Role-Based Programme
RB0445

Copilot for Microsoft 365 for Marketing

Build AI-Assisted Campaigns, Content & Marketing Workflows

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability in applying Copilot across campaign planning, content development, marketing analysis, communication, and reporting.
  • Use approved brand, product, campaign, and customer information to create more relevant and consistent marketing outputs.
  • Create structured AI-assisted workflows for campaign briefs, content calendars, audience messaging, performance analysis, and stakeholder coordination.
  • Apply Copilot across Word, Excel, PowerPoint, Outlook, Teams, and Copilot Pages to improve marketing productivity and collaboration.
  • Maintain brand consistency, factual accuracy, copyright awareness, data privacy, and human approval throughout AI-assisted marketing activities.

Tools covered

Microsoft CopilotCopilot ChatMicrosoft WordExcelPowerPointOutlookTeamsMicrosoft 365 Copilot PagesOneDrive & SharePoint Content

Who should attend

  • Marketing Managers
  • Digital Marketing Professionals
  • Campaign Managers
  • Content Marketing Professionals
  • Brand Managers
  • Product Marketing Professionals
  • Marketing Communications Professionals
  • Demand Generation Professionals
  • Marketing Operations Professionals
  • Market Research Professionals
  • Marketing Analysts
  • Marketing Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of marketing, campaigns, content, or customer communication
  • Familiarity with campaign briefs, marketing content, audience segments, or performance reports
  • Basic working knowledge of Microsoft 365 applications
  • General awareness of generative AI is helpful
  • No design, coding, or technical expertise required
  • No previous Copilot course completion required

TOC Modules

Concepts
  • Understanding Copilot across marketing documents, spreadsheets, presentations, emails, meetings, and collaborative work
  • Mapping AI assistance across Research → Plan → Create → Launch → Measure → Improve
  • Understanding organisational context, permissions, and approved marketing information
  • Differentiating AI-generated suggestions from validated marketing decisions
Practical activities
  • Exploring representative marketing prompts across Microsoft 365
  • Mapping Marketing Activity → Copilot Capability → Business Outcome

Scenarios

Campaign Requirement to Launch-Ready Marketing Plan

Business Objective → Copilot-Assisted Campaign Brief → Audience & Messaging → Content Drafts → Excel Content Calendar → Stakeholder Review → Approved Campaign Plan

Participants transform a business requirement into a structured campaign plan and supporting content while retaining human ownership of positioning, brand claims, campaign strategy, and publication approval.

Campaign Performance to Optimisation Plan

Campaign Dataset → Copilot in Excel → Channel / Audience Performance Analysis → Key Insights → Teams Review → Optimisation Actions → PowerPoint Management Update → Follow-Up

Participants analyse campaign performance, identify areas requiring improvement, and prepare a management-ready optimisation plan while validating AI-generated insights against underlying marketing data.

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