Role-Based Programme
RB0562

Microsoft Copilot Studio for Marketing

Build Intelligent Agents for Campaigns, Lead Management & Marketing Operations

IMAGE REQUIRED
Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in designing Microsoft Copilot Studio agents for marketing campaigns, content operations, lead workflows, and marketing support.
  • Build knowledge-grounded agents that use approved brand, product, campaign, audience, and marketing information.
  • Integrate agents with CRM, marketing, data, collaboration, and workflow systems using connectors and Agent Flows.
  • Create reusable campaign, lead, approval, localization, reporting, and exception-management workflows.
  • Apply structured testing, analytics, brand governance, data protection, and human oversight to production-oriented marketing agents.

Tools covered

Microsoft Copilot StudioAI AgentsGenerative OrchestrationKnowledge SourcesCopilot ConnectorsPower Platform ConnectorsAgent FlowsEvent TriggersHuman-in-the-LoopDataverseCRM & Marketing-System IntegrationAgent EvaluationAnalytics & Monitoring

Who should attend

  • Marketing Managers
  • Digital Marketing Managers
  • Marketing Operations Professionals
  • Campaign Managers
  • Demand Generation Professionals
  • Growth Marketing Professionals
  • Content Marketing Professionals
  • Product Marketing Professionals
  • Brand Marketing Professionals
  • Marketing Automation Professionals
  • CRM Marketing Professionals
  • Customer Marketing Professionals
  • Marketing Analysts
  • Marketing Team Leads

Prerequisites & Participant Readiness

  • Working understanding of marketing campaigns and customer-engagement processes
  • Familiarity with campaign briefs, audiences, content, leads, approvals, and performance reporting
  • Basic awareness of CRM or marketing-automation platforms is recommended
  • General understanding of AI and workflow automation concepts is helpful
  • Familiarity with Microsoft 365 or Power Platform is beneficial
  • No programming expertise required
  • No previous Microsoft Copilot Studio course completion required

TOC Modules

Concepts
  • Understanding agents, instructions, knowledge, tools, workflows, triggers, and orchestration
  • Understanding conversational, workflow-driven, and event-driven marketing-agent patterns
  • Identifying opportunities across campaigns, content operations, leads, customer engagement, and marketing coordination
  • Differentiating AI reasoning from deterministic business rules
  • Understanding human accountability within customer-facing and brand-sensitive workflows
Practical activities
  • Exploring a representative marketing agent and its architecture
  • Mapping Marketing Need → Agent Capability → System → Human Role → Business Outcome

Scenarios

Campaign Brief to Governed Multi-System Execution

Campaign Request → Copilot Studio Agent → Requirement Clarification → Approved Brand & Product Knowledge → Campaign Brief → Agent Flow → Marketing-System Tasks → Human Approval → Campaign Handoff → Status Monitoring

Participants design an intermediate campaign agent that transforms a business request into a structured, governed marketing workflow while maintaining approval over brand-sensitive and externally published content.

New Lead to Marketing Qualification & Follow-Through

New Lead / Engagement Event → Event Trigger → Agent Interpretation → CRM / Marketing Data → Validation & Enrichment → Qualification Logic → Agent Flow → Appropriate Routing → Follow-Up Task → Performance Monitoring

Participants build an event-driven lead workflow that combines AI-assisted interpretation with deterministic qualification and routing rules while preserving human control over sensitive customer and commercial decisions.

## Current Capability Reference

Microsoft's current Copilot Studio **generative orchestration** can interpret intent, create multi-step plans, and dynamically select relevant knowledge, tools, actions, topics, and other capabilities. Current guidance also recommends deterministic controls for mission-critical or irreversible activities rather than delegating every decision to generative reasoning.

Current enterprise **knowledge sources** can ground agents in Power Platform, Dynamics 365, websites, documents, Microsoft 365, and external systems. Copilot connectors can index external organisational information into Microsoft Graph while respecting source-level permissions.

For real-time marketing-system integration, **Power Platform connectors** can read or write information and trigger actions through APIs, whereas Copilot connectors are designed primarily for searchable, semantically indexed enterprise knowledge.

Current Copilot Studio agents can also use **event triggers** to initiate agent plans from external events rather than direct user messages, enabling controlled proactive workflows such as responding to new records or status changes.

Copilot Studio currently provides repeatable **Agent Evaluation**, including reusable test sets that can be rerun and compared as an agent evolves. Evaluations can also be triggered through connectors and incorporated into automated quality workflows.

Current analytics provide visibility into overall agent effectiveness, custom business metrics, usage, knowledge-source performance, errors, and other operational signals, enabling marketing teams to connect agent behaviour with campaign and process outcomes.

Related programmes

Continue with programmes from the same capability area.

Take the next step

Ready to make this programme work for your team?

Customise modules, duration and business scenarios for your team.

Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.