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View downloadsFinance scenario: Contract account guidance
Download this scenario guide Available with: Copilot for Microsoft 365 Scenario level:KPIs impacted
Reduce spend
Risk management
Value benefit
Cost savings
Employee experience
Using Copilot to contract account guidance
1. Gather information
Ask Copilot to gather information about the customer to better understand the contract.
Copilot2
Ask Copilot to gather information about the customer to better understand the contract.
2. Create a brief
Ask Copilot to gather information about the customer to better understand the contract.
Copilot2
Copilot in Word
Ask Copilot to gather information about the customer to better understand the contract.
3. Summarize the contract
Ask Copilot to gather information about the customer to better understand the contract.
Provide accounting guidance and recommendations for the customer scenario in the [scenario.docx].
4. Collaborate with team
Use Microsoft Loop to collaborate with colleagues to build on the preliminary list of accounting considerations.
Copilot in Loop
Brainstorm additional accounting considerations for the customer scenario.
5. Prep for a meeting
Create a Microsoft PowerPoint presentation with the finalized accounting guidance for the customer scenario.
Copilot in PowerPoint
Create a Microsoft PowerPoint presentation with the finalized accounting guidance for the customer scenario.
6. Create an email with response
Send an email to my manager summarizing our key recommendations.
Copilot in Outlook
Use Coaching by Copilot to enhance and provide clarity to my email.
1Access Copilot at Copilot.Microsoft.com or from the Windows taskbar or Edge browser and set toggle to “Web”.
2Access Copilot at Copilot.Microsoft.com, from the Windows taskbar or Edge browser, or in the Copilot app in Teams, and set toggle to “Work”.