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Scenario Library

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Functions

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Communications

Support the business goals to help inform and shape perception with a wide range of audiences, internal 
and external. 

Using Copilot to draft an internal communications post

Available with: Microsoft 365 Copilot


1. Summarize email

Use Copilot in Outlook to summarize an email about a new internal tool that will be rolling out to your organization so you can craft an announcement post to the internal community you manage.

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Copilot in Outlook

Step 1/6

Sample Prompt: Summarize the announcement email and extract the most important bullet points to understand the value-add of the new tool.

2. Conduct research

Prompt Copilot to research more about this tool and surface similar announcements so you can align your internal announcement with similar organization communications.

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Microsoft 365 Copilot Chat2

Step 2/6

Sample Prompt: Search for announcements of new tools and review their tone and sentiment.

3. Draft awareness post

Prompt Copilot to generate a first draft of the awareness post, leveraging the research and pulling data from relevant emails about the tool.

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Microsoft 365 Copilot Chat2

Step 3/6

Sample Prompt: Draft an awareness post about the new internal tool based on emails about the tool from the past few weeks.

4. Draft different variations

Ask Copilot to provide several versions of the awareness post and choose your favorite one.

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Microsoft 365 Copilot Chat2

Step 4/6

Sample Prompt: Generate new versions of the post to have a few options to consider.

5. Refine draft

Paste the copy into a Word document and use Copilot in Word to rewrite the post to match the writing style of your previous communications.

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Copilot in Word

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Sample Prompt: Review this awareness post and look for gaps or sections that may be confusing for my audience. Then suggest updated copy.

6. Add intro and outro

Use Copilot in Word to draft the into and outro of the awareness post.

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Copilot in Word

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Sample Prompt: Based on the content of the awareness post, draft a fun and engaging intro and outro for the comm that will get communicators excited about the new tool.

Using Copilot to conduct a media interview

Available with: Microsoft 365 Copilot


1. Research the interviewer

Ask Copilot to research the interviewer and their publication to understand their previous work and approach to the topic. ​

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Microsoft 365 Copilot Chat1

Step 1/6

Benefit: Having context from similar conversations can help you anticipate tough questions that may arise. Search for articles, interviews, and other content they have produced.

2. Research the audience

Use Copilot to research the demographic of the publication the interviewer works for. This will help tailor the FAQs and responses to the audience's interests and knowledge level.​

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Microsoft 365 Copilot Chat1

Step 2/6

Benefit: Understand the publication’s readership, allowing the spokesperson to connect more effectively with the audience’s interests and expectations.

3. Generate questions

Prompt Copilot to generate anticipated questions. The questions should be informed by the research conducted in the previous steps and crafted to be conversational yet concise.​

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Microsoft 365 Copilot Chat1

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Benefit: Proactively prepare for the types of questions that are likely to be asked, enabling the spokesperson to respond confidently and thoughtfully.

4. Generate answers

Ask Copilot to generate answers for each anticipated question generated in the previous step, using related organization documents to source answers.​

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Microsoft 365 Copilot Chat2

Step 4/6

Benefit: Craft answers that align with the organization’s messaging and the spokesperson’s personal voice – all with the context of the interviewer’s approach.

5. Create an FAQ document

Use Copilot in Word to create an FAQ document using the Copilot-generated questions and answers from the previous steps.​

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Copilot in Word

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Benefit: Ensure consistency and accuracy in the spokesperson’s responses by aligning with the organization’s official stance and create a single source of truth to reference later.

6. Conduct the interview

Conduct the interview through Microsoft Teams and query the transcript with Copilot in Teams to judge your spokesperson’s answers against the FAQ Document. ​

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Copilot in Teams

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Benefit: Maintain integrity and consistency of messaging and prepare for future interviews.

Using Copilot to draft social media content

Available with: Microsoft 365 Copilot Chat


1. Platform research

Start by selecting the social platform you’ll be posting to and ask Copilot to research the tone and style of posts from the social account you’ll be posting from.

