Marketing scenario: Streamline market research and strategy
Available with: Microsoft 365 Copilot Scenario level:
KPIs impacted
Leads created
Value benefit
Revenue growth
Employee experience
Using Copilot to streamline market research and strategy
1. Define the objective
Prepare a brief for your upcoming research by using Microsoft Copilot to write a first draft and tagging other key documents. Collaborate on the Copilot response with stakeholders using Copilot Pages.
Microsoft 365 Copilot Chat1
Benefit: Summarize many types of documents, including PDFs and website content, making it easier to consume dense content online.
2. Determine your approach
Meet the research team with your objective in hand. Determine the best research approach over a Teams meeting. Rely on Copilot in Teams for action items. Use Teams Rooms for the meeting to enable a transcript with proper attributions from a conference room.
Copilot in Teams
Benefit: Keep the conversation flowing onto meaningful topics to help cover the agenda quicker and reduce meeting times.
3. Discover market trends
Select the Show data insights prompt in Copilot in Excel to discover market trends from the research data and analyze competitive insights. Query data directly with prompts like share the top themes in the survey responses.
Copilot in Excel
Benefit: Use Copilot to help you explore and understand your data better.
4. Strategy formulation
Prompt Copilot in Word to draft an internal snapshot of the findings, citing the results.
Copilot in Word
Benefit: Don’t start with a blank page again. Draft with Copilot and get to a finished document in a fraction of the time.
5. Present the findings
Present the findings using Copilot in PowerPoint to build a presentation by generating slides using a branded template.
Copilot in PowerPoint
Benefit: Let Copilot help you build a presentation by generating slides or images with your organization’s branding.
6. Communicate results
Prompt Business Chat to create an announcement based on the presentation that includes key links. Edit and finalize the announcement using Copilot Pages.
Microsoft 365 Copilot Chat2
Benefit: Document and socialize the research findings to help better inform product strategy.
1Access Microsoft 365 Copilot Chat at m365copilot.com or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web".
2Access Microsoft 365 Copilot Chat at mm365copilot.com, the Microsoft 365 Copilot Chat mobile app or the Microsoft 365 Copilot Chat app in Microsoft Teams, and set toggle to “Work”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
