This course provides comprehensive, hands-on training on leveraging Microsoft 365 Copilot and Copilot Studio to transform and accelerate marketing processes. Microsoft 365 Copilot is an AI-powered productivity tool integrated within Microsoft 365 apps such as Word, Excel, PowerPoint, Outlook, and Teams. It leverages multiple large language models to assist users in drafting, summarizing, and generating content, providing real-time intelligence to enhance task completion. By accessing data through Microsoft Graph, Copilot references emails, chats, and documents to offer relevant suggestions and insights, streamlining workflows and boosting productivity.

Copilot Studio is a low-code platform that enables users to extend Microsoft 365 Copilot with custom scenarios and enterprise data. With a graphical interface and access to over 1,500 prebuilt data connectors, users can create powerful AI companions and automation workflows without requiring extensive technical expertise. The curriculum combines focused theory sessions with practical lab exercises where participants apply their knowledge using real-world marketing scenarios built around the Contoso Enterprise case study.

The primary audience of this class are marketing professionals, content creators, digital marketing specialists, and marketing managers who want to integrate AI tools into their daily workflows. This includes professionals working with Microsoft 365 who seek to improve content creation, campaign management, market research, and product feedback processes through AI-powered automation.

The secondary audience includes brand managers, marketing operations specialists, product marketing managers, and anyone interested in understanding how Microsoft Copilot and Copilot Studio can augment modern marketing operations.

Prerequisites:

• Basic knowledge of Microsoft 365 applications (Word, Excel, PowerPoint, Outlook, Teams, SharePoint)
• Familiarity with digital marketing concepts and content creation processes
• Basic understanding of AI prompts and prompt engineering principles
• Introductory awareness of Microsoft Copilot Studio (helpful but not required)

• Create SEO-optimized marketing content using Microsoft 365 Copilot across Word, PowerPoint, and social media platforms
• Build a comprehensive Marketing Bill of Materials (BOM) using Copilot and Copilot Studio for campaign execution
• Streamline market research and strategy formulation with AI-driven insights and data analysis
• Collect, analyze, and share product feedback efficiently using Copilot across Outlook, Excel, Forms, and Teams
• Set up and configure a SharePoint-based marketing hub to support collaborative marketing operations
• Design and deploy custom Copilot Studio agents to automate repetitive marketing tasks
• Build reusable AI-powered workflows for end-to-end marketing process optimization

Module 0: SharePoint Marketing Hub Setup
Module 1: AI-Powered Content Creation for Marketing
Module 2: Creating a Marketing Bill of Materials with AI
Module 3: Streamline Market Research & Strategy with AI
Module 4: Collect and Share Product Feedback with AI

Leverage Microsoft 365 Copilot and Copilot Studio for Marketing