Role-Based Programme
RB0308

Microsoft Copilot for Product & Service Management

AI-Assisted Product Research, Planning & Customer Insight

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

Programme Objectives

  • Build practical capability in using Microsoft Copilot across product discovery, research, requirements, planning, customer insight, and product communication.
  • Use Copilot to synthesize customer feedback, market information, competitor inputs, product documents, and business requirements.
  • Apply structured prompting to develop product briefs, requirements, user stories, prioritization inputs, roadmap options, and stakeholder communications.
  • Use AI-assisted research and analysis to support product reviews, launch planning, service improvement, and decision preparation.
  • Apply source validation, customer privacy, intellectual property, human judgement, and responsible AI practices throughout product workflows.

Tools covered

Microsoft CopilotCopilot ChatWeb-Grounded ResearchFile & Document AnalysisAI-Assisted WritingSummarizationData InterpretationImage UnderstandingContent CreationPresentation Support & Structured Product Prompting

Who should attend

  • Product Managers
  • Product Owners
  • Digital Product Managers
  • Technical Product Managers
  • Service Managers
  • Product Operations Professionals
  • Product Analysts
  • Business Analysts
  • Product Strategy Professionals
  • Innovation Managers
  • Customer Experience Professionals
  • Service Design Professionals
  • Product & Service Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of product or service-management activities
  • Familiarity with customer needs, product requirements, roadmaps, or service workflows
  • Basic experience working with business documents, research, and presentations
  • Basic familiarity with generative AI is helpful
  • Ability to critically review AI-generated information
  • No programming expertise required
  • No previous Microsoft Copilot experience required

TOC Modules

Concepts
  • Understanding Copilot as an AI assistant for research, analysis, writing, and product productivity
  • Identifying use cases across discovery, planning, documentation, customer insight, and stakeholder communication
  • Understanding the difference between AI assistance and accountable product decisions
  • Recognising appropriate boundaries for roadmap, investment, pricing, and customer commitments
Practical activities
  • Exploring Copilot through common product-management activities
  • Testing basic product-focused prompts
  • Mapping Product Activity → Copilot Support → Human Review → Outcome

Scenarios

Customer Feedback to Product Improvement

Customer Feedback → Copilot Analysis → Recurring Needs → Problem Statement → Product Requirements → Prioritization → Product Manager Review → Improvement Plan

Participants use Microsoft Copilot to transform customer evidence into structured product-improvement inputs while keeping final feature prioritization and roadmap decisions under human ownership.

Market Opportunity to Product Launch Plan

Market Research → Competitor Comparison → Opportunity Identification → Product Concept → Requirements → Roadmap Option → Launch Readiness → Stakeholder Review

Participants use Copilot to connect research, planning, and communication into a practical product workflow while ensuring product commitments and launch decisions remain human-led.

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