Sales Master Class — User Guide

Hands-on exercises covering Copilot across mobile, web, Teams, Researcher, Analyst, Word, PowerPoint, Outlook, Excel, and custom agent building.

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Module 1 · On the Go

Copilot Mobile App

~10 min

Use the M365 Copilot mobile app to prepare for your day, catch up on messages, and interact with Copilot via voice.

Exercise 1.1 Day Overview & Voice ▼

1 Open the M365 mobile app and sign in with your company credentials.
2 Type or tap the Voice icon and try the prompts below.

Try This Prompt

Prep me for my day

Follow-up

Summarize my Emails, Teams messages and channel messages from the last workday.

💡 Tip

Try Outlook Mobile’s built-in prompts: Voice catch-up, triage my inbox, what needs my reply?, get oriented, find quick wins.

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Module 2 · Chat

Copilot Chat (Web & Work)

~25 min

Use Copilot Chat with web data and your work context. Learn to upload files, personalize Copilot, catch up on communications, and manage your prompts.

Exercise 2.1 Analyze a File in Copilot Chat ▼

1 Go to m365copilot.com → start a New Chat → click the “+” sign → “file upload” and attach ZAVA BOTTLING COMPANY - SALES - Main V1.xlsx.

Try This Prompt

Analyze Sales by Region (Revenue, Orders, Avg Order) and Top Categories (Revenue, Units Sold). Identify the top 2 regions and top 2 categories by revenue, then explain whether performance is driven by order volume, price/mix (Avg Order), or both. Provide recommended next steps by region. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts for sales team and executive summary.

💡 Tip

After each response, Copilot suggests follow-up prompts. Use them for deeper analysis.

Exercise 2.2 Memory & Personalization ▼

Teach Copilot about you so responses are tailored to your role and preferences.

Option 1 — Direct Memory

Hey Copilot remember I work in [Your Company Name] [Department Name] department

Option 2 — Custom Instructions (Settings → Personalization)

I work for [Company Name] in [department name]. Use [department name] language. Skip acronyms or specialized terms unless the audience is familiar with them. Prefer internal documents, emails, and chats over external sources when answering questions or looking for information.

Exercise 2.3 Catching Up with Work Mode ▼

Email Summary

Summarize my emails from the last week related to [project or customer name].

Comprehensive Catch-up

Summarize my emails, Teams meetings and IMs as well as channel messages from the last workday. List action items in a dedicated column. Suggest follow-ups, if possible, in a dedicated column. The table should look like this: Type (Mail/Teams/Channel) | Topic | Summarization | Action item | Follow-up. If I have been directly mentioned, make the font of the topic bold

Meeting Prep

Help me prepare for my upcoming meeting about [meeting subject]. Summarize recent emails, chats, and documents related to it.

Calendar Conflicts

Analyze my calendar for conflicts and recommend how to resolve each conflict

Work Rhythm

Look across recent documents, emails, chat activity, and file edits to identify times of day when I do my most focused work, creative work, and reactive work. Create a profile of my natural work rhythm and give suggestions for structuring my days that support energy, boundaries, and recovery. Provide me with a list of M365 Copilot features that would support me at different times of my day.

Exercise 2.4 Save, Share & Schedule Prompts ▼

1 Save: Hover over a prompt → “Save Prompt” → find it in Copilot Prompt Gallery → Your Prompts.
2 Share: Share icon → “Share to team”.
3 Schedule: “Schedule this prompt” → set frequency and delivery.

Exercise 2.5 Copilot Search ▼

Try This Prompt

I was on vacation for the past two weeks. Please find the [Project Name] information and related communications.

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Module 3 · Meetings

Copilot in Teams

~10 min

Use Copilot to turn meeting recordings into summaries, action items, and follow-up messages.

Exercise 3.1 Meeting Recap & Analysis ▼

1 Open a recent recorded Teams meeting → View Recap → Copilot.

Sales Ops Analysis

Review the meeting transcript and produce a concise, executive-ready analysis that explains how sales operations changed before and after Copilot adoption across pipeline analysis, deal forecasting, and customer engagement preparation. Clearly connect each improvement to measurable business outcomes and conclude with strategic implications and recommended next steps for sales leadership.

Follow-up Draft

Draft a follow-up message for the executive team that recaps these decisions and next steps, ready to send in Teams & Outlook.

Exercise 3.2 Audio Recap ▼

1 Open a recorded meeting → View Recap → Audio Recap → Notes.
2 Review: Decisions, Open questions, Agenda, Meeting notes, Follow-up tasks.

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Module 4 · Premium

Researcher & Analyst

~15 min

Researcher produces deep, multi-source reports with citations. Analyst turns your spreadsheets into executive-ready analysis.

Premium Researcher — Meeting & Competitive Intelligence ▼

Priority Meeting Brief

Analyze my calendar for next week [Enter the dates] and identify the top 3 meetings requiring my active participation. Prioritize client engagements, executive reviews, and strategic sessions over routine syncs. For each meeting, provide meeting context, attendee research, key topics, a preparation checklist, and success criteria.

Competitive Intelligence

Create a competitive sales and market intelligence report tailored for [Your Company Name] Sales department leadership. Summarize key competitor and industry developments from the last 12–18 months. Evaluate across sales performance management, go-to-market strategies, customer acquisition, pricing strategies, sales forecasting, CRM adoption, key account management, and AI/GenAI adoption in sales. Use primary sources and assign confidence ratings (High/Medium/Low) to major conclusions.

