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Microsoft Copilot for Sales Bootcamp and Roundtable

Dynamics 365 / CRM, Microsoft 365, SharePoint, Teams

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  • 8 topical 15-minute sessions on key Copilot for Sales use cases.
  • Register once, get invites to all 8 webinars (or however many remain).
  • Stay online for an additional 30-minute roundtable discussion with a Microsoft Technical Specialist and a Microsoft MVP.
  • Get access to the recordings of all 8 webinars.

Over 8 weeks, the C5 Insight team will share the most impactful use cases of Copilot for Sales. This will allow you to immediately begin implementing Copilot for Sales, building upon what you’re learning each week until you’re using it to streamline your workflow daily.

While these webinars are concentrated into 15-minute sessions, targeting specific features of Copilot for Sales, you’re encouraged to stay for an additional 30 minutes. Following the presentation, you can participate in a roundtable discussion, “Ask Me Anything” and ad-hoc demos by Prachi Mishra from Microsoft.

Maximize your productivity, personalize interactions with Contacts/Leads, and close more deals with the help of Microsoft Copilot for Sales. By incorporating next-generation AI into the flow of work, you can do more in less time, reaching your goals faster.

3/13/2024 @ 1:00pm-1:15pm ET | Email Efficiency
Email communication is necessary, but time consuming. Copilot for Sales can help you draft intelligent emails by referencing information from CRM and summarize previous conversations, helping you communicate more efficiently and spend less time managing your inbox.


  • Summarize emails
  • Draft email replies


3/20/2024 @ 1:00pm-1:15pm ET | Meeting Preparation
Preparing for meetings is a tedious process that requires you to familiarize yourself with past communications across various platforms. With Copilot for Sales, you can quickly surface past meeting notes, emails, opportunity summaries, and related content in Outlook and Teams.


  • Entering Sales Data / Adding Contacts
  • Pre-Meeting Research
  • Internal Info (e.g., Teams Chat)


3/27/2024 @ 3:00pm-3:15pm ET | Facilitating Meetings and Following Up

Once you’re in a meeting, there’s a lot of multitasking happening. You’re taking notes, asking questions, actively listening, answering questions, etc. Copilot for Sales is your intelligent in-call assistant, helping you stay present while it works behind the scenes to capture key information that you can reference later.


  • Adding Contacts
  • Taking Notes
  • Summarizing Key Points
  • Answer Questions on the Spot
  • Meeting Recap
  • Follow-up Tasks
  • Summarizing Notes in OneNote

4/3/2024 @ 1:00pm-1:15pm ET | Collaborating Internally and Externally

Copilot for Sales enables sales teams to create dedicated deal rooms within Microsoft Teams that automatically sync with data and files from CRM. Additionally, you can invite external collaborators into these deal rooms, where they can access relevant information and engage in real-time communication.


  • Account Teams
  • Deal Rooms
4/10/2024 @ 1:00pm-1:15pm ET | Creating Proposals and Presentations

Streamline the process of creating proposals, presentations, and pitch decks by seamlessly integrating Copilot for Sales with familiar tools like Word and PowerPoint. It can also assist in locating existing collateral, making it easier for sales professionals to deliver timely materials to clients and prospects.


  • Word
  • PowerPoint
  • Finding Existing Collateral
4/17/2024 @ 1:00pm-1:15pm ET | Understanding Prospects, Customers and Opportunities

Consider Copilot for Sales your R&D specialist. With its seamless connection to Dynamics 365 Sales, you can power through your workflow getting more done in less time. You can use Copilot for Sales within Excel, too, to improve the quality of customer or prospect lists and generate quotes for products or services.


  • Copilot in Dynamics 365
  • Teams Chat
  • Excel for List Hygiene, Quotes, etc.
4/24/2024 @ 1:00pm-1:15pm ET | Incorporating Copilot for Sales into Your Sales Cadence

Copilot for Sales isn’t a siloed tool that’s useful in certain applications. It’s most effective when incorporated into your weekly sales cadence across your Microsoft tech stack. Learn how to leverage it on a regular basis to streamline efficiency.


  • Copilot in Your Weekly Sales Cadence
  • Copilot in Your Meeting Cadence
5/1/2024 @ 1:00pm-1:15pm ET | Setup, Configuration and Copilot Studio Scenarios

Setting up and configuring Copilot for Sales is critical for tailoring the tool to meet your specific needs. In this final webinar, we’ll explain how set up and configuration works along with scenarios that warrant a custom Copilot created via Copilot Studio.


  • Setting Up
  • Configuring
  • Scenarios

 Copilot for Sales Series Registration

Once you register, you’ll receive a 15-minute calendar invite for all 8 webinars. After each webinar, you’re encouraged to stay for an additional 30 minutes to participate in a roundtable discussion and ad hoc demos by Prachi Mishra from Microsoft.

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