Conduct customer research with Microsoft 365 Copilot Chat

Outcome: Learn what influences customer buying decisions and turn those insights into clear, compelling presentations.

Apps used:⁠Microsoft 365 Copilot Chat

Relevant roles: Account Managers, Executive Administrators, Marketing Managers, People Leaders, People Managers, Project Managers, Researchers, Sales Professionals

Figuring out what really drives your customers’ decisions can feel like a puzzle. From finding key factors to shaping them for different audiences, it’s easy to get stuck in the details. Copilot Chat makes it simple: just ask, and you’ll get clear, actionable insights you can format for any audience or platform. That means less time digging and more time creating messaging that clicks.

Important

Copilot Chat is included with your Microsoft 365 work or school subscription. Responses are grounded in web data and powered by the latest large language models. To understand what it means to have a Copilot add-on license, see What's the difference between Copilot Chat with or without a Microsoft 365 Copilot license.

Conduct customer research

Explore what drives customer decisions so you can tailor messaging, improve positioning, and format insights for any audience or platform.

  1. Go to Microsoft365.com/chat.

  2. From Chat, enter the following prompt or write your own. Select Send:

    Icon depicting a document with sparkles Describe the key factors that influence customer purchasing decisions about [product] in [industry].

    Image of a lightbulb This prompt quickly lists key factors that influence adoption and investment of your product or service.

  3. Next, ask Copilot to format the information for a specific audience or create a presentation.

Copilot will help you turn your research into a clear outline or a polished presentation. Keep chatting with Copilot to shape your content exactly the way you want it.

Reach more customers with prompts like:

Icon depicting a document with sparkles I have a meeting with [team or role] in the [industry]. Create a meeting agenda with exploratory questions to identify customer needs, pain points, and possible solutions.
Icon depicting a document with sparkles Write a 30-second cold call sales script, highlighting 3 benefits of [product] for [prospect] based off [paste information in chat box].
Icon depicting a document with sparkles Draft a follow-up message to a lead who requested more information about pricing.