Role-Based Programme
RB0491

Copilot for Microsoft 365 for Product & Service Management

Advanced Product Intelligence, Portfolio Planning & AI-Assisted Lifecycle Execution

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

Programme Objectives

  • Develop advanced expertise in using Microsoft 365 Copilot across product discovery, requirements, prioritization, roadmap planning, delivery coordination, launch, adoption, and service improvement.
  • Architect reusable AI-assisted product-management workflows that connect organizational information across Teams, Outlook, Word, Excel, PowerPoint, SharePoint, OneDrive, Loop, and Forms.
  • Apply Copilot to customer-insight synthesis, product analytics, portfolio analysis, business cases, stakeholder reviews, and cross-functional execution.
  • Improve product and service decision preparation through structured evidence synthesis, scenario analysis, performance insights, and executive communication.
  • Establish governance for customer information, intellectual property, source validation, permissions, responsible AI, and accountable product decisions.

Tools covered

Microsoft 365 CopilotCopilot ChatMicrosoft WordExcelPowerPointOutlookTeamsOneDriveSharePointMicrosoft LoopMicrosoft FormsMicrosoft Graph-Grounded Organizational ContextAI-Assisted SearchMeeting IntelligenceData Analysis & Executive Communication

Who should attend

  • Senior Product Managers
  • Product Directors
  • Group Product Managers
  • Product Owners
  • Technical Product Managers
  • Digital Product Managers
  • AI Product Managers
  • Service Managers
  • Product Operations Leaders
  • Product Strategy Professionals
  • Portfolio Managers
  • Customer Experience Leaders
  • Innovation Managers
  • Product & Service Transformation Professionals
  • Product Management Team Leads

Prerequisites & Participant Readiness

  • Working knowledge of product or service-management practices
  • Experience with discovery, requirements, roadmaps, launches, stakeholder management, or product-performance reviews
  • Regular working knowledge of Microsoft 365 applications
  • Familiarity with business data, product metrics, customer feedback, and cross-functional delivery
  • Access to an eligible Microsoft 365 Copilot environment
  • No programming expertise required
  • No previous Copilot course required

TOC Modules

Concepts
  • Understanding Copilot across Word, Excel, PowerPoint, Outlook, Teams, SharePoint, OneDrive, Loop, and Copilot Chat
  • Understanding organizational grounding, permissions, context, and information boundaries
  • Mapping Copilot capabilities across the complete product and service lifecycle
  • Differentiating AI productivity, analytical support, workflow assistance, and accountable product decisions
Practical activities
  • Mapping current product-management workflows to suitable Copilot capabilities
  • Designing a reusable Context → Evidence → Analysis → Decision → Action framework

Scenarios

Customer Evidence to Product Investment Decision

Customer Interviews, Feedback & Product Data → Microsoft 365 Copilot Synthesis → Problem & Opportunity Identification → PRD → Prioritization Analysis → Business Case → Roadmap Proposal → Executive Review → Human Investment Decision

Participants build an advanced evidence-driven product workflow that connects discovery, requirements, analytics, prioritization, and leadership decision preparation while preserving accountable product ownership.

Product Launch to Continuous Improvement

Approved Product Capability → Launch Readiness → Cross-Functional Execution → Customer Adoption Data → Feedback & Support Themes → Copilot-Assisted Performance Analysis → Improvement Priorities → Product Review → Roadmap Adjustment

Participants use Microsoft 365 Copilot to coordinate launch and post-launch improvement across multiple teams while ensuring final product, commercial, and roadmap decisions remain under authorized human control.

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