Role-Based Programme
RB0468

Copilot for Microsoft 365 for Procurement & Vendor Management

Accelerate Supplier Analysis, Sourcing Communication & Vendor Coordination

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

Programme Objectives

  • Understand how Microsoft 365 Copilot can support procurement planning, supplier communication, sourcing documentation, and vendor-management activities.
  • Use Copilot to summarize supplier documents, quotations, proposals, contracts, meeting notes, and email conversations.
  • Explore Copilot for drafting RFQ-related communication, supplier briefs, evaluation summaries, and vendor follow-ups.
  • Use Excel with Copilot to organize supplier information, quotations, performance indicators, actions, and basic procurement analysis.
  • Apply responsible AI practices covering supplier confidentiality, commercial information, sourcing fairness, data accuracy, approvals, and human procurement ownership.

Tools covered

Microsoft 365 CopilotCopilot ChatWordExcelOutlookTeamsPowerPointOneDriveSharePoint

Who should attend

  • Procurement Managers
  • Procurement Executives
  • Strategic Sourcing Professionals
  • Category Management Professionals
  • Vendor Management Professionals
  • Supplier Relationship Managers
  • Purchase Managers
  • Purchasing Professionals
  • Procurement Analysts
  • Commercial Procurement Professionals
  • Contract Coordination Professionals
  • Procurement Operations Professionals
  • Supply Management Professionals

Prerequisites & Participant Readiness

  • Basic understanding of procurement or vendor-management processes
  • Familiarity with supplier communication, quotations, sourcing, or purchase activities
  • Basic experience with Microsoft 365 applications
  • Basic familiarity with Microsoft Excel
  • Awareness of commercial confidentiality and procurement approval processes
  • No programming expertise required
  • No previous Microsoft 365 Copilot experience required

TOC Modules

Concepts
  • Understanding Copilot across Word, Excel, Outlook, Teams, PowerPoint, SharePoint, and OneDrive
  • Identifying procurement applications across sourcing, supplier evaluation, communication, and vendor management
  • Understanding how organizational context can support procurement productivity
  • Differentiating AI assistance from procurement judgement and approval authority
Practical activities
  • Exploring Copilot in common procurement workflows
  • Testing basic procurement and vendor-management prompts
  • Mapping Procurement Activity → Microsoft 365 App → Copilot Support

Scenarios

Supplier Proposal to Evaluation Summary

Supplier Proposals → Copilot Summary → Key Capabilities & Terms → Excel Comparison → Procurement Review → Shortlist Discussion

Participants summarize approved supplier proposals, organize comparison criteria, and prepare a structured evaluation view while keeping final supplier selection under human procurement control.

Vendor Performance Issue to Corrective Follow-Up

Vendor Performance Data → Excel Review → Issue Identification → Teams Discussion → Copilot Summary → Outlook Follow-Up → Action Tracker

Participants identify a vendor-performance issue, summarize the evidence, document agreed actions, and create structured follow-up communication without allowing AI to make commercial or contractual decisions.

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