Available with: Microsoft 365 Copilot for Sales
Available with: Microsoft 365 Copilot for Sales
Day in the life
Cassandra needs to prepare for her big pitch to Contoso so she uses Copilot to summarize emails and chats. Copilot for Sales provides a summary of the opportunity for more context.
Microsoft 365 Copilot Chat2
Example prompt: Summarize all the emails and Teams chats in the past month from Contoso highlighting the primary asks and open items.
Cassandra asks Copilot in Outlook to create a message to confirm the meeting. Copilot for Sales includes relevant product and pricing details from her CRM system.
Copilot in Outlook
Example prompt: Draft an email to confirm the meeting this afternoon. Highlight how excited we are to present the latest product updates and new pricing. Use a formal tone and keep the email concise.
Cassandra received the latest financial numbers from her business planning lead. She uses Copilot in Excel to create some amazing charts to showcase the value of the offer.
Copilot in Excel
Action: Show all data insights.
Cassandra puts the final touches on the pitch presentation by having Copilot create a slide based on a summary of the annual report.
Copilot in PowerPoint
Example prompt: Add a slide based on[copy in annual report summary].
It’s time for the pitch. Cassandra can focus on her presentation. Copilot for Sales in Teams captures meeting notes, outstanding questions, and sales keywords and KPIs.
Copilot in Teams
Example prompt: What questions were asked during the meeting that have not been answered?
Cassandra has missed a few chats during the day. She sees that her team has been discussing a new product launch and asks Copilot to summarize the conversation to quickly catch up.
Microsoft 365 Copilot Chat2
Example prompt: Summarize team chat and make sure to include the key points and who made them.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
What's next
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