🎯 Learning Objectives
- Research EV market trends and benchmark performance
- Visualize quarterly sales trends from your own data
- Draft an actionable sales proposal and translate it into a leadership deck
📋 Demo Setup
Required file from the MS-4021 GitHub repository:
📝 NOTE: Allow up to 10 minutes for OneDrive sync after download.
Part 1: Copilot Chat — Market Research & Sales Analysis
💡 Why This Matters: Strategy starts with context. Copilot blends industry data with your own numbers so you can see where you stand.
- Open M365copilot.com and ensure Web mode is selected.
- Start with a market-level research prompt.
What is the ratio of EV cars to EV chargers by region in the US for the past 3 years? Please show it in a table organized by region.
- Upload Charger_sales_report_2022-2024.xlsx via Add Content, then run the next prompt.
I need to know the quarterly trends for each of our sales regions. Create a quarterly revenue line graph for the past 2 years based on the attached data.
- Ask Copilot for actionable recommendations and export to Word.
Based on the trend, suggest two ways I can increase EV charger sales in the Mountain and Midwest regions. Export the recommendations to a Word Document.
✅ Self-Check: Part 1
Part 2: Copilot in Word — Draft a Sales Proposal
💡 Why This Matters: Recommendations are just ideas until you make them actionable. Copilot turns strategy bullets into a full proposal with owners and timelines.
- Open the Word document generated by Copilot in Part 1.
- Click anywhere in the body → click the Copilot icon.
Draft a detailed proposal on how we could implement each of the strategies outlined in this document. Ensure the plan is actionable and includes resource requirements, timelines, and key stakeholders.
- Save as EV Sales Proposal.docx and copy the shared URL.
💡 Trainer Tip: Use this step to show how Copilot builds on prior outputs — refining ideas into a cohesive proposal.
✅ Self-Check: Part 2
Part 3: Copilot in PowerPoint — Leadership Deck
💡 Why This Matters: Get to a leadership-ready deck without rebuilding from scratch — Copilot creates slides from your proposal.
- Open a new presentation at PowerPoint.new.
- In the Copilot pane, select Create presentation from file.
- Paste the EV Sales Proposal.docx link.
Create a presentation from [Link to EV Sales Proposal.docx].
📝 NOTE: Slide generation can take up to two minutes depending on document complexity.
✅ Self-Check: Part 3
🔑 Key Takeaways
📈
Data-Backed Strategy
Combine market context with your own numbers.
🎯
Make It Actionable
Turn ideas into proposals with owners and timelines.
🎨
Ready for Leadership
Build decks at the speed of thought.
🔗
End-to-End Flow
Research → Proposal → Deck in one session.