Practical Microsoft 365 Copilot training for procurement

Procurement with Microsoft 365 Copilot

Apply one transferable prompt method across supplier research, RFQs, contract and quotation comparison, portfolio segmentation, negotiation preparation, reporting and follow-up — with source verification and human judgement throughout.

One interactive day
Procurement workflow
Microsoft 365 Copilot

From approved source to reviewed procurement action

1
Source dataApproved supplier, contract and spend information
2
Prompt methodRole, Context, Objective and Complexity
3
AnalysisStructured comparison, preparation or reporting
4
Human validationProcurement, legal, finance or risk review
5
ActionA controlled procurement next step
Human judgement

Supplier, contract and negotiation decisions remain with qualified professionals.

KYSSupplier research
KraljicPortfolio segmentation
BATNA & ZOPANegotiation preparation
In short

What to know before choosing this workshop

A practical, role-based training day for procurement teams using Microsoft 365 Copilot for supplier research, comparisons, negotiation, reporting and follow-up.

For
Your team already works in Microsoft 365 and wants a repeatable procurement method. · You want hands-on exercises across research, analysis, negotiation preparation and reporting.
Format
Approximately seven hours, adapted to your team
Languages
English, French or Dutch
Main tools
Microsoft 365 Copilot Chat, Excel, Word, Outlook, PowerPoint, Teams, Microsoft 365 Copilot Notebooks, Agent Builder
What participants will be able to do
Research suppliers more systematically. · Prepare a traceable Know Your Supplier overview.
Access
Features and licences depend on your Microsoft 365 environment
Human review
Participants verify outputs; accountable decisions remain with people
WorkWithAI Belgium

A clearly scoped Copilot workshop

WorkWithAI is a Belgian provider of practical Microsoft 365 Copilot training, delivered by Arnaud Llamas Bravo in English, French and Dutch.

Sourcing, supplier comparison, purchasing documentation and spend-related decision support.

Designed for
Procurement professionals, buyers, category managers and purchasing stakeholders.
Business tasks
  • Prepare sourcing and RFQ material
  • Compare suppliers and proposals
  • Summarise contracts, spend and approvals
Choose this workshop when
supplier and purchasing decisions are the focus, rather than sales negotiation or legal review alone.
WorkWithAI

Sources and product notes

Primary sources supporting product, privacy and governance statements on this page.

  1. How Microsoft 365 Copilot worksMicrosoft Learn · 2026-07-22
  2. Security for Microsoft 365 CopilotMicrosoft Learn · 2026-07-22
  3. Data protection in the European UnionEuropean Commission · 2026-07-22
Recognition

Procurement teams lose strategic time to fragmented information and repetitive preparation.

RFQs, supplier emails, meeting preparation, contract comparison, portfolio segmentation and reporting often depend on manual work across multiple files and applications.

Time is lost drafting RFQs, comparing quotations and following up supplier emails.

Supplier, contract and spend information is spread across systems and files.

Supplier meetings begin without a consistent 360-degree preparation.

Portfolio segmentation and risk scoring depend on manual data handling.

Negotiation preparation varies by buyer and category.

Reporting spend, savings and risk requires repeated consolidation.

Meeting notes and next steps are not always followed up consistently.

Administrative work leaves too little time for category strategy and supplier relationships.

Desired outcome

Use Copilot as controlled procurement support — not as a decision-maker.

The training focuses on practical outputs that remain subject to source quality, transparent criteria, organisational access and professional review.

Research suppliers more systematically.
Prepare a traceable Know Your Supplier overview.
Structure a supplier portfolio using Kraljic.
Prepare BATNA, ZOPA and negotiation scenarios.
Anticipate objections and structure arguments.
Report spend, savings and supplier risk more clearly.
Follow up meetings and action points consistently.
Prototype a reusable procurement assistant.
Proven procurement methodologies

Six frameworks, applied with clear limits and human control.

Each framework is treated as a structured aid. Copilot supports preparation and analysis; it does not replace due diligence, legal review or procurement authority.

01

Know Your Supplier

Build a structured supplier overview.

