Role-Based Programme
RB0288

Microsoft Copilot for Procurement & Vendor Management

AI Skills for Smarter Sourcing & Supplier Management

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Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how Microsoft Copilot can support everyday Procurement and Vendor Management activities across sourcing, documentation, supplier evaluation, communication, and reporting.
  • Explore practical prompting techniques for purchase requirements, RFQs, supplier communication, quotation comparison, and negotiation preparation.
  • Apply Copilot across Microsoft 365 applications to summarise, analyse, compare, draft, and communicate procurement information.
  • Experience how supplier proposals, quotations, spreadsheets, meetings, and procurement documents can be transformed into structured sourcing outputs.
  • Recognise commercial confidentiality, supplier-data accuracy, compliance, approvals, and human-judgement requirements when using AI in procurement.

Tools covered

Microsoft 365 CopilotCopilot ChatWordExcelPowerPointOutlookTeams

Who should attend

  • Procurement Executives
  • Procurement Managers
  • Strategic Sourcing Professionals
  • Category Managers
  • Vendor Management Professionals
  • Supplier Relationship Managers
  • Purchase Executives
  • Procurement Analysts
  • Vendor Development Professionals
  • Commercial Procurement Professionals
  • Procurement Operations Professionals
  • Contract Management Professionals
  • Procure-to-Pay Professionals
  • Procurement Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of procurement, purchasing, sourcing, or vendor-management activities
  • Familiarity with RFQs, quotations, suppliers, specifications, or vendor evaluation is helpful
  • Basic familiarity with Microsoft 365 applications
  • No AI or programming knowledge required
  • No previous Microsoft Copilot experience required

TOC Modules

Concepts
  • Understanding Microsoft Copilot and Generative AI from a procurement perspective
  • Exploring Copilot Chat and Copilot across Microsoft 365 applications
  • Identifying applications across sourcing, supplier communication, comparison, documentation, and reporting
  • Understanding AI assistance versus procurement judgement, commercial authority, and approval
Practical activities
  • Exploring Copilot through common Procurement and Vendor Management activities
  • Comparing a traditional procurement task with a Copilot-assisted approach

Scenarios

Purchase Requirement to Supplier Evaluation

Purchase Requirement → Sourcing Brief → RFQ → Supplier Responses → Excel Comparison → Clarification Questions → Evaluation Summary

Participants use Microsoft Copilot to transform a procurement requirement into sourcing documentation, organise supplier responses, compare key criteria, and prepare an evaluation summary for authorised procurement review.

Supplier Quotations to Negotiation Preparation

Supplier Quotations → Price & Terms Comparison → Exceptions → Commercial Risks → Negotiation Questions → Supplier Meeting → Management Summary

Participants use Copilot across Excel, Word, Teams, and Outlook to analyse sample quotations, identify negotiation points, prepare supplier discussions, and create a concise management summary while retaining final commercial decisions with the procurement team.

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