Cowork CookbookWalk in prepared. Leave with clear next steps.
Connect CRM account context, meeting preparation, transcripts, and reviewed follow-up drafts.
Preview — real Cowork captures and reviews still pending
Not a verified training release. The deck’s prompts and workflows have not yet been run in this environment. Authentic screenshots, translation review, and model approval are still required.
Business context
Does this sound familiar?
Another meeting. Another hour piecing the account story together.
Sellers spend hours before each customer meeting pulling account history, open opportunities and recent activity from CRM, mail and files. Post-meeting follow-up is manual and inconsistent: decisions, owners and next steps get lost or arrive late. Internal account teams hear about customer status second-hand, so proposal updates and asks slip. Prep quality varies by seller, which shows up in the customer conversation.
The workflow to aim for
A connected workflow from account context to follow-up drafts.
Revenue Growth: better-prepared conversations and faster follow-through shorten the sales cycle and lift win rates. Cost Savings: seller prep and follow-up time recaptured for selling. Risk Mitigation: every follow-up email and account-team update is drafted for review before it is sent.
What could this be worth to your team?
Value of the time saved each year
For the whole team, not per person — the salary cost of the hours Cowork could free up. Not cash back.
Training deck headline: USD 922K — The deck also counts revenue and risk effects; this estimate counts recaptured time only.
Seller prep time · follow-up completion rate · sales cycle length
Illustrative model · review pending · not cash savings or net ROI
Cookbook-authored estimate; not the original slide’s benefit figure.
How this is calculated
Under these assumptions, 96,768 annual hours of capacity are valued at USD 537,600.00 after a 90% risk reduction. This is not a promise of cash savings.
- Annual hours saved before risk adjustment
- 96,768
- Active users in this function
- 800
- Hourly employee cost (USD)
- USD 55.56
- Value retained after risk adjustment
- 10%
- Meeting preparation: USD 345,600.00
138240 × 0.75 × 60% h × USD 55.56/h × 10% - Meeting follow-up: USD 192,000.00
138240 × 0.5 × 50% h × USD 55.56/h × 10%
Only labor capacity is monetized. Revenue and risk benefits remain qualitative to avoid unsupported totals and double counting.
Source-informed inputs: deck slide 110. Formula: cookbook capacity model v1, not a reconstruction of the missing pilot formulas.
Is it worth running?
Cost vs value — one run and one month
For one seller · one run per customer meeting
| Measure | One run | One month (≈ 24 runs) |
|---|---|---|
| Time saved | 42 min | 16.8 h |
| Value of that time | USD 38.89 | USD 933 |
| Estimated Cowork cost | USD 5.00 | USD 120 |
| Value left after cost | USD 813 |
It pays for itself if each run saves at least 5.4 minutes of work.
How cost and value are estimated
- Cowork is billed per use in Copilot Credits. Credits per run are an estimate set by your cookbook admin — actual use depends on how much context is read, how many steps and tools run, and how long the task takes. The credit price is also set by the admin (the pay-as-you-go list price is USD 0.01; prepaid packs can be cheaper).
- Value here is the salary cost of the time saved. The yearly team estimate above is more cautious and keeps only part of it; on that basis one run is worth USD 3.89.
- Microsoft Copilot Credit Estimator · How Cowork billing works (Microsoft Learn)
Credits per run are set by the cookbook admin.
What you will work toward
- Meeting-prep brief
- Decisions, actions, and risks
- Customer and internal follow-ups
Why Cowork?
Account history, the meeting itself, and the follow-up live in three different places. Cowork combines: CRM account context, a pre-meeting brief, the meeting transcript, extracted actions, and drafted follow-ups, into one end-to-end workflow.
On this page
Before you start
Walk into customer meetings fully briefed, without having to manually pull together updates and briefings. Automatically trigger a post-meeting follow-up workflow once the meeting is over.
Dynamics 365OutlookTeams
CRM/Dynamics 365 Sales; Outlook; Calendar; Teams/transcripts; SharePoint/OneDrive
Medium Medium; Customer facing process with multiple touchpoints and interaction channels
Replace bracketed placeholders with your intended context before submitting. Use only sources you are authorized to access. The original prompts include approval boundaries for sharing, scheduling, publishing, or writebacks; preserve those boundaries. Reading this page does not authorize any action.
Requires the relevant Microsoft plugin, approved connector, agent, API, local-browser path, or governed export. Availability depends on tenant configuration, permissions, region, and source-system controls. Cowork acts only within the signed-in user’s authorized access.
Run it in Cowork — step by step
Open Cowork and start a new task
In Microsoft 365 Copilot, select the Cowork toggle at the top of the left navigation. Can’t see it? See “Do you have Cowork?” in Getting started, or ask your IT admin.
Fill in the brackets
The prompt has placeholders in [square brackets]. Replace each one with your own details:
[Customer Name][Date][Time][Customer]
Copy the prompt and send it
Copy the prompt, paste it into Cowork, replace the highlighted brackets, then send. This is the original wording from the training deck.
I have a customer meeting with [Customer Name] on [Date] at [Time]. I need help with both meeting prep and post-meeting follow-up. Meeting prep: Help me prep for the meeting with [Customer]. Pull the account history, open opportunities, and recent activity from Dynamics 365 Sales, and cross-reference my recent emails and meetings so I know what’s changed. Give me a tight brief in, including: Where the relationship stands, what’s open, and the two or three things I should walk in ready to address. Share the brief with all internal coworkers on the meeting invite. Meeting follow up: Create a scheduled task at [Time] after the meeting. Use the meeting transcript to do the following: Summarize my meeting with [Customer] that just ended. Pull out: (1) key decisions made, (2) action items with owners and due dates, and (3) any risks, blockers, or open questions mentioned. Draft a follow-up email to all attendees with the summary, decisions, action items, and next steps. Draft an internal account-team update with the customer status, findings, open items, proposal updates, and any asks for the account team. Write any customer-facing draft in my voice - use my writing-style skill or profile if I have one, otherwise match my recent sent email to that customer. Keep it to the shortest version that does the job. Show me the prep brief, the meeting summary, and both draft emails before anything is sent, shared, or scheduled - including the brief to internal coworkers. Cite the sources you used and flag any missing inputs or assumptions.
Copies the exact original text.
Follow Cowork through the workflow
Cowork works through these stages from the deck. Use them to follow its progress and notice where it asks for missing information.
Pull → CRM account and opportunity context
📷 Screenshot coming soon
Build → Pre-meeting prep brief
📷 Screenshot coming soon
Ingest → Meeting transcript
📷 Screenshot coming soon
Extract → Decisions, actions and owners
📷 Screenshot coming soon
Draft → Follow-ups for the account team
📷 Screenshot coming soon
Review before you approve
The prompt asks Cowork to show you the prep brief, the meeting summary, and both draft emails before anything is sent, shared, or scheduled — including the brief to internal coworkers.
Check the result against “What you will work toward”, confirm the cited sources, and look at anything flagged as missing. Only then approve the next action.
What you get back
A team-ready meeting-prep brief before the meeting, plus a scheduled post-meeting follow-up package with decisions, action items, risks/blockers, customer follow-up email, and internal account-team update.
About this material
The deck provides workflow stages and prompts, not a verified click-by-click walkthrough. No additional task prompts or sample datasets are supplied here. Actual Cowork runs and screenshots are still required before this becomes a verified training guide.
Adapted from source slides: 28–29 · Nifty Fifty