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View downloadsIT scenario: Assisted device acquisition
Download scenario guideAvailable with: Microsoft 365 Copilot and Copilot Studio Scenario level:
KPIs impacted
NSAT
IT management costs
Value benefit
Cost savings
Employee experience
Using Copilot for assisted device acquisition
1. Access device purchase app
Using a Teams app access a custom copilot agent built with Copilot Studio that assists users in selecting and ordering a new device.
Copilot Studio
Activity: In Teams open the Device Selection and Purchase app
2. Answer usage questions
Answer a series of questions about typical usage patterns. The bot determines follow up questions based on the responses given.
Copilot Studio
Activity: Answer questions from the bot about applications used, mobility requirements, meeting requirements, etc.
3. Review recommendations
The app interprets the responses and uses additional information like the person’s role to provide a selection of a few applicable devices from the preapproved vendor list with their capabilities and pricing.
Copilot Studio
Activity: Review the suggested devices and select the one that is most preferred.
4. Place order
After the selection is made, the app initiates the ordering process, which includes an approval process.
Copilot Studio
Activity: Place the order in the app.
5. Manager approval
The app sends an email to the user’s manager with the order information and a link to approve.
Copilot Studio
Activity: The manager uses the link to open the Teams app and approve the order.
6. Tracking shipment
The app places the order with the device supplier and confirms the order and delivery data with the user via email. The user can track progress on the order via the app.
Copilot Studio
Activity: Use the Device Selection and Purchase app to track progress on the device delivery.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
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.
