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Microsoft 365
HOW TO

Using Microsoft 365 Copilot in marketing

Drive team alignment and streamline the creation of impactful marketing content.
Optimize entire departments
Explore use cases to drive transformation with the AI Playbook for Optimizing Business Processes.
OVERVIEW

Streamline your marketing processes with AI

  • Easily summarize documents, PDFs, and web content with Microsoft 365 Copilot Chat to prepare your research brief.
    A man in a suit sitting at a desk with a laptop, analyzing research industry trends on eBike manufacturing.
  • Use Copilot in Microsoft Teams to recap meetings with researchers, including the finalized approach and action items.
    A woman in a yellow scarf looking at a laptop.
  • Quickly evaluate research data for trends and insights using Copilot in Excel with Python.
    A man looking at a bar plot on a screen.
  • Don't start with a blank page: ask Copilot in Word to draft an internal snapshot of the findings, citing the results.
    A man wearing glasses and a vest in a video chat discussing eBike research results.
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DEMO

See Copilot in action

Discover pro tips to save time and inspire creativity within your marketing organization.

Easily research and compare products to inform campaign strategy

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“We’re continuously creating fresh content … managing 140,000 creative assets every year. Copilot is helping us with that massive workload, enabling us to get to market faster.”
Jessica Daughetee, Corporate Vice President, Marketing Experiences. Microsoft Corporation
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SUCCESS STORIES

Explore how Copilot inspires marketing teams to work smarter

BENEFITS OF AI

Optimize costs and help your marketing department thrive

Simplify research, improve targeting, streamline tracking, and speed content development for your campaigns with Copilot and agents.

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Before AI

With Copilot

Customer insights and strategy

Fragmented data sources can lead to incomplete customer profiles and missed opportunities for engagement.

Simplify developing a new marketing strategy by researching and summarizing insights from multiple sources.

Demand generation

Untargeted campaigns can lead to misaligned marketing efforts and lower demand capture and conversion rates.

Analyze data to create targeted campaigns optimized for high-propensity opportunities.

Campaign execution

Manual campaign tracking can lead to inefficient resource use, higher costs, and less agility in market response.

Plan and develop campaign content. Track engagement to adapt messaging quickly based on customer feedback.

Content creation

Traditional content creation can be labor intensive, time consuming, and lead to ineffectual messaging.

Streamline brainstorming and ignite creativity to create compelling and engaging messaging in less time.

PRODUCTS

Drive innovation with a secure AI-powered solution

GET STARTED

Take the next step with Copilot

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Microsoft 365 Copilot

For enterprise

Copilot for organizations with 300+ employees
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Microsoft 365 Copilot

For business

Copilot for businesses with fewer than 300 employees
  1. [1]
    Microsoft Teams license required.
  2. [2]
    Copilot Studio capabilities in Microsoft 365 are provided under Copilot Studio terms. Learn more.

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