Role-Based Programme
RB0265

Microsoft 365 Copilot for Marketing

Practical AI for Research, Content, Campaigns & Marketing Productivity

IMAGE REQUIRED
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Microsoft 365 Copilot across practical Marketing activities.
  • Apply structured prompting techniques for market research, audience insights, campaign planning, content development, and brand communication.
  • Use Copilot across Word, PowerPoint, Outlook, Excel, and Teams to create, analyse, refine, and communicate marketing information.
  • Apply Copilot Create to develop campaign visuals, banners, social assets, and other branded marketing content where enabled.
  • Build repeatable Copilot-assisted Marketing workflows while maintaining factual accuracy, brand consistency, confidentiality, responsible AI use, and human creative judgement.

Tools covered

Microsoft 365 CopilotCopilot ChatWordPowerPointExcelOutlookTeamsCopilot CreateImage Generation & EditingBrand KitsFormsWeb-Grounded Research

Who should attend

  • Marketing Executives
  • Marketing Managers
  • Digital Marketing Professionals
  • Content Marketing Professionals
  • Brand Marketing Professionals
  • Social Media Professionals
  • Product Marketing Professionals
  • Campaign Managers
  • Growth Marketing Professionals
  • Marketing Communications Professionals
  • Market Research Professionals
  • Customer Insights Professionals
  • Performance Marketing Professionals
  • Marketing Team Leaders

Prerequisites & Participant Readiness

  • Basic understanding of marketing, customers, campaigns, and digital channels
  • Familiarity with Microsoft 365 applications such as Word, Excel, Outlook, PowerPoint, and Teams is helpful
  • Basic document and spreadsheet-handling knowledge
  • Basic computer and internet proficiency
  • No programming knowledge required
  • No previous Microsoft 365 Copilot experience required
  • Participants should use anonymised or organisation-approved customer, campaign, and marketing information during exercises
  • Availability of specific Copilot, Create, image, brand-kit, and work-data capabilities may depend on licensing and organisational configuration
  • Customer claims, pricing, legal statements, brand-sensitive content, and final campaign decisions must remain subject to authorised human review

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot, Copilot Chat, Generative AI, and work-grounded assistance
  • Understanding how Copilot works across Word, PowerPoint, Outlook, Excel, Teams, and the Microsoft Copilot experience
  • Identifying Marketing applications across research, campaigns, content, creative development, communication, and reporting
  • Understanding permissions, hallucinations, confidentiality, copyright considerations, and brand risks
Practical activities
  • Exploring Copilot through common Marketing activities
  • Comparing a simple Marketing prompt with a structured prompt
  • Reviewing generated Marketing content for unsupported claims and assumptions
  • Identifying activities suitable for Copilot assistance versus specialist review

Scenarios

Market Insight to Integrated Campaign

Marketing Objective → Copilot Research → Market & Competitor Insights → Audience Hypothesis → Campaign Brief → Word Content → PowerPoint Storyline → Copilot Create Visuals

Participants use Microsoft 365 Copilot to transform validated market intelligence into an integrated campaign concept with content, presentation material, and visual assets while keeping final strategy and brand approval with the Marketing team.

Campaign Performance to Optimisation

Campaign Data → Copilot in Excel → Performance Trends → Customer Feedback → Areas for Improvement → Marketing Recommendations → PowerPoint / Management Summary

Participants analyse sample campaign-performance information, identify validated patterns and improvement opportunities, and convert the findings into a concise management review and next-cycle optimisation plan.

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