Practical Microsoft 365 Copilot training for sales teams

Sales with Microsoft 365 Copilot

Apply one transferable prompt method across prospect research, customer preparation, outreach, pitches, proposals, objection handling, pipeline analysis and follow-up. Copilot supports preparation; authorised professionals retain customer, pricing, discount, contract and closing decisions.

Request a proposal for your sales team View the programme

One interactive daySix governed sales methodologiesEthical selling and human approval

Governed sales workflow

From approved source to reviewed sales action

Approved sourceCurrent customer, product, CRM, meeting, proposal or pipeline information

Prompt methodRole, Context, Objective and Complexity

Draft supportResearch summary, email, pitch, proposal, model or action list

Human validationVerify facts, assumptions, tone, consent, price, margin and commitments

Sales actionAuthorised outreach, meeting, proposal, negotiation or follow-up

The sales professional remains accountable

Copilot can prepare drafts, questions, summaries and scenarios. It must not independently profile people, qualify leads, approve prices or discounts, commit contract terms, or close deals.

TraceabilitySeparate source facts, hypotheses and commercial claims

EthicsNo profiling, deception, pressure or discriminatory treatment

AuthorityNo autonomous pricing, discounting, contracting or closing

In short

What to know before choosing this workshop

A practical one-day sales training covering traceable customer research, DISC and SPIN preparation, SIMAC pitches, BATNA, objection handling, proposals, opportunity analysis and follow-up.

For: Sales professionals need a repeatable preparation and follow-up workflow. · Account managers or business developers work across several Microsoft 365 applications.
Format: Approximately seven hours, adapted to your team
Languages: English, French or Dutch
Main tools: Microsoft 365 Copilot Chat, Outlook, Word, Excel, PowerPoint, Teams, Microsoft 365 Copilot Notebooks, Agent Builder
What participants will be able to do: Research customers and prospects more systematically. · Prepare a Know Your Customer overview using traceable sources.
Access: Features and licences depend on your Microsoft 365 environment
Human review: Participants verify outputs; accountable decisions remain with people

WorkWithAI Belgium

A clearly scoped Copilot workshop

WorkWithAI is a Belgian provider of practical Microsoft 365 Copilot training, delivered by Arnaud Llamas Bravo in English, French and Dutch.

The full sales cycle, from prospect research and qualification to follow-up and pipeline insight.

Designed for: Sales professionals, account managers and commercial leaders.
Business tasks: Research and qualify prospects
Prepare customer conversations
Draft follow-up and analyse pipelines
Choose this workshop when: you want to improve the complete sales workflow rather than only proposals or negotiation.

WorkWithAI

Sources and product notes

Primary sources supporting product, privacy and governance statements on this page.

How Microsoft 365 Copilot works ↗Microsoft Learn · 2026-07-22
Security for Microsoft 365 Copilot ↗Microsoft Learn · 2026-07-22
Microsoft 365 Copilot help and learning ↗Microsoft Support · 2026-07-22

Recognition

Sales work is fragmented across customer information, communication, proposals and follow-up.

The opportunity is not an autonomous salesperson. It is a repeatable workflow that improves preparation, traceability and review while preserving ethical selling and professional judgement.

Too much time is spent on CRM updates, proposals, follow-up emails and reports.

Customer meetings begin without enough preparation.

Customer information is spread across email, documents, meetings and spreadsheets.

Prospect research lacks a consistent source and question framework.

Needs and objections are not structured before the conversation.

Commercial writing and proposals are repeatedly recreated.

Pipeline, forecast, target and margin assumptions are difficult to review.

Sales debriefs, owners and next steps are captured inconsistently.

Too little time remains for relationships, negotiation and thoughtful closing.

Desired outcome

Prepare customer work more systematically without delegating sales decisions.

Results depend on source quality, customer context, consent, permissions, sales skill, licences, commercial policy and human judgement.

Research customers and prospects more systematically.

Prepare a Know Your Customer overview using traceable sources.

Use DISC only as a tentative communication-preparation hypothesis.

Prepare SPIN questions that support respectful needs discovery.

Structure a sales pitch using SIMAC.

Prepare BATNA, negotiation range and tradables for authorised review.

Anticipate likely objections and draft respectful responses.

Write consistent prospecting, follow-up and proposal-support emails.

Prepare proposals, sales scripts and presentations more efficiently.

