Role-Based Programme
RB0264

Microsoft Copilot for Marketing

AI Skills for Smarter Campaigns & Content

IMAGE REQUIRED
Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how Microsoft Copilot can support everyday marketing activities across research, campaign planning, content creation, analysis, and communication.
  • Explore practical prompting techniques for audience insights, campaign ideation, content development, and marketing communication.
  • Apply Copilot across Microsoft 365 applications to create, summarise, analyse, organise, and transform marketing information.
  • Experience how campaign briefs, spreadsheets, documents, meetings, presentations, and emails can be converted into useful marketing outputs.
  • Recognise brand consistency, factual accuracy, copyright, confidentiality, privacy, and human-review requirements when using AI in marketing.

Tools covered

Microsoft 365 CopilotCopilot ChatWordExcelPowerPointOutlookTeams

Who should attend

  • Marketing Executives
  • Marketing Managers
  • Digital Marketing Professionals
  • Brand Managers
  • Content Marketing Professionals
  • Campaign Managers
  • Marketing Communications Professionals
  • Product Marketing Professionals
  • Social Media Professionals
  • Performance Marketing Professionals
  • Market Research Professionals
  • Content Strategists
  • Marketing Operations Professionals
  • Marketing Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of marketing activities
  • Familiarity with campaigns, audiences, content, or brand communication is helpful
  • Basic familiarity with Microsoft 365 applications
  • No AI or programming knowledge required
  • No previous Microsoft Copilot experience required

TOC Modules

Concepts
  • Understanding Microsoft Copilot and Generative AI from a Marketing perspective
  • Exploring Copilot Chat and Copilot across Microsoft 365 applications
  • Identifying marketing applications across research, planning, content, analysis, presentations, and communication
  • Understanding AI assistance versus marketer judgement and brand ownership
Practical activities
  • Exploring Copilot through common everyday marketing activities
  • Comparing a traditional marketing productivity task with a Copilot-assisted approach

Scenarios

Campaign Brief to Multi-Channel Content

Campaign Brief → Audience & Objective → Copilot Ideation → Core Message → Word Content → Channel Adaptation → Marketing Review

Participants use Microsoft Copilot to transform a campaign brief into structured messaging and content variations for multiple channels while maintaining brand consistency and human approval.

Campaign Performance to Management Update

Campaign Data → Excel Analysis → Key Patterns → Performance Insights → PowerPoint Summary → Outlook / Teams Update

Participants use Copilot across Excel, PowerPoint, Outlook, and Teams to convert sample marketing-performance information into a concise management update containing key observations and recommended discussion points.

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