Microsoft Account Manager with Generative AI 专业证书

Excel in Account Management with Microsoft AI. Elevate your career with advanced AI tools and strategic skills using Microsoft Copilot.

位教师： Microsoft

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5 门课程系列

获得职业证书，展示您的专业知识

高级设置等级

推荐体验

4 月完成

在 20 小时一周

灵活的计划

自行安排学习进度

5 门课程系列

获得职业证书，展示您的专业知识

高级设置等级

推荐体验

4 月完成

在 20 小时一周

灵活的计划

自行安排学习进度

您将学到什么

AI-Driven Account Management: Use Microsoft Copilot to optimize account workflows.
Customer Engagement Strategies: Develop methods for enhanced customer interaction and retention.
Data-Driven Insights: Analyze and apply data for strategic decision-making.
Ethical Approach: Emphasize ethics in negotiations and operations.

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授课语言：英语（English）

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专业认证 - 5门课程系列

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.

应用的学习项目

Throughout the program, you will tackle hands-on projects where you craft strategies utilizing Microsoft 365 and Copilot. Projects focus on solving authentic challenges in account management, from customer engagement strategies to comprehensive data management plans, culminating in deliverable outcomes for your professional portfolio.

Foundations of Account Management

第 1 门课程 18小时

您将学到什么

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.

您将获得的技能

类别：Microsoft Copilot

类别：File Management

类别：Account Management

类别：Customer Service

类别：Customer Relationship Building

类别：Communication

类别：Scheduling

类别：AI Personalization

类别：Sales Process

类别：Brainstorming

类别：Sales Management

类别：Administrative Support

类别：Process Mapping

类别：Sales

类别：Productivity Software

类别：Verbal Communication Skills

Advanced Customer Relationship Management

第 2 门课程 18小时

您将学到什么

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.

您将获得的技能

类别：Relationship Building

类别：Customer Relationship Management (CRM) Software

类别：Customer Insights

类别：Client Services

Data-Driven Decision Making in Account Management

第 3 门课程 18小时

您将学到什么

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.

您将获得的技能

类别：Data Analysis

类别：Financial Management

类别：Power BI

类别：Key Performance Indicators (KPIs)

类别：Account Management

类别：Budgeting

类别：Data-Driven Decision-Making

类别：Sales Strategy

类别：Data Management

类别：Customer Analysis

类别：Strategic Decision-Making

类别：AI Enablement

类别：Customer Data Management

类别：Microsoft Excel

类别：Customer Insights

类别：Data Integrity

类别：Account Strategy

类别：Performance Analysis

类别：Financial Data

类别：Analytics

Strategic PM using GenAI for Account Managers

第 4 门课程 22小时

您将学到什么

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.

Negotiation and Ethical Practices in Account Management

第 5 门课程 19小时

您将学到什么

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.