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View downloadsMarketing scenario: Streamline market research and strategy
Download scenario guide Watch how to start with Microsoft CopilotAvailable with: Copilot for Microsoft 365 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.
Copilot1
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.
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.
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 and images with your branding.
Copilot in PowerPoint
Benefit: Let Copilot help you build a presentation by generating slides or images with your organization’s branding.
6. Communicate results
Starting in a new email, prompt Copilot in Outlook to create a dynamic message that includes key links.
Copilot in Outlook
Benefit: Document and socialize the research findings to help better inform product strategy.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
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.
