AI+ Microsoft 365 Copilot Retail Specialty™

Price
Net: 397,00 €
VAT: 75,43 €

Duration
1 day

For companies and job seekers:
this course is 100% fundable!

Location

Course Language
English

Training Solutions
WalkIn^®

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Microsoft 365 Copilot brings AI directly into typical retail workflows—from assortment planning and inventory analysis to marketing and customer communication. AI+ Microsoft 365 Copilot Retail Specialty™ combines generative AI with specific retail scenarios and demonstrates how data, prompts, and intelligent workflows interact in day-to-day business operations.

Key Topics

Microsoft 365 Copilot for Retail Processes
Merchandising, Marketing, Sales, and Inventory Management
Prompt Engineering for Precise AI Results
Data Analysis and Predictive Insights
Copilot in Word, Excel, PowerPoint, Outlook, and Teams
Copilot Studio Agents and Intelligent Workflows
Responsible AI and Secure AI Deployment

Prerequisites
Basic knowledge of Microsoft 365 and a fundamental understanding of AI and typical business processes are recommended.

Target Audience
Suitable for professionals in retail, marketing, sales, operations, merchandising, and business management.

Practical AI skills provide the foundation for effectively integrating Copilot with retail data, workflows, and decision-making.

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Course Content

Fundamentals of AI & Microsoft 365 Copilot in Retail

The Rise of AI in Retail
Discover Microsoft 365 Copilot for Retail
Copilot & Microsoft Graph: Integrating Retail Data
Data Security and Responsible Use of AI in Retail
Case Study: The Fictional "Style Mart"

Core Competencies of a Retail Co-Pilot

Introduction to Microsoft 365 Copilot
Creating Store Layout Plans
Designing Seasonal Campaigns
AI-Driven Sales Strategies
Case Study: Fictional “Urban Style”

Advanced Copilot Applications in Retail

Predicting Stock Shortages
Generating Cross-Store Reports
Case Study: Fictional “Fresh Fund”

Copilot Studio Agent for Retail

Introduction to Copilot Studio for Retail
Implementing In-Store Query Wizards
Automating Store Location and Availability Inquiries

Optimizing the Co-Pilot in Retail

Prompt Refinement for Engagement Scripts
Integration of Supply Chain Tools
Case Study: Fictional “Quick Mart”

Responsible AI with Copilot – Policy, Security, and Trust

Principles in Practice
Data Protection and Compliance
Biases, Hallucinations, and Human Oversight
Operationalizing Responsible AI

Capstone Project — End-to-End Retail with Copilot

Project Overview and Objectives
Step-by-Step Guide
Key Findings and Results
Conclusion

Your training will be 100% funded

Our funding schemes are available exclusively to participants who live or work in Germany. Funding is not available outside Germany.

For career starters, job seekers, career changers, startups, experienced professionals, those looking to advance their careers, specialists, etc.

The QCG program for everyone in the company

Further information

The education voucher for all job seekers

Further information

Frequently Asked Questions

What Are the Benefits of Microsoft 365 Copilot for the Retail Industry?

Microsoft 365 Copilot combines generative AI with common tasks in the retail industry. These include data analysis, marketing content, inventory planning, communication, and sales processes. This training course demonstrates how Copilot can be used specifically for real-world retail workflows.

Who is the AI+ Microsoft 365 Copilot Retail Specialty™ certification intended for?

This certification is suitable for professionals in retail, marketing, sales, merchandising, purchasing, inventory management, and store operations. It also provides a practical introduction for professionals who want to integrate AI and Microsoft 365 more deeply into retail processes.

Which Microsoft 365 programs are used?

The tools used include Microsoft Word, Excel, PowerPoint, Outlook, and Teams. Copilot provides support in these applications for tasks such as data analysis, writing, presentations, emails, and meetings. The course also includes Copilot Studio for AI agents.

How does Copilot help with sales and inventory data?

Copilot can analyze sales, inventory, and performance data, identify patterns, and present insights to support decision-making. Excel, in particular, plays a key role in this process—for example, in analyses, formulas, tables, charts, and the interpretation of large volumes of retail data.

Can Microsoft Copilot be used for merchandising and assortment planning?

Yes. AI can take sales figures, product performance, inventory levels, and market trends into account when planning product assortments. This allows for a more informed assessment of product mix, demand, promotions, and inventory decisions. The training program specifically addresses such retail scenarios.

How can Copilot be used for retail marketing?

Copilot can assist with campaign ideas, product descriptions, target audience analyses, presentations, and personalized marketing content. Retail data and existing information can be used as a foundation for more relevant content and more informed marketing decisions.

What are the professional benefits of certification?

The certification combines Microsoft 365 expertise with specific AI applications for the retail industry. This provides knowledge in areas such as merchandising, marketing, sales, inventory management, customer service, and store operations—including data analysis, prompt engineering, automation, and Copilot Studio.

Do you have any further questions? Please contact us.

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