Role-Based Programme
RB0447

Copilot for Microsoft 365 for Marketing

Advanced Campaign Intelligence, Content Operations & AI-Assisted Marketing Execution

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

Programme Objectives

  • Develop advanced expertise in using Microsoft 365 Copilot across market research, campaign strategy, content operations, customer insight, launch planning, and marketing analytics.
  • Synthesize approved market, customer, product, campaign, email, meeting, and organizational information into actionable marketing intelligence.
  • Apply Copilot to campaign planning, audience analysis, content development, performance analysis, experimentation, go-to-market coordination, and executive reporting.
  • Build reusable AI-assisted workflows across Outlook, Word, Excel, PowerPoint, Teams, SharePoint, OneDrive, Forms, Loop, and Copilot Chat.
  • Establish governance for brand consistency, customer privacy, source validation, intellectual property, marketing claims, human approvals, and responsible AI.

Tools covered

Microsoft 365 CopilotCopilot ChatMicrosoft OutlookWordExcelPowerPointTeamsOneDriveSharePointMicrosoft FormsMicrosoft LoopMicrosoft Graph-Grounded Organizational ContextAI-Assisted SearchMeeting IntelligenceData AnalysisContent Development & Marketing Reporting

Who should attend

  • Marketing Directors
  • Senior Marketing Managers
  • Digital Marketing Managers
  • Campaign Managers
  • Brand Managers
  • Product Marketing Managers
  • Content Marketing Managers
  • Demand Generation Managers
  • Growth Marketing Professionals
  • Marketing Communications Leaders
  • Customer Marketing Professionals
  • Marketing Operations Professionals
  • Market Research Professionals
  • Marketing Analysts
  • Marketing Transformation Leaders

Prerequisites & Participant Readiness

  • Working knowledge of marketing strategy, campaigns, content, or customer engagement
  • Experience with campaign planning, marketing analytics, audience research, or product launches
  • Regular working knowledge of Microsoft 365 applications
  • Familiarity with Excel-based marketing data and reporting
  • Basic understanding of brand, privacy, approval, and marketing-governance requirements
  • No programming expertise required
  • No previous Copilot course required

TOC Modules

Concepts
  • Understanding Copilot across Outlook, Word, Excel, PowerPoint, Teams, SharePoint, OneDrive, Loop, Forms, and Copilot Chat
  • Mapping Copilot capabilities across research, planning, content, execution, analytics, and optimization
  • Understanding organizational grounding, permissions, context, and information boundaries
  • Differentiating AI assistance from accountable marketing, creative, brand, and commercial decisions
Practical activities
  • Mapping current marketing workflows to suitable Copilot capabilities
  • Designing prompts using Marketing Objective → Audience → Context → Evidence → Brand Constraints → Output
  • Creating a reusable marketing prompt library

Scenarios

Market Opportunity to Integrated Campaign Optimization

Approved Market & Customer Inputs → Microsoft 365 Copilot Synthesis → Audience Insight → Campaign Strategy → Content & Channel Plan → Execution → Performance Analysis → Optimization → Marketing Leadership Review

Participants build an advanced campaign workflow from research through optimization while preserving human ownership of strategy, brand messaging, campaign approval, and commercial decisions.

Product Launch to Marketing Performance Review

Approved Product Information → Go-to-Market Plan → Copilot-Assisted Messaging → Multi-Channel Campaign → Customer Feedback & Campaign Data → Performance Analysis → Improvement Recommendations → Executive Marketing Review

Participants use Microsoft 365 Copilot to coordinate product marketing, campaign execution, and post-launch analysis while ensuring product claims, audience decisions, and final marketing actions remain validated and human-led.

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.