Microsoft Copilot in Purchasing – A Hands-On Workshop
Optimize your daily shopping routine with Microsoft's AI assistant
Contents
Introduction to Microsoft Copilot:
- The basics of Copilot technology and how it works—from Copilot Chat to Microsoft 365 Copilot in Office applications.
Use cases in purchasing:
- Practical examples of how Copilot can be used in procurement—such as communicating with suppliers in Outlook, comparing quotes in Excel, drafting contracts and documents in Word, and summarizing meetings in Teams.
Strategies for purchasing:
- Developing strategies for the optimal integration of Copilot into the procurement process—including prompting techniques and handling of company data.
Practical exercises:
- Participants will create their own scenarios based on their everyday purchasing experiences through individual and group exercises and develop solutions using Copilot.
Discussion and exchange of experience:
- Participants share their experiences and best practices regarding the use of Copilot in the procurement sector.
Please bring training event own laptop to training event !
Learning environment
In your online learning environment, you will find useful information, downloads and extra services for this training course once you have registered.
Your benefit
Upon completion of the seminar, participants will have acquired the ability to effectively use Microsoft Copilot in procurement to save time, make better decisions, and optimize procurement processes. Since Copilot is directly integrated into the Microsoft 365 applications used on a daily basis, the workflows learned can be seamlessly incorporated into everyday work. In addition, participants will gain the ability to inform colleagues the company about the benefits of Copilot in the procurement field.
Methods
Presentation: Presentation of the basics and use cases by the trainer.
Discussion: Interactive discussions about the opportunities and challenges of using Copilot in procurement.
Group work: Group exercises for the joint development of solutions and strategies.
Individual exercises: Hands-on exercises on how to use Copilot in the purchasing department.
Please note:
In general, you can participate in the training event if you don’t have your own Microsoft 365 Copilot license. The free version of Microsoft Copilot (copilot.microsoft.com) is sufficient for most exercises.
To experience the full range of features in Word, Excel, Outlook, PowerPoint, and Teams in a practical setting, a Microsoft 365 work account with a Microsoft 365 Copilot license is recommended. Please clarify the use of training with your IT department and your data protection officers training —especially if a business account is being used. Microsoft’s terms of use apply. We recommend that you do not enter any personal data or confidential company data in the exercises.
Tool
Recommended for
purchasing managers, purchasers employees who are directly or indirectly involved in procurement processes and wish to expand their knowledge of using artificial intelligence—particularly Microsoft Copilot—in the procurement process. Prior experience with Microsoft 365 applications (Outlook, Word, Excel) is helpful but not required.
Questions about the seminar content
In this training how to use ChatGPT in practical ways to streamline workflows and save time. It’s not just about the theoretical workings of chatbots, but above all about their concrete benefits in the procurement process. You’ll discover how ChatGPT can help you process information faster, handle recurring tasks more efficiently, and make purchasing processes more structured and seamless. This will give you a clear understanding of how to effectively use artificial intelligence in purchasing to enhance your daily work.
Yes, you can participate in the training event if you don’t have your own OpenAI or ChatGPT account. This means the training is training suitable for you if you’d like to get acquainted with the topic first without setting up an account yourself beforehand. You’ll still be able to follow along with the content and gain a solid understanding of ChatGPT.
This training uses practical examples training you how to effectively use ChatGPT in procurement. You’ll learn how the tool can assist you with typical tasks and how this can help you streamline your workflows. The main benefit for you is that you’ll discover specific ways to use the tool that will save you time and help you organize your daily procurement tasks more effectively.
With AI tools, theory alone is rarely enough to build confidence in their use. That’s why, during training , you’ll work on your own scenarios training individual and group exercises and develop solutions using ChatGPT. In addition, chatbots can be tested in a secure environment and customized to meet individual needs and processes. This makes it easier to see what actually works in procurement and how your own ideas can be tested directly.
In training not only the capabilities of ChatGPT but also the typical challenges of using it in procurement. This will help you develop a nuanced understanding of where the technology offers real value and where special attention is needed. This will enable you to assess opportunities more realistically and approach the topic with greater insight.
- Customized training courses
- Direct application in practice
- Efficient use of time and resources
Additional recommendations for “Microsoft Copilot in Procurement – A Hands-On Workshop”
Start dates and details

Thursday, 20.08.2026
09:00 am - 5:00 pm
Friday, 21.08.2026
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.

Tuesday, 17.11.2026
09:00 am - 5:00 pm
Wednesday, 18.11.2026
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.

Wednesday, 03.03.2027
09:00 am - 5:00 pm
Thursday, 04.03.2027
09:00 am - 5:00 pm
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.
- one joint lunch per full seminar day,
- Catering during breaks and
- extensive working documents.