Role-Based Programme
RB0310

Microsoft Copilot for Product & Service Management

Advanced Product Research, Analysis, Decision Support & Agentic Workflows

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

Programme Objectives

  • Develop expertise in using Microsoft Copilot across product discovery, market research, requirements, product analytics, prioritisation, planning, and lifecycle management.
  • Architect reusable AI-assisted workflows that transform customer, market, product, service, and operational information into evidence-backed product decisions.
  • Apply Researcher and Analyst for complex research, competitor intelligence, product-performance analysis, and data-driven decision support.
  • Design specialised agents for recurring product-management research, knowledge, analysis, and workflow requirements.
  • Govern AI-assisted product work through evidence validation, permissions, customer-data protection, human judgement, agent evaluation, and accountable approval.

Tools covered

Microsoft CopilotCopilot ChatCopilot PagesCopilot NotebooksFile Upload & AnalysisResearcher AgentAnalyst AgentMicrosoft Copilot AgentsAgent BuilderMicrosoft Copilot Studio

Who should attend

  • Product Managers
  • Senior Product Managers
  • Product Owners
  • Technical Product Managers
  • Digital Product Managers
  • Service Managers
  • Product Operations Leaders
  • Product Analysts
  • Product Strategy Professionals
  • Portfolio / Platform Product Managers
  • Service Design Professionals
  • Innovation Managers
  • Product / Service Management Team Leads
  • Heads of Product / Product Leadership Teams

Prerequisites & Participant Readiness

  • Working understanding of product or service-management processes
  • Familiarity with customer discovery, requirements, roadmaps, product metrics, prioritisation, and lifecycle management
  • Experience working with product reports, research, spreadsheets, presentations, or business cases
  • Basic familiarity with generative AI is helpful
  • No programming expertise required for core course activities
  • No requirement to complete shorter Copilot courses
  • Researcher, Analyst, Agents, Copilot Studio, and related advanced functionality may depend on Microsoft subscription, administrator enablement, permissions, and organisational configuration
  • Organisational policies should be followed before using confidential customer, personal, regulated, financial, or commercially sensitive information

TOC Modules

Concepts
  • Understanding Copilot Chat, Pages, Notebooks, Microsoft-built agents, and custom-agent capabilities
  • Mapping Discover → Define → Prioritise → Plan → Deliver → Measure → Improve
  • Selecting conversational, research, analytical, collaborative, or agentic approaches based on the product task
Practical activities
  • Mapping an end-to-end product lifecycle to relevant Copilot capabilities
  • Designing a role-specific Copilot operating model for a product team

Scenarios

Customer Signals to Prioritised Product Roadmap

Customer Feedback + Product Data + Existing Product Context → Copilot Notebook → Feedback Synthesis → Researcher Market Validation → Analyst Performance Analysis → Requirements → Initiative Comparison → Prioritisation → Copilot Pages Decision Paper → Product Leadership Approval

Participants combine qualitative and quantitative evidence to move from distributed customer signals to a validated roadmap recommendation while preserving final prioritisation with accountable Product leadership.

Market Opportunity to Governed Product / Service Initiative

Market Question → Researcher → Competitor & Market Evidence → Product Opportunity → Business Case → Scenario Analysis → Product Requirements → Roadmap / Release Plan → Product Agent Support → Executive Review → Approved Next Action

Participants use advanced Copilot capabilities to investigate a strategic opportunity and produce a complete decision package containing evidence, customer implications, requirements, options, risks, success measures, and a governed implementation recommendation.

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