Microsoft Copilot for Sales

Click start to begin the interactive demo.

Radi is a sales representative at Van Arsdel. He receives an email from Eric Ishida, a client from Contoso that Radi has been pursuing.

Copilot for Sales suggests updates to the related opportunity for Contoso.

Click anywhere in the Opportunity details region to populate it with the the suggested updates.

Radi can then save the updates, which will sync to his CRM platform.

Click Save

Copilot for Sales provides a summary of the opportunity to give Radi context for the email.

Select ‘Chat’ at the top of the Copilot window.

Radi can ask questions in natural language and Copilot will provide sales insights. Radi wants to know about other relevant products for the deal.

Select the Copilot chat bar to type prompt and select Send.

Based on the context of the conversation and opportunity, Copilot has several suggestions to help Radi.

Select "Find - Relevant products related to 2000 Racks Alcohol-Free Elegance Ensemble."

Based on the context of the conversation and opportunity, Copilot has several suggestions to help Radi.

Select "Find - Relevant products related to 2000 Racks Alcohol-Free Elegance Ensemble."

Radi also wants to dive into a comparison of the products so he can suggest the best one for Eric.

Select the ‘Compare these products’ prompt.

Radi also wants to dive into a comparison of the products so he can suggest the best one for Eric.

Select the ‘Compare these products’ prompt.

Radi uses Copilot to help him respond to Eric’s email.

Begin by selecting the Reply button on Eric's recent email.

In the draft email, select Make a proposal to have Copilot generate the reply.

The email generated by Copilot looks good, so select Keep and then click Send.

Radi uses Copilot to help him respond to Eric’s email.

Begin by selecting the Reply button on Eric's recent email.

In the draft email, select Make a proposal to have Copilot generate the reply.

The email generated by Copilot looks good, so select Keep and then click Send.

Radi uses Copilot to help him respond to Eric’s email.

Begin by selecting the Reply button on Eric's recent email.

In the draft email, select Make a proposal to have Copilot generate the reply.

The email generated by Copilot looks good, so select Keep and then click Send.

Radi uses Copilot to help him respond to Eric’s email.

Begin by selecting the Reply button on Eric's recent email.

In the draft email, select Make a proposal to have Copilot generate the reply.

The email generated by Copilot looks good, so select Keep and then click Send.

Radi uses Copilot to help him respond to Eric’s email.

Begin by selecting the Reply button on Eric's recent email.

In the draft email, select Make a proposal to have Copilot generate the reply.

The email generated by Copilot looks good, so select Keep and then click Send.

Radi can ask questions in natural language and Copilot will provide sales insights. Radi wants to know about other relevant products for the deal.

Select the Copilot chat bar to type prompt and select Send.

Radi can ask questions in natural language and Copilot will provide sales insights. Radi wants to know about other relevant products for the deal.

Select the Copilot chat bar to type prompt and select Send.

Radi also wants to dive into a comparison of the products so he can suggest the best one for Eric.

Select ‘Compare product benefits’ prompt.

Radi also wants to dive into a comparison of the products so he can suggest the best one for Eric.

Select ‘Compare product benefits’ prompt.

Radi also wants to dive into a comparison of the products so he can suggest the best one for Eric.

Select ‘Compare product benefits’ prompt.

Radi uses Copilot to help him respond to Eric’s email.

Begin by selecting the Reply button on Eric's recent email.

In the draft email, select Make a proposal to have Copilot generate the reply.

The email generated by Copilot looks good, so select Keep and then click Send.

Radi uses Copilot to help him respond to Eric’s email.

Begin by selecting the Reply button on Eric's recent email.

In the draft email, select Make a proposal to have Copilot generate the reply.

The email generated by Copilot looks good, so select Keep and then click Send.

Radi uses Copilot to help him respond to Eric’s email.

Begin by selecting the Reply button on Eric's recent email.

