Microsoft 365 Copilot for Sales Teams
Salespeople use Copilot for prospect research, outreach, proposals, meeting follow-ups and everyday pipeline work, honestly and accurately. In 45 minutes and four assessed units, your sales team learns where Copilot helps across the sales day, how to prompt it and use agents for sales tasks, and what it cannot do with your CRM, so nobody over-promises.
- Easy-to-follow course
- 4 quizzes at 80% in every course
- Narration and captions on every screen
- Written and fact-checked in 2026
Watch the introduction, then see the interactions your learners will use.
One licence for your LMS, 12 months, for the learners you buy for, delivered as one SCORM package. Priced per learner, with volume discounts.
What your team will learn
Upon course completion, employees 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
Who it is for
Written for sales and marketing. No technical background is needed, and nothing in it assumes a previous course.
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.
Course contents
4 units. Each ends with a 10-question quiz; 8 correct unlocks the next unit.
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
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
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
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
Details
| Length | About 45 minutes, self-paced, resumes where the learner left off |
|---|---|
| Format | SCORM 1.2 package. Runs in any conformant LMS (Moodle, Cornerstone, Docebo, SAP SuccessFactors, TalentLMS and others) |
| Assessment | 4 unit quizzes, 10 questions each, 80% to pass. Score and completion reported to your LMS |
| Accessibility | Optional narration and captions on every screen, keyboard navigation, responsive on PC and tablet |
| Language | UK English |
| Publisher | Blocknorth |
| Written and fact-checked | In 2026, reviewed each quarter |
What a licence includes
One licence for your LMS, 12 months, for the learners you buy for, delivered as one SCORM package. Priced per learner, with volume discounts.
See pricing →Questions buyers ask
Will it run in our LMS?
Yes, if your LMS supports SCORM 1.2, which almost every LMS does. You upload one zip file, assign it, and completions and scores report back automatically. We confirm compatibility for your platform before you buy, and the free sample package lets you test it in place.
Can we try it before we buy?
Yes. Ask for the free sample package and you will have Unit 1 of a foundation course as a real SCORM 1.2 file, so you can check it runs in your own LMS. Request it with the form below and you will have it within 1 working day.
What do we receive?
The SCORM package, a one-page quick-start for your LMS administrator, the course listing sheet for your catalogue, and preview images. Updates to the course during your licence are supplied at no charge.
How does a licence work?
You licence the course for the learners you buy for, for 12 months, on your own LMS, and you receive one SCORM package. Pricing is per learner with volume discounts as your numbers grow, and we licence from ten learners upwards.
Where teams go next
Microsoft 365 Copilot for Business 101
Microsoft 365 Copilot for Finance & Accounting
Microsoft 365 Copilot for HR & People Teams
Microsoft 365 Copilot for Managers & Leaders
Read: Microsoft 365 Copilot Adoption: Why Seats Sit Unused 5 minute read
Request a quote or the sample package
Tell us the course and roughly how many learners. You will have a quote, or your sample package, within 1 working day.
Prefer email? sales@businesstechnologytraining.com