Your daiLy basic Tools
Sales Deck
M365 Copilot & AI Assistants
Power BI
Salesforce
it is a secure & company approved tool !
For drafting emails, preparing meeting briefs, and generating proposals. Don’t use Chagpt with sensitive or confidential data of files.
Real-time tracking!
Central CRM for managing pipeline, accounts, contacts, and activities.
Dynamic dashboard!
For sales analytics, dashboards, and performance tracking.
Copilot Essentials – Best Practices for Professional Use
Formulate a Precise Request
Always Review and Validate
Iterate to Improve Results
Provide Clear Context
Examples
Well‑contextualized prompt “You are a communication assistant. Write a professional and concise email for a B2B client, to confirm a meeting, maximum 5 lines, neutral and professional tone.”
Recommended approach Generate a first version Identify what needs improvement Adjust with targeted feedback Finalize the content
Mandatory checks before professional use
- Factual accuracy figures, dates, terminology
- Tone and alignment company culture, intended audience
- Business and regulatory compliance internal rules, legal obligations
- Accountability the employee remains responsible for the final content
Precise request “Rephrase this text for an internal email, using clear and simple language, no jargon, maximum 5 lines, with a professional and approachable tone.”
Vigilance & professional framework
Use Copilot first : it’s the only AI secured by our Microsoft 365 professional license.Your data stays protected inside our corporate environment.External AI without a professional license does not guarantee the same level of protection. Never use them with internal company data. Human Responsibility The employee remains responsible for the final content Check the information, Copilot can make mistakes or oversimplify
The 5 Golden Rules of Copilot
1. Always provide context2. Never share sensitive information 3. Use Copilot as a draft, not a final deliverable
4. Check, rephrase, adjust
5. Keep a critical mind
Sales - Your daisy basic Tools
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Created on January 19, 2026
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Transcript
Your daiLy basic Tools
Sales Deck
M365 Copilot & AI Assistants
Power BI
Salesforce
it is a secure & company approved tool ! For drafting emails, preparing meeting briefs, and generating proposals. Don’t use Chagpt with sensitive or confidential data of files.
Real-time tracking! Central CRM for managing pipeline, accounts, contacts, and activities.
Dynamic dashboard! For sales analytics, dashboards, and performance tracking.
Copilot Essentials – Best Practices for Professional Use
Formulate a Precise Request
Always Review and Validate
Iterate to Improve Results
Provide Clear Context
Examples
Well‑contextualized prompt “You are a communication assistant. Write a professional and concise email for a B2B client, to confirm a meeting, maximum 5 lines, neutral and professional tone.”
Recommended approach Generate a first version Identify what needs improvement Adjust with targeted feedback Finalize the content
Mandatory checks before professional use
Precise request “Rephrase this text for an internal email, using clear and simple language, no jargon, maximum 5 lines, with a professional and approachable tone.”
Vigilance & professional framework
Use Copilot first : it’s the only AI secured by our Microsoft 365 professional license.Your data stays protected inside our corporate environment.External AI without a professional license does not guarantee the same level of protection. Never use them with internal company data. Human Responsibility The employee remains responsible for the final content Check the information, Copilot can make mistakes or oversimplify
The 5 Golden Rules of Copilot
1. Always provide context2. Never share sensitive information 3. Use Copilot as a draft, not a final deliverable 4. Check, rephrase, adjust 5. Keep a critical mind