In the draft email, select Make a proposal to have Copilot generate the reply.

The email generated by Copilot looks good, so select Keep and then click Send.

Radi uses Copilot to help him respond to Eric’s email.

Begin by selecting the Reply button on Eric's recent email.

In the draft email, select Make a proposal to have Copilot generate the reply.

The email generated by Copilot looks good, so select Keep and then click Send.

Radi uses Copilot to help him respond to Eric’s email.

Begin by selecting the Reply button on Eric's recent email.

In the draft email, select Make a proposal to have Copilot generate the reply.

The email generated by Copilot looks good, so select Keep and then click Send.

This concludes the scenario.

Click anywhere on the screen to continue to Radi's preparation for his meeting with Eric.

It’s time for Radi to prepare for his meeting with Eric. He uses Copilot for Sales in Microsoft Word to generate a meeting preparation brief.

Select Copilot text box to type prompt and select Sales meetings from the drop-down menu. Select ‘Follow-Up: NA Beverage Purchase’ to reference meeting.

Select Copilot text box to continue prompt and select ‘NA Beer – Value proposition’ to attach reference file. Select Generate.

It’s time for Radi to prepare for his meeting with Eric. He uses Copilot for Sales in Microsoft Word to generate a meeting preparation brief.

Select Copilot text box to type prompt and select Sales meetings from the drop-down menu. Select ‘Follow-Up: NA Beverage Purchase’ to reference meeting.

Select Copilot text box to continue prompt and select ‘NA Beer – Value proposition’ to attach reference file. Select Generate.

It’s time for Radi to prepare for his meeting with Eric. He uses Copilot for Sales in Microsoft Word to generate a meeting preparation brief.

Select Copilot text box to type prompt and select Sales meetings from the drop-down menu. Select ‘Follow-Up: NA Beverage Purchase’ to reference meeting.

Select Copilot text box to continue prompt and select ‘NA Beer – Value proposition’ to attach reference file. Select Generate.

It’s time for Radi to prepare for his meeting with Eric. He uses Copilot for Sales in Microsoft Word to generate a meeting preparation brief.

Select Copilot text box to type prompt and select Sales meetings from the drop-down menu. Select ‘Follow-Up: NA Beverage Purchase’ to reference meeting.

Select Copilot text box to continue prompt and select ‘NA Beer – Value proposition’ to attach reference file. Select Generate.

It’s time for Radi to prepare for his meeting with Eric. He uses Copilot for Sales in Microsoft Word to generate a meeting preparation brief.

Select Copilot text box to type prompt and select Sales meetings from the drop-down menu. Select ‘Follow-Up: NA Beverage Purchase’ to reference meeting.

Select Copilot text box to continue prompt and select ‘NA Beer – Value proposition’ to attach reference file. Select Generate.

It’s time for Radi to prepare for his meeting with Eric. He uses Copilot for Sales in Microsoft Word to generate a meeting preparation brief.

Select Copilot text box to type prompt and select Sales meetings from the drop-down menu. Select ‘Follow-Up: NA Beverage Purchase’ to reference meeting.

Select Copilot text box to continue prompt and select ‘NA Beer – Value proposition’ to attach reference file. Select Generate.

It’s time for Radi to prepare for his meeting with Eric. He uses Copilot for Sales in Microsoft Word to generate a meeting preparation brief.

Select Copilot text box to type prompt and select Sales meetings from the drop-down menu. Select ‘Follow-Up: NA Beverage Purchase’ to reference meeting.

Select Copilot text box to continue prompt and select ‘NA Beer – Value proposition’ to attach reference file. Select Generate.

It’s time for Radi to prepare for his meeting with Eric. He uses Copilot for Sales in Microsoft Word to generate a meeting preparation brief.

Select Copilot text box to type prompt and select Sales meetings from the drop-down menu. Select ‘Follow-Up: NA Beverage Purchase’ to reference meeting.

