Pre-Sales - Accelerate your ​AI transformation with Microsoft 365 Copilot

Last Updated Oct 2025

Course Overview

This deal-ready course enables partner presales professionals to confidently position Microsoft 365 Copilot and its agent capabilities as a transformative AI solution. Learn how Copilot works across Microsoft 365 apps, build tailored business cases, address security and governance concerns, and guide customers on adoption. Through a structured customer case study and pitch practice, sellers gain the tools to respond to real-world challenges and close AI solution deals.​

Duration - 4.5 Hours

Level - Intermediate

Style - Self paced

Course Type - Tech Deal Ready

Certification - No

Hands on Labs - No

Solution Areas - AI Business Solutions (ABS), AI Workforce

Course Modules

Microsoft 365 Copilot and Agents – Overview, Features, Governance, and Adoption

The session introduces Copilot and Agents, showcasing Copilot Chat, Microsoft 365 Copilot app UI innovations, and out-of-the-box agents within M365 apps. It also covers tools to build custom agents, licensing, the Copilot control system, security and governance, adoption measurement, and guidance to get started.

Microsoft 365 Copilot and Agents – Architecture, Compliance, Security, Governance, and Adoption

The Microsoft Agents ecosystem covers compliance, architecture, tuning, and adoption, supported by the Business Case Builder. Copilot Control System, DSPM, and governance tools ensure security, management, reporting, and licensing for effective deployment.

Customer case study

The business background highlights the context and drivers, while challenges outline key pain points. Customer requirements define needed solutions, and objections capture concerns to address for successful adoption.

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