AI+ Microsoft 365 Copilot Retail Specialty™

AI+ Microsoft 365 Copilot Retail Specialty™

USD$195.00 (GST excl.)

Master AI-Powered Retail Excellence with Microsoft 365 Copilot

The AI+ Microsoft 365 Copilot Retail Specialty certification prepares you to apply AI and Copilot across merchandising, marketing, sales, inventory, customer engagement, and store operations. You will learn to improve productivity, support data-driven decisions, personalize customer experiences, and streamline retail workflows. The certification covers retail data integration, prompt engineering, predictive insights, intelligent workflows, Copilot Studio agents, optimization, and responsible AI. You will also gain practical experience using Copilot in Word, Excel, PowerPoint, Teams, and Outlook.

For more information, see below
Duration
Instructor-Led: 1 day (live or virtual)
Self-Paced: 8 hours of content
Format
Online, self-paced
Exam
50 questions, 70% passing, 90 minutes, online proctored exam

Overview

The AI+ Microsoft 365 Copilot Retail Specialty certification prepares you to apply AI and Copilot across merchandising, marketing, sales, inventory, customer engagement, and store operations. You will learn to improve productivity, support data-driven decisions, personalize customer experiences, and streamline retail workflows. The certification covers retail data integration, prompt engineering, predictive insights, intelligent workflows, Copilot Studio agents, optimization, and responsible AI. You will also gain practical experience using Copilot in Word, Excel, PowerPoint, Teams, and Outlook.

Prerequisites

Familiarity with Microsoft 365 applications such as Word, Excel, PowerPoint, Teams, and Outlook, along with a basic understanding of merchandising, inventory, sales, and store workflows. Learners should be able to interpret simple sales, inventory, and performance reports, express tasks clearly using goals, context, and constraints, and review AI-generated outputs for accuracy, privacy, fairness, and compliance.

What you’ll learn

Retail Professionals: Those who want to enhance their retail skills by applying AI and Microsoft 365 Copilot to improve customer experiences, operations, and decision-making.  
Store Managers and Retail Leaders: Those who want to use AI-powered insights to optimize store performance, improve communication, and make data-driven operational decisions.  
Merchandising Professionals: Those who want to apply AI techniques for product planning, inventory optimization, store layouts, and merchandising strategies.  
Marketing and Sales Professionals: Those who want to leverage Microsoft 365 Copilot for campaign creation, customer personalization, sales strategies, and promotional planning.  
Retail Operations Teams: Those who manage daily retail workflows and want to use AI tools to improve productivity, reporting, collaboration, and operational efficiency.  
Business Analysts and Data Professionals: Those who want to explore AI-driven analytics, retail insights, demand forecasting, and data-supported decision-making.  
Microsoft 365 Users and Technology Professionals: Those who want to understand how Microsoft 365 Copilot can transform retail workflows using applications such as Word, Excel, PowerPoint, Teams, and Outlook.  
Retail Transformation and Innovation Leaders: Those who want to implement AI strategies, improve organizational productivity, and drive digital transformation across retail environments.  
Professionals Interested in AI-Powered Retail: Those who want to build foundational expertise in combining artificial intelligence, Microsoft 365 Copilot, and modern retail practices. 

Why this certification matters

  • Builds practical retail AI skills: Learn to apply Microsoft 365 Copilot across merchandising, marketing, inventory, sales, customer engagement, and store operations.
  • Improves speed and productivity: Automate repetitive tasks, reporting, content creation, meeting summaries, and routine communication.
  • Supports smarter decisions: Use retail data, predictive insights, and analytics to guide planning and operational choices.
  • Strengthens customer experiences: Create more relevant campaigns, personalized interactions, and responsive retail services.
  • Enhances Microsoft 365 expertise: Gain hands-on experience using Copilot in Word, Excel, PowerPoint, Teams, and Outlook.
  • Enables workflow automation: Design intelligent workflows and Copilot Studio agents for real retail needs.
  • Improves team collaboration: Streamline communication and information sharing across stores, departments, and business functions.
  • Promotes secure AI adoption: Apply responsible AI, privacy, safety, compliance, and human oversight practices.
  • Prepares you for AI-enabled retail: Develop the skills needed to support efficient, data-driven, and customer-focused retail transformation.

Tools you’ll use

Microsoft Copilot Studio
Microsoft Copilot Studio
Store Operations Agent
Store Operations Agent
Microsoft Power BI
Microsoft Power BI
Microsoft Graph
Microsoft Graph
Microsoft Fabric
Microsoft Fabric
Microsoft Dataverse
Microsoft Dataverse
Dynamics 365 Commerce
Dynamics 365 Commerce
Microsoft Purview
Microsoft Purview
Microsoft Entra ID
Microsoft Entra ID
Microsoft Power Automate
Microsoft Power Automate
Microsoft Power Apps
Microsoft Power Apps
Dynamics 365 Customer Insights
Dynamics 365 Customer Insights
Microsoft Planner
Microsoft Planner
Azure OpenAI Service
Azure OpenAI Service

Learning Modules

7 modules

1Module 1: Foundations of AI & Microsoft 365 Copilot in Retail
1.1 The Rise of AI in Retail
1.2 Meet Microsoft 365 Copilot for Retail
1.3 Copilot & Microsoft Graph: Retail Data Integration
1.4 Data Security & Responsible Use in Retail AI
1.5 Case Study: Fictional “Style Mart”
2Module 2: Core Copilot Skills for Retail
2.1 Introduction to Microsoft 365 Copilot
2.2 Creating Store Layout Plans
2.3 Designing Seasonal Campaigns
2.4 AI-Driven Sales Boost Strategies
2.5 Case Study: Fictional “Urban Style”
3Module 3: Advanced Copilot Applications in Retail
3.1 Predicting Stock Shortages
3.2 Creating Cross-Store Reports
3.3 Case Study: Fictional “Fresh Find”
4Module 4: Copilot Studio Agent for Retail
4.1 Introduction to Copilot Studio for Retail
4.2 Building In-Store Query Assistants
4.3 Automating Store Location & Availability Queries
5Module 5: Optimizing Copilot in Retail
5.1 Prompt Refinement for Engagement Scripts
5.2 Supply Chain Tool Integration
5.3 Case Study: Fictional “Quick Mart”
6Module 6: Responsible AI with Copilot — Policy, Safety & Trust
6.1 Principles in Practice
6.2 Data Protection & Compliance
6.3 Bias, Hallucination & Human Oversight
6.4 Operationalizing Responsible AI
7Module 7: Capstone Project — End-to-End Retail with Copilot
7.1 Project Overview and Objectives
7.2 Step-by-Step Guide
7.3 Key Takeaways and Outcomes
7.4 Conclusion
7.5 Open-Ended Projects (Optional)
Format

Online, self-paced
Duration

Instructor-Led: 1 day (live or virtual)
Self-Paced: 8 hours of content
Exam

50 questions, 70% passing, 90 minutes, online proctored exam
Included

Instructor-led OR Self-paced course + Official exam + Digital badge
Prerequisites

Familiarity with Microsoft 365 applications such as Word, Excel, PowerPoint, Teams, and Outlook, along with a basic understanding of merchandising, inventory, sales, and store workflows. Learners should be able to interpret simple sales, inventory, and performance reports, express tasks clearly using goals, context, and constraints, and review AI-generated outputs for accuracy, privacy, fairness, and compliance.
Delivery

Projects & case studies
Outcome

Industry-recognized credential + hands-on experience

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