Role-Based Programme
RB0560

Microsoft Copilot Studio for Marketing

Build AI Agents for Campaign Support, Content Guidance & Customer Engagement

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

Programme Objectives

  • Understand how Microsoft Copilot Studio can support campaign execution, marketing knowledge access, lead engagement, and customer-facing interactions.
  • Explore source-grounded agents for campaign information, product messaging, brand guidance, FAQs, and marketing resources.
  • Identify opportunities to automate campaign enquiries, lead routing, content support, event interactions, and follow-up activities.
  • Create basic agent experiences using approved knowledge, structured topics, actions, and workflow automation.
  • Apply brand governance, factual accuracy, privacy, permissions, and human review before deploying marketing agents.

Tools covered

Microsoft Copilot StudioAI AgentsAgent InstructionsKnowledge SourcesGenerative AnswersTopicsAgent Tools & ActionsAgent FlowsPower Platform ConnectorsDataverseSharePointAuthenticationTesting & Analytics

Who should attend

  • Marketing Managers
  • Digital Marketing Professionals
  • Campaign Managers
  • Content Marketing Professionals
  • Product Marketing Professionals
  • Brand Marketing Professionals
  • Demand Generation Professionals
  • Growth Marketing Professionals
  • Marketing Communications Professionals
  • Marketing Operations Professionals
  • Event Marketing Professionals
  • Marketing Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of marketing, campaigns, or customer engagement
  • Familiarity with campaign content, product messaging, lead workflows, or marketing communications
  • Basic awareness of Microsoft 365 or Power Platform is helpful
  • No programming expertise required
  • No previous Copilot Studio experience required

TOC Modules

Concepts
  • Understanding agents, instructions, knowledge, topics, tools, actions, and workflow concepts
  • Identifying marketing applications across campaigns, customer engagement, lead support, and content access
  • Differentiating AI assistance, workflow automation, and marketer-led decision-making
  • Recognising where creative, brand, and campaign judgement must remain human-led
Practical activities
  • Exploring a sample marketing-focused Copilot Studio agent
  • Mapping common marketing activities to suitable agent use cases

Scenarios

Campaign Enquiry to Qualified Follow-Up

Campaign Visitor → Copilot Studio Agent → Need Identification → Approved Product / Campaign Information → Lead Details → Qualification Input → Marketing / Sales Routing → Follow-Up

Participants create an agent-supported campaign interaction that provides consistent information and routes appropriate prospects for human follow-up.

Event Prospect to Personalized Next Step

Event Interaction → Prospect Question → Approved Knowledge → Copilot Studio Agent → Relevant Resource → Interest Capture → Follow-Up Action → Human Marketing / Sales Review

Participants design an event-engagement workflow that helps prospects access relevant information while maintaining approved messaging, privacy, and human oversight.

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