Role-Based Programme
RB0309

Microsoft Copilot for Product & Service Management

Build Product Intelligence, Planning & AI-Assisted Delivery Workflows

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

Programme Objectives

  • Develop functional proficiency in using Microsoft Copilot across product discovery, research, requirements, prioritisation, planning, analysis, and product communication.
  • Build reusable AI-assisted workflows for customer insight synthesis, competitive research, feature definition, roadmapping, business cases, and product reviews.
  • Apply Researcher and Analyst to strengthen evidence-based product research and data-driven decision support.
  • Integrate Copilot across Word, Excel, PowerPoint, Teams, Outlook, Pages, and Notebooks for collaborative product-management workflows.
  • Maintain human ownership of product strategy, prioritisation, customer commitments, data interpretation, governance, and final business decisions.

Tools covered

Microsoft CopilotCopilot ChatResearcherAnalystCopilot PagesCopilot NotebooksWordExcelPowerPointTeamsOutlookWord / Excel / PowerPoint Agents

Who should attend

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

Prerequisites & Participant Readiness

  • Working understanding of product or service management processes
  • Familiarity with customer needs, requirements, product features, prioritisation, and roadmaps
  • Basic experience with Microsoft 365 applications is recommended
  • Familiarity with product metrics and business data is helpful
  • General awareness of generative AI and prompting is beneficial
  • No previous Microsoft Copilot course completion required

TOC Modules

Concepts
  • Understanding Copilot across product research, documents, data, meetings, communication, and collaborative work
  • Mapping Product Discovery → Definition → Prioritisation → Delivery → Launch → Performance
  • Understanding organisational grounding, web-based information, and permission-aware access
  • Differentiating AI assistance from accountable product judgement and decision-making
Practical activities
  • Exploring representative product-management tasks with Copilot Chat
  • Mapping Product Activity → Copilot Capability → Human Validation → Product Outcome
  • Identifying repetitive and high-value product workflows suitable for AI assistance

Scenarios

Customer Problem to Prioritised Product Initiative

Customer Feedback → Copilot Synthesis → Researcher Market Validation → Product Requirements → Analyst Data Review → Excel Prioritisation → Business Case → Stakeholder Review → Roadmap Decision

Participants convert fragmented customer and market evidence into a structured, prioritised product recommendation while maintaining traceability between evidence, analysis, assumptions, and final human product decisions.

Product Performance Issue to Improvement & Launch Plan

Product Metrics → Analyst Insights → Customer / Meeting Context → Root-Cause Hypotheses → Improvement Requirement → Copilot Notebook → Product Review Meeting → Launch / Communication Plan → PowerPoint Decision Story

Participants analyse a representative product-performance challenge and build a coordinated improvement plan using Microsoft Copilot across data, documents, meetings, collaborative context, and stakeholder communication.

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.