Retail scenario: Assist store managers
Available with: Microsoft 365 Copilot Chat Scenario level:
KPIs impacted
Store revenue
Customer satisfaction
Employee churn
Value benefit
Revenue growth
Employee experience
Using Copilot to assist store managers
1. Manage team shifts
Use Copilot to create a template for shift scheduling.
Microsoft 365 Copilot Chat1
Example prompt: Create a schedule template for team members’ shifts.
2. Create an employee survey
Ask Copilot to help you create a survey to get employee feedback and suggestions to improve store operations or any other topics.
Microsoft 365 Copilot Chat1
Example prompt: Create a survey template which helps capture and understand the motivation levels of store employees.
3. Communicate policies
Ask Copilot to review a policy document and then create an email to employees about any changes.
Microsoft 365 Copilot Chat1
Example prompt: Compose an email to my [store employees] informing them about a change in [employee policy and contractual terms].
Try in Prompt Gallery: Communicate company policy to employees
4. Plan a store visit
Use Copilot to generate a checklist for a store visit based on a procedure document.
Microsoft 365 Copilot Chat1
Example prompt: Help me plan for a store visit.
5. Summarize daily notes
Use Copilot to turn a few short bullet points about the day’s activities into a well-written summary report.
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Example prompt: Summarize these end-of-day store notes [list of activities].
6. Improve display setup
Use Copilot to create strategies and procedures to handle planogram updates.
Microsoft 365 Copilot Chat1
Example prompt: How should I ensure displays are set up according to the [planogram.pdf] for effective merchandising and space optimization?
1Access Microsoft 365 Copilot Chat at m365copilot.com or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web".
2Access Microsoft 365 Copilot Chat at mm365copilot.com, the Microsoft 365 Copilot Chat mobile app or the Microsoft 365 Copilot Chat app in Microsoft Teams, and set toggle to “Work”.
3Copilot agents allow Microsoft 365 Copilot to access your organization-specific apps. In the past, this would have required an API call to get data from a system of record. 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.
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.
