By Victoria Duran on June 26, 2024

AI in Marketing Made Easy with Microsoft Copilot: A Step-by-Step Guide

AI in Marketing Made Easy with Microsoft Copilot: A Step-by-Step Guide


Artificial Intelligence (AI) has been a game-changer in the business world for many years. However, generative AI tools such as Copilot for Microsoft 365 and ChatGPT have only recently become accessible to the public. Despite their relatively short time in the market, these tools have made a profound impact across various business sectors. This is especially true in marketing, where AI integration has skyrocketed, with over 61.4% of marketers using these advanced technologies to revolutionize their marketing strategies.

In this blog, we will delve into the transformative power of Copilot for M365 in marketing. We will cover how Copilot streamlines operations, automates tasks, and enhances personalized customer engagement. Additionally, we will explore specific scenarios and provide practical prompts to help you maximize the impact of Microsoft Copilot in your marketing activities.

Whether you are looking to streamline routine tasks, generate creative content, or improve customer feedback processes, this comprehensive guide will be an invaluable resource for leveraging Microsoft Copilot to elevate your AI marketing strategy. 


In this blog, you will find:

🛠️ Harnessing the Power of AI: How to Use Copilot As A Marketer

🔍 Microsoft Copilot in Marketing: 4 Key Capabilities

💡 5 Practical Applications of Microsoft Copilot in Marketing: Step-by-Step Scenarios

📑 Collect and Share Product Feedback with Copilot

📈 Streamline Market Research with Copilot

🚀 Launch a Product with Copilot

🎯 Create Targeted Campaigns with Copilot

🖋️ Authoring an Internal Comms Post with Copilot

✈️ Experience Copilot for Microsoft 365 with ProServeIT's Pilot Launch

🏁 Conclusion 


Harnessing the Power of AI: How to Use Copilot As A Marketer

As digital marketing continues to evolve, embracing advanced technologies like AI is vital for success, and leveraging Microsoft Copilot in marketing is a significant step forward in this endeavour! In this section, we will delve into 4 ways in which Copilot can help marketers and provide 5 practical scenarios to boost efficiency and effectiveness in your marketing activities.

With Microsoft Copilot, marketers can achieve unprecedented levels of efficiency and effectiveness. AI allows you to stay ahead of industry trends and meet the evolving needs of your audience with tailored, impactful campaigns that drive real results and foster deeper customer connections.

👉 Check out this video to learn more about how to use Microsoft Copilot as a marketer: 


Microsoft Copilot in Marketing: 4 Key Capabilities

1. Streamline Routine Tasks

Ever wondered what it would be like to have an AI assistant that handles your repetitive tasks like data entry, scheduling, email responses, and reporting? Microsoft Copilot does exactly that, automating these routine processes with precision and efficiency. But here is the real game-changer: by taking over these tasks, Copilot frees up marketers to devote their energy to more strategic and high-value activities. Moreover, its AI capabilities prioritize tasks based on urgency and importance, ensuring optimal time management and productivity. 

2. Generate Creative Content

Say goodbye to the days of manually crafting every piece of content! With Microsoft Copilot, marketers can rapidly generate high-quality, personalized content in-houseImagine effortlessly generating blog posts, crafting email campaigns, and even optimizing website content, all tailored to resonate with your audience and enhance search engine visibility. Copilot not only assists but also revolutionizes your content creation process, ensuring each piece is personalized and compelling.

3. Improve Customer Feedback Processes and Product Development

Microsoft Copilot can be a game-changer for marketers aiming to improve customer feedback processes and product development. It offers an AI-first experience that allows marketers to manage their campaign workflows, generate AI-curated content, and track success from start to finish. More importantly, Copilot helps with collecting and sharing product feedback, a critical aspect of product improvement.

Improving the quality of sales materials and interactions helps with retention. In fact, research has shown that this improvement can lead to a  0.8-1% increase in revenue from improved customer retention, underscoring the financial benefits of implementing AI-driven solutions like Copilot.

4. Lead Generation 

Microsoft Copilot can significantly enhance lead generation efforts. It provides a comprehensive suite of tools that streamline the process of identifying, nurturing, and converting leads. The AI-driven capabilities of Copilot allow marketers to analyze vast amounts of data to identify potential leadsThis data-driven approach ensures that marketers focus their efforts on the most promising leads, thereby increasing the efficiency and effectiveness of their lead generation campaigns.

