Course Duration
1 Day
Digital Marketing
Authorized Training
Digital Marketing
Course cost:
£1,030.00
Digital Marketing Certification Overview
Copilot for Marketing & Sales is a practical, hands-on course designed to help marketing and sales professionals unlock the transformative potential of Microsoft 365 Copilot. Through real-world use cases, such as consumer segmentation, campaign planning, image creation, and activity optimization, participants learn how to integrate Copilot into their workflows to accelerate insight generation, streamline content creation, and optimise performance. The session provides guidance on adopting a human-first approach, ethical considerations, and readiness for future AI developments, equipping learners with the mindset and skills to experiment confidently and lead Copilot-driven use for marketing & sales activities.
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What Our Happy Alumni Say About Us
I had absolutely no experience in this field, but Newto Training recognised my potential and supported me every step of the way. The real-life scenarios were invaluable in making me job-ready.
The tutors at Newto are consistently patient, clear and more than willing to help. I couldn't have asked for a better learning environment.
From day one I felt welcomed and supported. The live sessions were interactive and the resources well thought-out. I passed my exam on the first attempt thanks to them.
I was nervous about switching careers but the practical approach and continual 1-to-1 support gave me the confidence I needed to succeed."
The training material was excellent, and the instructors really brought the subject to life with hands-on lab work. I feel fully prepared for the workplace."
What impressed me most was the flexibility and responsiveness of the support team. Whenever I had a question, they were there even outside of normal hours.
The course structure was superb. A great mix of theory and practice delivered at a pace that made sense even for beginners. Highly recommended.
Switching into IT felt overwhelming, but Newto Training made the journey manageable and quite enjoyable. Their coaching style is top class.
I particularly appreciated the way complex topics were broken down into manageable chunks, and the tutor actively encouraged questions at every stage.
The live-taught interactive classes set Newto apart from other providers. It wasn't just video-based learning and the real engagement made all the difference.
The cyber course exceeded my expectations. They've been on hand for everything and are constantly in touch with me
The resources provided were spot on and the teaching style made everything easy to understand. I particularly appreciated the extra help offered when needed.
Enrolling with Newto was one of the best decisions I've made. The job-readiness focus, strong teaching and excellent support all stood out.
I completed my SQL course and now feel confident in my skills. The real-world examples and supportive tutors made it all click.
I've just passed my AZ-900 exam thanks to the support received from Ken in the boot camp and his exam preparation sessions.
I've gained a qualification and the confidence to use it in real-world scenarios.
Their commitment to student success is obvious from the personalised guidance to the quality of delivery. I'd recommend them without hesitation.
Every tutor I encountered was professional, encouraging and keen to see me succeed. That personal touch made a big difference.
I'm now in a role I once thought was out of reach, thank you to the all the team
The bootcamps were excellent, we were given practical projects to complete and I feel so much more confident with my coding skills
I had absolutely no experience in this field, but Newto Training recognised my potential and supported me every step of the way. The real-life scenarios were invaluable in making me job-ready.
The tutors at Newto are consistently patient, clear and more than willing to help. I couldn't have asked for a better learning environment.
From day one I felt welcomed and supported. The live sessions were interactive and the resources well thought-out. I passed my exam on the first attempt thanks to them.
I was nervous about switching careers but the practical approach and continual 1-to-1 support gave me the confidence I needed to succeed."
The training material was excellent, and the instructors really brought the subject to life with hands-on lab work. I feel fully prepared for the workplace."
What impressed me most was the flexibility and responsiveness of the support team. Whenever I had a question, they were there even outside of normal hours.
The course structure was superb. A great mix of theory and practice delivered at a pace that made sense even for beginners. Highly recommended.
Switching into IT felt overwhelming, but Newto Training made the journey manageable and quite enjoyable. Their coaching style is top class.
I particularly appreciated the way complex topics were broken down into manageable chunks, and the tutor actively encouraged questions at every stage.
The live-taught interactive classes set Newto apart from other providers. It wasn't just video-based learning and the real engagement made all the difference.
I had absolutely no experience in this field, but Newto Training recognised my potential and supported me every step of the way. The real-life scenarios were invaluable in making me job-ready.
The tutors at Newto are consistently patient, clear and more than willing to help. I couldn't have asked for a better learning environment.
From day one I felt welcomed and supported. The live sessions were interactive and the resources well thought-out. I passed my exam on the first attempt thanks to them.
I was nervous about switching careers but the practical approach and continual 1-to-1 support gave me the confidence I needed to succeed."
The training material was excellent, and the instructors really brought the subject to life with hands-on lab work. I feel fully prepared for the workplace."
What impressed me most was the flexibility and responsiveness of the support team. Whenever I had a question, they were there even outside of normal hours.
The course structure was superb. A great mix of theory and practice delivered at a pace that made sense even for beginners. Highly recommended.
Switching into IT felt overwhelming, but Newto Training made the journey manageable and quite enjoyable. Their coaching style is top class.
I particularly appreciated the way complex topics were broken down into manageable chunks, and the tutor actively encouraged questions at every stage.
The live-taught interactive classes set Newto apart from other providers. It wasn't just video-based learning and the real engagement made all the difference.
The cyber course exceeded my expectations. They've been on hand for everything and are constantly in touch with me
The resources provided were spot on and the teaching style made everything easy to understand. I particularly appreciated the extra help offered when needed.
Enrolling with Newto was one of the best decisions I've made. The job-readiness focus, strong teaching and excellent support all stood out.
I completed my SQL course and now feel confident in my skills. The real-world examples and supportive tutors made it all click.
I've just passed my AZ-900 exam thanks to the support received from Ken in the boot camp and his exam preparation sessions.