Analyse pipeline, forecast, targets and margins more clearly.

Centralise an account dossier and prototype a bounded sales assistant.

Proven sales methodologies

Six preparation frameworks with explicit ethical and authority boundaries.

Each methodology shows its purpose, required sources, Copilot support, concrete output, human control and the most important limitation.

Know Your Customer report

Structure a bounded customer overview from traceable sources.

Source-linked KYC working report and open-question list.

DISC

Prepare communication hypotheses without diagnosing a person.

Communication-preparation worksheet.

SPIN

Prepare questions that explore needs transparently.

Reviewed discovery-question set.

SIMAC

Structure a clear pitch around a verified customer context.

Reviewed pitch structure and supporting evidence list.

BATNA

Prepare alternatives and negotiation boundaries for authorised review.

Reviewed BATNA and negotiation-preparation table.

Objection handling

Prepare respectful answers to likely obstacles.

Objection-response playbook.

Copilot across the sales cycle

Use the application that matches the sales task.

Availability, licences, rollout, data access and administrative controls must be confirmed for the organisation.

Microsoft 365 Copilot Chat

KYC preparation, DISC and SPIN hypotheses, SIMAC, BATNA, tradables, objection handling and synthesis.

Verify sources, permissions, dates, assumptions and every claim; web and work grounding depend on licence and configuration.

Outlook

Prospecting, follow-up, proposal-support and response emails.

Review consent, lawful outreach, recipients, tone, claims, attachments and unsubscribe or preference requirements before sending.

Word

Proposals, commercial offers, sales scripts, summaries and rewrites.

Word does not legally or commercially approve proposals; authors and authorised reviewers remain responsible.

Excel

Pipeline, revenue, target, margin and forecast analysis.

Verify formulas, units, source data, definitions, scenarios and authority; no autonomous forecast or pricing decision.

PowerPoint

Pitch decks, customer presentations, product demonstrations and summary slides.

Review facts, claims, accessibility, confidentiality, customer fit and speaker approval.

Teams

Sales debriefs, customer-meeting notes, actions, owners and next steps.

Review transcripts, attribution, consent, decisions, sensitive information, access and retention.

Microsoft 365 Copilot Notebooks

Centralise selected account sources, product information, battlecards, notes and proposal material.

Maintain source ownership, permissions, currency, versioning, scope and need-to-know access.

Agent Builder

Prototype a KYC assistant, proposal assistant or objection coach.

No profiling, pricing, discount, approval, contract, customer-decision or closing authority; governance and testing remain required.

Learning outcomes

Practical sales capabilities within a one-day training.

The course supports preparation and review habits; it does not promise sales mastery, guaranteed revenue, higher conversion or certification.

Write prompts using Role, Context, Objective and Complexity.

Structure a Know Your Customer report using traceable sources.

Use DISC only as a communication-preparation hypothesis.

Prepare SPIN questions for respectful needs analysis.

Structure a sales pitch using SIMAC.

Prepare BATNA, negotiation range and tradables for authorised review.

Anticipate objections and formulate respectful responses.

Draft prospecting, follow-up and response emails in Outlook.

Create proposals, commercial offers and sales scripts in Word.

Rewrite sales text in different tones.

Analyse pipeline, forecast, targets and margins in Excel.

Build pitch decks and customer presentations in PowerPoint.

Generate sales debriefs, owners and action points in Teams.

Centralise a bounded account dossier in Microsoft 365 Copilot Notebooks.

Prototype a scoped sales assistant with Agent Builder.

Apply confidentiality, GDPR, e-privacy, ethical selling and human judgement.

Programme of the day

From governed customer research to a bounded sales assistant.

09:00Welcome and kick-off: Microsoft 365 Copilot and Golden Rules

09:45Prompt method: Role, Context, Objective and Complexity

10:30Outlook: prospecting, follow-up and response emails

11:15Microsoft 365 Copilot Chat: Know Your Customer report and prospect research

12:00Lunch break

13:00Sales methodologies: DISC, SPIN, SIMAC and BATNA with Copilot

13:45Microsoft 365 Copilot Chat: tradables and objection handling

14:30Word and Excel: proposals, sales scripts and pipeline analysis

15:15PowerPoint and Teams: pitch decks and sales debriefs

15:45Microsoft 365 Copilot Notebooks and Agent Builder: account dossier and sales assistant

16:30Wrap-up, action plan and Q&A

Responsible use and governance

Confidentiality, consent, source verification and human judgement remain visible.

