Marketing scenario: Collect and share product feedback
Available with: Copilot for Sales and Copilot Studio Scenario level:
KPIs impacted
Brand value
Value benefit
Cost savings
Employee experience
Using Copilot to collect and share product feedback
1. Gather customer feedback
Use Microsoft Copilot to summarize customer interviews, email interactions, and documents about product feedback, enriched with data from your Customer Data Platform with Copilot Studio agents.
Copilot Studio Agent
Benefit: Be present during your customer interview by relying on Copilot to summarize feedback points and takeaways.
2. Continue the conversation
Use Copilot in Outlook to send a timely and thorough follow up email, capturing your earlier interview notes.
Copilot for Sales
Copilot in Outlook
Benefit: Thank customers by asking Copilot in Outlook to draft a response and drop in bullets from the Copilot meeting summary.
3. Identify themes
Use Copilot to identify feedback themes from across meeting summaries and notes. Create a follow up survey with Copilot in Microsoft Forms.
Business Chat2
Copilot in Whiteboard
Benefit: Simply describe to Copilot the form you’d like to build, and a well-designed draft will be generated, making it easier than ever before to gather feedback.
4. Analyze data
Use Copilot in Excel to sort and analyze data gathered from the surveys and website metrics.
Copilot in Excel
Benefit: Identify insights with Copilot in Excel.
5. Share results
Use Copilot in PowerPoint to create a slide deck to share with the leadership and engineering teams. Use Copilot in Teams to capture action items and feedback.
Copilot in PowerPoint
Copilot in Teams
Benefit: Creating a presentation makes it easier to convey a clear message especially when it’s critical feedback on your product.
6. Thank your stakeholders
Starting a new email, prompt Copilot in Outlook to draft a message to all key stakeholders with the results and path forward.
Copilot in Outlook
Benefit: Save time preparing emails with Copilot as your drafting partner.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. 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.
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.
