Exercise 1: Accelerate market growth using Microsoft 365 Copilot

In today’s fast-moving sales environment, professionals are under constant pressure to identify new opportunities, respond quickly to client needs, and deliver value at every interaction. Successful sellers know that time is their most valuable resource—but it’s also the one in shortest supply. That’s where Microsoft 365 Copilot comes in.

For Sales professionals, Copilot acts as your AI-powered sales partner, helping you stay focused on relationships and results rather than repetitive tasks. It can surface insights instantly, summarize complex information, and generate professional, client-ready content in minutes. Whether you’re researching a new market, preparing a proposal, or drafting personalized outreach, Copilot works alongside you within the Microsoft 365 apps you already use every day—like Word, Outlook, Excel, and Teams.

For Sales professionals, Copilot helps unlock three critical advantages:

  • Accelerated research. Use Copilot Chat or Copilot agents to quickly analyze markets, competitors, and customer trends—turning scattered data into actionable insights.

  • Smarter sales content. With Copilot in Word and PowerPoint, you can instantly generate proposals, pitch decks, or return on investment (ROI) summaries that align with your customer’s unique challenges.

  • Personalized engagement. In Outlook and Teams, Copilot helps you craft persuasive emails and messages tailored to each buyer, while maintaining a consistent, professional tone.

[!TIP] The Introduction unit in this module reminded you of the four key elements of an effective prompt: Goal, Context, Sources, and Expectations. Keep these elements in mind as you create prompts in this exercise.

Scenario

You’re a Sales Executive at Fabrikam, Inc., a global leader in smart building systems and automation technologies. In this role, you’re responsible for identifying new business opportunities, building relationships with key decision-makers, and driving revenue growth for Fabrikam’s innovative solutions.

Currently, your focus is on expanding Fabrikam’s newest energy management solution, EcoSense 360, into the hospitality industry. EcoSense 360 is Fabrikam’s next-generation smart energy management solution designed for commercial and industrial buildings. It uses AI-driven analytics, IoT sensors, and automation controls to monitor, predict, and optimize energy consumption in real time. By integrating with existing building systems—such as lighting, HVAC, and occupancy sensors—EcoSense 360 helps organizations reduce energy costs, improve operational efficiency, and meet sustainability goals.

Fabrikam’s leadership team identified the hospitality industry (hotels and resorts) as a promising new market for EcoSense 360. As one of the company’s senior sales executives, you’re charged with leading the effort to research this market, understand the competitive landscape, and craft sales materials and outreach communications that can open new doors for Fabrikam’s product.

To complete these tasks efficiently, you plan to use Microsoft 365 Copilot across several applications—experiencing how it can serve as your digital sales partner from research through client engagement.