Work with your real priorities
Prepare for customer conversations, research accounts, and follow through on the work already on your agenda.
WELCOME TO YOUR PRACTICE DAY
Start Here:
Your Copilot Practice Day
Your participant-guide playbook. Copy the prompts below into your approved Copilot experience. Replace bracketed placeholders, use the required workbooks, and review every response.
Learn by doing
Move from short demonstrations into hands-on practice using realistic sales scenarios across Microsoft 365.
Leave with repeatable habits
Build prompts you can reuse for account preparation, discovery, follow-ups, analysis, and clearer communication.
WHAT THE DAY LOOKS LIKE
From first prompt to sales workflow
Start with the essentials. Practice with real work. Build confidence in how Copilot supports your judgment, not replaces it.
Ground Copilot
Understand how Copilot uses the files, emails, meetings, and sources you can access.
Practice core workflows
Prepare your day, research a customer, and turn information into a better conversation.
Connect your work
Use Teams, Outlook, Word, Excel, and PowerPoint to move from insight to action.
Make it yours
Refine your prompts and choose the habits that will help you every week.
THE ART AND SCIENCE OF PROMPTING
Give Copilot the ingredients for a useful response
You don't need a perfect prompt. Start with the outcome you need, then add the details that make the response useful.
What do you want Copilot to do?
State the task clearly: summarize, compare, analyze, draft, or recommend.
Why, and who is involved?
Add the customer situation, audience, priorities, and constraints.
What should Copilot use?
Point to the relevant file, email thread, meeting, workbook, or web source.
What should the result look like?
Specify format, tone, length, evidence, and the next action you need.
Keep the conversation going. Review the response, challenge assumptions, add missing context, and ask Copilot to improve the result.
A FEW THINGS BEFORE YOU START
Your judgment stays in the driver's seat.
Use your approved work account and permitted sources. Have your channel forecast workbook, Strategic Alliance partner workbook, and approved presentation template ready. Verify facts, pricing, product suitability, and customer commitments.
PAUSE & REFLECT
Make the response work harder
A practice resource for Grainger sales teams. Not an AI service. Prompts run in your organization's approved Copilot experience; features depend on your license and permissions.