.
  • Sales Leaders and Business Managers: Decision-makers looking to use Copilot for forecasting, performance analysis, sales planning, and team adoption.
  • Technology and Digital Transformation Professionals: Those supporting Microsoft 365, CRM platforms, and business applications who want to evaluate and support responsible AI-powered sales workflows.

Why this certification matters

  • Strengthens everyday sales productivity: Apply Copilot across Outlook, Teams, Word, PowerPoint, and Excel to prepare communications, meetings, proposals, presentations, and reports.
  • Supports informed sales decisions: Interpret customer information, pipeline activity, revenue trends, and performance metrics to guide account priorities and sales planning.
  • Develops responsible AI practices: Evaluate generated outputs, protect customer information, and apply human judgment to customer-facing content and business decisions.
  • Connects learning with practical application: Bring together sales strategy, prompts, analytics, automation, and business-impact measurement through an applied capstone project.
  • Builds confidence to lead AI adoption: Learn to identify suitable sales workflows, evaluate Copilot’s business impact, and guide teams toward effective human-AI collaboration.

Tools you’ll use

Microsoft 365 Copilot
Microsoft 365 Copilot
Microsoft 365 Copilot Chat
Microsoft 365 Copilot Chat
Copilot in Outlook
Copilot in Outlook
Microsoft Teams Copilot
Microsoft Teams Copilot
Copilot in Word
Copilot in Word
Copilot in Excel
Copilot in Excel
Copilot in PowerPoint
Copilot in PowerPoint
Dynamics 365 Sales
Dynamics 365 Sales
Power Automate
Power Automate
Power BI
Power BI
Microsoft Copilot Studio
Microsoft Copilot Studio
Microsoft Graph
Microsoft Graph
SharePoint
SharePoint
Power Apps
Power Apps

Learning Modules

8 modules
1Module 1: AI Fundamentals for Modern Sales
1.1 Introduction to Artificial Intelligence
1.2 Generative AI in Sales
1.3 AI-Powered Sales Lifecycle
1.4 AI Sales Use Cases
1.5 AI Limitations and Challenges
1.6 Case Studies
2Module 2: Microsoft 365 Copilot Fundamentals for Sales
2.1 Introduction to Microsoft 365 Copilot
2.2 Microsoft 365 Copilot Ecosystem
2.3 Copilot for Sales Professionals
2.4 Working with Organizational Information
2.5 Copilot and Microsoft Sales Ecosystem
2.6 Case Studies
3Module 3: Prompt Engineering for Sales with Microsoft Copilot
3.1 Fundamentals of Sales Prompt Engineering
3.2 Basic Prompting Techniques
3.3 Advanced Prompting Techniques
3.4 Sales-Specific Prompt Patterns
3.5 Prompt Evaluation and Optimization
3.6 Sales Prompt Library
3.7 Case Studies
4Module 4: Copilot for Sales Productivity and Customer Engagement
4.1 Copilot for Outlook
4.2 Copilot for Microsoft Teams
4.3 Copilot for Microsoft Word
4.4 Copilot for Microsoft PowerPoint
4.5 Copilot for Microsoft Excel
4.6 Integrated Customer Engagement Workflow
4.7 Case Studies
5Module 5: Copilot for Prospecting, Lead Generation and Opportunity Management
5.1 AI-Powered Prospecting
5.2 Lead Generation and Qualification
5.3 Personalized Sales Engagement
5.4 Opportunity Management
5.5 Account Management
5.6 Sales Pipeline Management
5.7 Case Studies
6Module 6: Copilot for Sales Analytics, Forecasting and Decision Intelligence
6.1 Sales Data and Key Performance Indicators
6.2 Copilot for Excel Sales Analysis
6.3 AI-Assisted Sales Forecasting
6.4 Power BI for Sales Intelligence
6.5 Sales Decision Intelligence
6.6 Executive Sales Reporting
6.7 Case Studies
7Module 7: Responsible AI, Security, Governance and Copilot Adoption
7.1 Responsible AI for Sales
7.2 AI Risks in Sales
7.3 Data Privacy and Security
7.4 Microsoft 365 Copilot Governance
7.5 Ethical AI-Powered Sales
7.6 Copilot Adoption in Sales Organizations
7.7 Case Studies
8Module 8: AI-Powered Sales Transformation and Capstone
8.1 Future of AI-Powered Sales
8.2 Sales Workflow Automation
8.3 AI-Powered Sales Strategy
8.4 Measuring Copilot Business Impact
8.5 Capstone Project: AI-Powered Sales Solution
8.6 Capstone Presentation and Evaluation
Format

Online, self-paced
Duration

Instructor-Led: 1 day (live or virtual)
Self-Paced: 8 hours of content
Exam

50 questions, 70% passing, 90 minutes, online proctored exam
Included

Instructor-led OR Self-paced course + Official exam + Digital badge
Prerequisites

Learners need a basic understanding of AI concepts, including machine learning, generative AI, large language models, AI agents, and common AI applications, along with familiarity with prospecting, lead qualification, customer engagement, opportunity and account management, pipeline management, and forecasting. Familiarity with Word, Excel, PowerPoint, Outlook, Teams, and organizational productivity workflows provides a useful foundation, complemented by an understanding of CRM information, spreadsheets, sales data, KPIs, dashboards, and basic analytical concepts. Learners also need awareness of privacy, confidentiality, access permissions, human validation, governance, and the safe use of AI-generated content.
Delivery

Projects & case studies
Outcome

Industry-recognized credential + hands-on experience

Related products