Role-Based Programme
RB0307

Microsoft Copilot for Product & Service Management

AI-Assisted Product Research, Requirements & Decision Support

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

Programme Objectives

  • Understand how Microsoft Copilot can support product discovery, research, requirements, planning, and product/service decision-making.
  • Explore practical ways to analyse customer feedback, product documents, market information, and business data with Copilot.
  • Experience structured prompting for product questions, requirements, prioritisation, and stakeholder communication.
  • Recognise how Researcher, Analyst, Pages, and specialised agents can support different product-management activities.
  • Apply source validation, customer-data confidentiality, human product judgement, and responsible AI practices.

Tools covered

Microsoft CopilotCopilot ChatCopilot PagesFile Upload & AnalysisResearcher AgentAnalyst AgentMicrosoft Copilot Agents

Who should attend

  • Product Managers
  • Product Owners
  • Technical Product Managers
  • Digital Product Managers
  • Service Managers
  • Product Operations Professionals
  • Product Analysts
  • Business Analysts
  • Product Strategy Professionals
  • Service Design Professionals
  • Innovation Professionals
  • Product / Service Management Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of product or service-management processes
  • Familiarity with customer requirements, product briefs, roadmaps, or service improvements
  • Basic familiarity with generative AI is helpful but not mandatory
  • No programming expertise required
  • No previous Microsoft Copilot experience required
  • Researcher, Analyst, agents, and some advanced functionality may depend on licensing, organisational configuration, and administrator settings
  • Organisational policies should be followed before using confidential customer, personal, regulated, or commercially sensitive information

TOC Modules

Concepts
  • Understanding Copilot as an AI assistant for research, analysis, content creation, and knowledge work
  • Mapping product work across Discover → Define → Prioritise → Plan → Improve
  • Exploring Copilot Chat, files, Pages, Researcher, Analyst, and agent capabilities
  • Identifying tasks suitable for AI assistance versus accountable product decisions
Practical activities
  • Exploring Copilot using common product-management questions
  • Mapping product activities to appropriate Copilot capabilities
  • Creating a shortlist of high-value product-management use cases

Scenarios

Customer Feedback to Product Improvement Recommendation

Customer Feedback + Product Information → Copilot File Analysis → Theme Identification → Problem Statements → Requirement Draft → Priority Comparison → Product-Team Validation → Recommended Improvement

Participants use Copilot to transform customer information into structured product insights and requirement drafts while keeping prioritisation and roadmap decisions with accountable product stakeholders.

Market Signal to Product Opportunity Brief

Market / Competitor Signal → Researcher → Evidence & Competitive Insights → Product Opportunity → Risks & Questions → Copilot Pages Brief → Product Leadership Review → Next Action

Participants explore a market development with Copilot and convert validated findings into a concise product opportunity brief for informed human decision-making.

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