Role-Based Programme
RB0489

Copilot for Microsoft 365 for Product & Service Management

Build Product Insights, Requirements & Collaborative Workflows with AI

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational capability in using Copilot across product discovery, requirements, planning, analysis, communication, and product operations.
  • Use approved organisational information to summarise customer needs, product documentation, meetings, emails, and business inputs.
  • Create structured product requirements, feature plans, trackers, performance analyses, and stakeholder communications.
  • Apply Copilot across Word, Excel, PowerPoint, Outlook, Teams, and Copilot Pages to improve cross-functional product collaboration.
  • Maintain source validation, customer-data privacy, human judgement, and responsible AI controls throughout product and service workflows.

Tools covered

Microsoft CopilotCopilot ChatMicrosoft WordExcelPowerPointOutlookTeamsMicrosoft 365 Copilot PagesOneDrive & SharePoint Content

Who should attend

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

Prerequisites & Participant Readiness

  • Basic understanding of product or service management
  • Familiarity with product requirements, customer needs, roadmaps, meetings, or product reporting
  • Basic working knowledge of Microsoft 365 applications
  • General awareness of generative AI is helpful
  • No programming expertise required
  • No previous Copilot course completion required

TOC Modules

Concepts
  • Understanding Copilot across documents, spreadsheets, presentations, emails, meetings, and collaborative work
  • Mapping product activities across Discover → Define → Prioritise → Deliver → Launch → Improve
  • Understanding organisational context, permissions, and AI-assisted information retrieval
  • Differentiating AI-generated suggestions from accountable product decisions
Practical activities
  • Exploring representative product-management prompts across Microsoft 365 applications
  • Mapping Product Activity → Copilot Capability → Business Outcome

Scenarios

Customer Need to Prioritised Product Feature

Customer Feedback → Copilot-Assisted Synthesis → Product Need → Requirement in Word → Feature Prioritisation in Excel → Product Team Review → Roadmap Decision

Participants turn customer and business information into a structured product opportunity and prioritisation view while keeping evidence validation and final roadmap decisions under product-team ownership.

Product Review to Stakeholder Action Plan

Product Performance Data + Team Meeting → Copilot Analysis → Key Insights → Decisions & Actions → Copilot Page → Executive Presentation → Stakeholder Follow-Up

Participants combine product information, meeting intelligence, and collaborative planning to create an actionable product review while ensuring that AI-generated insights, commitments, and recommendations receive appropriate human validation.

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