In just one day, we’ll guide you through the amazing capabilities, features, and benefits of Microsoft Copilot products. Our goal is to empower you and your team to make the most out of Copilot for Microsoft 365, Copilot for Sales, and Copilot for Service. Here’s what you can expect:

🟥 Components of the Offer:

Introduction to Microsoft Copilot Products

▪️ Overview of AI in Business: We'll kick off with a discussion about how AI is transforming modern businesses, providing concrete examples of its impact across various industries. ▪️Introduction to Copilot Products: You’ll get a detailed introduction to Copilot for Microsoft 365, Copilot for Sales, and Copilot for Service. We’ll explain how each product integrates with your current systems and highlight the specific benefits they offer.

Deep Dive into Copilot for Microsoft 365

▪️ Integration with Microsoft 365 Applications: We’ll walk you through how Copilot seamlessly integrates with core Microsoft 365 applications like Word, Excel, PowerPoint, Outlook, and Teams. You'll see specific use cases and demonstrations of how Copilot can automate tasks and provide contextual suggestions. ▪️ Automation of Routine Tasks: Discover how Copilot can handle repetitive tasks such as data entry, scheduling, and document formatting, freeing up your team for more strategic activities. ▪️ Hands-on Activities: Engage in hands-on activities to practice using Copilot within your daily workflows, ensuring you gain practical experience and confidence.

Deep Dive into Copilot for Sales

▪️ AI-Driven Insights and Automation: We’ll show you how Copilot for Sales can streamline your sales process by providing AI-driven insights and automating routine tasks, allowing your sales team to focus on high-value activities. ▪️ Proposal Drafting and Conversation Analysis: Watch live demonstrations of Copilot assisting in drafting proposals, analyzing sales conversations, and creating CRM tasks. We’ll highlight real-world scenarios to illustrate the benefits. ▪️ Practical Exercises: Participate in exercises to understand CRM integration and improve sales performance using Copilot.

Deep Dive into Copilot for Service

▪️ Enhancing Customer Service Operations: Learn how Copilot for Service enhances customer service operations through AI integration. We’ll discuss the benefits of generating accurate case summaries, drafting personalized responses, and efficiently updating CRM records. ▪️ Interactive Sessions: Engage in interactive sessions to apply these insights to your specific contexts. Scenario-based activities will help you see the practical applications of Copilot in your daily tasks.

Interactive Discussion and Q&A

▪️ Open Floor for Questions: We’ll provide ample opportunities for you to ask questions and clarify doubts. We aim to create an interactive environment where you feel comfortable seeking personalized insights. ▪️ Discussion on Best Practices: We’ll share best practices and strategies for implementing Copilot products effectively, discussing potential challenges and how to overcome them.

Conclusion and Next Steps

▪️ Recap of Key Takeaways: We’ll summarize the main points covered in the workshop, reinforcing the benefits of adopting Copilot products and their impact on your business operations. ▪️ Guidance on Further Resources: You’ll receive information on additional resources and support available from Comtrade. We also offer follow-up consultations or training sessions if needed. ▪️ Next Steps for Implementation: We’ll outline the next steps for you to begin your Copilot implementation journey, providing a roadmap for adopting Copilot products and integrating them into your workflows.

Detailed Methodology:

▪️ Participant Survey: We conduct a survey to understand your current knowledge level and specific needs. ▪️ Customized Agenda: Based on the survey results, we develop a customized agenda to ensure relevant content.

🟥 Workshop Execution

Pre-Workshop Preparation

▪️ Participant Survey: We conduct a survey to understand your current knowledge level and specific needs. ▪️ Customized Agenda: Based on the survey results, we develop a customized agenda to ensure relevant content.

Workshop Execution

▪️ Interactive Presentations: Our presentations are interactive to engage you and provide hands-on experience. ▪️ Real-Time Q&A: We allocate time for real-time Q&A sessions to address specific queries.

Post-Workshop Follow-Up

▪️ Feedback Collection: We gather feedback to continuously improve future workshops. ▪️ Additional Resources: You’ll receive additional learning resources and contact information for further support.

Microsoft Cloud for Financial Services

Industry Clouds results for Financial Services