🎯 Learning Objectives
- Draft a market analysis grounded on multiple source documents
- Evaluate and refine social media campaign concepts
- Quantify campaign performance with Copilot in Excel
📋 Demo Setup
Required files from the MS-4021 GitHub repository:
- Promotion_Plan_for_Chai_Tea_in_Latin_America.docx
- Mystic_Spice_Premium_Chai_Tea_product_description.docx
- Contoso_Chai_Tea_market_trends.docx
- Contoso_Chai_Tea_social_marketing_trends.xlsx
📝 NOTE: Allow up to 10 minutes for OneDrive sync.
Part 1: Copilot in Word — Draft a Market Analysis
💡 Why This Matters: Strong campaigns start with a clear point of view. Copilot synthesizes multiple research documents into one cohesive analysis.
- Open Word.
- In Describe what you'd like to write, enter the prompt below.
Create a Market Analysis report for Mystic Spice Premium Chai Tea using the attached files. Include the product description, market trend analysis, and a promotion plan for Latin America.
[Promotion_Plan_for_Chai_Tea_in_Latin_America.docx], [Mystic_Spice_Premium_Chai_Tea_product_description.docx], [Contoso_Chai_Tea_market_trends.docx]
📝 NOTE: Brackets indicate referenced documents — paste shared links or filenames in OneDrive.
Draft a new section for social media campaigns to promote Mystic Spice Premium Chai Tea. Include a brief description of 2-3 campaign ideas, each with a unique focus. For each campaign, provide a tagline that reflects its theme and resonates with our target audience of young professionals and tea enthusiasts.
- Save the new document as LATAM_Market_Analysis.docx.
✅ Self-Check: Part 1
Part 2: Copilot Chat — Evaluate Campaign Concepts
💡 Why This Matters: Get a second opinion on which campaign concept best fits the LATAM market — and a slogan to test.
- Open M365copilot.com in Web mode.
- Upload LATAM_Market_Analysis.docx via Add Content.
Review the social media campaigns outlined in the Market Analysis Report for Mystic Spice Premium Chai Tea.docx. Evaluate which campaign might resonate best with the LATAM market based on cultural relevance, target audience preferences, and alignment with regional trends. Provide reasons for your choice and suggest any adjustments to improve its impact.
Generate a catchy marketing slogan for the [Campaign name - e.g., 'Morning Motivation'] campaign that highlights its unique value proposition and resonates with the LATAM market. Ensure the slogan reflects a vibrant and culturally relevant tone that appeals to young professionals.
Optionally, switch to the Visual Creator Agent on the right rail and request a short campaign video:
Create a captivating social media video for Mystic Spice Chai Tea that highlights its unique flavor and vibrant appeal. The video should feature eye-catching visuals, with colors, and themes that resonate with young professionals and tea enthusiasts.
✅ Self-Check: Part 2
Part 3: Copilot in Excel — Quantify the Campaigns
💡 Why This Matters: Creative is half the story — the numbers tell the rest. Copilot helps you correlate engagement to sales.
- Download Contoso_Chai_Tea_social_marketing_trends.xlsx and open in Excel.
- Click Copilot in the ribbon.
On average, how many sales do we get per social media campaign view?
Can you show a correlation between social media engagement and sales?
How many social media campaign views did we have from September to December?
✅ Self-Check: Part 3
🔑 Key Takeaways
🧵
Thread Insights Together
Combine multiple docs into one cohesive POV.
🌎
Localize with Confidence
Pressure-test ideas against cultural fit.
📈
Show the Numbers
Tie creative concepts back to engagement data.
🎥
Create What You Need
Agents can extend beyond text — video, visuals, more.