Role-Based Programme
RB0267

Microsoft 365 Copilot for Marketing

Advanced Market Intelligence, AI Workflows & Marketing Automation

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Duration
32 Hours
Level
Advanced
Delivery
Instructor-Led
Format
Capability Development

Programme Objectives

  • Develop advanced proficiency in applying Microsoft 365 Copilot across market research, audience intelligence, campaign planning, content development, product marketing, performance analysis, and marketing operations.
  • Build reusable AI-assisted workflows using Copilot Chat, Researcher, Analyst, Word, Excel, PowerPoint, Outlook, Teams, and organizational work context.
  • Apply Copilot to marketing briefs, customer research, campaign data, reports, emails, meetings, presentations, and external sources to generate evidence-backed marketing intelligence.
  • Design specialized and recurring marketing workflows using agents, Copilot Notebooks, and Scheduled Prompts.
  • Apply responsible AI practices covering customer privacy, brand consistency, copyright, factual accuracy, permissions, human review, and marketing governance.

Tools covered

Microsoft 365 CopilotCopilot ChatResearcherAnalystWordExcelPowerPointOutlookTeamsCopilot NotebooksWord/Excel/PowerPoint AgentsCopilot AgentsScheduled Prompts

Who should attend

  • Marketing Managers
  • Digital Marketing Professionals
  • Brand Managers
  • Campaign Managers
  • Content Marketing Professionals
  • Product Marketing Managers
  • Growth Marketing Professionals
  • Performance Marketing Professionals
  • Social Media Managers
  • Marketing Communications Professionals
  • Market Research & Consumer Insights Professionals
  • Marketing Operations Professionals
  • Customer Marketing Professionals
  • Marketing Directors
  • Heads of Marketing

Prerequisites & Participant Readiness

  • Familiarity with marketing campaigns, audiences, content, brand, and digital marketing concepts
  • Basic understanding of campaign objectives, channels, customer journeys, and marketing metrics
  • Working familiarity with Microsoft 365 applications is beneficial
  • Basic spreadsheet and reporting knowledge is helpful
  • Prior Generative AI experience is beneficial but not mandatory
  • No programming knowledge required
  • Advanced capabilities may depend on Microsoft 365 Copilot licensing, tenant configuration, enabled agents, and administrator permissions
  • Completion of shorter Copilot programmes is not required

TOC Modules

Concepts
  • Understanding Copilot across Research → Plan → Create → Execute → Analyse → Improve marketing workflows
  • Understanding Copilot Chat, Microsoft 365 applications, agents, and work-grounded context
  • Understanding AI assistance versus accountable marketing and creative judgement
Practical activities
  • Mapping recurring marketing activities to appropriate Copilot capabilities
  • Identifying high-value marketing processes suitable for advanced AI assistance

Scenarios

Market Intelligence to Integrated Campaign

Business Objective → Researcher → Market & Competitor Intelligence → Audience Insights → Campaign Strategy → Word Content System → PowerPoint Campaign Plan → Outlook / Teams Coordination → Campaign Execution

Participants build an advanced Copilot-assisted workflow that converts evidence-backed market and customer intelligence into an integrated campaign strategy, messaging system, stakeholder plan, and execution-ready marketing assets.

Campaign Performance to Continuous Optimization

Campaign Data → Excel + Analyst → Channel & Audience Analysis → Performance Exceptions → Recommendations → PowerPoint Management Review → Scheduled Prompt → Recurring Performance Brief → Marketing Manager Decision

Participants design a recurring marketing-intelligence workflow that transforms campaign data into trends, exceptions, optimization opportunities, and management-ready insights while retaining human control over budget, targeting, and campaign changes.

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