M365 Copilot for Marketing is a half-day, scenario-based workshop that teaches marketing professionals how to prompt Microsoft Copilot effectively, carry out disciplined research and planning, and use the Researcher agent to scale marketing research once the fundamentals are in place.

Participants learn how to control Copilot outputs so marketing plans, content, and campaign recommendations remain clear, evidence-based, and brand-aligned. Skills are applied across realistic marketing scenarios involving planning, content creation, review, and campaign justification.

Who should attend: Marketing managers and executives, content and campaign specialists, digital and communications teams, and anyone expected to use Copilot to plan, create, review, or justify marketing work.

By the end of this course, you will be able to:

  • Write clear, effective prompts using a repeatable structure
  • Use web research responsibly for marketing planning
  • Separate assumptions from evidence when defining audiences and messaging
  • Apply prompting discipline across common marketing tasks
  • Recognise when deeper research is required
  • Use the Researcher agent to scale research responsibly

Prerequisite:

Access to Microsoft 365 Copilot is recommended. Familiarity with basic legal concepts and documents. No prior AI, prompting, or Researcher experience is required.

Course Details

Download Course PDF
Price
NZ$574
Duration
3 hours
Times
9am-4pm
Class Size (max)
8
Class Size (avg)
6
Reference Materials
Provided
CPD Hours
3 hours
Delivery
Instructor-led training
Live Online
Address
Lumify Auckland
Ground Floor
338 Ponsonby Road Ponsonby
Auckland

Course Details

Download Course PDF
Price
NZ$574
Duration
3 hours
Times
9am-4pm
Class Size (max)
8
Class Size (avg)
6
Reference Materials
Provided
CPD Hours
3 hours
Delivery
Instructor-led training
Live Online
Address
Lumify Wellington
Level 8
JacksonStone House 11 Hunter Street Wellington CBD

Course Details

Download Course PDF
Price
NZ$574
Duration
3 hours
Times
9am-4pm
Class Size (max)
8
Class Size (avg)
6
Reference Materials
Provided
CPD Hours
3 hours
Delivery
Instructor-led training
Live Online
Address
Lumify Christchurch
137 Victoria Street Christchurch Central City Christchurch 8013

Course Details

Download Course PDF
Price
NZ$574
Duration
3 hours
Times
9am-4pm
Class Size (max)
8
Class Size (avg)
6
Reference Materials
Provided
CPD Hours
3 hours
Delivery
Instructor-led training
Live Online
Address
Remote Classes
Auckland CBD
Auckland 1010

Upcoming Courses

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Remote NZ

Auckland

We currently have no public courses scheduled. Please contact us to register your interest.

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Christchurch

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Remote NZ

We currently have no public courses scheduled. Please contact us to register your interest.

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M365 Copilot for Marketing Course Content

Expand All | Collapse All

Prompting Effectively with Copilot

Why vague prompts produce generic marketing content

The Goal-Context-Sources-Expectations prompt model

Using constraints to control tone, length, and brand alignment

Preventing invented claims and off-brand language

Refining a prompt once, then editing manually

Campaign Planning and Audience Definition

Using web research to form audience and market hypotheses

Clearly labelling assumptions

Defining campaign objectives and constraints

Identifying evidence needed to validate audience and messaging choices

Output: campaign planning brief

Content Drafting and Message Shaping

Drafting campaign content using Copilot

Controlling tone, audience fit, and channel constraints

Avoiding over-claiming and unsupported assertions

Output: draft marketing content (email, landing page, or campaign copy)

Review, Refinement, and Brand Alignment

Using Copilot to review clarity, tone, and structure

Checking alignment to brand and compliance constraints

Refining messaging without losing intent

Output: revised, brand-aligned content draft

Campaign Options and Justification

Presenting multiple campaign or messaging options

Making trade-offs explicit (reach, effort, risk, timing)

Drafting internal justification language for stakeholders

Output: one-page campaign options summary

Researcher Agent: Scaling Marketing Research After the Fundamentals

Why Researcher is not a replacement for planning or judgement

When Researcher is appropriate (market scans, competitor analysis, trend synthesis)

How to convert manual research steps into a Researcher task

Responding to Researcher clarification questions

Reviewing and validating Researcher outputs before use

Frequently Asked Questions

What is this course about?

