Microsoft 365 Copilot for Sales and Marketing Training

Microsoft 365 Copilot for Sales and Marketing is a hands-on, practical course designed to help sales and marketing professionals unlock the full potential of Microsoft 365 Copilot.
Through real-world exercises—including consumer segmentation, campaign planning, image creation, and activity optimisation—participants learn how to embed Copilot into their workflows to drive innovation, speed up insights, and enhance performance.

The session also focuses on human-first adoption, AI ethics, and future readiness, preparing learners to lead AI-driven transformation in marketing and sales.

Participants should have:

• Basic familiarity with Copilot and prompt writing,

• Foundational knowledge of Microsoft 365 (Word, Excel, PowerPoint),

• No prior AI or coding experience required.

Welcome & Objectives
Course flow, introductions, and learning outcomes.

Human-First Approach
Principles of ethical AI and responsible adoption.

Use Case 1: Consumer Segmentation (Excel)
Hands-on simulation using Copilot in Excel for customer segmentation.

Use Case 2: Campaign Planning (Word, PPT, Excel)
Developing campaign ideas in Word, building presentations in PowerPoint, and creating forecasts in Excel.

Use Case 3: Image Creation (Copilot Chat)
Hands-on image generation with AI, followed by ethical discussion on copyright.

Use Case 4: Activity Optimisation (Excel & PPT)
Optimising campaign performance in real-time and generating executive summaries.

Gen AI Future Readiness
Exploring AI adoption phases and mapping personal readiness.

Copilot for My Role
Participants use Copilot to plan post-training actions.

Hands-On Learning

Includes:

• Live demonstrations across Word, Excel, PowerPoint, and Copilot Chat

• Scenario-based marketing simulations

• Peer review of Copilot-created campaigns

• Ethical reflection and group exercises