Furthermore, Copilot’s automation features can help nurture leads by sending personalized messages at the right time, keeping the leads engaged and moving them down the sales funnel.

In addition to identifying and nurturing leads, Copilot for Microsoft 365 also plays a crucial role in converting leads into customers. It provides insights into the lead’s journey by tracking and analyzing all interactions with a potential customer. This includes emails, calls, and meetings. Doing so creates a comprehensive picture of the lead’s behaviour and preferences, which can be invaluable in understanding what strategies are effective in engaging the lead and moving them down the sales funnel. 

key capabilities of copilot in marketing graphic

5 Practical Applications of Microsoft Copilot in Marketing: Step-by-Step Scenarios

Integrating AI into marketing activities can improve efficiency, creativity, and productivity, resulting in more impactful campaigns and strategies. Copilot for Microsoft 365 is purpose-built to effortlessly integrate across the Microsoft ecosystem, offering intelligent support across multiple platforms, including Word, Excel, PowerPoint, Outlook, Teams, Viva, OneNote, Loop, and Whiteboard.

Here are 5 scenarios demonstrating how Copilot can optimize your marketing activities:

1. Collect and Share Product Feedback with Copilot 

In sales and marketing, collecting and sharing product feedback is a crucial process that can significantly impact key performance indicators (KPIs) such as brand value, and it is essential for maintaining a high standard of quality and customer satisfaction.

Leveraging Microsoft Copilot can significantly streamline this process, making it more effective and less time-consuming. The Copilot for Sales suite, including Copilot for Microsoft 365 and Copilot Studio plug-ins, offers comprehensive support through various feedback collection and analysis stages.

Here is how you can use Copilot to collect and share product feedback: 

Step 1: Gather Customer Feedback

➡️ With Copilot for Microsoft 365, you can summarize customer interviews, email interactions, and documents related to product feedback.

➡️ The information collected can be enriched with data from your Customer Data Platform using Copilot Studio.

➡️ During customer interviews, Copilot can be instrumental in summarizing key feedback points and takeaways, allowing you to stay present and engaged throughout the conversation.

Copilot and Copilot Studio logo graphic

Step 2: Continue the Conversation

➡️ With Copilot in Outlook, you can send timely and thorough follow-up emails, capturing notes from your earlier interviews.

✒️ Thank customers by asking Copilot in Outlook to draft a response, incorporating bullets from the Copilot meeting summary, ensuring that customers feel valued and appreciated.

Copilot in Outlook logo graphic

using Copilot in Outlook to draft emails

Image: Draft emails faster with Copilot in Outlook


Step 3: Identify Themes

➡️ UseCopilot for Microsoft 365 to identify feedback themes from across meeting summaries and notes, and create a follow-up survey with Copilot in Microsoft Forms.  

✒️ Describe to Copilot the form you’d like to build, and a well-designed draft will be generated, making it easier than ever before to gather feedback.

Copilot and Copilot in Forms logo graphic

using Copilot in Forms to create surveys

Image: Easily create surveys with Copilot in Forms


Step 4: Analyze Data

➡️ Copilot in Excel can sort, filter, and analyze survey data and website metrics, helping you identify actionable insights.

✒️ Select Get Started > Analyze and choose a suggested prompt or describe what you want to know by asking a question about your data in your own words. Copilot will analyze your data to show insights as charts, PivotTable objects, summaries, trends, or outliers.

Copilot in Excel logo graphic

Step 5: Share Results

➡️ To present findings, Copilot in PowerPoint can assist in creating a slide deck that conveys critical feedback to leadership and teams. With Copilot in PowerPoint, you can create a presentation from an existing Word document. 

✒️ Prompt: I need to turn [file name] into a [20-minute] presentation for a [non-technical] audience. Create an agenda. For each item in the agenda, include a duration, an objective, and a key talking point. Assume the intended audience is [CxOs] to whom we’re introducing our product.

➡️ Use Copilot in Teams to capture action items and feedback during presentations.

Copilot in PowerPoint and Copilot in Teams logo graphic

2. Streamline Market Research with Copilot

Effective market research is foundational to creating successful marketing strategies and campaigns. It informs decision-making, uncovers opportunities, and minimizes risks, thereby playing a pivotal role in a business's growth and sustainability. Using Microsoft Copilot can significantly impact KPIs such as lead generation and enhance this process by making it more thorough, efficient, and data-driven

Here is how you can use Copilot to streamline market research:

Step 1: Define the Objective 

➡️ Prepare a brief for your upcoming research using Microsoft Copilot to write a first draft and tag other key documents.

