Marketing scenario: Collect and share product feedback​

Download scenario guide Watch how to start with Microsoft Copilot
Available with: Copilot for Sales (includes Copilot for Microsoft 365 and Copilot Studio plug-ins)​ Scenario level:

KPIs impacted

Brand value

Value benefit

Cost savings

Employee experience

Using Copilot to collect and share product feedback​

1. Gather customer feedback​

Use Microsoft Copilot to summarize customer interviews, email interactions, and documents about product feedback, enriched with data from your Customer Data Platform with Copilot Studio.​

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Copilot Studio

Be present during your customer interview by relying on Copilot to summarize feedback points and takeaways.​

2. Continue the conversation

Use Copilot in Outlook to send a timely and thorough follow up email, capturing your earlier interview notes.​

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Copilot for Sales

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Copilot in Outlook

Thank customers by asking Copilot in Outlook to draft a response and drop in bullets from the Copilot meeting summary.​

3. Identify themes

Use Copilot to identify feedback themes from across meeting summaries and notes. Create a follow up survey with Copilot in Microsoft Forms. ​

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Copilot in Whiteboard

Simply 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.​

4. Analyze data

Use Copilot in Excel to sort and analyze data gathered from the surveys and website metrics. ​

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Copilot in Excel

Identify insights with Copilot in Excel.​

5. Share results

Use Copilot in PowerPoint to create a slide deck to share with the leadership and engineering teams. Use Copilot in Teams to capture action items and feedback. ​

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Copilot in PowerPoint

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Copilot in Teams

Creating a presentation makes it easier to convey a clear message especially when it’s critical feedback on your product. ​

6. Thank your stakeholders

Starting a new email, prompt Copilot in Outlook to draft a message to all key stakeholders with the results and path forward.​

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Copilot in Outlook

Save time preparing emails with Copilot as your drafting partner.​

1Access Copilot at or the Microsoft Copilot mobile app and set toggle to “Web”
2Access Copilot at, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”