A review-ready supplier brief.
02

DISC communication hypothesis

Prepare supplier communication.

A communication preparation note.
03

Kraljic matrix

Segment the supplier portfolio.

A reviewable segmentation and rationale.
04

Negotiation preparation

Structure alternatives, limits and scenarios.

A negotiation preparation sheet.
05

Objection handling

Prepare for likely supplier arguments.

An objection-response preparation grid.
06

Persuasion strategy

Build a clear procurement case.

A structured argument map.
Procurement cycle by application

Use the right Microsoft 365 application for the task.

Features and licences depend on the organisation’s Microsoft 365 environment.

Microsoft Copilot

Copilot Chat

KYS, DISC hypotheses, BATNA & ZOPA, objections and persuasion preparation.

Only approved and accessible sources.
Microsoft Excel

Excel

Kraljic segmentation, spend analysis, supplier comparison and transparent risk scoring.

Scores require defined criteria and review.
Microsoft Word

Word

RFQs, contract and quotation summaries, supplier assessments and rewriting.

Not a substitute for legal interpretation.
Microsoft Outlook

Outlook

RFQ emails, negotiation communication, supplier questions and follow-up.

Review before sending.
Microsoft PowerPoint

PowerPoint

Procurement KPIs, spend, savings, risk and category strategy reporting.

Validate calculations and claims.
Microsoft Teams

Teams

Meeting recap, action points, owners and next steps.

Check sensitive content and participants.
Copilot Notebooks

Notebook

Centralise and query an approved supplier dossier.

Permissions and source ownership apply.
Microsoft Copilot

Agent Builder

Prototype a Kraljic helper, KYS generator or RFQ assistant.

No supplier-selection authority.
Learning outcomes

Practical capabilities for a one-day training.

The goal is a usable working method and reviewed training outputs, not procurement mastery, certification or guaranteed savings.

Write prompts using Role, Context, Objective and Complexity.
Prepare a Know Your Supplier report with traceable sources.
Use DISC only as a communication hypothesis.
Segment a supplier portfolio with Kraljic and transparent criteria.
Structure BATNA and ZOPA assumptions.
Prepare likely objections and supporting arguments.
Draft RFQ, negotiation and follow-up emails.
Summarise contracts and quotations with human and legal review.
Analyse and visualise spend, savings and supplier risk.
Generate meeting notes, action points and owners.
Centralise a supplier dossier in Notebook.
Prototype a procurement assistant with Agent Builder.
Apply confidentiality, source verification and professional judgement.
Programme of the day

From prompt method to reusable procurement assistant.

Welcome and kick-off: Microsoft 365 Copilot and Golden Rules
Prompt method: Role, Context, Objective and Complexity
Outlook and Word: RFQ emails, contracts and quotation comparison
Copilot Chat: Know Your Supplier report and DISC
Lunch break
Excel: Kraljic matrix, analyse and segment a supplier CSV
Negotiation: BATNA & ZOPA, objection handling and persuasion strategy
PowerPoint and Teams: procurement KPI reporting and supplier-meeting recap
Notebook: centralise the supplier dossier
Agent Builder: build a procurement assistant
Wrap-up, action plan and Q&A
Responsible use

Confidentiality, source control and human judgement remain visible.

Training examples use fictional or explicitly approved data. Production use may require procurement, legal, finance, risk, privacy, IT and security involvement.

This training does not provide legal, financial, compliance or procurement-policy advice. Copilot does not perform complete due diligence, select or approve suppliers, or sign contracts.

Minimise supplier and personal data.
Use least-privilege access.
Separate demonstration, test and production data.
Use approved, current and owned sources.
Validate analysis, arguments and scoring.
Require legal review for contractual output.
Escalate missing or contradictory information.
Protect pricing, terms and commercial strategy.
Use transparent segmentation and scoring criteria.
Log and review reusable assistant usage.
Audience and suitability

Built for procurement professionals applying Copilot to real work.

Suitable for buyers, category buyers, procurement managers, sourcing specialists, supply-chain professionals, contract and vendor-management teams and procurement operations.

Suitable when

Your team already works in Microsoft 365 and wants a repeatable procurement method.

