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There are 4 modules in this course
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.
Automating Sales Tasks with AI 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
6 videos3 readings7 assignments
Show info about module content
6 videos•Total 28 minutes
Automation Opportunity Discovery•4 minutes
Comprehensive Sales Process Analysis•7 minutes
Implementation Excellence in Sales Automation•4 minutes
AI Workflow Development and Deployment•3 minutes
Productivity Transformation Through AI Integration•4 minutes
Productivity Assessment and Peer Review Integration•5 minutes
3 readings•Total 30 minutes
Strategic Sales Task Analysis for Automation•10 minutes
Strategic AI Automation Implementation•10 minutes
Strategic Productivity Enhancement with AI•10 minutes
7 assignments•Total 190 minutes
Automating Sales Tasks with AI Graded Quiz•30 minutes
Optimizing Time Management in Sales Operations teaches learners how to enhance efficiency, organization, and execution in sales operations through the use of 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
6 videos3 readings7 assignments
Show info about module content
6 videos•Total 25 minutes
Time Management Transformation Through AI•4 minutes
AI-Assisted Time Management Planning•4 minutes
Task Organization Excellence Through AI•4 minutes
AI-Powered Task Organization and Prioritization•4 minutes
Task Execution Excellence with Error Recovery•6 minutes
Strategic Task Execution with AI Enhancement•10 minutes
7 assignments•Total 190 minutes
Optimizing Time Management in Sales Operations Graded Quiz•30 minutes
Time Management System Development•30 minutes
Time Management Excellence Assessment•30 minutes
Advanced Task Organization System•20 minutes
Task Organization Mastery Assessment•30 minutes
Complete Task Execution and Recovery System•20 minutes
Task Execution Excellence•30 minutes
Implementing AI-Powered Workflows
Module 3•4 hours to complete
Module details
Implementing AI-Powered Workflows guides learners through the design, implementation, and evaluation of AI-integrated workflows that improve sales efficiency and operational reliability. Learners will design scalable workflows that balance automation with human oversight, manage sales resources using AI to optimize allocation and reduce inefficiencies, and monitor cross-application automation sequences to assess real performance impact. Hands-on projects will include designing workflows with built-in troubleshooting points, correcting AI-driven allocation errors, and recording automation demos that sync data across Teams, CRM, and Outlook. By the end of the module, learners will be able to create, manage, and continuously improve AI-powered workflows that enhance productivity, accuracy, and collaboration in modern sales operations.
What's included
6 videos3 readings7 assignments
Show info about module content
6 videos•Total 25 minutes
Workflow Design Excellence Through AI Integration•4 minutes
AI Workflow Architecture and Design•6 minutes
Resource Management Transformation Through AI•4 minutes
Enhancing Sales Processes with AI teaches learners how to analyze, improve, and optimize sales processes using AI insights and analytics. Learners will use AI tools to identify inefficiencies, detect workflow breakdowns, and apply structured troubleshooting and documentation techniques to ensure quality improvements. Through hands-on activities, they will analyze real sales workflows, identify and validate enhancement opportunities, and implement data-driven process changes supported by Copilot evaluations. The module also emphasizes diagnosing and resolving AI-related workflow errors, maintaining detailed troubleshooting logs, and validating fixes for accuracy and reliability. By the end, learners will be able to apply AI insights to drive continuous improvement, enhance operational reliability, and ensure sustained efficiency gains across sales processes.
What's included
6 videos3 readings9 assignments
Show info about module content
6 videos•Total 21 minutes
The Power of AI-Driven Sales Process Analysis•4 minutes
AI-Powered Sales Process Analysis and Troubleshooting•3 minutes
Strategic Enhancement Discovery Through AI Analytics•4 minutes
AI-Driven Enhancement Opportunity Discovery and Validation•3 minutes
Implementation Excellence with Comprehensive Troubleshooting•4 minutes
Comprehensive Process Improvement Implementation and Troubleshooting•4 minutes
3 readings•Total 30 minutes
Strategic AI-Enhanced Sales Process Analysis•10 minutes
Our goal at Microsoft is to empower every individual and organization on the planet to achieve more.
In this next revolution of digital transformation, growth is being driven by technology. Our integrated cloud approach creates an unmatched platform for digital transformation. We address the real-world needs of customers by seamlessly integrating Microsoft 365, Dynamics 365, LinkedIn, GitHub, Microsoft Power Platform, and Azure to unlock business value for every organization—from large enterprises to family-run businesses. The backbone and foundation of this is Azure.
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What will I get if I subscribe to this Certificate?
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.