This course empowers learners to streamline sales workflows and enhance operational efficiency using AI technologies, with a focus on mastering Copilot and AI automation. Participants will explore advanced time management techniques, learn to automate repetitive tasks, and integrate multi-app workflows involving tools like Outlook, Teams, and Dynamics. They will also optimize sales operations through AI-driven solutions, with ongoing Copilot feature mastery as a key component. Troubleshooting, quality assurance, and data security will be emphasized, with learners required to include these elements as mandatory portfolio artifacts.

Efficient Workflows and Sales Operations

Efficient Workflows and Sales Operations
This course is part of Microsoft Sales Toolkit with Generative AI Professional Certificate

Instructor: Microsoft
Included with
Gain insight into a topic and learn the fundamentals.
Advanced level
Recommended experience
2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Skills you'll gain
- Business Process Automation
- Automation
- Performance Measurement
- Operational Efficiency
- Scheduling
- Microsoft Copilot
- Workflow Management
- Prioritization
- Data Security
- Calendar Management
- Sales Management
- Continuous Improvement Process
- Sales Process
- Sales Strategy
- AI Enablement
- Quality Assurance
- Email Automation
- Process Improvement
Details to know

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Recently updated!
March 2026
Taught in English
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Build your Marketing expertise
This course is part of the Microsoft Sales Toolkit with Generative AI Professional Certificate
When you enroll in this course, you'll also be enrolled in this Professional Certificate.
- Learn new concepts from industry experts
- Gain a foundational understanding of a subject or tool
- Develop job-relevant skills with hands-on projects
- Earn a shareable career certificate from Microsoft

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Microsoft
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