AI+ Microsoft 365 Copilot Retail Specialty™
Master AI-Powered Retail Excellence with Microsoft 365 Copilot
Certificate Code:
AP - 0930
About This Course
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.
Certificate Overview
Included
Instructor-led OR Self-paced course + Official exam + Digital badge
Duration
- Instructor-Led: 1 day (live or virtual)
- Self-Paced: 8 hours of content
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.
Exam Format
50 questions, 70% passing, 90 minutes, online proctored exam
Course Modules
1
Module 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”
2
Module 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”
3
Module 3: Advanced Copilot Applications in Retail
- 3.1 Predicting Stock Shortages
- 3.2 Creating Cross-Store Reports
- 3.3 Case Study: Fictional “Fresh Find”
4
Module 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
5
Module 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”
6
Module 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
7
Module 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)
AI Tools You'll Learn
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