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Microsoft 365 Copilot Chat1

Step 1/6

Benefit: Ensure social media content resonates with your audience. This strategic alignment sets the stage for authentic engagement

2. Brainstorm

Ask Copilot to suggest a few post ideas on the topic you’re posting about keeping in mind the platform you’re building content for. Then, ask Copilot to generate graphics based on your suggested topics.

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Microsoft 365 Copilot Chat1

Step 2/6

Benefit: Jumpstart the creative process by brain dumping topics and letting Copilot expand on them. Microsoft Designer can help you bring your ideas to life in seconds.

3. Drafting and refinement

Draft the initial post using Copilot, then refine it using additional prompts to make the content more specific.

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Microsoft 365 Copilot Chat1

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Benefit: Drafting with Copilot gives you a solid foundation, while refinement ensures the message is polished and engaging. This iterative process helps craft the perfect post.

4. Content sourcing

Ask Copilot to refine your social media post with grounding from a specific document or blog post.

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Microsoft 365 Copilot Chat1

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Benefit: By sourcing content directly from provided materials, we maintain authenticity, consistency, and security.

5. Platform specifics

Ask Copilot to adapt your draft content in several different posts that have specific character count and that match the tone of the platform you’re posting to.

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Microsoft 365 Copilot Chat1

Step 5/6

Benefit: Adhering to character limits ensures our message is concise and impactful. Suggested prompt: ‘Can you fit this blog summary into a 140-character tweet?'”

6. Message testing

Before posting, ask Copilot to review your post for tone alignment and potential audience sentiment. Then refine with Copilot until it’s perfect!

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Microsoft 365 Copilot Chat1

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Benefit: This step ensures that social media content is not only crafted with precision but also maintains the authenticity of our brand.

Using Copilot to prepare a blog post

Available with: Microsoft 365 Copilot


1. Generate first draft

Draft your blog by prompting Copilot in Word, including some of your ideas, key messages, and any other elements you want to include. Ask Copilot to suggest a structure for your content.

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Copilot in Word

Step 1/6

Benefit: Use Copilot to organize thoughts and create a structured outline, allowing you to focus on the creative aspects of writing.

2. Develop the content

Use Copilot in Word to expand on the initial draft, adding depth and detail to your plan or blog. Ask for suggestions on specific sections or for ideas on how to articulate complex concepts.

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Copilot in Word

Step 2/6

Benefit: Enhance the depth and richness of your blog post, ensuring that your message is conveyed clearly and effectively.

3. In-depth research

Share your draft blog with Copilot and ask it to find points that need expanding or may be confusing. Then use Copilot to research the topic and generate suggested copy to add to your blog post.

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Microsoft 365 Copilot Chat2

Step 3/6

Benefit: Ensure your blog post not only engages readers but also provides them with reliable and insightful information.

4. Message test

Ask Copilot how various audiences may receive your blog post. Then ask for suggested stakeholders that should review the blog post.

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Microsoft 365 Copilot Chat2

Step 4/6

Benefit: Ensure your blog post is geared towards your specific audience(s) with sentiment testing.

5. Craft a captivating title

Once your blog post is complete and you need a creative title or headline, ask Copilot for five suggestions. This can spark your creativity and help you land on the perfect title for your post.

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Microsoft 365 Copilot Chat2

Step 5/6

Benefit: Capture the essence of your blog post with a compelling headline, sparking interest and encouraging readers to engage with your content.

6. Get feedback

Use Copilot in Outlook to draft an email to your stakeholders to review the attached draft blog post. Ask Copilot to adjust the tone of your email to make it more casual.

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Copilot in Outlook

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Benefit: Reduce the amount of time it takes to get stakeholder buy-in and feedback.

Customer Service

Microsoft Copilot in Customer Service is your strategic partner to enable customer service teams. With Microsoft Copilot, customer service teams can find answers fast and collaborate easily.

Using Copilot to assist service advisors

Available with: Copilot Chat and Copilot Studio


1. Assessment

Use Copilot to quickly access to technical manuals, schematics and repair histories, query them in natural language and get responses including troubleshooting instructions.

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Copilot Studio Agent

Step 1/6

Benefit: Simplify access to information in the field enabling faster and accurate issue resolution leading to reduced downtime and fewer customer callbacks.

