Training course · Microsoft 365 Copilot · Retail & E-Commerce

Microsoft 365 Copilot for Retail

Use Microsoft 365 Copilot and Copilot Chat in Word, Excel, PowerPoint, Outlook and Teams productively, securely and in line with permissions.

Duration
1 day (7 hrs)
Format
Online or on-site
Language
German or English
Participants
open dates or exclusive for your team
Certificate
Certificate of attendance

Overview

This course connects Microsoft 365 Copilot with the everyday processes of Retail & E-Commerce. Participants work on realistic scenarios and leave with prompts, workflows and checklists they can use straight away.

Microsoft 365 Copilot brings AI right into the applications where your daily work happens: Word, Excel, PowerPoint, Outlook and Teams. What sets it apart from publicly available chatbots is its grounding in your organisation's data via Microsoft Graph – Copilot can draw on the emails, meetings, chats and documents you already have access to. In this practical day you learn to use that connection deliberately: drafting content from existing files, summarising inboxes and long threads, following up on meetings and generating presentations from Word documents.

You also learn how the licensed Copilot differs from Copilot Chat, when web-grounded and when work-grounded answers make sense, and how to use both prebuilt and your own agents. A central topic is the permission model: Copilot only surfaces what you are allowed to see, so sharing settings in SharePoint, OneDrive and Teams directly determine the quality and security of results. You leave with tested prompts for every Office application and a clear understanding of responsible use within your tenant.

Whether bricks-and-mortar stores, online shops, wholesale or omnichannel, retail works with large ranges, thin margins and high customer expectations. Generative AI helps wherever there is lots of text, lots of data and lots of customer contact. It writes product descriptions and category pages, maintains product master data, answers customer service enquiries, analyses reviews and return reasons and supports promotion planning and campaigns. AI agents can check order status, pre-sort complaints or bundle supplier requests. For buying and category management, AI becomes a tool for commenting on sales data and preparing range decisions. The key is balancing efficiency, brand voice and legally accurate product information.

The course is delivered live – either online in a virtual classroom or on-site in our training rooms in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart and Kaiserslautern. We can also run it exclusively for your team.

Who is this course for?

  • E-commerce and online shop teams
  • Buying and category management
  • Store and area managers
  • Customer service and returns management
  • Retail marketing and CRM

Typical challenges we address

  • Large ranges requiring heavy effort for product copy and master data
  • High volumes of customer enquiries, complaints and returns
  • Seasonal peaks and short-notice promotions
  • Data from tills, web shop and merchandise systems that is hard to combine

What you will be able to do

  • You use Copilot in Word, Excel, PowerPoint, Outlook and Teams for your recurring tasks.
  • You write prompts that draw on existing files, emails and meetings as context.
  • You distinguish between Microsoft 365 Copilot and Copilot Chat and choose the right mode.
  • You use prebuilt agents and create a simple agent of your own for your team.
  • Produce product copy and campaign content at scale with AI in a consistent brand voice.
  • Analyse customer feedback, returns and sales data with AI in a structured way.
  • Identify service cases and processes that can be automated with AI agents.

Course outline

Module 1 Copilot fundamentals and Microsoft Graph
  • Microsoft 365 Copilot and Copilot Chat: capabilities and licensing
  • Grounding in organisational data through Microsoft Graph
  • Switching between web and work context and referencing specific files
  • Prompt structure with goal, context, source and expectations
Module 2 Word and PowerPoint
  • Drafting from existing documents, notes and emails
  • Rewriting, shortening, adjusting tone and summarising text
  • Generating presentations from Word documents or outlines
  • Refining slides, adding speaker notes and sharpening key messages
Module 3 Excel and data analysis
  • Querying tables, spotting trends and highlighting outliers
  • Getting suggestions for formulas, calculated columns and conditional formatting
  • Creating charts and pivot analyses from natural language
  • Sanity-checking results and ensuring data quality
Module 4 Outlook, Teams and agents
  • Summarising long email threads and drafting replies
  • Summarising Teams meetings and extracting action items and open questions
  • Using Copilot Pages and Notebooks for collaborative work
  • Using prebuilt agents and creating your own with Agent Builder
Module 5 Permissions, data protection and governance
  • The permission model: Copilot only shows what you can access
  • Identifying oversharing in SharePoint, OneDrive and Teams
  • Sensitivity labels, data boundaries and GDPR considerations
  • Usage policies, team adoption and measuring impact
Module 6 Practice lab: Retail & E-Commerce
  • Product copy at scale
  • Cleaning master data
  • Supporting customer service
  • Analysing reviews and returns
  • Promotions and campaigns
  • Commenting on sales data
Module 7 Data protection, quality & transfer to daily work
  • Customer data from web shop, CRM and loyalty programmes is subject to the GDPR, and marketing activities to consent and unfair competition rules. Product information, price displays and advertising claims must comply with consumer protection law, and customer-facing AI chatbots must be disclosed as such under the EU AI Act.
  • Ground rules for safe AI use in your team
  • Checking results: facts, sources, tests and the four-eyes principle
  • Personal action plan for the next 30 days
  • Open questions, outlook and resources for further learning