➡️ Summarize documents with Copilot, including PDFs and website content. This way, you can quickly gather relevant data and online content.

Copilot logo graphic

Step 2: Discover Market Trends 

➡️ Use Copilot in Excel to discover market trends from the research data and analyze competitive insights.

✒️ By selecting the "show data insights" prompt in Copilot ​in Excel, you can delve deeper into your data and uncover valuable insights. 

Copilot in Excel logo graphic

using Copilot in Excel to gather data insights

Image: Highlight, sort, filter, and identify data insights with Copilot in Excel


Step 3: Snapshot of Findings

➡️ Use Copilot in Word to draft an internal snapshot of the findings, citing the results. ​

✒️ Prompt: Draft a summary of our market research findings highlighting key trends and insights.

➡️ Copilot in Word allows you to produce comprehensive draft documents in a fraction of the time it would typically take.

Copilot in Word logo graphic

Step 4: Present the Findings

➡️ Use Copilot in PowerPoint to build a presentation that showcases your findings.

✒️ Prompt: Create a presentation from [insert file].

👉 Tip: Copilot in PowerPoint can use your corporate branded template to create your presentation. 

Copilot in PowerPoint logo graphic

3. Launch a Product with Copilot

Launching a new product is a multifaceted process that requires a deep understanding of your audience, strategic positioning, and effective communication.

By leveraging Microsoft Copilot, you can streamline and enhance each step, from market research to the final product announcement. This approach not only simplifies the process but also optimizes key performance indicators (KPIs) such as leads created and cost per lead generated.

Here is how you can use Copilot to successfully launch your product:

Step 1: Learn About Your Customer

➡️ Use Microsoft Copilot to gather market research data to better understand your customers.

➡️ With Copilot, you can automate the data collection process from various sources such as social media, customer reviews, and other public data sources. 

👉 Tip: You can enhance this data using Copilot Studio, which pulls additional information from your Customer Data Platform.

copilot and copilot studio logo graphic

Step 2: Craft Your Positioning

➡️ With Copilot in Word, you can leverage the insights gathered to draft a strategy document for brand awareness. 

✒️ Prompt: Outline a strategy for increasing brand awareness based on the market research data.

Copilot in Word logo graphic

Step 3: Pitch Your Positioning

➡️ Leverage the capabilities of Copilot in PowerPoint to create a compelling and data-driven presentation that communicates your positioning strategy to the leadership team.

➡️ During the presentation, use Copilot in Teams to actively take notes, capturing important feedback, questions, and suggestions from the leadership team. This will help you refine your strategy based on their input to ensure a successful product roll-out.   

Copilot in PowerPoint and Copilot in Teams logo graphic

Using Copilot in Teams to take meeting notes

Image: Copilot in Teams will take meeting notes for you!


Step 4: Develop Your Assets

➡️ Use Copilot to conduct a comprehensive audit of your existing assets

➡️ Use Copilot for Microsoft 365 in Loop for brainstorming and co-creating the branding elements that are still needed. Loop allows for real-time collaboration, ensuring all team members can contribute their ideas and feedback.

✒️ Copilot in Loop Prompt: Brainstorm a list of creative ways to introduce our new product to customers. 

Copilot and Copilot in Loop logo graphic

Step 5: Product Launch Announcement

➡️ Use Copilot to generate compelling content for your product launch announcement.

✒️ Prompt: Generate ideas for an engaging LinkedIn post for our product launch day.

✒️ Prompt: Generate a list of catchy taglines for our new product.

Copilot logo graphic

Using Copilot for content creation

Image: Use Copilot prompts to create engaging content in one click


4. Create Targeted Campaigns with Copilot 

Crafting targeted marketing campaigns is essential for reaching the right audience with the right message at the right time. This process requires thorough audience segmentation, message optimization, and efficient distribution strategies to maximize impact and return on investment (ROI).

Microsoft Copilot offers advanced tools that simplify and enhance each step of this process. By utilizing Copilot for Microsoft 365, Copilot Studio, and other integrated applications, you can ensure your campaigns are data-driven, precisely targeted, and effectively executed

Here is how you can use Copilot to create a targeted marketing campaign: 

Step 1: Audience Segmentation

➡️ Use Copilot to generate a comprehensive list of customer segmentation options.

