Role-Based Programme
RB0444

Copilot for Microsoft 365 for Marketing

Accelerate Campaign Planning, Content & Marketing Productivity

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

Programme Objectives

  • Understand how Microsoft 365 Copilot can support marketing research, campaign planning, content development, analysis, and communication.
  • Use Copilot to summarize campaign documents, market information, customer feedback, email discussions, and meeting notes.
  • Explore Copilot for creating campaign briefs, marketing copy, content ideas, presentations, and stakeholder communications.
  • Use Excel with Copilot to organize and review campaign data, budgets, leads, engagement metrics, and basic performance indicators.
  • Apply responsible AI practices covering brand accuracy, customer privacy, copyright, claims, confidentiality, and human marketing review.

Tools covered

Microsoft 365 CopilotCopilot ChatWordExcelPowerPointOutlookTeamsOneDriveSharePoint

Who should attend

  • Marketing Managers
  • Digital Marketing Professionals
  • Campaign Executives
  • Content Marketing Professionals
  • Brand Professionals
  • Product Marketing Professionals
  • Growth Marketing Professionals
  • Marketing Communications Professionals
  • Social Media Professionals
  • Demand Generation Professionals
  • Marketing Operations Professionals
  • Market Research Professionals

Prerequisites & Participant Readiness

  • Basic understanding of marketing and campaign activities
  • Familiarity with audiences, messaging, content, or digital channels
  • Basic experience with Microsoft 365 applications
  • Basic familiarity with Microsoft Excel is helpful
  • No programming expertise required
  • No previous Microsoft 365 Copilot experience required

TOC Modules

Concepts
  • Understanding Copilot across Word, Excel, PowerPoint, Outlook, Teams, SharePoint, and OneDrive
  • Identifying marketing use cases across research, planning, content, collaboration, and reporting
  • Understanding AI-assisted productivity across common marketing activities
  • Differentiating AI-generated content from approved marketing communication
Practical activities
  • Exploring Copilot in common marketing workflows
  • Testing basic marketing-focused prompts
  • Mapping Marketing Activity → Microsoft 365 App → Copilot Support

Scenarios

Campaign Brief to Multi-Channel Content

Marketing Objective → Research Inputs → Word Campaign Brief → Copilot Content Drafts → Email + Social + Presentation Content → Marketing Review

Participants convert an approved marketing objective into a structured campaign brief and coordinated content for multiple channels while validating claims, tone, and brand alignment.

Campaign Performance to Optimization Discussion

Campaign Data → Excel Review → Copilot Summary → Performance Insight → Teams Discussion → PowerPoint Update → Next Actions

Participants review basic campaign-performance information, identify areas requiring further marketer investigation, and convert approved conclusions into structured follow-up actions.

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