Training Course

This highly practical, hands-on workshop is designed specifically for builders’ merchants and construction material suppliers who want to harness the power of Microsoft Copilot within Office 365.
Using a realistic merchant dataset, participants will learn how to use Copilot to analyse business performance, forecast demand, optimise stock, and improve decision-making across sales and purchasing.
Rather than focusing on theory, this session puts Copilot to work on real-world scenarios that reflect the everyday challenges faced by merchant businesses.

Who This Course Is For

This workshop is ideal for:

• Branch Managers
• Commercial Directors
• Sales Managers
• Purchasing / Procurement Teams
• Finance & Operations Managers
• Business Owners in the merchant and supply sector

No technical or AI experience is required—just a working knowledge of Excel and Microsoft 365.

What the Course Covers

Participants will learn how to use Copilot across Microsoft 365 apps to:

Analyse Business Performance

• Identify top-performing products and customers
• Understand margin drivers and profitability
• Spot declining sales trends and opportunities

Improve Stock & Purchasing Decisions

• Identify slow-moving and excess stock
• Optimise reorder levels and stockholding
• Compare supplier performance and reliability

Forecast Demand & Plan Ahead

• Predict seasonal demand patterns
• Model “what-if” scenarios
• Use external factors like weather and market conditions

Develop Strategy Faster

• Turn analysis into clear business recommendations
• Create action plans for sales and procurement
• Identify risks and improvement opportunities

Work Seamlessly Across Microsoft 365

• Use Copilot in Excel for analysis
• Generate reports in PowerPoint
• Draft strategies in Word
• Communicate actions via Outlook
• Use Copilot Chat to connect insights across files

Learning Approach

This is a hands-on, interactive workshop where participants will:

• Work with a realistic builder’s merchant dataset
• Use Copilot live (not just demonstrations)
• Apply learning to real business scenarios
• Practice writing effective prompts
• Solve typical challenges faced in the sector

Key Outcomes

By the end of the session, participants will be able to:

• Use Copilot to analyse sales, customers, and stock data
  Generate forecasts and identify trends with confidence
  Make smarter purchasing and stock decisions
  Turn data into clear, actionable business insights
  Use multiple Microsoft 365 tools in an integrated way
  Apply Copilot directly to their own business environment

The cost of the course is £600 + VAT

To register please make sure you are logged on.

If you require any more information please contact Neil Osborne at  [email protected] 07596868034

Cancellation Policy:

We regret that cancellations cannot be refunded after 14 days prior to the event, although delegate names may be substituted at any time