- 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.
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The Private Equity Associate Certification
Overview
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Syllabus
- Develop marketing skills with AI agents
- Introduction
- Analyze market trends using Researcher agent
- Transform customer story prompts using the Prompt Coach agent
- Develop a campaign prompt using the Prompt Coach agent
- Discover internal insights using the Researcher agent
- Module assessment
- Summary
- Develop sales skills with AI agents
- Introduction
- Turn stalled conversations into action using the Researcher agent
- Prepare for deal objections using Researcher agent
- Tailor final-stage deal messaging with Researcher agent
- Module assessment
- Summary
- Develop finance skills with AI agents
- Introduction
- Create executive-ready financial stories using Researcher agent
- Analyze budget actuals and explain variances using Analyst agent
- Explore and explain financial variance using Analyst agent
- Module assessment
- Summary