M365 Copilot for Marketing is a half-day, scenario-based workshop that teaches marketing professionals how to prompt Microsoft Copilot effectively, carry out disciplined research and planning, and use the Researcher agent to scale marketing research once the fundamentals are in place. It focuses on planning quality, content quality, and responsible AI use across marketing work.

Who should attend this course?

This course is suited to marketing managers and executives, content and campaign specialists, digital and communications teams, and anyone expected to use Copilot to plan, create, review, or justify marketing work. No prior AI or prompting experience is required.

What will I be able to do after completing this course?

You will be able to write clear, effective prompts using a repeatable structure, use web research responsibly for marketing planning, separate assumptions from evidence when defining audiences and messaging, apply prompting discipline across common marketing tasks, recognise when deeper research is required, and use the Researcher agent to scale research responsibly.

What is the Researcher agent and when is it introduced?

The Researcher agent is a Microsoft 365 Copilot capability that can accelerate research tasks such as market scans, competitor analysis, and trend synthesis. It is introduced only after participants have demonstrated that they can plan, research, and reason manually, ensuring it is used to support marketing judgement, not replace it.

Do I need any prior AI or Copilot experience?

No prior AI, prompting, or Researcher experience is required. Familiarity with basic marketing concepts such as audiences, channels, and campaigns is expected. Access to Microsoft 365 Copilot is recommended to get the most from the hands-on exercises.

How long is the course and how is it delivered?

The course runs for half a day (3.5 hours). It is delivered instructor-led, either in-person or live online, and is scenario-based and hands-on throughout.

What scenarios are covered in the course?

The course includes realistic marketing scenarios covering campaign planning and audience definition, content drafting and message shaping, review and brand alignment, and campaign options with internal justification. Each scenario produces a practical output that participants can immediately apply in their role.

Will there be practical exercises?

Yes. The entire course is scenario-based and hands-on. Participants work through realistic marketing situations and leave with practical outputs including a campaign planning brief, draft marketing content, a revised brand-aligned content draft, a campaign options summary, and a repeatable prompting framework they can apply immediately.

Is there a certificate upon completion?

Yes. You will receive a Nexacu Certificate of Completion to verify your skills with Microsoft 365 Copilot for Marketing. It is ideal for sharing on LinkedIn or adding to your professional development record.

Can this course be delivered for my team or organisation?

Yes. This course is available as a private, customised session for teams and organisations. Contact Nexacu to discuss group bookings, tailored scenarios, or workplace training options.

Course Details

Download Course PDF
Price
NZ$574
Duration
3 hours
Times
9am-4pm
Class Size (max)
8
Class Size (avg)
6
Reference Materials
Provided
CPD Hours
3 hours
Delivery
Instructor-led training
Live Online
Address
Lumify Auckland
Ground Floor
338 Ponsonby Road Ponsonby
Auckland

Course Details

Download Course PDF
Price
NZ$574
Duration
3 hours
Times
9am-4pm
Class Size (max)
8
Class Size (avg)
6
Reference Materials
Provided
CPD Hours
3 hours
Delivery
Instructor-led training
Live Online
Address
Lumify Wellington
Level 8
JacksonStone House 11 Hunter Street Wellington CBD

Course Details

Download Course PDF
Price
NZ$574
Duration
3 hours
Times
9am-4pm
Class Size (max)
8
Class Size (avg)
6
Reference Materials
Provided
CPD Hours
3 hours
Delivery
Instructor-led training
Live Online
Address
Lumify Christchurch
137 Victoria Street Christchurch Central City Christchurch 8013

Course Details

Download Course PDF
Price
NZ$574
Duration
3 hours
Times
9am-4pm
Class Size (max)
8
Class Size (avg)
6
Reference Materials
Provided
CPD Hours
3 hours
Delivery
Instructor-led training
Live Online
Address
Remote Classes
Auckland CBD
Auckland 1010

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Locations In-Person & Online

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Locations In-Person & Online

Find the nearest location and date that works for you

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At Nexacu, we are proud to be the trusted training partner for hundreds of leading organisations across Australia, New Zealand, and around the world. From government agencies to multinational corporations, we help teams build practical skills and achieve real outcomes through expert-led training.

  • 400+ companies rely on Nexacu for workforce development
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