You want hands-on exercises across research, analysis, negotiation preparation and reporting.

You accept that outputs require source verification and human review.

Less suitable when

You need a complete beginner introduction to AI.

You are looking for legal contract training or procurement certification.

You expect an automated supplier-selection or risk-decision system.

You require guaranteed savings or a production implementation after one day.

Your trainer

Arnaud Llamas Bravo

Clear.Practical.Human.

Since January 2024, I have trained more than 8,500 professionals. I am passionate about helping individuals and organisations build the skills they need to use AI effectively. My practical, hands-on approach ensures that every participant leaves with tools and ideas they can apply immediately.

I specialise in delivering trilingual training in English, French and Dutch across recruitment, human resources, education, marketing and sales. My mission is to make AI accessible, useful and transformative for teams that want to work smarter and achieve measurable results.

Through collaborations with renowned organisations including Proximus, Honda and the Flemish Government — and by creating tailored programmes for different sectors — I combine real-world experience with an in-depth understanding of AI’s potential.

8,500+ professionals trained247 verified participant storiesTraining in English, French and Dutch
Practical information

Confirmed training facts

Duration
One full day of approximately seven hours with a lunch break.
Approach
Interactive and hands-on.
Audience
Buyers, category buyers, procurement managers, sourcing specialists and supply-chain professionals.
Applications
Word, Excel, Copilot Chat, PowerPoint, Teams, Outlook, Notebook and Agent Builder.Copilot NotebooksMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft OutlookMicrosoft TeamsMicrosoft Copilot
Methodologies
KYS, DISC, Kraljic, BATNA & ZOPA, objection handling and persuasion strategy.
Participation
A laptop with an active Microsoft 365 Copilot licence is recommended or may be required for active participation.Microsoft Copilot
Technical prior knowledge
No technical prior knowledge is required.
Trainer
Arnaud Llamas Bravo.
Frequently asked questions

Practical answers before requesting a proposal

Who is this training for?

Procurement and supply-chain professionals who want to apply Microsoft 365 Copilot to supplier research, analysis, negotiation preparation, reporting and follow-up.

Is technical prior knowledge required?

No technical prior knowledge is required. Familiarity with procurement work and the Microsoft 365 applications used by the organisation is helpful.

Which Microsoft 365 Copilot licence is needed?

Exact licence and feature requirements must be checked for the organisation before delivery. An active Microsoft 365 Copilot licence is recommended or may be required for active participation.

Can I attend without a licence?

Participation may be more observational when the required access is unavailable. The practical setup should be confirmed before the training.

Can we work with our own supplier data?

Only explicitly approved, appropriately protected data should be used. Public forms and public demonstrations must not include confidential contracts, prices, supplier lists or spend files.

Does Copilot provide legal or procurement advice?

No. Contractual, legal, commercial and risk conclusions require qualified professional review.

How reliable are KYS, DISC and risk scores?

They depend on source quality, assumptions and transparent criteria. DISC is treated only as a communication hypothesis, and scores require human validation.

Can Copilot select suppliers automatically?

No. Copilot and Agent Builder support preparation and workflows but do not have procurement decision authority.

What is the role of human validation?

People verify sources, criteria, analyses, communication, legal implications and the final procurement action.

What is the difference between Copilot Chat, Notebook and Agent Builder?

Copilot Chat supports conversational research and preparation, Notebook centralises an approved working dossier, and Agent Builder can prototype reusable assistants. Availability must be verified.

Can the training be delivered in-company or adapted?

Delivery format and adaptation options can be discussed and confirmed in the proposal process.

Which languages are available?

The page is prepared in English, French and Dutch. Final delivery-language availability must be confirmed.

Which materials or follow-up are included?

Materials and follow-up are not stated until the business confirms the final offer.

What participants say

Practical learning you can apply immediately at work.

Participants value the clarity, energy and immediate application of every WorkWithAI workshop.

50 selected testimonialsSelected from 247 approved participant stories across practical AI and Copilot workshopsView the public source

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Written and reviewed by Arnaud Llamas Bravo · Last reviewed 22 July 2026