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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.

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2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
4.4

13 reviews

Beginner level

Recommended experience

2 weeks to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

Build your subject-matter expertise

This course is available as part of
When you enroll in this course, you'll also be asked to select a specific program.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

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
  • Module 1 Quiz: Train Your Microsoft Copilot GenAI with Data•30 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
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
  • Module 2 Quiz: Use Microsoft Copilot’s GenAI to Generate Customer Personas, Segments, and Insights•30 minutes
  • Generating Customer Personas •30 minutes
  • Mapping Your Customer Segments •30 minutes
  • Create Customer Analysis Report•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
  • Module 3 Quiz: Enhance your Targeting with Microsoft Copilot’s GenAI•30 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
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

1 assignment•Total 30 minutes
  • Final Exam: Using Microsoft Copilot to Understand Your Customer•30 minutes

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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.

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