Role-Based Programme
RB0490

Copilot for Microsoft 365 for Product & Service Management

AI-Assisted Product Discovery, Planning, Analysis & Lifecycle Management

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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 across product discovery, requirements, prioritisation, planning, performance analysis, and stakeholder management.
  • Build reusable Copilot workflows that transform customer, market, business, and operational information into structured product or service insights.
  • Analyse product, service, customer, backlog, and performance data using Copilot in Excel to support evidence-based prioritisation and decision preparation.
  • Integrate Word, Excel, Outlook, Teams, PowerPoint, Copilot Chat, and Copilot Search across realistic product-management workflows.
  • Apply source validation, customer-data protection, commercial confidentiality, responsible AI practices, and human product ownership to AI-assisted decisions.

Tools covered

Microsoft 365 CopilotMicrosoft Copilot ChatMicrosoft Copilot SearchCopilot in WordExcelPowerPointOutlookMicrosoft TeamsMicrosoft Graph

Who should attend

  • Product Managers
  • Product Owners
  • Technical Product Managers
  • Digital Product Managers
  • Service Managers
  • Product Operations Professionals
  • Product Analysts
  • Business Analysts
  • Product Strategy Professionals
  • Service Design Professionals
  • Innovation Managers
  • Product / Service Management Team Leads

Prerequisites & Participant Readiness

  • Working understanding of product or service-management processes
  • Familiarity with customer requirements, product documentation, roadmaps, backlogs, or service-performance metrics
  • Basic working knowledge of Word, Excel, PowerPoint, Outlook, and Teams
  • Basic spreadsheet and business-analysis skills
  • No programming expertise required
  • No requirement to complete shorter Copilot for Microsoft 365 courses
  • Feature availability may vary by organisational licensing 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 Search
  • Mapping product activities across Discover → Define → Prioritise → Deliver → Measure → Improve
  • Identifying where Copilot can assist versus where accountable product judgement remains essential
Practical activities
  • Exploring Copilot across selected Microsoft 365 applications
  • Mapping an existing product or service workflow to Copilot capabilities
  • Running a cross-application product-management prompt

Scenarios

Customer Feedback to Prioritised Product Enhancement

Customer Emails + Meeting Inputs → Copilot Synthesis → Problem Themes → Word Requirements → Excel Prioritisation → Product Review → Roadmap Decision

Participants consolidate distributed customer feedback into validated requirements and an evidence-based prioritisation framework while keeping final roadmap decisions with accountable product stakeholders.

Product Performance to Strategic Improvement Decision

Product / Service Data → Copilot in Excel → Trends & Exceptions → Supporting Documents → Teams Product Review → PowerPoint Decision Deck → Approved Improvement Actions

Participants transform product-performance data and stakeholder information into a structured management review containing insights, risks, recommended improvements, and clear next actions.

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