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™
Self-Paced: $195

At a Glance: Course + Exam Overview

Category AI Professional, AI Specialization, All Courses, Available Now
Program Name AI+ Microsoft 365 Copilot Retail Specialty™
Duration Instructor-Led:1 day (live or virtual) | Self-Paced:8 hours of content
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 50 questions, 70% passing, 90 minutes, online proctored exam

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 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”

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”

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”

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

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”

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

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)

Finish the course and get certified

Course Certificate

Industry Opportunities

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.

Frequently Asked Questions

Prerequisites

Exam Details

Passing Score

70%

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

Self-Paced Online: 8 hours of content

Price: $195

Instructor-Led Online

Instructor-Led Online: 1 day (live or virtual)

Core AI Tools Covered