✒️ Prompt: Recommend customer segmentation strategies based on our campaign objectives and revenue goals. 

➡️ Use Copilot to refine your audience targeting to ensure that campaign messages are reaching the right people.

Copilot logo graphic

Step 2: Strategic Campaign Briefs

➡️ Use Copilot in Teams to collaborate with your team when brainstorming campaign ideas, setting goals, and assigning tasks. 

➡️ With Copilot in Teams, you can accelerate the campaign planning process, align stakeholders, and ensure a cohesive approach. 

Copilot in Teams logo graphic

Step 3: Content Creation and Refinement 

➡️ Use Copilot to draft marketing content, such as blog posts, social media updates, and email campaigns. It provides real-time suggestions and helps maintain consistent messaging.

➡️ With Copilot, you can enhance content quality, save time, and engage your audience effectively.

Copilot logo graphic

Step 4: Analyze Performance

➡️ Use Copilot in Excel to analyze your campaign performance data. Copilot can suggest new formula columns and generate insightful charts, providing a visual representation of your campaign’s performance.

Copilot in Excel logo graphic

Microsoft Copilot Workshop Banner graphic

5. Authoring an Internal Communication Post with Copilot

Effective internal communication is critical to ensuring that all team members are informed, engaged, and aligned with organizational goals. This process involves crafting clear, concise, and impactful messages that resonate with employees across various departments.

By leveraging Microsoft Copilot, you can streamline and enhance the creation of internal communications, making it easier to draft, review, and distribute content. Copilot integrates seamlessly with tools like Teams and Outlook to provide real-time suggestions and facilitate collaboration. 

Here is how you can use Copilot to author an internal comms post: 

Step 1: Summarize Email

➡️ Use Copilot in Outlook to summarize an email about the rollout of a new internal communication tool within your organization. 

✒️ Prompt: Summarize the announcement email and extract the most important bullet points to understand the value-add of the new tool. 

Copilot in Outlook graphic

using Copilot in Outlook to summarize emails

Image: Summarize emails with Copilot in Outlook


Step 2: Draft Awareness Post

➡️ Prompt Copilot to generate a first draft of the awareness post, leveraging the research and pulling data from relevant emails about the tool.

✒️ Prompt: Craft an awareness post about the new internal tool based on information from recent emails about the tool. 

Copilot logo graphic

Step 3: Draft Different Versions

➡️ Prompt Copilot to provide several versions of the awareness post and choose your favourite one.

✒️ Prompt: Generate new versions of the post to have a few options to consider.

Copilot logo graphic

Step 4: Refine Draft 

➡️ Use Copilot in Word to rewrite the post to match the writing style and format of your previous communications.

✒️ Prompt: Review this awareness post and look for gaps or sections that may be confusing for my audience. Then suggest an updated copy.

➡️ Use Copilot in Word to draft the intro and outro of the awareness post.

✒️ Prompt: Based on the content of the awareness post, draft a fun and engaging intro and outro for the comm that will get communicators excited about the new tool. 

Copilot in Word logo graphic

Experience Copilot for Microsoft 365 with ProServeIT's Pilot Launch

Are you ready to revolutionize your marketing strategies and elevate your team's productivity and creativity with Copilot for Microsoft 365? With Copilot, you can effortlessly enhance market research, craft compelling positioning strategies, create targeted campaigns, and streamline internal communications.

Copilot Pilot Launch Banner graphic Don't miss out on this opportunity to stay ahead of your competitors and drive impactful results for your business. Contact us today to learn more and take advantage of our Copilot for Microsoft 365 Pilot launch offer to quickly adapt to this game-changing AI tool. Experience the power of Copilot for Microsoft 365 and unlock a new level of effectiveness and creativity for your marketing effort.


Microsoft Copilot is a powerful ally in digital marketing, offering a range of capabilities that drive efficiency, precision, and innovation. From developing comprehensive audience segmentation strategies to crafting compelling product launch announcements and targeted campaigns, Copilot provides invaluable support at every stage.

By facilitating real-time collaboration, generating data-driven insights, and refining content quality, Copilot helps businesses achieve their objectives more efficiently and effectively. Embracing AI tools not only empowers your team to innovate and excel but also ensures that your organizational communications remain clear, impactful, and aligned with your broader goals.

Now is the time to harness the full potential of Microsoft Copilot and drive your business toward unprecedented success.

Published by Victoria Duran June 26, 2024