Copilot - Create a Business Presentation Report with Copilot Tutorial

Learn how to craft engaging business presentations with Microsoft Copilot. This tutorial shows you how to synthesize your proposal into a persuasive PowerPoint presentation, with tips on improving visuals and structuring content for maximum effect.

03:02
820 views

Available in AI - Artificial Intelligence

Objectifs :

This document aims to provide a comprehensive guide on how to effectively prepare and present a commercial offer using PowerPoint and the assistance of Copilot. It outlines the steps to create a structured presentation that advocates for the project and convinces decision-makers.

Chapitres :

Introduction to the Commercial Offer Presentation
In a competitive environment, presenting a commercial offer effectively is crucial. This guide will help you prepare a PowerPoint presentation that highlights the key points of your offer, ensuring you can advocate for your project and persuade decision-makers.
Preparing the PowerPoint Presentation
To begin, it is essential to prepare a PowerPoint presentation that recaps the key points of your offer. This presentation should be based on the specification document provided by the client. The goal is to create a branded presentation that aligns with your company's standards.
Using Copilot for Content Creation
Copilot can assist in writing, synthesizing, and structuring your slideshow. Start by selecting the official template that contains the slide master used by your company. In the Copilot panel, request the creation of a presentation based on your previously transmitted offer. Specify your expectations for structured and dynamic content.
Monitoring Progress and Adjustments
As Copilot analyzes your document, it will keep you informed in real-time about the themes that will compose your slideshow and the progress rate of slide creation. Once the initial result is displayed, you may need to enhance the appearance by adding logos or selecting different layouts.
Refining Visual Elements
Refining visuals is crucial for a polished presentation. Use the designer recommended by Copilot to make adjustments related to the organization of elements, phrasing, positioning of text boxes, and color choices. These modifications may need to be done manually or with the designer's help.
Structuring the Presentation
Improving the structure and chapters of your presentation is vital. Request Copilot to organize the presentation by adding introductory slides that will be visible during your defense. This will help set the stage for your arguments.
Adding Animations and Final Touches
While Copilot can assist with content generation, most modifications related to transitions or animations will need to be done manually. Take the time to include section zooms or insert images, as these enhancements will contribute to a more dynamic presentation.
Conclusion and Final Preparation
The time saved on editorial summaries allows you to focus on creating a solid base for your presentation. Ultimately, the success of your project depends on your ability to be convincing during the defense, establishing a beneficial collaboration for all stakeholders.

FAQ :

What is a commercial offer?

A commercial offer is a proposal made by a seller to a potential buyer, detailing the terms of sale, including pricing, delivery, and conditions.

How do I prepare a PowerPoint presentation?

To prepare a PowerPoint presentation, start by outlining your key points, select a suitable template, and use tools like Copilot to help structure and generate content.

What is the role of Copilot in creating presentations?

Copilot assists in writing, synthesizing, and structuring content for presentations, helping users generate slides based on their input and documents.

How can I improve the visual dynamics of my presentation?

You can enhance the visual dynamics of your presentation by adding animations, choosing different layouts, and refining visuals manually or using design tools.

What should I do if Copilot only animates the current slide?

If Copilot only animates the current slide, you will need to manually apply transitions and animations to the other slides in your presentation.

How can I ensure my presentation is convincing?

To make your presentation convincing, focus on clear communication of your key points, use engaging visuals, and practice your delivery to build confidence.

Quelques cas d'usages :

Sales Pitch Presentation

A sales team can use the knowledge from this video to create a compelling PowerPoint presentation for a client meeting, utilizing Copilot to streamline content generation and ensure a professional layout.

Project Proposal Defense

Project managers can apply the techniques discussed to prepare for a project proposal defense, using Copilot to organize their presentation and highlight key project benefits to stakeholders.

Training Session Development

Trainers can leverage the video’s content to develop training session materials, creating structured presentations that effectively communicate learning objectives and engage participants.

Investor Presentation

Entrepreneurs can use the insights from the video to craft investor presentations, ensuring that their commercial offers are clearly articulated and visually appealing to attract funding.

