Microsoft Account Manager with Generative AI

Microsoft via Coursera Professional Certificate

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Overview

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Advance your career as an Account Manager by mastering AI-driven insights and customer engagement with Microsoft Copilot. The MSFT Account Manager with Copilot Professional Certificate is designed for professionals who are ready to elevate their roles or transition into modern account management. This program combines Copilot and generative AI tools to enhance productivity, streamline workflows, and foster stronger customer relationships across various industries. You’ll develop skills in data-driven decision-making, ethical negotiation, and real-world problem-solving while building a strong portfolio through hands-on projects. By the end, you’ll be prepared for roles such as Advanced Account Manager or Strategic Partner Manager, equipped with practical expertise in tools like Microsoft Office and CRM platforms. A basic level of computer proficiency and experience with the Microsoft Suite is recommended. Strategic thinking, adaptability, and a passion for technology will support your success. Completing the program earns a certificate that demonstrates your ability to leverage AI for strategic account management and opens up new career opportunities.

Syllabus

Course 1: Foundations of Account Management
Course 2: Advanced Customer Relationship Management
Course 3: Data-Driven Decision Making in Account Management
Course 4: Strategic PM using GenAI for Account Managers
Course 5: Negotiation and Ethical Practices in Account Management

Courses

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17 hours 29 minutes
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This course equips learners with essential skills in data analysis and financial management to support effective decision-making in account management. Learners will explore techniques for managing financial data, analyzing key performance indicators, and using customer data to enhance account strategies. The course emphasizes technology-driven approaches — including Power BI, Excel, and Microsoft Copilot — to collect, process, and visualize data efficiently.
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19 hours 24 minutes
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This course focuses on developing negotiation skills and understanding the ethical practices critical to account management. Learners will explore advanced techniques for contract negotiation, tactics for engaging with prospective clients, and navigating regulatory and ethical challenges. Through practical exercises, learners will enhance their ability to secure win-win outcomes and maintain ethical standards in their professional practice while learning how to responsibly use AI tools such as Microsoft Copilot, with an emphasis on data privacy, human oversight, and legal compliance.
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21 hours 30 minutes
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This course delves into project management principles and the integration of generative AI tools to enhance account management effectiveness. Learners will develop skills in planning and executing projects, managing digital content, and creating business process guidelines. The course will also explore strategic competencies and how they apply to account management with a focus on Microsoft 365 tools, Copilot, and best practices for digital content organization, including metadata tagging and modern search techniques.
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18 hours 15 minutes
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Advanced Customer Relationship Management focuses on enhancing customer engagement strategies and deepening relationship-building skills. Learners will explore advanced strategies for client retention, develop tools for assessing customer needs, and create effective proposals to enhance their client retention efforts. The course will also address achieving customer success and satisfaction through strategic customer relationship management, demonstrating how to utilize Microsoft Dynamics 365 and Microsoft Copilot to streamline these processes.
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18 hours 10 minutes
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This foundational course sets the stage for mastering sales in the modern era by combining traditional techniques with cutting-edge AI tools. Participants will dive into the essentials of the sales process, starting with an exploration of basic sales principles, including identification of sales stages, channels, and approaches. The integration of Microsoft Copilot will be introduced as a transformative digital workflow partner that augments these traditional steps. Participants will learn to map sales processes manually and then use Copilot to enhance efficiency, comparing both methods to understand where AI adds the most value. Learners will also be introduced to communication techniques crucial for sales success, employing AI to enhance verbal and non-verbal communication skills. Personalized content creation becomes a focal point, as participants leverage AI to craft unique sales messages tailored to customer needs. Through various activities, learners will construct a foundational understanding of how AI can streamline sales operations, preparing them for more advanced applications in later courses.