Artificial Intelligence and Machine Learning Courses

AI+ Microsoft 365 Copilot Sales Specialty™ - Self-paced

Length 365 days access
Price $495 inc GST
Inclusions Online exam

Course overview

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Why study this course

The AI+ Microsoft 365 Copilot Sales Specialty™ course is designed for sales professionals, sales managers, account executives, business development professionals, sales operations specialists, CRM specialists, and sales leaders seeking to leverage AI in modern sales environments. This course equips participants with practical Microsoft 365 Copilot skills to enhance sales productivity, customer engagement, prospecting, pipeline management, and data-driven decision-making, making it ideal for professionals responsible for driving revenue, managing customer relationships, and optimising sales performance.

Throughout the course, students will explore AI fundamentals, prompt engineering, AI-powered prospecting, customer engagement strategies, sales analytics, forecasting, responsible AI practices, and sales workflow automation using Microsoft 365 Copilot. Emphasis is placed on hands-on learning, real-world sales scenarios, practical exercises, and a capstone project, enabling participants to gain the skills and experience required to apply AI effectively across the sales lifecycle and drive measurable business outcomes.

Exam and certification

This course prepares students for the corresponding certification. The exam/assessment is completed online and provided as part of the course content.

The exam is:

90 minutes
50 multiple choice / multiple response questions
Pass mark is 35 out of 50 (i.e. 70%)
Online via AI Proctoring platform

This course offers a combination of online labs, projects, and case studies.

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What you’ll learn

From undertaking this course, students will have the knowledge and skills to:

Understand AI Foundations and Microsoft 365 Copilot in Sales.
Apply Microsoft 365 Copilot for Sales Productivity and Customer Engagement.
Leverage AI for Prospecting, Lead Generation, and Opportunity Management.
Use AI for Sales Analytics, Forecasting, and Decision Intelligence.
Apply Responsible AI and Drive AI-Powered Sales Transformation.

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AI CERTs® stands at the forefront of AI and blockchain certification, offering world-class programs that prepare individuals to lead in these rapidly growing fields. AI CERTs courses and certifications are vendor agnostic and designed to bridge the gap between theoretical knowledge and practical application, ensuring learners are equipped to make an immediate impact in their careers.
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Who is the course for?

This course is intended for:

Sales Professionals
Sales Operations and CRM Professionals
Business Development and Customer Engagement Teams
Sales Leaders and Business Managers
Technology and Digital Transformation Professionals

Course subjects

Module 1: AI Fundamentals for Modern Sales

Introduction to Artificial Intelligence
Generative AI in Sales
AI-Powered Sales Lifecycle
AI Sales Use Cases
AI Limitations and Challenges
Case Studies

Module 2: Microsoft 365 Copilot Fundamentals for Sales

Introduction to Microsoft 365 Copilot
Microsoft 365 Copilot Ecosystem
Copilot for Sales Professionals
Working with Organizational Information
Copilot and Microsoft Sales Ecosystem
Case Studies

Module 3: Prompt Engineering for Sales with Microsoft Copilot

Fundamentals of Sales Prompt Engineering
Basic Prompting Techniques
Advanced Prompting Techniques
Sales-Specific Prompt Patterns
Prompt Evaluation and Optimisation
Sales Prompt Library
Case Studies

Module 4: Copilot for Sales Productivity and Customer Engagement

Copilot for Outlook
Copilot for Microsoft Teams
Copilot for Microsoft Word
Copilot for Microsoft PowerPoint
Copilot for Microsoft Excel
Integrated Customer Engagement Workflow
Case Studies

Module 5: Copilot for Prospecting, Lead Generation and Opportunity Management

AI-Powered Prospecting
Lead Generation and Qualification
Personalised Sales Engagement
Opportunity Management
Account Management
Sales Pipeline Management
Case Studies

Module 6: Copilot for Sales Analytics, Forecasting and Decision Intelligence

Sales Data and Key Performance Indicators
Copilot for Excel Sales Analysis
AI-Assisted Sales Forecasting
Power BI for Sales Intelligence
Sales Decision Intelligence
Executive Sales Reporting
Case Studies

Module 7: Responsible AI, Security, Governance and Copilot Adoption

Responsible AI for Sales
AI Risks in Sales
Data Privacy and Security
Microsoft 365 Copilot Governance
Ethical AI-Powered Sales
Copilot Adoption in Sales Organizations
Case Studies

Module 8: AI-Powered Sales Transformation and Capstone

Future of AI-Powered Sales
Sales Workflow Automation
AI-Powered Sales Strategy
Measuring Copilot Business Impact
Capstone Project: AI-Powered Sales Solution
Capstone Presentation and Evaluation

Prerequisites

There are no prerequisite certifications or exams required to enrol in this course. To maximise the learning experience, students are recommended to have an understanding of:

AI concepts, generative AI, large language models, and common business applications.
Lead generation, customer engagement, pipeline management, and forecasting.
Word, Excel, PowerPoint, Outlook, Teams, and productivity workflows.
CRM data, spreadsheets, KPIs, dashboards, and basic analytics.
Awareness of privacy, security, governance, and safe AI usage.

Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.