Internal Team Briefing

Team leaders can utilize the presentation techniques to brief their teams on project updates, ensuring that information is presented clearly and effectively to enhance team collaboration.

Glossaire :

commercial offer

A proposal made by a seller to a potential buyer, outlining the terms of sale, including price, delivery, and other conditions.

specification document

A detailed description of the requirements and expectations for a project or product, used to guide proposals and evaluations.

PowerPoint presentation

A digital slideshow created using Microsoft PowerPoint, often used for business presentations to convey information visually.

Copilot

An AI-powered assistant that helps users create and organize content, such as presentations, by providing suggestions and automating tasks.

slide master

A template in PowerPoint that defines the layout and design for all slides in a presentation, ensuring consistency.

visual dynamics

The visual elements and effects used in a presentation to enhance engagement and understanding, such as animations and transitions.

editorial summary

A concise overview of the main points or arguments in a document, often used to provide context for presentations.

section zoom

A PowerPoint feature that allows users to create interactive summaries of sections within a presentation, enabling easy navigation.

00:00:08

who responded to the specification document issued by hex A services

00:00:12

I will need to present and defend my offer during a meeting.

00:00:15

It is important to prepare a powerpoint presentation

00:00:18

that recaps the key points of the document

00:00:20

sent by email in order to advocate for

00:00:23

my commercial project and convince the decision makers,

00:00:26

I want to generate a branded presentation from powerpoint based on my offer.

00:00:30

Copilot will help me write the content synthesize and structure my slideshow.

00:00:35

First, I select the official

00:00:37

template containing the slide master used by my company

00:00:40

from there.

00:00:41

In the copilot panel,

00:00:43

I ask my assistant to create a presentation based on my response to the

00:00:46

offer previously transmitted via email to generate

00:00:50

a slideshow that meets my expectations.

00:00:52

I specify that I expect a structured and dynamic content.

00:00:56

Copilot analyzes my document.

00:00:58

The generation time varies depending on the volume of data to process.

00:01:02

But Copilot keeps me informed in real time of the themes that will compose

00:01:06

my slide show and the progress rate related to the creation of the slides.

00:01:10

Once the result is displayed,

00:01:12

it will likely be necessary to work on the appearance by

00:01:15

adding logos or choosing different layouts than those suggested by Copilot.

00:01:21

I can also refine the visuals via the designer that Copilot advises me to use

00:01:27

proofreading or further visual adjustments related

00:01:29

to the organization of elements,

00:01:31

phrasing, positioning of text boxes or choice of colors

00:01:35

will likely be necessary and will need to be done manually or via the designer.

00:01:45

I also want to improve the structure and the chapter

00:01:47

of my presentation.

00:01:49

Copilot, can you organize this presentation?

00:01:52

Copilot then generates sections for me by adding some introductory slides.

00:01:56

Note that Copilot has also generated speaker notes for each slide

00:02:01

which will be visible to the presenter during the defense.

00:02:05

Let's now try to add animations.

00:02:10

My request concerns the entire presentation but

00:02:13

Copilot only animates the current slide.

00:02:17

Indeed,

00:02:18

most modifications related to transitions or animations

00:02:21

will have to be done manually.

00:02:23

I am the master of the ship

00:02:25

and my copilot is there to support me on the writing part

00:02:28

a bit less on enhancing the visual dynamics of my content.

00:02:32

The time invested,

00:02:33

for example to include a section zoom or insert images will certainly take time.

00:02:39

Nonetheless,

00:02:40

the precious time initially saved on the editorial summary that

00:02:43

Copilot generated allows me to work on a solid base.

00:02:49

What remains then is for me to be convincing so that my

00:02:53

project is chosen by my client to establish a future collaboration,

00:02:58

beneficial for all stakeholders

00:03:01

and obviously that depends solely on me.

Mandarine AI: CE QUI POURRAIT VOUS INTÉRESSER

RELATED COURSES This tutorial is part of the following courses

1212 Views

AI Academy: Become a Sales Superhero with Copilot

From analyzing a request for proposal to defending it, through the writing process, awaken the dormant sales hero within you. This quest wil...

ALL COURSES