Role-Based Programme
RB0266

Microsoft 365 Copilot for Marketing

Research, Create & Build Smarter Campaign Workflows

IMAGE REQUIRED
Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in applying Microsoft 365 Copilot across market research, audience insights, campaign planning, content development, competitive intelligence, and marketing analysis.
  • Apply advanced prompting and context-engineering techniques to produce audience-specific, brand-aligned, and evidence-backed marketing outputs.
  • Use Researcher and Analyst to investigate markets, competitors, customer trends, and campaign-performance information.
  • Integrate Copilot across Word, Excel, PowerPoint, Outlook, Teams, and Loop to build connected marketing workflows from research through execution and review.
  • Apply brand governance, privacy, copyright awareness, source validation, data protection, and human approval across AI-assisted marketing activities.

Tools covered

Microsoft 365 CopilotCopilot ChatResearcherAnalystCopilot StudioWordExcelPowerPointOutlookTeamsLoopOneDriveSharePointPrompt CoachIdea Coach & Writing Coach

Who should attend

  • Marketing Managers
  • Digital Marketing Professionals
  • Brand Managers
  • Campaign Managers
  • Content Marketing Professionals
  • Marketing Communications Professionals
  • Product Marketing Managers
  • Growth Marketing Professionals
  • Market Research Professionals
  • Customer Insights Professionals
  • Social Media Professionals
  • Marketing Analysts
  • Marketing Operations Professionals
  • Marketing Team Leads & Heads

Prerequisites & Participant Readiness

  • Basic familiarity with marketing, campaigns, audiences, content, or customer communication
  • Working knowledge of Microsoft 365 applications such as Word, Excel, PowerPoint, Outlook, or Teams
  • Familiarity with marketing reports, customer information, or campaign-performance data is helpful
  • Basic understanding of brand guidelines and marketing communication is beneficial
  • Basic understanding of Generative AI is helpful but not mandatory
  • Completion of a shorter Copilot programme is not required

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot, Copilot Chat, agents, and AI-assisted marketing productivity
  • Identifying Copilot opportunities across Research → Planning → Creation → Execution → Measurement
  • Understanding how permissions and organisational context affect available information
  • Recognising hallucinations, outdated information, bias, and unsupported marketing claims
Practical activities
  • Mapping recurring marketing activities to appropriate Microsoft 365 Copilot workflows

Scenarios

Market Research to Integrated Campaign

Business Objective → Researcher → Market & Audience Intelligence → Competitor Analysis → Analyst Recommendations → Loop Campaign Plan → Content & Creative Development → PowerPoint Campaign Brief → Launch Recommendation

Participants research a market opportunity, synthesise customer and competitor insights, develop a structured campaign strategy, create supporting content, and prepare a stakeholder-ready launch recommendation.

Campaign Performance to Optimisation Plan

Campaign Data → Excel → Analyst → Performance Patterns → Customer / Market Context → Improvement Opportunities → Revised Messaging → Optimisation Plan → Management Brief

Participants analyse approved marketing-performance data, identify meaningful trends and exceptions, investigate potential improvement areas, and create an evidence-backed campaign optimisation recommendation.

Related programmes

Continue with programmes from the same capability area.

Take the next step

Ready to make this programme work for your team?

Customise modules, duration and business scenarios for your team.

Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.