Role-Based Programme
RB0290

Microsoft 365 Copilot for Procurement & Vendor Management

Research, Evaluate & Build Smarter Sourcing Workflows

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in applying Microsoft 365 Copilot across supplier research, sourcing, RFQ/RFP preparation, proposal evaluation, vendor communication, and supplier-performance management.
  • Apply advanced prompting and organisational context to produce structured, commercially relevant, and review-ready procurement outputs.
  • Use Researcher, Excel, and Analyst to investigate supply markets, potential suppliers, pricing information, spend data, sourcing risks, and vendor-performance trends.
  • Use Word, Outlook, Teams, Loop, and PowerPoint to streamline procurement documents, supplier communication, negotiations, reviews, and stakeholder collaboration.
  • Apply confidentiality, commercial controls, source validation, permissions, responsible AI, and human approval across AI-assisted procurement activities.

Tools covered

Microsoft 365 CopilotCopilot ChatResearcherAnalystWordExcelPowerPointOutlookTeamsLoopOneDriveSharePointCopilot Agents & Dynamics 365 Procurement Agent where configured

Who should attend

  • Procurement Managers
  • Strategic Sourcing Professionals
  • Purchase Managers
  • Buyers & Senior Buyers
  • Category Managers
  • Vendor Management Professionals
  • Supplier Relationship Managers
  • Procurement Analysts
  • Commercial Managers
  • Contract Management Professionals
  • Procurement Operations Professionals
  • Supply Chain Procurement Professionals
  • Third-Party Management Professionals
  • Procurement Team Leads & Heads

Prerequisites & Participant Readiness

  • Basic familiarity with procurement, purchasing, sourcing, or vendor-management activities
  • Understanding of suppliers, quotations, RFQs, RFPs, purchase orders, contracts, or vendor-performance information
  • Basic working knowledge of Microsoft 365 applications
  • Familiarity with spreadsheets and procurement documentation is helpful
  • Basic understanding of Generative AI is beneficial but not mandatory
  • Completion of a shorter Copilot programme is not required

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot, Copilot Chat, agents, and AI-assisted procurement productivity
  • Identifying Copilot opportunities across Source → Evaluate → Negotiate → Purchase → Manage Supplier workflows
  • Understanding how Microsoft 365 permissions and organisational context affect accessible procurement information
  • Recognising hallucinations, incomplete evidence, outdated information, and commercial risks
Practical activities
  • Mapping recurring procurement activities to suitable Copilot-assisted workflows

Scenarios

Strategic Sourcing & Supplier Evaluation

Business Requirement → Researcher → Supply Market Intelligence → Supplier Discovery → RFQ / RFP → Supplier Proposals → Excel & Analyst Comparison → Commercial Review → Negotiation Preparation → Supplier Recommendation

Participants use Microsoft 365 Copilot to research a sourcing requirement, prepare procurement documentation, compare supplier responses, analyse commercial information, and create a structured supplier recommendation for authorised procurement review.

Vendor Performance & Purchase-Order Management

Vendor Performance Data → Excel / Analyst → Supplier Issues → External Research → Outlook Supplier Communication → Procurement Agent → Proposed PO Change → Buyer Review → Corrective Actions → Management Summary

Participants combine supplier-performance analysis with current external intelligence and supplier communications to investigate vendor issues, review proposed purchase-order changes, and prepare controlled follow-up actions.

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