Practical scenarios from your field

Product copy at scale

Manufacturer data and attributes become consistent, search-optimised product descriptions, bullet points and category pages in several languages, with mandatory details carried over accurately. Spot checks happen before publishing.

Cleaning master data

AI helps standardise product data, detect missing attributes, normalise colours and sizes and assign products to the correct categories – with spot checks by the team.

Supporting customer service

Enquiries about delivery status, exchanges, warranty or product details are classified and given draft replies; AI agents can handle standard cases directly. Complex cases are handed to staff with a summary.

Analysing reviews and returns

Customer reviews and return reasons are grouped by themes such as fit, quality or inaccurate descriptions in order to improve copy, range and suppliers in a targeted way.

Promotions and campaigns

Promotion plans, newsletters, social posts and copy for leaflets or displays are created for each target group and aligned with seasonal occasions. Results of past promotions inform the planning.

Commenting on sales data

For buying and category management, AI summarises sales data, explains variances against last year and plan and prepares arguments for supplier negotiations. Figures come from the merchandise system.

Prerequisites

Confident everyday use of Word, Excel, PowerPoint, Outlook and Teams; no prior AI knowledge is required. Professional experience in store-based or online retail; no technical background required.

Technical requirements

A laptop with access to Microsoft 365 via your work account; a Microsoft 365 Copilot licence is ideal for all exercises, while Copilot Chat covers part of the content.

Data protection & compliance

Customer data from web shop, CRM and loyalty programmes is subject to the GDPR, and marketing activities to consent and unfair competition rules. Product information, price displays and advertising claims must comply with consumer protection law, and customer-facing AI chatbots must be disclosed as such under the EU AI Act.

Suggested dates

All dates are suggestions – your preferred date is always possible.

  • Mon, 23 November 2026 Online Request
  • Wed, 9 December 2026 Salzburg Request
  • Tue, 15 December 2026 Online Request
  • Thu, 14 January 2027 Bremen Request
  • Tue, 26 January 2027 Online Request
  • Fri, 12 February 2027 Augsburg Request

Frequently asked questions

What is the difference between Microsoft 365 Copilot and Copilot Chat?

Copilot Chat is available to many work accounts without an additional licence and answers mainly from web content and uploaded files. The licensed Microsoft 365 Copilot also reaches your emails, meetings and documents through Microsoft Graph and is built directly into Word, Excel, PowerPoint, Outlook and Teams.

Can Copilot see my colleagues' confidential files?

Copilot respects existing permissions and only surfaces content you can already access yourself. Problems arise when files are shared too broadly – with the entire organisation, for instance. In the course you learn how to spot such oversharing and how to fix it properly together with your IT team.

Do I need prompting experience for this course?

No. We start with the fundamentals of good prompts and practise them directly in the Office applications. What matters is that you are comfortable using Word, Excel, PowerPoint, Outlook and Teams day to day. Everything else – from referencing files to working with agents – we build up step by step through realistic tasks.

How do I make sure AI product copy is accurate?

Feed the AI only verified product data, specify which details must not be changed and run systematic spot checks. Dimensions, materials, mandatory labelling and advertising claims are critical. In the course you develop a workflow with templates and review steps for producing copy at scale.

Is AI worthwhile for smaller retailers too?

Smaller teams in particular benefit, because AI takes on tasks there is otherwise no capacity for – such as product copy, newsletters or customer replies. Many features can be used without major investment. The course shows pragmatic starting points that work without an IT department.

How much does “Microsoft 365 Copilot for Retail” cost?

The course costs a flat €949 plus VAT per participant – whether online or on-site. This includes 1 training day(s) with a live trainer, course materials, a lab environment and a certificate of attendance.

Can I suggest my own date?

Yes. Our suggested dates are just a guide. In the request form you can always describe your preferred date or period in free text – we check availability and confirm within one working day.

Is the course online or on-site?

Both are possible: live online in a virtual classroom or on-site in Munich, Salzburg, Berlin, Augsburg, Hanover, Bremen, Stuttgart or Kaiserslautern. We can also run the course exclusively for your team.

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