Exercise 2: Automate sales proposal responses using Microsoft 365 Copilot
Responding to Requests for Proposals (RFPs) is a critical part of the sales cycle, especially in industries where large, complex deals depend on detailed technical and compliance information. For Fabrikam’s Sales organization, each RFP represents a high-value opportunity to showcase the company’s innovative EcoSense 360 energy management solution to potential clients in the hospitality sector. However, managing RFPs can also be time-consuming and resource-intensive, requiring close collaboration between Sales, Product, and Operations teams to gather accurate information and craft compelling responses.
In this exercise, you experience how Microsoft Copilot can help transform this traditionally manual process into a more efficient, scalable, and data-driven workflow. When you create an RFP response agent using the Copilot Studio lite experience, you should see how Copilot can serve as both an automation tool and a digital sales assistant—able to provide quick, consistent answers to customer questions while freeing your team to focus on building relationships and closing deals.