AI+ Microsoft 365 Copilot Retail SpecialtyTM

Apply Microsoft 365 Copilot and AI across retail merchandising, sales, inventory, and store operations.

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Master AI-Powered Retail Excellence with Microsoft 365 Copilot

  • Productivity Gains:
    Automate reporting, content creation, meeting summaries, and routine communication
  • Smarter Decisions:
    Use retail data, predictive insights, and analytics to guide planning and operations
  • Stronger Customer Experiences:
    Build relevant campaigns, personalized interactions, and responsive retail services
  • Workflow Automation:
    Design intelligent workflows and Copilot Studio agents for real retail needs
  • Secure AI Adoption:
    Apply responsible AI, privacy, compliance, and human oversight practices

Prerequisites

  • Familiarity with Microsoft 365 apps such as Word, Excel, PowerPoint, Teams, and Outlook
  • Basic understanding of retail workflows
  • Ability to interpret sales, inventory, and performance reports
  • Ability to communicate tasks using goals, context, and constraints
  • Ability to review AI outputs for accuracy, privacy, fairness, and compliance

Why This Certification Matters?

  • Builds Practical Retail AI Skills: 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 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 skills for efficient, data-driven, and customer-focused retail transformation.

What You'll Learn?

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

Job Roles & Industry Outlook

Retail Operations Manager

Uses AI and Copilot to improve store workflows, reporting, and operational decisions.

Merchandising Analyst

Applies AI insights to optimize product planning, inventory, and merchandising strategies.

Retail Business Analyst

Analyzes sales, customer, and operational data to support better business decisions.

Microsoft 365 Copilot Specialist

Helps retail teams use Copilot effectively across Word, Excel, PowerPoint, Teams, and Outlook.

Retail Technology Consultant

Advises retailers on AI adoption, workflow automation, and technology integration.

Digital Transformation Lead

Guides AI-enabled change across merchandising, marketing, customer service, and operations.

Skills You’ll Gain

AI and Microsoft 365 Copilot FundamentalsCopilot Use Across Word, Excel, PowerPoint, Teams, and OutlookRetail-Focused Prompt EngineeringSales, Inventory, and Customer Data AnalysisDemand Forecasting and Stock-Shortage PredictionInventory and Merchandising OptimizationCustomer Personalization and Campaign PlanningRetail Workflow Automation and Data IntegrationCopilot Studio Agent Design and DeploymentCopilot Performance and Business-Impact OptimizationResponsible AI, Privacy, Security, and ComplianceEnd-to-End Copilot Solution Development for Retail

Tools You’ll Master

Microsoft Copilot StudioMicrosoft Power BIMicrosoft GraphMicrosoft FabricMicrosoft DataverseDynamics 365 CommerceMicrosoft PurviewMicrosoft Entra IDMicrosoft Power AutomateMicrosoft Power AppsDynamics 365 Customer InsightsMicrosoft PlannerAzure OpenAI Service

Exam Details

Duration

90 minutes

Passing Score

70% (35/50)

Format

50 multiple-choice/multiple-response questions

Delivery Method

Online via proctored exam platform (flexible scheduling)

Exam Blueprint

Foundations of AI and Microsoft 365 Copilot in Retail
8%
Core Copilot Skills for Retail
16%
Advanced Copilot Applications in Retail
16%
Copilot Studio Agent for Retail
15%
Optimizing Copilot in Retail
15%
Responsible AI with Copilot: Policy, Safety, and Trust
15%
Capstone Project: End-to-End Retail with Copilot
15%

What’s Included

(One-Year Subscription + All Updates)

  • High-Quality Videos, E-book (PDF & Audio), and Podcasts 
  • AI Mentor for Personalized Guidance 
  • Quizzes, Assessments, and Course Resources 
  • Online Proctored Exam with One Free Retake 
  • Comprehensive Exam Study Guide 
  • Access for Tablet & Phone