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Home › Courses › AI+ Microsoft 365 Copilot Retail Specialty™

AI+ Microsoft 365 Copilot Retail Specialty™

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.

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AI+ Microsoft 365 Copilot Retail Specialty™
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Level
beginner

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Duration
50 MCQs, 90 minutes

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Format
Self-Paced Online

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Certification
AI CERTs®

Self-Paced Online

USD $ N/A

Instructor-Led Online

At a Glance: Course + Exam Overview

Our training approach is human‑centred and outcomes‑driven. We focus on what learners can apply confidently.

Program Name
AI+ Microsoft 365 Copilot Retail Specialty™
Prerequisites
    • Familiarity with Microsoft 365 applications 
    • 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-generated outputs for accuracy, privacy, fairness, and compliance 
Exam Format
90 minutes

What You'll Learn

AI and Copilot Foundations for Retail

Understand AI’s role in retail, Microsoft 365 Copilot capabilities, Microsoft Graph integration, data security, and responsible AI practices.

Advanced Retail Analytics and Reporting

Apply Copilot to predict stock shortages, analyze performance, and create cross-store reports for better operational decisions.

Copilot Optimization and Integration

Refine prompts for customer engagement, connect supply chain tools, and improve the effectiveness of Copilot-supported workflows.

End-to-End Retail Transformation Project

Apply course concepts through a structured capstone project, practical steps, key outcomes, and optional open-ended retail scenarios.

Everyday Copilot Skills for Retail Teams

Use Copilot to create store layouts, design seasonal campaigns, strengthen sales strategies, and support daily retail workflows.

AI Agents for Store Operations

Build Copilot Studio agents that answer in-store questions and automate store location and product availability queries.

Responsible AI, Safety, and Trust

Apply data protection, compliance, bias controls, hallucination checks, human oversight, and responsible AI operating practices.

Certification Modules

Module 1: Foundations of AI & Microsoft 365 Copilot in Retail

  1. 1.1 The Rise of AI in Retail
  2. 1.2 Meet Microsoft 365 Copilot for Retail
  3. 1.3 Copilot & Microsoft Graph: Retail Data Integration
  4. 1.4 Data Security & Responsible Use in Retail AI
  5. 1.5 Case Study: Fictional “Style Mart”

Module 2: Core Copilot Skills for Retail

  1. 2.1 Introduction to Microsoft 365 Copilot
  2. 2.2 Creating Store Layout Plans
  3. 2.3 Designing Seasonal Campaigns
  4. 2.4 AI-Driven Sales Boost Strategies
  5. 2.5 Case Study: Fictional “Urban Style”

Module 3: Advanced Copilot Applications in Retail

  1. 3.1 Predicting Stock Shortages
  2. 3.2 Creating Cross-Store Reports
  3. 3.3 Case Study: Fictional “Fresh Find”

Module 4: Copilot Studio Agent for Retail

  1. 4.1 Introduction to Copilot Studio for Retail
  2. 4.2 Building In-Store Query Assistants
  3. 4.3 Automating Store Location & Availability Queries

Module 5: Optimizing Copilot in Retail

  1. 5.1 Prompt Refinement for Engagement Scripts
  2. 5.2 Supply Chain Tool Integration
  3. 5.3 Case Study: Fictional “Quick Mart”

Module 6: Responsible AI with Copilot — Policy, Safety & Trust

  1. 6.1 Principles in Practice
  2. 6.2 Data Protection & Compliance
  3. 6.3 Bias, Hallucination & Human Oversight
  4. 6.4 Operationalizing Responsible AI

Module 7: Capstone Project — End-to-End Retail with Copilot

  1. 7.1 Project Overview and Objectives
  2. 7.2 Step-by-Step Guide
  3. 7.3 Key Takeaways and Outcomes
  4. 7.4 Conclusion
  5. 7.5 Open-Ended Projects (Optional)

Finish the course and get certified

certificate

Industry Opportunities

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Retail Operations Manager

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

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Merchandising Analyst

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

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Retail Business Analyst

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

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Microsoft 365 Copilot Specialist

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

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Retail Technology Consultant

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

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Digital Transformation Lead

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

Frequently Asked Questions

Who is this certification for?
It is designed for retail professionals, managers, analysts, marketers, and Microsoft 365 users.
What are the prerequisites?
Basic knowledge of Microsoft 365, retail operations, data interpretation, prompting, and responsible AI is recommended.
What is the exam format?
The exam includes 50 questions, lasts 90 minutes, and requires a 70% passing score.
Does the course include practical learning?
Yes. It includes retail case studies, projects, hands-on activities, and an end-to-end capstone.
Which tools are covered?
Learners explore Copilot Studio, Power BI, Microsoft Graph, Fabric, Dataverse, Purview, Power Automate, and other retail-focused Microsoft tools.

Prerequisites

  • Familiarity with Microsoft 365 applications 
  • 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-generated outputs for accuracy, privacy, fairness, and compliance 

Exam Details

Duration

90 minutes

Format

50 multiple-choice/multiple-response questions

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%
Self-Paced Online
USD $ N/A
Purchase Self-Paced Course

Core AI Tools Covered

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