Exercise 1, Task 3: Use Copilot in Word to create a sales proposal

Now that you have built a strong understanding of the market and competition, Fabrikam’s regional sales director asks you to prepare a client-ready proposal that can be used in upcoming sales meetings with hotel groups. The proposal should clearly articulate EcoSense 360’s value, highlight customer benefits, and demonstrate the potential return on investment (ROI).

You want to use Copilot in Word to transform your research findings into a professional, persuasive sales proposal. You want it to be visually clean, executive-friendly, and tailored to hotel decision makers.

Using Copilot in Word

Copilot in Word can work in either Allow editing mode or Chat only mode. Understanding this distinction is important, because it affects whether Copilot can automatically apply changes to your document or just provide suggestions for you to use.

When Allow editing is selected, Copilot acts as an in-document author and editor. You can ask Copilot to create a document from scratch, rewrite sections, add summaries, or refine language—and it can apply those changes directly to the document, typically with your confirmation. In this experience, Copilot behaves like a collaborative writing partner that can both generate and revise content without requiring manual copy and paste. This is commonly the experience when prompting Copilot from within a Word document, such as using the drafting prompt above a blank document or the prompt field in the Copilot pane.

When Chat only is selected, Copilot responds in the Copilot pane without changing the document. It can still research topics, summarize information, and draft text, but it does not modify the document directly. Instead, responses remain in the Copilot pane, where you can review them and decide what, if anything, should be added to the document. This approach is useful when you want Copilot to act as a research assistant or idea generator while maintaining full control over the content that gets inserted into your document.

This task uses the Allow editing functionality.

Perform the following steps to complete this task:

  1. In your web browser, go to the Microsoft Copilot home page select the App Launcher (grid icon), select More Apps, and then select Word from the list of available apps.

  2. In Word for the web, create a blank document.

  3. In the bottom-right corner of the document, select the Copilot icon to open the Copilot pane. Verify the pane is in edit mode and the mode selector is set to Allow editing so Copilot can edit your document directly. If the pane is set to Chat only, select the mode drop-down, and then select Allow editing.

  4. In the prompt field that appears in the Copilot pane, ask Copilot to create a sales proposal for Fabrikam’s EcoSense 360 energy management solution that’s tailored for hotel and resort clients. It should include an executive summary, customer pain points, solution overview, ROI benefits, and a short success story. It should draw its information from both the Word file generated by the Researcher agent in Task 1 and the EcoSense360 market research.docx file that you created in Task 2. Attach both files to the Copilot prompt.

  5. Review the proposal that Copilot generated. You notice that while the sales proposal includes a section on customer pain points, it doesn’t mention how Fabrikam’s EcoSense 360 energy management solution addresses those issues. In the Copilot prompt field, ask Copilot to update the Customer Pain Points section to include how the EcoSense 360 solution addresses each pain point.

  6. Review the results. While you feel the proposal provides a good foundation, you feel that it’s missing a couple of key items that might concern executives. Ask Copilot to rewrite this proposal for a C-suite audience focused on operational efficiency and sustainability. Also add a summary table showing estimated ROI for hotels of different sizes.

  7. Review the results. Depending on the response generated by Copilot, you might need to manually adjust the formatting in the section that discusses customer challenges, pain points, operational priorities, or a similarly named topic (for example, Key Operational Challenges). If Copilot includes content describing how EcoSense 360 addresses each pain point, ensure the EcoSense 360 response appears directly beneath and is clearly associated with the corresponding pain point or challenge. This helps highlight the EcoSense 360 solution for each pain point, rather than making the content appear as a continuous list of unrelated items. For example:

    If your current version appears like this:

    • High Energy Cost: Hotels are facing rising energy expenses…
    • EcoSense 360 Impact: AI-driven optimization…
    • HVAC Inefficiency: Outdated or disconnected climate controls…
    • EcoSense 360 Impact: Integrated system connects with…

    Then format each EcoSense 360 Impact item like this:

    • High Energy Cost: Hotels are facing rising energy expenses…
      • EcoSense 360 Impact: AI-driven optimization…
    • HVAC Inefficiency: Outdated or disconnected climate controls…
      • EcoSense 360 Impact: Integrated system connects with…

  8. Select Done and save the final version of your document as EcoSense360 Hospitality Proposal.docx.