Marketing scenario: Streamline market research and strategy

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Available 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.

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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.​

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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.

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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. ​

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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.​

Try in Copilot Lab: Discover industry trends

5. Present the findings​

Present the findings using Copilot in PowerPoint to build a presentation by generating slides and images with your branding.

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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​.

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Copilot in Outlook

Benefit: Document and socialize the research findings to help better inform product strategy.​

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”.

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.