Role-Based Programme
RB0469

Copilot for Microsoft 365 for Procurement & Vendor Management

Build AI-Assisted Sourcing, Supplier Analysis & Procurement Workflows

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability in applying Copilot across sourcing, supplier management, procurement documentation, analysis, and communication.
  • Use approved organisational information to summarise procurement policies, supplier proposals, contracts, emails, and supporting documents.
  • Create structured workflows for supplier comparison, RFQ/RFP analysis, procurement tracking, vendor follow-ups, and management reporting.
  • Apply Copilot in Excel to analyse supplier, purchasing, delivery, quality, and vendor-performance data.
  • Maintain commercial confidentiality, source validation, approval controls, and human procurement judgement throughout AI-assisted workflows.

Tools covered

Microsoft CopilotCopilot ChatMicrosoft WordExcelOutlookTeamsPowerPointOneDrive & SharePoint Content

Who should attend

  • Procurement Managers
  • Procurement Professionals
  • Strategic Sourcing Professionals
  • Category Managers
  • Purchasing Managers
  • Vendor Management Professionals
  • Supplier Relationship Managers
  • Procurement Operations Professionals
  • Procure-to-Pay Professionals
  • Procurement Analysts
  • Vendor Coordinators
  • Procurement Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of procurement and vendor-management processes
  • Familiarity with purchase requirements, suppliers, RFQs, proposals, approvals, or vendor reviews
  • Basic working knowledge of Microsoft 365 applications
  • General awareness of generative AI is helpful
  • No programming expertise required
  • No previous Copilot course completion required

TOC Modules

Concepts
  • Understanding Copilot across documents, spreadsheets, email, meetings, presentations, and organisational information
  • Identifying use cases across sourcing, purchasing, supplier coordination, analysis, and procurement operations
  • Understanding organisational context, permissions, and source-grounded AI assistance
  • Differentiating AI assistance from authorised procurement and commercial decisions
Practical activities
  • Exploring representative procurement activities across Microsoft 365
  • Mapping Procurement Activity → Copilot Capability → Business Outcome

Scenarios

Supplier Proposals to Structured Sourcing Decision

Business Requirement → Supplier Proposals → Copilot-Assisted Extraction → Comparison Matrix in Excel → Capability / Commercial / Risk Review → Procurement Validation → Supplier Shortlist

Participants use Copilot to organise and compare multiple supplier submissions against consistent criteria while keeping evaluation, negotiation, and final sourcing decisions under procurement ownership.

Vendor Performance Issue to Improvement Follow-Through

Vendor Performance Data → Copilot in Excel → Delivery / Quality / Service Exception → Supporting Email & Meeting Context → Supplier Review → Corrective Actions → Owner & Due Date → Management Update

Participants combine supplier-performance information with validated communication and meeting context to build a structured vendor-improvement workflow while maintaining human responsibility for supplier assessment and commercial action.

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