Sales, Marketing and Customer Service Co-Pilot

Sales, Marketing and Customer Service Co-Pilot

This hands-on course equips professionals with the skills to harness Microsoft Copilot across sales, marketing, and customer service functions. Participants will learn how to streamline workflows, personalize customer engagement, and drive data-informed decisions using AI-powered tools embedded in Dynamics 365.

Through real-world scenarios and guided practice, learners will explore how Copilot enhances productivity—from drafting compelling marketing content and analyzing campaign performance to generating sales insights and resolving customer inquiries with speed and precision.

By the end of the course, participants will be able to:

• Automate routine tasks and communications across CRM and marketing platforms
• Use Copilot to extract actionable insights from customer data and sales pipelines
• Generate persuasive content for campaigns, proposals, and customer outreach
• Improve customer service responsiveness and personalization using AI assistance
• Integrate Copilot into daily workflows for consistent, scalable impact