A day in the life of Adam Digital Sales Specialist

Adam is gearing up to introduce a new Modern Work product to Contoso. Using Copilot, he reviews prior communication with the customer.

Microsoft 365 Copilot Chat2

To be up to date with the latest news, Adam commands Copilot to compile information regarding the customer’s initiatives.

Microsoft 365 Copilot Chat1

Adam sends a reminder to his customer about the upcoming meeting, using Copilot for Sales to quickly draft his message, including relevant product and pricing details from his CRM.

Copilot in Outlook

Adam generates a meeting prep document, including participant details, an opportunity summary, recent meeting insights, email summaries and related CRM records so the team is prepared going into the call.

Copilot in Word

Adam uses the meeting preparation guide as a foundation to create a draft of a pitch deck for the meeting.

Copilot in PowerPoint

Adam drafts a concise meeting summary detailing outstanding questions and recommended next steps from their discussion. This ensures clear communication and sets the stage for future engagement.

Copilot in Teams