Microsoft Copilot for Customer Success

About this course

This course contains the use of artificial intelligence.

As AI continues to transform Customer Success, CS professionals need more than just automation tools—they need practical workflows for understanding customers, improving retention, personalizing communication, and acting on customer signals faster. This course offers a hands-on introduction to using Microsoft Copilot for Customer Success, designed for professionals who want to build stronger customer relationships with smarter, more scalable workflows.

You’ll learn how to use AI as a practical Customer Success partner, not just a shortcut for writing messages. The course demonstrates how Copilot can support customer data analysis, feedback review, segmentation, churn detection, meeting preparation, personalized communication, upsell discovery, success reviews, and workflow automation.

Designed for Customer Success Managers, CS leaders, account managers, support specialists, onboarding teams, SaaS professionals, and B2B customer-facing teams, this course will help you integrate Copilot into real-world Customer Success processes. You’ll explore how tools like Microsoft Copilot, ChatGPT, and other AI assistants can help you identify customer needs, detect risks, uncover opportunities, summarize conversations, create help content, and improve daily CS operations.

Throughout this course, you will move from foundational AI concepts to practical AI-assisted Customer Success workflows. You’ll learn how AI is changing the CS role, how to shift from reactive to proactive customer management, how to turn customer signals into action, and how to design workflows that support retention, expansion, and better customer experiences.

Whether you are new to AI or already experimenting with AI tools, this course will give you practical examples, prompts, templates, and methods to use AI more effectively and responsibly in Customer Success.

Course Modules Include:

Welcome to Microsoft Copilot for Cu

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