Use sales skills in PowerPoint and Cowork

Applies to: PowerPoint | Microsoft Copilot Cowork

Sales skills help you turn account information, approved product content, and sales data into PowerPoint presentations. Use them to build a pitch deck, prepare a customer review, respond to requirements, and explain results. Other sales skills help you prepare for meetings, understand deal changes, prioritize your pipeline, and plan follow-up.

A skill provides guidance for a specific task, such as preparing an account brief or reviewing a pipeline, so you do not have to describe the whole workflow each time. A plugin makes skills available in an app. The Sales plugin provides the sales skills described in this article.

Before you begin

• To use the sales skills packaged in the Sales plugin, you need an appropriate license to access Microsoft Copilot.

• To use the sales skills with Dynamics 365, refer to this article for more information on prerequisites: https://learn.microsoft.com/dynamics365/sales/use-copilot-cowork-sales-skills.

• In PowerPoint, you can access these skills under the Sales category in Manage Plugins from the Add sources, skills, and more menu and turning on the toggle for Sales (or, coming soon, by enabling the Sales plugin from the Choose plugins > Discover plugins in the menu).

• In Copilot Cowork, you can add the Sales for Cowork plugin from Plugins in the left navigation.

Use sales skills in PowerPoint

1. Open a new presentation or open the presentation you want to work on.

2. In the prompt, describe what you want. Share context such as the customer, audience, goal, and desired length. Add the source material you want to use.

3. Answer any follow-up questions Copilot may ask.

4. Review the result. Ask for changes or edit the presentation directly before sharing.

Use sales skills in Cowork

1. Start a Cowork conversation. Describe the sales action or presentation you need.

2. Add the relevant files or references and answer any follow-up questions.

3. Review the result. If the task creates a PowerPoint file, open it to review and edit before sharing. Other skills may return analysis or proposed follow-up.

Sales skills available to you

Choose a skill based on the work you need to do, not just the type of data you have. For example, a pipeline review creates a recurring manager presentation; a pipeline prioritizer produces a ranked worklist; and a deal catchup explains changes across a defined set of deals.

Create and improve presentations

Use these skills for PowerPoint artifacts or private objection preparation. Provide the required evidence and choose a new-deck workflow only when you need a new presentation.

Skill	When to use it and when to choose another skill
Create a sales pitch	Build a new product or solution pitch connecting buyer needs, seller capabilities, supported proof, and a next step. Supports first meetings, product introductions, industry pitches, and sales enablement. Not for RFP responses, investor pitches, QBRs, pipeline reports, or edits to an existing deck.
Create account brief	Create an internal PowerPoint brief on one named customer or prospect: priorities, decision makers, our position, opportunities to validate, and next steps. Not for customer-facing pitches, QBRs, quota-based account plans, or chat-only research.
Create client portfolio review	Create an investment portfolio review presentation grounded in authoritative reports, the client mandate, and advisor-supplied proposals. Explain results, allocation, liquidity, and conditional next steps. Not for sales-account portfolios, independent investment selection, or trade execution.
Draft proposal response	Create a customer-specific PowerPoint proposal response to explicit buyer requirements or an RFP, with requirement coverage, evidence, delivery, commercials, and exceptions. Not for proactive sales pitches, investor pitches, or edits to an existing deck.
Prepare customer review deck	Create a recurring customer business review or QBR covering agreed goals, results, adoption, value evidence, risks, commitments, and next-period priorities. Not for internal account briefs or plans, pipeline management, new sales pitches, or edits to an existing deck.
Prepare internal sales review	Create a PowerPoint summary of sales results, forecast position, material risks, and decisions requiring executive support. Not for deal-by-deal pipeline management, broad team updates, customer-facing reviews, or edits to an existing deck.
Prepare objection responses	Prepare private seller responses to raised or anticipated objections in one customer deal: what to ask, say, prove, and confirm next. Covers price, fit, and other blockers. Delivers chat or removable appended slides. Not for internal or investor objections, general Q&A rehearsal, or pitch creation.
Reimagine this slide	Explore alternative ways to communicate one existing slide or selected text, chart, or image. Creates three distinct, editable options and preserves the original. Not for copy editing, cosmetic chart restyling, simple moves or resizes, or multi-slide deck creation.
Review sales pipeline	Create a recurring PowerPoint review of opportunities and forecast for a sales manager, including deal movement, blockers, risks, and next actions. Not for standalone ranked worklists, executive sales summaries, customer reviews, or edits to an existing deck.
Visualize sales data	Turn supplied or authorized sales, revenue, pipeline, adoption, or value data into PowerPoint charts and evidence-backed insights. Not for sales dashboard design, customer pitches, cosmetic restyling, or changes to source data.

Prepare conversations and manage deal work

These sales workflows support preparation, analysis, prioritization, and follow-up. These skills can help you analyze or take action outside of PowerPoint or create and update PowerPoint presentations as appropriate.

Skill	When to use it and when to choose another skill
Business case composer	Build a decision-ready qualitative or quantitative business case for a customer-specific deal or initiative. Not for generic product pitches or price and discount quotes.
Competitive strategy	Develop supported competitive positioning, comparison, objection handling, or discovery hypotheses for a customer use case. Not for generic product pitches, business-case modeling, or unsupported competitor claims.
Customer engagement and deal risk insights	Understand which deals need attention, lost momentum, customer changes, blockers, who owns them, and possible next actions. Supports portfolio questions and questions about one deal.
Deal catch-up	Report what changed and why across a scoped set of deals since a stated baseline, including slipped deals or movement in a bounded top set. Needs a defined scope and current evidence; without a baseline, provides current state. Not for next-work ranking or a single deal full standing review.
Meeting prep	Prepare for one upcoming customer conversation: what to learn, say, prove, and ask, with an evidence-backed next move and a private editable brief. Not for past-meeting recaps, broad account plans, pipeline audits, seller coaching, standalone pitch decks, or automatic outreach.
Pipeline prioritizer	Create a ranked or tied worklist from a scoped, visible opportunity set, explaining what deserves attention next and why. Not for change digests, meeting prep, or full team pipeline reviews.
Post-meeting follow-up	Capture one completed sales meeting or call accurately, propose durable actions, and prepare safe customer follow-up. Not for upcoming meeting prep, account-wide activity summaries, or lead re-engagement campaigns.
Sales progress update	Create or refresh a sales progress report covering sales work, deal progress, pending outcomes, forecast position, and help needed. Not for non-sales updates or standalone meeting prep, outreach drafting, or scheduling. A seller role or sales activity alone does not trigger it.
Stakeholder and decision map	Use customer interactions to identify stakeholders, infer likely roles and engagement, map the decision process, and highlight missing people or information. Treat inferred roles as hypotheses to validate, not confirmed buying authority.

Get better results

• State the purpose. Include the audience, meeting stage, desired decision, reporting period, and output format. For deal analysis, define the opportunity set and comparison baseline; for a presentation, include the desired length.

• Provide current evidence. Identify authoritative sources and include dates, currencies, units, and metric definitions. Ask for gaps to be flagged rather than filled in.

• Explain the boundaries. Identify content that must stay unchanged, material that is internal-only, and any restrictions on customer names or proof points.

• Use approved branding. Provide your organization's approved template and, where available, select the appropriate Brand kit. Check the finished presentation for brand consistency.

• Refine the draft. Ask for a shorter opening, clearer charts, or a more specific next step. Verify the revised content against the sources.

Related articles

• Use sales skills in Copilot Cowork

• Edit with Copilot in PowerPoint

• Create a new presentation with Copilot in PowerPoint

• Keep your presentation on-brand with Copilot