Artificial Intelligence and Machine Learning Courses

AI+ Microsoft 365 Copilot Retail Specialty™ - Self-paced

Length 365 days access
Price NZD 500 exc GST
Inclusions Online exam

Course overview

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Why study this course

The AI+ Microsoft 365 Copilot Retail Specialty™ Self-paced course is designed to help retail professionals harness the power of Microsoft 365 Copilot to enhance productivity, decision-making, and customer experiences across modern retail environments. Ideal for retail managers, merchandisers, inventory planners, sales leaders, store operations teams, customer experience professionals, and retail analysts, this course delivers practical, hands-on skills to apply AI across key retail functions using Microsoft 365 technologies.

Throughout the course, participants will learn how to leverage Microsoft 365 Copilot within Word, Excel, PowerPoint, Outlook, Teams, Power BI, and Copilot Studio to support merchandising, inventory management, sales analysis, customer engagement, reporting, and operational efficiency. Emphasis is placed on real-world application and practical AI adoption, enabling learners to gain the experience needed to streamline workflows, improve business performance, create data-driven insights, and deliver more personalised retail experiences.

Exam and certification

This course prepares students for the corresponding certification. The exam/assessment is completed online and provided as part of the course content.

The exam is:

90 minutes
50 multiple choice / multiple response questions
Pass mark is 35 out of 50 (i.e. 70%)
Online via AI Proctoring platform

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What you’ll learn

Through this course, students will be able to:

Build a strong foundation in artificial intelligence concepts, Microsoft 365 Copilot capabilities, and the role of AI in transforming modern retail operations.
Use Microsoft 365 Copilot across Word, Excel, PowerPoint, Teams, and Outlook to improve communication, reporting, documentation, and daily retail workflows.
Apply AI-driven insights to analyse sales data, optimize inventory, understand customer behaviour, and support data-driven retail decisions.
Explore how Copilot can enhance merchandising, marketing campaigns, store operations, customer personalisation, and sales performance.
Understand how Microsoft Graph and connected retail data sources enable intelligent workflows, predictive insights, and improved operational efficiency.
Implement ethical AI practices, maintain data privacy, support compliance requirements, and ensure secure and responsible use of AI in retail environments.
Apply learned concepts through practical scenarios to design effective Microsoft 365 Copilot-based approaches for solving real-world retail challenges.

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Who is the course for?

This course is intended for:

Retail Professionals
Store Managers and Retail Leaders
Merchandising Professionals
Marketing and Sales Professionals
Retail Operations Teams
Business Analysts and Data Professionals
Microsoft 365 Users and Technology Professionals
Retail Transformation and Innovation Leaders
Professionals Interested in AI-Powered Retail

Course subjects

Module 1: Foundations of AI & Microsoft 365 Copilot in Retail
• The Rise of AI in Retail
• Meet Microsoft 365 Copilot for Retail
• Copilot & Microsoft Graph: Retail Data Integration
• Data Security & Responsible Use in Retail AI
• Case Study: Fictional "Style Mart"

Module 2: Core Copilot Skills for Retail
• Introduction to Microsoft 365 Copilot
• Creating Store Layout Plans
• Designing Seasonal Campaigns
• AI-Driven Sales Boost Strategies
• Case Study: Fictional "Urban Style"

Module 3: Advanced Copilot Applications in Retail
• Predicting Stock Shortages
• Creating Cross-Store Reports
• Case Study: Fictional "Fresh Find"

Module 4: Copilot Studio Agent for Retail
• Introduction to Copilot Studio for Retail
• Building In-Store Query Assistants
• Automating Store Location & Availability Queries

Module 5: Optimizing Copilot in Retail
• Prompt Refinement for Engagement Scripts
• Supply Chain Tool Integration
• Case Study: Fictional "Quick Mart"

Module 6: Responsible AI with Copilot - Policy, Safety & Trust
• Principles in Practice
• Data Protection & Compliance
• Bias, Hallucination & Human Oversight
• Operationalizing Responsible AI

Module 7: Capstone Project - End-to-End Retail with Copilot
• Project Overview and Objectives
• Step-by-Step Guide
• Key Takeaways and Outcomes
• Conclusion
• Open-Ended Projects (Optional)

Prerequisites

Navigate Word, Excel, PowerPoint, Teams, and Outlook.
Understand basic merchandising, inventory, sales, and store workflows.
Read simple sales, inventory, and performance reports.
Express tasks clearly using goals, context, and constraints.
Review AI outputs for accuracy, privacy, fairness, and compliance.

Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.