Empower your workforce with Microsoft Copilot: Sales
Microsoft Learn
Last updated October 6, 2026
Empower your workforce with Microsoft Copilot: Sales is a free Microsoft Learn module that covers market research, sales proposals and bid responses. The first exercise uses the Researcher agent to study competitors and industry trends and Copilot Chat for wider market research, then drafts a sales proposal in Word and personalized outreach in Outlook. The second covers requests for proposal (RFPs): a standard response template in Word, an analysis of past RFP data in Excel, and an RFP response agent built with Agent Builder. The agent is grounded, meaning it answers from material it is given, and the exercise uses Copilot in Teams to analyze feedback on it from a cross-functional review, then updates its instructions. It is part of Microsoft's Empower your workforce with Microsoft Copilot learning path and ends with its own assessment. The exercises are done in your own Microsoft 365 environment. Some tasks need a Microsoft 365 Copilot license, and which agent features are available depends on the licenses and admin settings in place.
What you'll learn
- Analyzing competitors and industry trends with the Researcher agent
- Conducting market research with Copilot Chat
- Drafting a tailored sales proposal in Word and personalizing customer outreach in Outlook
- Creating a standard response template for requests for proposal (RFPs) in Word
- Analyzing historical RFP data in Excel
- Building an RFP response agent with Agent Builder, analyzing review feedback on it in Teams and updating its instructions
Frequently asked questions about Empower your workforce with Microsoft Copilot: Sales
Who is Empower your workforce with Microsoft Copilot: Sales for?
Salespeople, bid and proposal writers, and sales managers who want to use Microsoft 365 Copilot for market research, proposals, customer outreach and RFP responses.
Is Empower your workforce with Microsoft Copilot: Sales free?
Yes — Empower your workforce with Microsoft Copilot: Sales is free to take. Some tasks need a Microsoft 365 Copilot license, which is sold separately.
What are the prerequisites for Empower your workforce with Microsoft Copilot: Sales?
Access to Microsoft Copilot and the Microsoft 365 apps used in the exercises. No coding required.
Why we suggest this course
The RFP exercise is the reason to choose it. Answering requests for proposal is repetitive, document-heavy work, and the module goes past a standard response template to building an agent that drafts responses, then revising it using feedback from a review in the scenario. The first exercise covers market research, a proposal and personalized outreach. One thing to know: it teaches Copilot, not selling; none of its objectives cover proposal strategy or pricing, so judging what a good bid says stays with you.