Role-Based Programme
RB0488

Copilot for Microsoft 365 for Product & Service Management

Accelerate Product Research, Planning & Collaboration

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

Programme Objectives

  • Understand how Microsoft 365 Copilot can support product and service-management activities across research, planning, analysis, documentation, and communication.
  • Use AI assistance to summarize product information, customer feedback, documents, emails, meetings, and business data.
  • Explore Copilot for creating product briefs, requirements, status updates, presentations, and stakeholder communications.
  • Use Copilot-assisted analysis to organize product data and identify trends, issues, and opportunities requiring further investigation.
  • Apply responsible AI practices for customer information, product claims, confidentiality, data accuracy, and human product ownership.

Tools covered

Microsoft 365 CopilotCopilot ChatWordExcelPowerPointOutlookTeamsOneDriveSharePoint

Who should attend

  • Product Managers
  • Product Owners
  • Service Managers
  • Digital Product Managers
  • Product Operations Professionals
  • Product Analysts
  • Business Analysts
  • Customer Experience Managers
  • Service Design Professionals
  • Product Strategy Professionals
  • Innovation Professionals
  • Product & Service Team Members

Prerequisites & Participant Readiness

  • Basic understanding of product or service-management processes
  • Familiarity with customer needs, requirements, roadmaps, or product lifecycle activities
  • Basic experience with Microsoft 365 applications
  • Basic awareness of generative AI concepts is helpful
  • No programming expertise required
  • No previous Microsoft 365 Copilot experience required

TOC Modules

Concepts
  • Understanding Copilot across Word, Excel, PowerPoint, Outlook, Teams, and organizational content
  • Identifying product-management applications across discovery, planning, delivery, and communication
  • Understanding AI assistance using organizational work context
  • Differentiating AI-generated support from product judgement and accountability
Practical activities
  • Exploring common Copilot experiences across Microsoft 365
  • Testing basic product-management prompts
  • Mapping Product Activity → Microsoft 365 App → Copilot Support

Scenarios

Customer Feedback to Product Requirement

Customer Feedback → Copilot Summary → Key Pain Points → Word Product Brief → User Stories & Acceptance Criteria → Product Review

Participants convert approved customer feedback into structured product requirements while validating AI-generated interpretations before adding them to the product backlog.

Product Review Meeting to Action Plan

Product Performance Data → Excel Analysis → Teams Product Review → Copilot Meeting Summary → Decisions & Actions → PowerPoint / Outlook Update

Participants use Copilot to support a product review, capture decisions and responsibilities, and communicate approved next steps to stakeholders.

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