Role-Based Programme
RB0446

Copilot for Microsoft 365 for Marketing

AI-Assisted Campaign Planning, Content Development, Analysis & Marketing Workflows

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

Programme Objectives

  • Develop functional proficiency in using Microsoft 365 Copilot for campaign planning, audience research, content development, marketing analysis, and stakeholder coordination.
  • Build reusable Copilot workflows that transform marketing briefs, emails, documents, meetings, and campaign data into structured insights and execution-ready outputs.
  • Use Copilot in Excel to analyse campaign, lead, channel, engagement, conversion, and marketing-performance data.
  • Integrate Word, Excel, Outlook, Teams, PowerPoint, Copilot Chat, and Copilot Search across realistic marketing workflows.
  • Apply brand governance, factual validation, customer-data confidentiality, human creative judgement, and responsible AI practices throughout marketing activities.

Tools covered

Microsoft 365 CopilotMicrosoft Copilot ChatMicrosoft Copilot SearchCopilot in WordExcelOutlookMicrosoft TeamsPowerPointMicrosoft GraphTeams Recap

Who should attend

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

Prerequisites & Participant Readiness

  • Working understanding of marketing and campaign-management processes
  • Familiarity with campaign briefs, audiences, content, channels, leads, and performance metrics
  • Basic working knowledge of Word, Excel, Outlook, Teams, and PowerPoint
  • Basic spreadsheet and marketing-analysis skills
  • No programming expertise required
  • No requirement to complete shorter Copilot for Microsoft 365 courses
  • Feature availability may vary according to organisational licensing, permissions, and administrator configuration

TOC Modules

Concepts
  • Understanding Microsoft 365 Copilot, Copilot Chat, Microsoft Graph, and organisational work context
  • Exploring Copilot across Word, Excel, Outlook, Teams, PowerPoint, and Copilot Search
  • Mapping marketing work across Research → Plan → Create → Execute → Analyse → Optimise
  • Identifying where Copilot supports productivity versus where human creative and marketing judgement remain essential
Practical activities
  • Exploring Copilot across selected Microsoft 365 applications
  • Mapping a sample campaign workflow to Copilot capabilities
  • Creating an initial cross-application marketing workflow

Scenarios

Campaign Brief to Multi-Channel Execution

Business Objective → Copilot Search / Chat → Audience & Context → Word Campaign Brief → Content Development → Outlook Coordination → Teams Review → Approved Campaign Assets

Participants convert a marketing objective into a structured campaign plan and coordinated set of content assets while maintaining brand, factual, and approval controls.

Campaign Performance to Optimisation Decision

Campaign & Funnel Data → Copilot in Excel → KPI / Conversion Analysis → Trends & Exceptions → Teams Campaign Review → PowerPoint Performance Deck → Optimisation Actions → Management Approval

Participants transform campaign data into an evidence-based performance review containing key insights, improvement hypotheses, recommended actions, and clear stakeholder decisions.

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