Select Copilot text box to continue prompt and select ‘NA Beer – Value proposition’ to attach reference file. Select Generate.

It’s time for Radi to prepare for his meeting with Eric. He uses Copilot for Sales in Microsoft Word to generate a meeting preparation brief.

Select Copilot text box to type prompt and select Sales meetings from the drop-down menu. Select ‘Follow-Up: NA Beverage Purchase’ to reference meeting.

Select Copilot text box to continue prompt and select ‘NA Beer – Value proposition’ to attach reference file. Select Generate.

It’s time for Radi to prepare for his meeting with Eric. He uses Copilot for Sales in Microsoft Word to generate a meeting preparation brief.

Select Copilot text box to type prompt and select Sales meetings from the drop-down menu. Select ‘Follow-Up: NA Beverage Purchase’ to reference meeting.

Select Copilot text box to continue prompt and select ‘NA Beer – Value proposition’ to attach reference file. Select Generate.

The document includes a summary of Radi and Eric’s past interactions and committed action items, plus details on the opportunity from Radi's CRM platform.

Select Keep it to keep the brief.

The document includes a summary of Radi and Eric’s past interactions and committed action items, plus details on the opportunity from Radi's CRM platform.

Select Keep it to keep the brief.

The document includes a summary of Radi and Eric’s past interactions and committed action items, plus details on the opportunity from Radi's CRM platform.

Select Keep it to keep the brief.

The document includes a summary of Radi and Eric’s past interactions and committed action items, plus details on the opportunity from Radi's CRM platform.

Select Keep it to keep the brief.

The document includes a summary of Radi and Eric’s past interactions and committed action items, plus details on the opportunity from Radi's CRM platform.

Select Keep it to keep the brief.

The document includes a summary of Radi and Eric’s past interactions and committed action items, plus details on the opportunity from Radi's CRM platform.

Select Keep it to keep the brief.

The document includes a summary of Radi and Eric’s past interactions and committed action items, plus details on the opportunity from Radi's CRM platform.

Select Keep it to keep the brief.

This concludes the scenario.

Click anywhere on the screen to continue to Radi's meeting with Eric.

It’s time for Radi’s meeting with Eric. Copilot surfaces relevant background information for the meeting in Microsoft Teams, and attaches the meeting preparation brief. During the meeting, Copilot also recognizes product questions that Eric asks and suggests answers based on CRM data.

Choose Copilot's suggested insight: "Help me answer Eric's question..."

It’s time for Radi’s meeting with Eric. Copilot surfaces relevant background information for the meeting in Microsoft Teams, and attaches the meeting preparation brief. During the meeting, Copilot also recognizes product questions that Eric asks and suggests answers based on CRM data.

Choose Copilot's suggested insight: "Help me answer Eric's question..."

It’s time for Radi’s meeting with Eric. Copilot surfaces relevant background information for the meeting in Microsoft Teams, and attaches the meeting preparation brief. During the meeting, Copilot also recognizes product questions that Eric asks and suggests answers based on CRM data.

Choose Copilot's suggested insight: "Help me answer Eric's question..."

It’s time for Radi’s meeting with Eric. Copilot surfaces relevant background information for the meeting in Microsoft Teams, and attaches the meeting preparation brief. During the meeting, Copilot also recognizes product questions that Eric asks and suggests answers based on CRM data.

Choose Copilot's suggested insight: "Help me answer Eric's question..."

With a simple click Radi was able to get more information from Microsoft Copilot to help answer Eric's packaging questions.

This concludes the scenario.

Click anywhere on the screen to continue to the post-meeting recap.

With a simple click Radi was able to get more information from Microsoft Copilot to help answer Eric's packaging questions.

This concludes the scenario.

Click anywhere on the screen to continue to the post-meeting recap.

After the meeting is over, Copilot generates a meeting recap summarizing the highlights and actions from the call.

Under Follow-up tasks, select Update opportunity.

