M365 Copilot for Marketing
Planning, Content Quality, and Campaign Decision Support Using AI
Planning, Content Quality, and Campaign Decision Support Using AI
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M365 Copilot for Marketing is a half-day, scenario-based workshop that teaches marketing professionals how to prompt Microsoft Copilot effectively, carry out disciplined research and planning, and use the Researcher agent to scale marketing research once the fundamentals are in place.
Participants learn how to control Copilot outputs so marketing plans, content, and campaign recommendations remain clear, evidence-based, and brand-aligned. Skills are applied across realistic marketing scenarios involving planning, content creation, review, and campaign justification.
Who should attend: Marketing managers and executives, content and campaign specialists, digital and communications teams, and anyone expected to use Copilot to plan, create, review, or justify marketing work.
By the end of this course, you will be able to:
Access to Microsoft 365 Copilot is recommended. Familiarity with basic marketing concepts such as audiences, channels, and campaigns. No prior AI, prompting, or Researcher experience is required.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
We currently have no public courses scheduled. Please contact us to register your interest.
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Prompting Effectively with Copilot
Why vague prompts produce generic marketing content
The Goal-Context-Sources-Expectations prompt model
Using constraints to control tone, length, and brand alignment
Preventing invented claims and off-brand language
Refining a prompt once, then editing manually
Campaign Planning and Audience Definition
Using web research to form audience and market hypotheses
Clearly labelling assumptions
Defining campaign objectives and constraints
Identifying evidence needed to validate audience and messaging choices
Output: campaign planning brief
Content Drafting and Message Shaping
Drafting campaign content using Copilot
Controlling tone, audience fit, and channel constraints
Avoiding over-claiming and unsupported assertions
Output: draft marketing content (email, landing page, or campaign copy)
Review, Refinement, and Brand Alignment
Using Copilot to review clarity, tone, and structure
Checking alignment to brand and compliance constraints
Refining messaging without losing intent
Output: revised, brand-aligned content draft
Campaign Options and Justification
Presenting multiple campaign or messaging options
Making trade-offs explicit (reach, effort, risk, timing)
Drafting internal justification language for stakeholders
Output: one-page campaign options summary
Researcher Agent: Scaling Marketing Research After the Fundamentals
Why Researcher is not a replacement for planning or judgement
When Researcher is appropriate (market scans, competitor analysis, trend synthesis)
How to convert manual research steps into a Researcher task
Responding to Researcher clarification questions
Reviewing and validating Researcher outputs before use
M365 Copilot for Marketing is a half-day, scenario-based workshop that teaches marketing professionals how to prompt Microsoft Copilot effectively, carry out disciplined research and planning, and use the Researcher agent to scale marketing research once the fundamentals are in place. It focuses on planning quality, content quality, and responsible AI use across marketing work.
Who should attend this course?
This course is suited to marketing managers and executives, content and campaign specialists, digital and communications teams, and anyone expected to use Copilot to plan, create, review, or justify marketing work. No prior AI or prompting experience is required.
What will I be able to do after completing this course?
You will be able to write clear, effective prompts using a repeatable structure, use web research responsibly for marketing planning, separate assumptions from evidence when defining audiences and messaging, apply prompting discipline across common marketing tasks, recognise when deeper research is required, and use the Researcher agent to scale research responsibly.
What is the Researcher agent and when is it introduced?
The Researcher agent is a Microsoft 365 Copilot capability that can accelerate research tasks such as market scans, competitor analysis, and trend synthesis. It is introduced only after participants have demonstrated that they can plan, research, and reason manually, ensuring it is used to support marketing judgement, not replace it.
Do I need any prior AI or Copilot experience?
No prior AI, prompting, or Researcher experience is required. Familiarity with basic marketing concepts such as audiences, channels, and campaigns is expected. Access to Microsoft 365 Copilot is recommended to get the most from the hands-on exercises.
How long is the course and how is it delivered?
The course runs for half a day (3.5 hours). It is delivered instructor-led, either in-person or live online, and is scenario-based and hands-on throughout.
What scenarios are covered in the course?
The course includes realistic marketing scenarios covering campaign planning and audience definition, content drafting and message shaping, review and brand alignment, and campaign options with internal justification. Each scenario produces a practical output that participants can immediately apply in their role.
Will there be practical exercises?
Yes. The entire course is scenario-based and hands-on. Participants work through realistic marketing situations and leave with practical outputs including a campaign planning brief, draft marketing content, a revised brand-aligned content draft, a campaign options summary, and a repeatable prompting framework they can apply immediately.
Is there a certificate upon completion?
Yes. You will receive a Nexacu Certificate of Completion to verify your skills with Microsoft 365 Copilot for Marketing. It is ideal for sharing on LinkedIn or adding to your professional development record.
Can this course be delivered for my team or organisation?
Yes. This course is available as a private, customised session for teams and organisations. Contact Nexacu to discuss group bookings, tailored scenarios, or workplace training options.
Microsoft Copilot Training in Remote Online
View Dates Copilot for M365 Learn how to use Copilot across Word, Excel, Outlook and more. Get hands-on with AI-powered tools to boost productivity and streamline everyday tasks.
Copilot for ExcelUse Copilot to analyse data, write formulas, build dashboards and automate reporting. Make Excel smarter, faster and easier.
Copilot for Outlook and TeamsWork smarter in Outlook and Teams. Learn how Copilot helps you manage emails, plan meetings and collaborate more efficiently.
Copilot for PowerPointTurn ideas into polished presentations with AI. Learn how to draft slides, enhance visuals and create content using natural language.
Copilot for WordWrite, edit and summarise documents faster with Copilot. Save time and improve quality using AI in Microsoft Word.
Microsoft Copilot Studio: Building AI AgentsIn this intermediate Power Apps training course, you’ll work with canvas components, collections, and Power Automate integrations.
Copilot for Customer ServiceRespond faster and smarter with Copilot. This scenario-based workshop builds prompting skills and service judgement for customer-facing roles.
Copilot for SalesResearch smarter and sell with more confidence using Copilot. This scenario-based workshop builds prompting, discovery, and research skills for sales-focused roles.
Copilot for OperationsPlan, coordinate, and respond with more clarity using Copilot. This scenario-based workshop builds prompting, operational thinking, and decision support skills for operations-focused roles.
Copilot for Legal ServicesDraft, review, and analyse legal material with more confidence using Copilot. This scenario-based workshop builds prompting, legal reasoning, and decision support skills for legal-focused roles.
Copilot for HRResearch, advise, and communicate with more confidence using Copilot. This scenario-based workshop builds prompting, HR reasoning, and decision support skills for HR-focused roles.
Copilot for FinanceAnalyse data, validate outputs, and communicate with more confidence using Copilot. This scenario-based workshop builds prompting, financial judgement, and decision support skills for finance-focused roles.
Microsoft Copilot Training in Remote Online
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