Overview

This course from Blocknorth gives salespeople and sales teams a clear, practical understanding of Microsoft 365 Copilot and how to use it for real sales work. No technical background is needed: you will learn how to use Copilot for prospect research, outreach, proposals, meeting follow ups and everyday pipeline work, honestly and accurately, without overstating what it can do with your CRM.

Target Audience

Sales teams: account executives, account managers, business development and sales leadership. No technical background required.

Learning Objectives

Upon completion, learners will gain a full and clear understanding of:

• What Microsoft 365 Copilot is and what it genuinely can and cannot do with your CRM
• How to use Copilot for prospect research, outreach drafting, proposal drafting and call follow ups
• How to write clear, sales specific prompts and refine them for tone and a client audience
• What agents are, at a high level, and where one might help a repetitive sales workflow
• How to avoid overpromising or inventing facts in outreach and proposals
• How to protect prospect and customer data and build the habit across a sales team

Course Contents

Unit 1: Copilot for Sales, the Foundations

• What Microsoft 365 Copilot is and the free Copilot Chat versus licensed distinction
• Where Copilot appears across the apps you already use to sell
• How Copilot draws on your own work data, briefly, and what it can and cannot see
• What Copilot is not, including that it is not a CRM

Unit 2: Copilot Across Your Sales Day

• Prospect research and pulling together what you already know about a contact
• Drafting outreach emails and a first version of a proposal
• Teams for calls, and what CRM adjacent genuinely means
• Fast, accurate follow up after a call, and a day in the life of a pipeline

Unit 3: Prompting and Agents for Sales

• The four ingredients of a strong sales prompt: goal, context, source, format
• Refining tone for a specific client and giving clear corrections
• Working efficiently through a pipeline of similar tasks
• What agents are and where one might help a repetitive sales workflow

Unit 4: Selling Safely and Responsibly

• Never overpromising or inventing facts in outreach and proposals
• What always needs verifying: pricing, legal and contractual detail
• Hallucination, and knowing when not to rely on Copilot alone
• Protecting prospect and customer data and building the habit across a team