About the Positioning UiPath vs. Microsoft training

For customer-facing professionals navigating Microsoft-first environments, this course provides a practical framework to position UiPath with confidence and credibility. Rather than focusing on feature comparisons or competitive rebuttals, the course explores how automation decisions are actually made — and how positioning shapes deal outcomes.

You will begin by understanding Microsoft’s approach to automation and why it often becomes the default starting point for many organizations. From there, the course shifts the perspective from tools to execution, highlighting where enterprise requirements such as scale, governance, reliability, and cross-system orchestration begin to matter. Through structured scenarios, fit identification exercises, and objection-handling practice, you will learn how to position UiPath as a complementary execution layer — not a replacement.

By the end of the course, you will be equipped to guide Microsoft-first conversations beyond “it’s included” and “it’s easy,” toward scalable, enterprise-ready automation outcomes.

Product alignment

This course aligns with the current UiPath Business Automation Platform positioning and competitive messaging related to Microsoft Power Platform, Copilot Studio, Azure AI, and Document Intelligence capabilities.

Learning prerequisites

To fully benefit from this course, learners should have a foundational understanding of the UiPath Business Automation Platform and basic familiarity with Microsoft Power Platform or Copilot offerings.

We recommend prior completion of foundational UiPath platform courses available in UiPath Academy.

Audience

This course is designed for:

• Account Executives

• Regional and Area VPs

• Customer Success Managers

• Business Development Representatives

• Partner-facing roles involved in Microsoft-first opportunities

Agenda

This course covers key areas around:

• Microsoft’s approach to automation and AI and where it excels

• The shift from workflow automation to enterprise execution

• How UiPath is differentiated at scale

• Recognizing Microsoft-fit, UiPath-fit, and neutral opportunities

• Handling Microsoft-led objections without creating resistance

• Reinforcing language that builds trust and maintains deal momentum

Learning objectives

At the end of this course, you should be able to:

• Explain Microsoft’s automation model and identify where scale-related limitations emerge.

• Articulate UiPath’s role as an enterprise execution backbone that complements Microsoft investments.

• Identify buying signals that indicate Microsoft-fit, UiPath-fit, or Neutral / Opportunity Zone accounts.

• Reframe common Microsoft-led objections using calm, credible, forward-looking language.

• Apply positioning principles that move conversations from initial adoption to enterprise-ready execution.