Using Microsoft Copilot to Understand Your Customer

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Using Microsoft Copilot to Understand Your Customer

This course is part of multiple programs.

Instructor: Microsoft

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4 modules

Gain insight into a topic and learn the fundamentals.

11 reviews

Beginner level

Recommended experience

2 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

4 modules

Gain insight into a topic and learn the fundamentals.

11 reviews

Beginner level

Recommended experience

2 weeks to complete

at 10 hours a week

Flexible schedule

Learn at your own pace

Skills you'll gain

Tools you'll learn

Prompt Engineering

Details to know

Shareable certificate

Add to your LinkedIn profile

Assessments

13 assignments

Taught in English

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There are 4 modules in this course

This course is the second in a series that aims to transform your marketing capabilities with Microsoft Copilot's GenAI. Its focus is on understanding your customers. In this course, you’ll learn how to train Microsoft Copilot with marketing related data. You’ll then learn how to analyze customer insights and define your customer segments. And lastly, you'll step through the process of using Microsoft Copilot to enhance your targeting efforts across channels. This course covers a wide variety of marketing topics and GenAI that are designed to give you an overview of what’s to come in this specialization.

By the end of this course, you’ll be able to: Understand how to train Microsoft Copilot with marketing related data. Analyze customer insights and define personas and customer segments. Apply Microsoft Copilot to enhance your targeting efforts across channels. Required Course Materials: A Copilot license is required to complete this course. If you don’t have a Microsoft 365 Personal or Family license, you can start a free 30-day trial using the link provided in the course.

Welcome to 'Using Microsoft Copilot to Understand Your Customer'! By enrolling in this course, you are taking the next step to understanding your customer with GenAI. In the first module of this course, we'll learn how to train your Microsoft Copilot GenAI with data. Then we will learn how to analyze customer data with Microsoft Copilot to define your personas, customer segments, and customer insights. And lastly, you will learn how to apply Microsoft Copilot to enhance your targeting efforts across channels. By the end of this module, you will know how to use Microsoft Copilot to better understand your customer. So let's get started!

What's included

7 videos5 readings4 assignments3 ungraded labs

7 videos Total 29 minutes

Data for Microsoft Copilot 4 minutes
How to Upload Data to Microsoft Copilot 4 minutes
Review Microsoft Copilot’s Data Protection Policy 4 minutes
Secure Your Data on Microsoft Copilot 4 minutes
Train Copilot With Your Data 5 minutes
Exploring Copilot's Common Data Upload Scenarios 5 minutes
Updating Data Sets in Your Microsoft Copilot Account 3 minutes

5 readings Total 50 minutes

Review the Course Syllabus 10 minutes
How to Get Started with Microsoft Copilot 10 minutes
Note on Feature Limitations 10 minutes
Uploading Data to Microsoft Copilot 10 minutes
Microsoft Copilot's Data Security Guidelines 10 minutes

4 assignments Total 120 minutes

How to Upload Data to Microsoft Copilot 30 minutes
Demonstrating Data Security with Microsoft Copilot 30 minutes
Training Microsoft Copilot with Data 30 minutes
Module 1 Quiz: Train Your Microsoft Copilot GenAI with Data 30 minutes

3 ungraded labs Total 180 minutes

Uploading Qualitative Data Sets to Microsoft Copilot 60 minutes
Securing Your Data with Microsoft Copilot 60 minutes
Entering Large Data Sets Into Copilot GPT 60 minutes

In the second module of this course, we'll review how to generate customer personas, customer segments and customer insights with Microsoft Copilot. You will also learn how to use Microsoft Copilot to create reports of your findings to share with your stakeholders.

What's included

10 videos1 reading4 assignments3 ungraded labs

10 videos Total 39 minutes

Generate Customer Personas Using Microsoft Copilot 5 minutes
Iterate and Set Customer Personas with Microsoft Copilot 3 minutes
Categorize New Customers Into Personas 3 minutes
Identify Opportunities for New Personas 4 minutes
Map Out Your Customer Segments 5 minutes
Iterate and Set Your Customer Segments 3 minutes
Identify Key Insights for Personas and Segments 4 minutes
Create a Slide Showcasing Each Unique Persona 4 minutes
Create a Slide Showcasing the Top Two Customer Segments 4 minutes
Create a PowerPoint Presentation Showcasing Customer Insights 4 minutes

1 reading Total 10 minutes

The Importance of Personas in Your Marketing Strategy 10 minutes

4 assignments Total 120 minutes

Generating Customer Personas 30 minutes
Mapping Your Customer Segments 30 minutes
Create Customer Analysis Report 30 minutes
Module 2 Quiz: Use Microsoft Copilot’s GenAI to Generate Customer Personas, Segments, and Insights 30 minutes

3 ungraded labs Total 180 minutes

Generate Your Own Customer Personas 60 minutes
Map Your Customer Segments 60 minutes
Showcase Your Segments 60 minutes

In the third module of this course, we'll walk through the exercise of enhancing your targeting efforts across channels with Microsoft Copilot. We'll dive deep into three main aspects: SEO Paid Search, and Social. And we'll utilize the work we did in the last two modules.

What's included

8 videos2 readings4 assignments2 ungraded labs

8 videos Total 31 minutes

Audit SEO Keyword Coverage 6 minutes
Generate Keywords and Content for SEO 4 minutes
Implement Dynamic Audience Targeting 3 minutes
Identifying Paid Search Opportunities 3 minutes
Creating Personalized and Localized Messaging 4 minutes
Audit Customer Sentiment to Analyze Social Media 4 minutes
Identifying Top Performing Social Content 3 minutes
Personalize Your Social Media Message 3 minutes

2 readings Total 20 minutes

SEO Best Practices 10 minutes
SEM Best Practices 10 minutes

4 assignments Total 120 minutes

Optimizing SEO with Microsoft Copilot 30 minutes
Optimizing Paid Search with Microsoft Copilot 30 minutes
Advanced Strategies for Social Targeting with CoPilot 30 minutes
Module 3 Quiz: Enhance your Targeting with Microsoft Copilot’s GenAI 30 minutes

2 ungraded labs Total 90 minutes

Identify new Keywords for SEM purposes. 60 minutes
Personalizing Organic Posts 30 minutes

In the fourth and final module of this course, you'll synthesize your learnings by completing a cumulative, final graded assessment. You'll then learn about next steps for continuing the Specialization.

What's included

1 assignment

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Instructor

Microsoft

287 Courses 2,320,610 learners

Offered by

Microsoft

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Frequently asked questions

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.