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
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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 hours to complete
Flexible schedule
Learn at your own pace
Details to know
Shareable certificate
Add to your LinkedIn profile
Taught in English
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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
There are 2 modules in this course
This module introduces learners to the fundamentals of using AI to automate routine sales processes, improving efficiency while maintaining quality and human connection. Through hands-on practice and peer review, learners will identify repetitive tasks suitable for automation, implement and test AI-driven workflows, and measure productivity gains with systematic error detection and correction. The module emphasizes both technical and strategic skills—teaching how to design, deploy, and optimize AI automations that enhance sales operations, reduce administrative time, and strengthen client relationships. By the end, learners will be able to build reliable automation systems, evaluate their performance, and apply continuous improvement strategies to ensure sustainable growth in productivity.
What's included
3 readings
This module teaches learners how to enhance efficiency, organization, and execution in sales operations through AI-driven time management. Learners will explore how to plan and prioritize sales activities using AI tools, compare manual and Copilot-powered scheduling, and apply systematic approaches to detect and recover from scheduling and execution errors. Through guided practice, they will build side-by-side planning systems, organize daily workflows for varying priorities, and implement AI-assisted execution techniques supported by quality control and error recovery. By the end of the module, learners will be able to design and manage optimized schedules, apply AI solutions to streamline task management, and ensure reliable task execution that maintains both productivity and client trust.
What's included
2 readings
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Frequently asked questions
To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
When you enroll in the course, you get access to all of the courses in the Certificate, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
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