Opleiding: AI+ Microsoft 365 Copilot Retail Specialty™ eLearning

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.

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. 

• 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.

• 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”

• 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”

• 3.1 Predicting Stock Shortages
• 3.2 Creating Cross-Store Reports
• 3.3 Case Study: Fictional “Fresh Find”

• 4.1 Introduction to Copilot Studio for Retail
• 4.2 Building In-Store Query Assistants
• 4.3 Automating Store Location & Availability Queries

• 5.1 Prompt Refinement for Engagement Scripts
• 5.2 Supply Chain Tool Integration
• 5.3 Case Study: Fictional “Quick Mart”

• 6.1 Principles in Practice
• 6.2 Data Protection & Compliance
• 6.3 Bias, Hallucination & Human Oversight
• 6.4 Operationalizing Responsible AI

• 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)

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

Online proctored exam included, with one free retake.
Exam format:

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

Access to all materials and exams is provided for 365 days after delivery.

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

De OCICT maatwerk-methode houdt in dat op basis van de behoefte van de klant - en indien nodig na een intakegesprek - een individueel opleidingstraject wordt opgesteld. De trainingen worden veelal individueel gevolgd, zodat iedere training een maatwerktraject is. Klassikale trainingen zijn natuurlijk mogelijk, mits ze aansluiten bij de leerbehoeften van de deelnemers / opdrachtgever.

Alle onderdelen van de training kennen een voortdurende wisselwerking tussen theorie en praktijk. De inhoud van de training kan vooraf per cursist worden aangepast en tijdens de cursus worden bijgesteld. De focus ligt op maatwerk: het traject wordt afgestemd op de doelstellingen van de deelnemer(s) en/of opdrachtgever, ongeacht of het individueel of klassikaal wordt aangeboden.