I've gained a qualification and the confidence to use it in real-world scenarios.
Their commitment to student success is obvious from the personalised guidance to the quality of delivery. I'd recommend them without hesitation.
Every tutor I encountered was professional, encouraging and keen to see me succeed. That personal touch made a big difference.
I'm now in a role I once thought was out of reach, thank you to the all the team
The bootcamps were excellent, we were given practical projects to complete and I feel so much more confident with my coding skills
The cyber course exceeded my expectations. They've been on hand for everything and are constantly in touch with me
The resources provided were spot on and the teaching style made everything easy to understand. I particularly appreciated the extra help offered when needed.
Enrolling with Newto was one of the best decisions I've made. The job-readiness focus, strong teaching and excellent support all stood out.
I completed my SQL course and now feel confident in my skills. The real-world examples and supportive tutors made it all click.
I've just passed my AZ-900 exam thanks to the support received from Ken in the boot camp and his exam preparation sessions.
I've gained a qualification and the confidence to use it in real-world scenarios.
Their commitment to student success is obvious from the personalised guidance to the quality of delivery. I'd recommend them without hesitation.
Every tutor I encountered was professional, encouraging and keen to see me succeed. That personal touch made a big difference.
I'm now in a role I once thought was out of reach, thank you to the all the team
The bootcamps were excellent, we were given practical projects to complete and I feel so much more confident with my coding skills
Prerequisites
Participants should have:
- Basic familiarity with accessing Copilot and using simple prompts.
- A foundational understanding of Microsoft Office 365 (Word, Excel, PowerPoint).
- No specialist AI or technical skills are required.
Target audience
Sales and marketing professionals at all levels of seniority, with basic awareness of generative AI but unclear on how to apply it specifically in marketing and sales contexts.
Learning Objectives
By the end of this workshop, learners will be able to:
- Strategically evaluate and articulate the transformative potential of Microsoft 365 Copilot in marketing.
- Critically assess how Copilot integrates with Microsoft 365 tools to drive innovation, productivity, and measurable business outcomes across the marketing function.
- Benchmark Copilot’s capabilities by comparing its features and impact with both traditional marketing tools and other AI technologies, enabling informed decisions about tool adoption and value.
- Design and implement advanced, real-world marketing solutions using Copilot across the marketing lifecycle, from market analysis and strategy development to campaign execution and performance optimisation.
- Apply Copilot to generate actionable insights, automate complex workflows, and create high-impact content at scale.
- Select and adapt Copilot use cases to solve diverse marketing challenges, including segmentation, customer journey mapping, creative development, and ROI analysis.
- Troubleshoot, refine, and optimise Copilot-driven processes for continuous improvement.
- Lead responsible, ethical, and future-ready adoption of Copilot and AI in marketing.
- Identify and address the limitations, risks, and ethical considerations of Copilot and AI-powered marketing.
- Anticipate and leverage emerging trends (such as Copilot agents, generative AI, and hyper-personalisation) to maintain a competitive edge.
Microsoft 365 Copilot for Sales and Marketing Course Content
09:30 Welcome
Informal introductions, ‘housekeeping’, learning objectives and the course flow/timings.
09:40 Context & Learning Needs Check
Introduction of the principles that underpin the workshop, including ‘Human First, Human Last’
10;00 Use Case 1 – Consumer Segmentation
Participants follow the trainer through a simulation to identify Consumer or Customer segments within a market, using Copilot in Excel. The simulation starts with a basic use of Copilot and progresses to expert use of Copilot.
11;30 Use Case 2 – Campaign Planning
Participants follow a demonstration from the trainer, and then practice themselves, to create campaign ideas using Copilot in Word, then to build a retailer pitch presentation using Copilot in PPT, and finally to builds a sales forecast using Copilot in Excel.
14:00 Use Case 3 – Image Creation
The learners are tasked with creating mock visuals to support a potential product launch. The trainer demonstrates the approach and then learners practice applying simple and more advanced image generation prompts, using Copilot chat.
14:45 Pause & Reflect: AI Ethics & Copyright
Participants are introduced to the ethical and copyright risks of image generation, and challenged to refine their image prompts to minimise these risks.
15:15 Activity 4 – Activity Optimisation
Participants learn how to use Copilot to optimise activity ‘in real time’ The trainer demonstrates the use of Copilot in Excel for this challenge, and the pros and cons of using Copilot in Excel versus Copilot chat. Learners then practice the different approaches and use Copilot to produce recommendations and an executive summary in PPT.
16:00 Pause & Reflect: Gen AI Future Readiness
Participants are walked through the 4 phases of Generative AI adoption, and challenged to think about where they are today on the adoption curve and the actions they should take.
16:15 Copilot for my role
Participants use Copilot to help them capture and communicate what they will do, as a result of attending this training course, to more deeply embed the use of Copilot into their work
Exams and assessments
There are no formal exams or assessments in this workshop. Participants complete interactive exercises to demonstrate their understanding and practical application of Copilot in marketing and sales contexts.
Hands-on learning
This workshop includes:
- Live demonstrations and guided exercises across Microsoft 365 tools
- Scenario-based activities simulating end-to-end marketing and sales processes
- Peer collaboration and feedback on Copilot-driven campaign planning and reporting
- Practical reflection on ethical and responsible AI use in marketing contexts
Upcoming Dates
Dates and locations are available on request. Please contact us for the latest schedule.
Advance Your Career with Microsoft 365 Copilot for Sales and Marketing
Gain the skills you need to succeed. Enrol in Microsoft 365 Copilot for Sales and Marketing with Newto Training today.