AI+ Microsoft 365 Copilot Sales Specialty™
Turn Sales Insights into Action with Microsoft 365 Copilot for Personalized Engagement, Informed Decisions, and Responsible Growth
Certificate Code:
AP-0940
About This Course
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.
Certificate Overview
Included
Instructor-led OR Self-paced course + Official exam + Digital badge
Duration
- Instructor-Led: 1 day (live or virtual)
- Self-Paced: 8 hours of content
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.
Exam Format
50 questions, 70% passing, 90 minutes, online proctored exam
Course Modules
1
Module 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
2
Module 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
3
Module 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
4
Module 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
5
Module 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
6
Module 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
7
Module 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
8
Module 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
AI Tools You'll Learn
Microsoft 365 Copilot
Microsoft 365 Copilot Chat
Copilot in Outlook
Microsoft Teams Copilot
Copilot in Word
Copilot in Excel
Copilot in PowerPoint
Dynamics 365 Sales
Power Automate
Power BI
Microsoft Copilot Studio
Microsoft Graph
SharePoint
