Overview

This one-day workshop equips marketing professionals with the knowledge and practical skills to use Microsoft 365 Copilot to enhance marketing strategy, creativity, and performance. Participants explore how Copilot integrates across Microsoft 365 tools to drive innovation, productivity, and measurable business outcomes throughout the marketing lifecycle. Through real-world exercises and collaborative projects, learners apply Copilot to generate insights, create content, optimise campaigns, and analyse results while exploring ethical and responsible AI adoption.

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Prerequisites

Participants should have:

  • A foundational understanding of marketing principles, campaign development, and performance metrics
  • Familiarity with Microsoft 365 applications such as Word, Excel, PowerPoint, Teams, and Outlook
  • An interest in AI-driven tools and their application to marketing workflows

Target audience
This workshop is designed for marketing executives, managers and senior managers who want to integrate Microsoft 365 Copilot into their marketing practice. It is ideal for professionals seeking to enhance creativity, efficiency, and insight generation using AI-driven tools.

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Learning Objectives

By the end of this workshop, learners will be able to:

  • Evaluate how Microsoft 365 Copilot transforms the marketing function through integration with existing tools and workflows
  • Apply Copilot across the marketing lifecycle to generate insights, create content, optimise campaigns, and report performance
  • Benchmark Copilot’s capabilities against traditional marketing tools and other AI technologies to inform adoption and investment decisions
  • Use Copilot responsibly and ethically, recognising risks and limitations in AI-powered marketing
  • Anticipate and leverage emerging trends in AI and Copilot agents to maintain a competitive advantage
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Course Outline

1. Introduction & Foundations

  • Workshop goals and expected outcomes
  • Role of AI and Copilot in transforming marketing
  • Group discussion on current AI use and opportunities

2. Copilot in Action

  • Live demo across Microsoft 365
  • Group reflection on practical marketing applications

3. Market & Customer Insights

  • Using Copilot in Outlook, Word, Excel for research, feedback analysis, and segmentation
  • Turning insights into actionable marketing strategies

4. Campaign Planning & Content Creation

  • Designing messaging and materials with Copilot in Word, Outlook, PowerPoint
  • Collaborative creation using Teams and Loop
  • Sharing assets and enhancing creativity

5. Campaign Execution & Optimisation

  • Coordinating tasks via Teams and Planner
  • Tracking performance in Excel
  • Real-time campaign refinement using Copilot insights

6. Performance Analysis & Reporting

  • Building dashboards and reports in Excel, Word, PowerPoint
  • Summarising metrics and outcomes
  • Presenting data-driven narratives

7. Ethics & Future Readiness

  • Responsible AI use, data ethics, and bias
  • Transparency in AI-generated content
  • Exploring future trends in AI and personalisation

8. Applied Challenge: Copilot for My Role

  • Designing role-specific Copilot workflows
  • Peer feedback and innovation sharing

9. Wrap-Up & Action Planning

  • Key takeaways
  • Personalised action plans for workplace implementation

Exams and assessments

There are no formal exams or assessments in this workshop. Participants complete interactive exercises and group challenges to demonstrate their understanding and practical application of Copilot in marketing contexts.

Hands-on learning

This workshop includes:

  • Live demonstrations and guided exercises across Microsoft 365 tools
  • Scenario-based teamwork simulating end-to-end marketing processes
  • Peer collaboration and feedback on Copilot-driven campaign planning and reporting
  • Practical reflection on ethical and responsible AI use in marketing contexts

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Why choose QA

Need to know

Frequently asked questions

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QA online courses, also commonly known as distance learning courses or elearning courses, take the form of interactive software designed for individual learning, but you will also have access to full support from our subject-matter experts for the duration of your course.

Once you have purchased the Online course and have completed your registration, you will receive the necessary details to enable you to immediately access it through our e-learning platform and you can start to learn straight away, from any compatible device. Access to the online learning platform is valid for one year from the booking date.

All courses are built around case studies and presented in an engaging format, which includes storytelling elements, video, audio and humour. Every case study is supported by sample documents and a collection of Knowledge Nuggets that provide more in-depth detail on the wider processes.

When will I receive my joining instructions?

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When will I receive my certificate?

Certificates of Achievement are issued at the end the course, either as a hard copy or via email. Read more here.

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