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View downloadsIT scenario: Document and communicate best practices
Download this scenario guidePotential benefits
Skill development
Increase job satisfaction
Faster completion times
Improved documentation quality and accuracy
Using Copilot to document and communicate best practices
1. Document solution
Craft document that outline steps for best practice. In addition, add specific results generated from solution.
Copilot in Word
Quickly make create draft and pull in data from data sources to support outcomes.
2. Get customer information
Using plugins built in Copilot Studio, easily access CRM information to pull customer information that supports best practice impact, such as opportunity pipeline and customer revenue.
Copilot Studio
Rapidly gather critical information to support newly identified best practice.
3. Brainstorm ideas
Create list of ideas to optimize best practice. Leverage Copilot to create an initial list. Then categorize all the items at the end of the session.
Copilot in Loop
Accelerate your project as you plan and collaborate easier with Copilot in Loop.
4. Summarize conversations
Prepare communication and incorporate summaries and action items from previous meeting.
Copilot in Word
Copilot in Outlook
Summarize and the latest conversations and assign action items.
5. Create an executive update
Create a presentation to brief the Leadership Team on this new best practice. Use Copilot to create slides based on the project plan.
Copilot in PowerPoint
Create a presentation from best practice documentation located in Word.
6. Revise support procedures
Based on the Leadership teams comments revise best practice documents for future use.
Copilot in Word
Quickly make summarize LT feedback to improve the quality of the best practice documentation.
