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AI+ Microsoft 365 Copilot Retail Specialty™
AP - 0930
Master AI-Powered Retail Excellence with Microsoft 365 Copilot
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.
- High-Quality Video, E-book & Audiobook
- Modules Quizzes
- AI Mentor
- Access for Tablet & Phone
- Online Proctored Exam with One Free Retake
- Hands-on Practices
Why This Certification Matters
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Builds practical retail AI skills: Learn to apply Microsoft 365 Copilot across merchandising, marketing, inventory, sales, customer engagement, and store operations.
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Improves speed and productivity: Automate repetitive tasks, reporting, content creation, meeting summaries, and routine communication.
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Supports smarter decisions: Use retail data, predictive insights, and analytics to guide planning and operational choices.
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Strengthens customer experiences: Create more relevant campaigns, personalized interactions, and responsive retail services.
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Enhances Microsoft 365 expertise: Gain hands-on experience using Copilot in Word, Excel, PowerPoint, Teams, and Outlook.
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Enables workflow automation: Design intelligent workflows and Copilot Studio agents for real retail needs.
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Improves team collaboration: Streamline communication and information sharing across stores, departments, and business functions.
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Promotes secure AI adoption: Apply responsible AI, privacy, safety, compliance, and human oversight practices.
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Prepares you for AI-enabled retail: Develop the skills needed to support efficient, data-driven, and customer-focused retail transformation.
At a Glance: Course + Exam Overview
Program Name
AI+ Microsoft 365 Copilot Retail Specialty™
Included
Instructor-led OR Self-paced course + Official exam + Digital badge
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
Delivery
Online labs, projects, case studies
Outcome
Industry-recognized credential + hands-on experience
Who Should Enroll?
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Retail Professionals: Those who want to enhance their retail skills by applying AI and Microsoft 365 Copilot to improve customer experiences, operations, and decision-making.
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Store Managers and Retail Leaders: Those who want to use AI-powered insights to optimize store performance, improve communication, and make data-driven operational decisions.
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Merchandising Professionals: Those who want to apply AI techniques for product planning, inventory optimization, store layouts, and merchandising strategies.
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Marketing and Sales Professionals: Those who want to leverage Microsoft 365 Copilot for campaign creation, customer personalization, sales strategies, and promotional planning.
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Retail Operations Teams: Those who manage daily retail workflows and want to use AI tools to improve productivity, reporting, collaboration, and operational efficiency.
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Business Analysts and Data Professionals: Those who want to explore AI-driven analytics, retail insights, demand forecasting, and data-supported decision-making.
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Microsoft 365 Users and Technology Professionals: Those who want to understand how Microsoft 365 Copilot can transform retail workflows using applications such as Word, Excel, PowerPoint, Teams, and Outlook.
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Retail Transformation and Innovation Leaders: Those who want to implement AI strategies, improve organizational productivity, and drive digital transformation across retail environments.
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Professionals Interested in AI-Powered Retail: Those who want to build foundational expertise in combining artificial intelligence, Microsoft 365 Copilot, and modern retail practices.
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
What You'll Learn
- 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.
- 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
- 7.5 Open-Ended Projects (Optional)
Tools You'll Master
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
Passing Score
70% (35/50 Correct)
Format
Multiple Choice Questions (MCQ)
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%
Choose the Format That Fits Your Schedule
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
Instructor-Led (Live Virtual/Classroom)
- 1 day (live or virtual) Self-Paced: 8 hours of content
- Real-time Q&A, peer collaboration, and hands-on labs
- Led by AI Certified Trainers and delivered through Authorized Training Partners
Self-Paced Online
- 8 hours of content
- Learn anywhere, anytime, with modular quizzes to track progress
Need More Flexibility?
To help you along your way, we can help you set up a customizable payment plan. Just book a call, we’ll provide you with the details!
Let's Arrange a Call9/10 of our learners achieve their learning objectives after successful completionProcess Advisors
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Frequently Asked Questions
It is designed for retail professionals, managers, analysts, marketers, and Microsoft 365 users.
Basic knowledge of Microsoft 365, retail operations, data interpretation, prompting, and responsible AI is recommended.
The exam includes 50 questions, lasts 90 minutes, and requires a 70% passing score.
Yes. It includes retail case studies, projects, hands-on activities, and an end-to-end capstone.
Learners explore Copilot Studio, Power BI, Microsoft Graph, Fabric, Dataverse, Purview, Power Automate, and other retail-focused Microsoft tools.
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