Functional areas
Finance
- Accounting document evaluation
- Amendment comparisons
- Analyze business performance
- Analyze cashflow variances
- Automate financial query management
- Build a business case
- Collections coordination
- Contract accounting guidance
- Contract management
- Contract review
- Financial insights
- Intelligent sales forecasting
- Launch a new accounting app
- Optimize your financial operations
- Procurement insight acceleration
- Reconcile financial data to accelerate period closing
- Update a guidance document
Human Resources
- Analyze hiring practices
- Automate benefits query management
- Candidate search
- Deliver insights to managers
- Implement awards and recognition
- Implement self-service policy questions and updates
- Improve onboarding and development processes (Copilot Studio)
- Improve onboarding and development processes (Microsoft 365 Copilot)
- Improve organizational health metrics
- Manage internal job transitions
- Resolving employee issues
- Streamline benefits and compensation (Copilot Studio)
- Streamline benefits and compensation (Microsoft 365 Copilot)
- Streamline your recruiting process
- Update a policy document
Information Technology
- Assisted device acquisition
- Build analytics within Fabric
- Conduct a multi-cloud vulnerability impact assessment
- Conduct a security script analysis
- Conduct a vulnerability impact assessment
- Create a project plan
- Draft a product strategy document
- Evaluate and purchase a new IT solution
- General IT prompts
- Guidance on network upgrade script
- IT helpdesk agent
- License allocation and usage
- Manage application installations
- Manage device health
- Onboard and train new users
- Outage user communications
- Perform a security incident investigation
- Tech engagement health
- Update technology strategy
Legal
Sales
- Accelerate customer research and sales preparation
- Create an unsolicited proposal
- Create personalized offers
- Improve customer meetings
- Make a customized pitch (Copilot for Sales)
- Make a customized pitch (Microsoft 365 Copilot)
- Post-sale customer insights
- Quicker customer response and CRM updates
- Respond to an RFP
- Targeted prospecting
Industry scenarios
Financial Services
- Banking – Financial advisory support system
- Banking – Speed credit memo generation
- Capital Markets – AI-assisted broker portfolio management
- Capital Markets – Assist client understanding
- Capital Markets – Conduct company research
- Capital Markets – Implement Know Your Customer (KYC) regulations
- Capital Markets – Prepare for a client meeting
- Capital Markets – Produce daily market reports
- Insurance – Create a quote
- Insurance – Issue a policy
- Insurance – Process a claim
Healthcare
- Health provider – Departmental meeting
- Health Provider – Enhance clinician efficiency
- Health provider – Medical conference perspectives creation
- Health provider – Optimize workforce planning
- Health provider – Organize and manage research knowledge
- Payor – Curate member education materials
- Payor – Manage appeals
- Payor – Simplify prior authorization(PA)
- Payor – Speed claims processing
- Pharma – Clinical trials
- Pharma – Drug research
Manufacturing
- Assist field service advisors
- Contract lifecycle management
- Customer-led product design agent
- Factory operations agent
- Generate new product ideas
- Identify new suppliers
- Improve factory safety
- New product ideation and research
- Optimizing asset management
- Perform factory maintenance
- Perform factory maintenance (simple version)
- Product modeling agent
- Product predictive capabilities
- Production planning
- Recall management
- Reduce freight leakage
- Simplify tasks for plant employees
- Supplier quality optimization
- Supplier RFP
Retail
- Assist store associates
- Assist store managers
- Craft targeted marketing campaigns
- Create personalized shopping journeys
- Creating promotional materials
- Fashion design agent
- Identify new product and supplier options
- Implement adaptive pricing
- Improve customer service and info discovery
- Improve merchandising decisions
- Improve retail store operations
- Improve store associate management
- Maximize store performance
- Optimize supply chain management
- Reduce sourcing compliance risk
- Streamline market research and strategy
- Track marketing campaign performance
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