Microsoft AI-Powered Sales & Relationship Management

Overview

AI, Data Science & Cloud Certificates from Google, IBM & Meta — 50% Off

One plan covers every Professional Certificate on Coursera. 50% off Coursera Plus Annual for 10 days only — price increases June 17.

Unlock All Certificates

AI is reshaping how organizations approach sales, customer engagement, and relationship management. This specialization helps you build practical sales skills while learning how to use AI tools to improve communication, prospecting, presentations, customer success, and strategic decision-making. You’ll begin with foundational sales principles and explore how AI tools such as Microsoft Copilot can support lead generation, customer communication, workflow efficiency, and personalized sales engagement. As you progress, you’ll develop skills in AI-enhanced prospecting, CRM integration, sales presentations, strategic engagement preparation, proposal development, and customer retention strategies. Throughout the specialization, you’ll use Microsoft business applications including Dynamics 365, Power BI, Excel, Word, Teams, and PowerPoint alongside Copilot to create AI-assisted sales workflows that balance automation with authentic relationship-building. By the end of the specialization, you’ll understand how to combine traditional sales expertise with AI-enhanced tools and workflows to support modern customer relationship management and sales operations. Who this program is for: This specialization is designed for aspiring sales professionals, customer relationship managers, business development professionals, and anyone interested in using AI tools to improve customer engagement and sales effectiveness.

Syllabus

Course 1: Introduction to Sales and AI Fundamentals
Course 2: AI-Enhanced Prospecting and Sales Techniques
Course 3: Copilot for Sales
Course 4: Advanced Customer Relationship Management

Courses

0 reviews

View details

Develop practical prospecting and sales engagement skills using AI-enhanced workflows and customer intelligence strategies. This course focuses on how AI tools can support lead generation, sales communication, engagement planning, and personalized selling approaches in modern business environments. You’ll learn how to identify potential leads, evaluate qualification criteria, create AI-assisted sales communication, and prepare strategic engagement plans using Microsoft Copilot and CRM insights. The course also emphasizes prompt engineering, troubleshooting AI-generated outputs, and validating AI recommendations for quality and professionalism. Through practical business scenarios, you’ll create AI-assisted presentations, customize customer messaging, analyze customer data, and prepare comprehensive sales engagement packages. By the end of the course, you’ll understand how to integrate AI tools into prospecting, customer engagement, and sales communication workflows while maintaining authentic customer relationships. By the end of this course, you will be able to: - Identify and qualify potential leads using AI-assisted workflows and CRM insights to prioritize high-value prospects. - Design strategic sales engagement plans that integrate AI-generated intelligence with personalized selling approaches. - Create professional, AI-assisted sales communication — including outreach messages, follow-ups, and customer-tailored content — using Microsoft Copilot. - Write, refine, and troubleshoot prompts to generate accurate, relevant, and professional sales outputs. - Analyze customer data to uncover insights that inform messaging, engagement strategies, and product recommendations.
0 reviews

View details

Strengthen your customer relationship management skills through retention strategies, needs assessment methodologies, proposal development, and customer success planning enhanced by AI-assisted tools and workflows. This course focuses on creating long-term customer value through strategic engagement and data-informed relationship management practices. You’ll explore customer retention analysis, CRM-driven engagement strategies, needs assessment frameworks, proposal development, and customer success management techniques using Microsoft Copilot and Microsoft business applications. By the end of this course, you will be able to analyze customer retention trends using CRM insights and AI-assisted tools; conduct client needs assessments and develop customized solutions; create persuasive proposals and presentation materials using Microsoft Copilot and Microsoft business applications; monitor customer satisfaction and engagement metrics; and develop long-term relationship management strategies that support customer success and account growth. This course is designed for sales professionals, account managers, customer success specialists, client relationship managers, and business development professionals seeking to strengthen customer engagement and retention using AI-enhanced CRM workflows and strategic relationship management techniques.
0 reviews

View details

Learn how to use Microsoft Copilot for Sales to improve productivity, customer engagement, communication workflows, and sales collaboration activities. This course introduces practical use cases for Copilot across modern sales operations and business communication processes. You’ll explore how to draft emails, summarize meetings, generate proposals, access CRM insights, create sales collateral, and improve customer interactions using AI-powered workflows. The course also demonstrates how Copilot integrates with Microsoft applications including Teams, Dynamics 365, Excel, and PowerPoint to support day-to-day sales activities. By the end of this course, you will be able to use Microsoft Copilot to create personalized sales emails, proposals, and customer communications; apply Copilot to meeting preparation, note summarization, and follow-up workflows; integrate Copilot with Microsoft business applications; create AI-assisted sales collateral and engagement materials; and evaluate AI-generated outputs for professionalism, accuracy, and customer alignment. This course is designed for sales professionals, account managers, business development representatives, customer relationship managers, and learners interested in using AI-powered tools to improve communication, efficiency, and customer engagement in modern sales environments.
0 reviews

View details

Build foundational sales knowledge while learning how AI tools can support communication, customer engagement, and workflow efficiency in modern sales environments. This course introduces the core stages of the sales process and explores how AI-assisted workflows can enhance productivity without replacing human relationship-building skills. You’ll examine sales channels, customer communication techniques, value proposition development, and presentation strategies while using Microsoft Copilot to create personalized communication and sales content. The course also introduces foundational AI concepts and explains how AI tools support sales workflows, customer insights, and business operations. As you progress, you’ll practice creating AI-assisted communication templates, refining prompts, tailoring customer messaging, and integrating AI-generated content into presentations and CRM workflows. By the end of the course, you’ll understand how to combine foundational sales techniques with AI-enhanced productivity tools in professional sales environments. By the end of this course, you will be able to: - Describe the core stages of the sales process and apply them to real-world customer engagement scenarios. - Identify and use appropriate sales channels and communication techniques to build and maintain customer relationships. - Develop clear value propositions and tailor messaging to specific customer needs and contexts. - Use Microsoft Copilot to create personalised communication templates, sales content, and presentation materials.