Copilot supports preparation. Authorised professionals remain responsible for customer treatment, outreach, claims, prices, discounts, margins, terms, commitments and closing.

This training does not provide legal, privacy, psychological or compliance advice and does not make absolute security or GDPR claims.

Minimise data and use least-privilege access.

Use approved customer, CRM, proposal and product sources only.

Separate demo, test and production data.

Maintain source currency, ownership and version control.

Label inferred needs, preferences and objections as hypotheses.

Validate customer profiles, pitches, proposals and forecasts before use.

Protect personal data, prices, margins and commercial strategy.

Apply GDPR, e-privacy, consent and organisational outreach rules where relevant.

Avoid bias and stereotyping in customer or DISC preparation.

Do not use misleading, aggressive, manipulative or discriminatory practices.

Review offers and binding communication commercially and legally.

Log and govern reusable sales assistants.

Escalate to legal, privacy, compliance, sales leadership, finance, IT or security.

Use only fictional, anonymised or explicitly approved customer data in public demonstrations.

Keep final decisions with authorised professionals.

Audience and suitability

For sales teams that want practical, governed Microsoft 365 Copilot use.

Suitable when

Sales professionals need a repeatable preparation and follow-up workflow.

Account managers or business developers work across several Microsoft 365 applications.

Sales managers want source validation and human review to remain explicit.

Customer-success or account teams need more consistent dossiers, debriefs and next steps.

The organisation can provide approved or fictional exercise data.

Less suitable when

A complete beginner-level introduction to AI is required.

A full CRM or Microsoft 365 administrator course is expected.

Psychological profiling or DISC certification is expected.

A legal contract course or complete sales-method certification is required.

An automated lead-scoring, pricing or closing system is expected.

The organisation wants to replace customer knowledge, management or legal review.

Guaranteed revenue, conversion, margin or won deals are expected.

Manipulation, deception or unwanted influence is the intended use.

Arnaud Llamas Bravo presenting Microsoft Copilot during a professional workshop

Arnaud Llamas BravoFounder & trainer, WorkWithAI

Photo 1 of 3

Your trainer

Arnaud Llamas Bravo

Clear.Practical.Human.

Since January 2024, I have trained more than 8,500 professionals. I am passionate about helping individuals and organisations build the skills they need to use AI effectively. My practical, hands-on approach ensures that every participant leaves with tools and ideas they can apply immediately.

I specialise in delivering trilingual training in English, French and Dutch across recruitment, human resources, education, marketing and sales. My mission is to make AI accessible, useful and transformative for teams that want to work smarter and achieve measurable results.

Through collaborations with renowned organisations including Proximus, Honda and the Flemish Government — and by creating tailored programmes for different sectors — I combine real-world experience with an in-depth understanding of AI’s potential.

Connect with Arnaud on LinkedIn Read all participant testimonials

8,500+ professionals trained247 verified participant storiesTraining in English, French and Dutch

Written and reviewed by Arnaud Llamas Bravo · Editorial methodology · Updated 27 July 2026

Practical information

Confirmed facts and publication dependencies

Duration: One full day of approximately seven hours, including a lunch break
Format: Interactive and hands-on
Audience: Sales professionals, account managers, business developers, sales managers and commercial teams
Applications: Word, Excel, Microsoft 365 Copilot Chat, PowerPoint, Teams, Outlook, Microsoft 365 Copilot Notebooks and Agent Builder
Methodologies: KYC report, DISC, SPIN, SIMAC, BATNA and objection handling
Laptop and access: A laptop and suitable active Microsoft 365 Copilot access are recommended or required; exact requirements must be confirmed
Prior knowledge: No technical prior knowledge required
Exercise data: Only fictional, anonymised or explicitly approved customer data, subject to organisational policy

Frequently asked questions

Practical, licensing and responsible-sales questions

Who is this sales training for?

For sales professionals, account managers, business developers, sales executives, sales managers, commercial teams and customer-success or account teams.

Is technical or sales prior knowledge required?

No technical prior knowledge is required. Familiarity with the organisation’s customers, products and sales process helps participants apply the exercises.

Which Microsoft 365 Copilot licence is needed?