💡 Tip

After Researcher generates a report, you can convert it to Copilot Pages and then export to Word or PowerPoint.

Premium Analyst — Data Analysis ▼

1 Upload ZAVA BOTTLING COMPANY - SALES - Main V1.xlsx to the Analyst agent and try the prompt below.

Sales Performance Analysis

Analyze the sales performance across all regions and product categories in this workbook. Identify the top 3 strategic opportunities to accelerate revenue growth. Analyze pipeline health, product category performance, and sales rep performance against targets. Create a prioritized action plan with specific recommendations.

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Module 5 · In the Flow

Copilot in Word, PowerPoint, Outlook & Excel

~30 min

Use Copilot directly inside M365 apps to summarize, draft, create presentations, manage email, and analyze data.

Exercise 5.1 Copilot in Word ▼

1 Open a Word document → click the Copilot icon in the ribbon.

Summarize

Summarize this document in 1 sentence

Draft a Sales Report

Draft a professional Q1 FY2026 Sales Performance Summary for [Your company name] intended for executive leadership. Include: (1) executive overview, (2) key sales highlights (bookings, quota attainment, pipeline coverage, win rate, deal size, sales cycle), (3) notable commercial drivers (top segments/regions/products, major wins, partner performance, pricing trends), and (4) Q2 FY2026 outlook (pipeline health, priority plays, risks and mitigations). Use a formal tone and clear section headings.

💡 Tip

Toggle on “Edit with Copilot” to have Copilot modify the document directly instead of responding in the chat pane.

Exercise 5.2 Copilot in PowerPoint ▼

Create from Prompt

Develop a presentation about [Your company name]

PowerPoint presentation generated by Copilot

💡 Tip

You can also select “Create a presentation with a file” to generate slides from a Word document or Excel workbook.

Exercise 5.3 Copilot in Outlook ▼

Inbox Priority

Which unread emails are most important? Summarize them, synthesize any related context from my chats and documents, and prioritize the order in which I should respond.

Sales Email Draft

Draft a professional email to an enterprise prospect outlining our standard engagement approach, including discovery workshops, solution alignment, and proposed onboarding timeline.

Schedule a Meeting

Schedule a 30-minute Teams meeting with [Name] about the Q1 financial report.

⚠️ Prompting Best Practices

Be specific: ❌ “Help me with my emails” ✔ “Summarize emails from vendors about payment terms received this week”
Add context: ❌ “Draft a response” ✔ “Draft a professional response declining this budget request while maintaining positive stakeholder relationships”

Exercise 5.4 Copilot in Excel — Analysis Prompts ▼

1 Open ZAVA BOTTLING COMPANY - SALES - Main V1.xlsx in Excel → click Copilot → enable Edit with Copilot.

Executive KPI Narrative

Using the KPIs on this dashboard, write an executive summary that explains what is driving results and what actions the sales team should take next. Include 3 risks and 3 opportunities. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts for sales team and executive summary.

Region & Category Analysis

Rep Performance

Analyze Sales Rep performance using Revenue, Profit, Orders, Avg Order Value, and Payment Status. Identify which reps are strongest on profitability vs. volume and highlight coaching opportunities for each rep. Present in a well-organized summary with tables on a separate sheet. Please add the visual charts.

Create PivotTable

Create a PivotTable from the Sales Data. Rows: Region, Columns: Category, Values: Sum of Total Revenue ($), Sum of Profit ($), Filters: Sales Rep. Format the values as currency and sort Regions by Sum of Total Revenue descending.

💡 Tip

The full Excel prompt library covers 7 categories: Sales Dashboard, Monthly Trends, Sales Data, Product Catalog, Customers, Sales Reps, and Mixed Analysis. Combine prompts in sequence for deeper insights.

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Module 6 · Agent Builder

Build a Custom Agent

~30 min

Build your own agent powered by your documents. This exercise walks through creating a Product & Pricing Advisor from scratch.

Agent Mode Build a Product & Pricing Advisor ▼

1 Organize your product and pricing documents in a folder.
2 Go to m365copilot.com → “New Agent” → “Create agent”.
3 Name the agent and add a description, then paste the instructions below.

Agent Instructions

You are a Product & Pricing Advisor, a specialized assistant designed to help the sales team with accurate product information and pricing guidance.

Core Responsibilities:
1. Product Information: Provide detailed product specs including SKU numbers, package sizes, case quantities, and flavor profiles.
2. Pricing Guidance: Provide pricing based on volume tiers. Calculate total costs. Explain volume discount structures. Share current promotional pricing.
3. Promotional Information: Communicate active promotions with dates and eligibility. Recommend promotional bundles.
4. Sales Support: Suggest alternatives, recommend complementary products for upselling, and help identify the right product mix by customer type.

Guidelines:
- Only provide standard pricing from the official price list. For custom pricing, direct to the Pricing Team.
- Always include SKU numbers and specify unit of measure.
- Do not process orders, promise delivery dates, or share confidential cost/margin information.

4 Go to Knowledge → upload your documents → enable “Only use specified sources”.
5 Enable “Create documents, charts, and code” and “Create images”.

6 Test the agent with sample questions about products and pricing.

💡 Tip

Enabling “Only use specified sources” ensures the agent answers only from your uploaded documents — no web guessing.