Explore role-based AI agent skills for business users

Overview

Learn how AI agents in Microsoft 365 Copilot can enhance marketing tasks, streamline workflows, and improve decision-making for professionals.After completing this module, you will be able to:

Use AI agents to analyze market trends and audience insights. Refine customer story prompts for effective narratives.

Develop reusable campaign prompts for marketing strategies. Discover internal insights to inform marketing decisions.

Learn how to use AI agents in Microsoft 365 Copilot to improve sales workflows, address objections, and tailor messaging for better outcomes.After completing this module, you will be able to:

Use AI agents to uncover the cost of inaction in stalled deals. Prepare evidence-based responses to common sales objections.

Tailor final-stage deal messaging to align with customer priorities. Learn how to use Microsoft 365 Copilot to analyze financial data, uncover insights, and create executive-ready summaries for strategic decision-making.After completing this module, you'll be able to:

Use Microsoft 365 Copilot's Analyst agent to analyze financial data and identify key variances.

Create executive-ready summaries and visuals to support leadership decision-making. Apply storytelling frameworks to communicate financial insights effectively.

Syllabus

• Develop marketing skills with AI agentsIntroductionAnalyze market trends using Researcher agentTransform customer story prompts using the Prompt Coach agentDevelop a campaign prompt using the Prompt Coach agentDiscover internal insights using the Researcher agentModule assessmentSummary
• Develop sales skills with AI agentsIntroductionTurn stalled conversations into action using the Researcher agentPrepare for deal objections using Researcher agentTailor final-stage deal messaging with Researcher agentModule assessmentSummary
• Develop finance skills with AI agentsIntroductionCreate executive-ready financial stories using Researcher agentAnalyze budget actuals and explain variances using Analyst agentExplore and explain financial variance using Analyst agentModule assessmentSummary

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Subjects

Artificial Intelligence