Exact requirements depend on exercises, tenant configuration, service plans and rollout. They must be confirmed before registration or delivery.

Can I attend without active Copilot access?

Observation may be possible, but active participation in every exercise can require suitable access. Confirm the setup in advance.

Can I work with my own customer data or cases?

Only when organisational policy, confidentiality, consent and access rights permit it. Fictional, anonymised or explicitly approved data is preferred.

How are customer, pricing and deal data protected?

Use data minimisation, least privilege, approved sources, classification and restricted sharing. Do not place confidential data in public forms or demonstrations.

Can Copilot automatically profile prospects or customers?

No. It must not infer or decide personality, intent, purchase readiness or treatment. Any preparation hypothesis requires evidence, restraint and human review.

Is DISC an objective personality assessment?

No. In this training it is only a cautious communication-preparation framework, not a diagnosis or objective assessment.

How reliable is a KYC report?

Quality depends on source accuracy, currency, permissions and interpretation. It is not full due diligence and must be reviewed by the account team.

Can Copilot approve proposals, prices or discounts?

No. It can structure approved information, but offers, prices, discounts, margins, terms and commitments require authorised commercial, finance and legal review.

What is the role of human validation?

Authorised professionals verify customer context, consent, claims, evidence, tone, prices, margins, terms and the appropriateness of every sales action.

What is the difference between Copilot Chat, Notebooks and Agent Builder?

Copilot Chat supports research and drafting; Microsoft 365 Copilot Notebooks focus work on selected references; Agent Builder creates reusable scoped assistants. Access and capabilities depend on licence and configuration.

Will I build a sales assistant?

The programme contains a bounded prototype. Production use requires approved sources, an owner, testing, access controls, logging, lifecycle management and escalation.

Can the training be delivered in-company or adapted?

The format and adaptation must be agreed and approved; the public page does not invent unconfirmed commercial details.

What participants say

Practical learning you can apply immediately at work.

Participants value the clarity, energy and immediate application of every WorkWithAI workshop.

“Hello Arnaud, I wanted to thank you warmly for the training you delivered on mastering sales with ChatGPT. Your clear, concrete and engaging approach truly captured everyone’s attention. Thanks to you, we are leaving not only with very useful ways to integrate this tool into our sales practice, but also with the desire to test immediately what we have learned. …”

Valentin PalmeriAccount Manager

“As a Sales Manager in the Food Service sector, I am always looking for ways to strengthen both my strategic insight and daily effectiveness. I experienced the workshop as highly engaging, well‑structured, and directly relevant to the challenges we face in the field. Arnaud created an open atmosphere that encouraged reflection and practical learning. This workshop has helped me sharpen …”

Ine van griekenManna

“Arnaud took us through the possibilities in a way that truly captivated me. I had heard about AI before and was still sceptical, but now I can really see its potential to innovate and take our productivity to a new level. It did not feel like a standard lesson, but rather like a glimpse of a future that has already …”

Carolien VanhaechtKey Account Manager Automotive - Europ Assistance

“I recently had the opportunity to complete a training program on recruitment and ChatGPT, and I must say it was an incredibly enlightening experience. The training was not only good; it was outstanding. The depth of knowledge and practical insights I gained during this training were invaluable. I learned how to leverage ChatGPT's capabilities in the recruitment process, from crafting …”

Barbara HendrickxSplendit

“My name is Julien Vansantvoort, and I am Director of Mewa Belgium. In my role, I am closely involved in financial management, operational performance, and strategic decision-making, so understanding how AI can support finance functions is highly relevant to my day-to-day responsibilities. I found the workshop extremely enriching, relevant, and inspiring. The content was concrete, insightful, and directly connected to …”

Julien VansantvoortDirector Mewa Servibel

“I work as a Bid Manager, with responsibilities centered on the preparation and coordination of commercial proposals. Participating in the training “Maîtriser l’art de la rédaction d’offres commerciales avec ChatGPT” was an enriching and highly practical experience. The workshop offered a clear and well-structured approach to integrating artificial intelligence into everyday professional practices. The trainer’s methodical and accessible delivery made …”

FatihaBid Manager

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50 selected testimonialsSelected from 247 approved participant stories across practical AI and Copilot workshopsView the public source ↗

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Written and reviewed by Arnaud Llamas Bravo · Last reviewed 22 July 2026