Role-Based Programme
RB0470

Copilot for Microsoft 365 for Procurement & Vendor Management

AI-Assisted Sourcing, Supplier Analysis & Procurement Workflows

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

Programme Objectives

  • Develop functional proficiency in using Microsoft 365 Copilot across sourcing, supplier evaluation, procurement documentation, contract support, vendor performance, and stakeholder coordination.
  • Build reusable workflows that transform supplier emails, proposals, specifications, commercial information, meetings, and procurement data into structured decision-support outputs.
  • Analyse supplier, spend, quotation, performance, and sourcing data with Copilot in Excel to identify trends, exceptions, risks, and opportunities.
  • Integrate Word, Excel, Outlook, Teams, PowerPoint, Copilot Chat, and Copilot Search across realistic procurement and vendor-management processes.
  • Apply confidentiality, commercial accuracy, source validation, segregation of duties, approval controls, and human procurement judgement throughout AI-assisted workflows.

Tools covered

Microsoft 365 CopilotMicrosoft Copilot ChatMicrosoft Copilot SearchCopilot in WordExcelOutlookMicrosoft TeamsPowerPointMicrosoft Graph

Who should attend

  • Procurement Managers
  • Strategic Sourcing Managers
  • Category Managers
  • Procurement Executives
  • Sourcing Professionals
  • Vendor Managers
  • Supplier Relationship Managers
  • Purchase Managers
  • Procurement Analysts
  • Commercial Managers
  • Procurement Operations Professionals
  • Procurement & Vendor Management Team Leads

Prerequisites & Participant Readiness

  • Working understanding of procurement, sourcing, or vendor-management processes
  • Familiarity with RFQs, RFPs, supplier evaluations, purchase activities, contracts, or vendor-performance reviews
  • Basic working knowledge of Word, Excel, Outlook, Teams, and PowerPoint
  • Basic spreadsheet and commercial-analysis skills
  • No programming expertise required
  • No requirement to complete shorter Copilot for Microsoft 365 courses
  • Feature availability may vary by organisational licensing, permissions, and administrator configuration

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot, Copilot Chat, Microsoft Graph, and organisational work context
  • Exploring Copilot across Outlook, Word, Excel, Teams, PowerPoint, and Copilot Search
  • Mapping procurement activities across Requirement → Source → Evaluate → Select → Manage
  • Identifying where Copilot supports analysis versus where accountable procurement decisions remain essential
Practical activities
  • Exploring Copilot across selected Microsoft 365 applications
  • Mapping an existing procurement process to relevant Copilot capabilities
  • Running a cross-application sourcing prompt

Scenarios

Business Requirement to Supplier Selection

Business Need → Copilot Search → RFQ / RFP in Word → Supplier Responses → Excel Evaluation Matrix → Commercial & Capability Analysis → Supplier Clarifications → Procurement Committee Review → Selection Decision

Participants build an end-to-end sourcing workflow that converts a business requirement into structured supplier evaluation and decision support while keeping final supplier selection under accountable procurement governance.

Vendor Performance to Improvement Action

Supplier KPI Data + SLA + Email History → Copilot Analysis → Performance Exceptions → Meeting Preparation → Teams Supplier Review → Actions & Commitments → Outlook Follow-Up → Performance Tracking

Participants combine supplier-performance evidence, contractual expectations, and meeting outcomes into a structured vendor-improvement workflow with clear owners, deadlines, and validated follow-up.

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