After the meeting is over, Copilot generates a meeting recap summarizing the highlights and actions from the call.

Under Follow-up tasks, select Update opportunity.

After the meeting is over, Copilot generates a meeting recap summarizing the highlights and actions from the call.

Under Follow-up tasks, select Update opportunity.

Copilot suggests updates for the opportunity in Radi’s CRM platform based on the call.

Select Update to save the information to CRM.

Copilot also suggests sending a clear meeting recap email to Eric.

Under ‘Write a follow-up email to Eric’ in the Follow-up tasks, select ‘Draft with Copilot’.

Copilot generates a meeting recap email. Radi accepts the draft which summarizes the meeting, action items, and next steps.

Select ‘Keep it’ and select Send.

Copilot generates a meeting recap email. Radi accepts the draft which summarizes the meeting, action items, and next steps.

Select ‘Keep it’ and select Send.

Copilot generates a meeting recap email. Radi accepts the draft which summarizes the meeting, action items, and next steps.

Select ‘Keep it’ and select Send.

In the call, Radi and Eric agreed to connect the following week so Radi can share more product details. Radi uses Copilot to help him create a pitch deck for next week’s meeting.

Select ‘Create with Copilot’ in the Follow-up Tasks to generate the pitch deck with Copilot.

Copilot generates a deck in PowerPoint based on their introduction meeting and related files.

Select the Copilot text box and select ‘Standard NA beverage pitch’ to attach the reference file. Select Generate.

Copilot generates a deck in PowerPoint based on their introduction meeting and related files.

Select the Copilot text box and select ‘Standard NA beverage pitch’ to attach the reference file. Select Generate.

Copilot generates a deck in PowerPoint based on their introduction meeting and related files.

Select the Copilot text box and select ‘Standard NA beverage pitch’ to attach the reference file. Select Generate.

Copilot generates a deck in PowerPoint based on their introduction meeting and related files.

Select the Copilot text box and select ‘Standard NA beverage pitch’ to attach the reference file. Select Generate.

Copilot generates a deck in PowerPoint based on their introduction meeting and related files.

Select the Copilot text box and select ‘Standard NA beverage pitch’ to attach the reference file. Select Generate.

Radi is happy with the deck as a starting point for his team to work on for next week’s meeting.

Radi is happy with the deck as a starting point for his team to work on for next week’s meeting.

This concludes the scenario.

Click anywhere on the screen to continue to the deal room in Microsoft Teams.

Radi shares the deck to his deal room in Teams, where him and his colleagues keep all related files, updates, and communications about the deal. Copilot suggests creating a task from Radi’s post, assigned to his colleague.

Select ‘Create selected tasks’.

Radi shares the deck to his deal room in Teams, where him and his colleagues keep all related files, updates, and communications about the deal. Copilot suggests creating a task from Radi’s post, assigned to his colleague.

Select ‘Create selected tasks’.

Radi shares the deck to his deal room in Teams, where him and his colleagues keep all related files, updates, and communications about the deal. Copilot suggests creating a task from Radi’s post, assigned to his colleague.

Select ‘Create selected tasks’.

Radi sees that his colleague liked the message and that he can have it done by tomorrow.

With Microsoft Copilot for Sales, Radi was able to successfully engage with his customer and team, with relevant sales insights from his CRM platform coming right into the flow of work.

Radi sees that his colleague liked the message and that he can have it done by tomorrow.

With Microsoft Copilot for Sales, Radi was able to successfully engage with his customer and team, with relevant sales insights from his CRM platform coming right into the flow of work.

Radi sees that his colleague liked the message and that he can have it done by tomorrow.

With Microsoft Copilot for Sales, Radi was able to successfully engage with his customer and team, with relevant sales insights from his CRM platform coming right into the flow of work.

This concludes the scenario.

Click anywhere on the screen to continue.

You have completed the Microsoft Copilot for sales interactive demo.

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