2. Provide clarity

Use Copilot to rewrite the troubleshooting instruction in clear language or possibly translate to a different language.

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Microsoft 365 Copilot Chat1

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Benefit: Perform faster and accurate diagnosis and resolutions with clear instructions reducing time to repair and customer callbacks.

3. Safety compliance checklist

Ask Copilot to draft a tailored safety checklist based on the equipment safety manual to ensure adherence to both equipment-specific as well as personal safety measures.

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Microsoft 365 Copilot Chat1

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Benefit:  Improved safety compliance, avoiding accidents and compliance issues.

4. Parts identification

Click a photo of a part that is faulty or worn out and use Copilot to identify the part information so that a replacement can be ordered.

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Copilot Studio Agent

Step 4/6

Benefit: Instantly identify parts for reordering from photos, eliminating guesswork and expediting the process.

5. Upsell/Cross-sell recommendations

Copilot can suggest additional products or services based on the current maintenance context, such as upgrades or complementary parts.

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Copilot Studio Agent

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Benefit: Increased aftersales revenue by providing added value and improving overall customer satisfaction.

6. Document the work

Document job completion with structured forms or checklists, ensuring all necessary details such as actions taken, parts used, and time spent are accurately captured.

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Copilot Studio Agent

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Benefit: Streamline documentation, ensuring accurate and comprehensive records that support precise billing and prevent customer disputes.

Using Copilot to boost field efficiency

Available with: Copilot for Service (includes Microsoft 365 Copilot)


1. Review customer request

Use Copilot to summarize the customer request, products involved, past interactions, historical resolution data, and specific needs the customer may have all in a single interface.

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Microsoft 365 Copilot Chat2

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Copilot for Service

Step 1/6

Benefit: Summarize all the emails and Teams chats in the past month from a customer, highlighting the primary asks and any previous issues.

2. Start a new work order

Copilot can tie directly to your CRM to begin drafting a work order based on the customer request.

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Microsoft 365 Copilot Chat2

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Copilot for Service

Step 2/6

Benefit: Easily populate a work order with existing customer information.

3. Match a technician

Copilot pulls key requirements to help match a technician based on issue complexity and agent availability.

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Microsoft 365 Copilot Chat2

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Copilot for Service

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Benefit: Identify the best technician given the customer’s specific needs and location.

4. Confirm the schedule

Once the workorder has been submitted with an ideal field technician, enter the appointment information into Draft with Copilot and use Copilot in Outlook to create an email to confirm the schedule with the customer.

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Copilot in Outlook

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Benefit: Rapidly draft an email confirming the service date and contact details.

5. Send customer survey

At the completion of service, use Copilot to quickly update the feedback survey request template.

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Microsoft 365 Copilot Chat2

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Benefit: Quickly update and send the survey with specific contextual updates for the customer.

6. Continuous monitoring

Use Copilot in Excel to rapidly analyze data related to field service activity, such as number of customer visits and total route times.

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Copilot for Service

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Copilot in Excel

Step 6/6

Benefit: Stay on top of trends by analyzing field success metrics and identify any trends that require further investigation.

Using Copilot for communication logging

Available with: Copilot for Service (includes Microsoft 365 Copilot)


1. Call transcription

Using Copilot in Teams Phone, an agent can ask Copilot for a recap and clarify issues raised. Using Copilot for Service, these insights can be saved directly to the CRM.​

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Copilot for Service

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Copilot in Teams

Step 1/6

Benefit: Save time with automated summaries of call transcripts and the ability to query the transcript for more details.​

2. Personalized follow-up

In Outlook, Copilot for Service can help draft a customer email that summarizes details of the case history. It can then save those emails to the CRM system.​

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Copilot for Service

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Copilot in Outlook

Step 2/6

Benefit: Logging interactions in the CRM creates a case history, which is invaluable for resolving future queries.​

3. Sentiment analysis

Use Copilot to perform sentiment analysis on transcriptions, identifying customer emotions and satisfaction levels.​

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Microsoft 365 Copilot Chat2

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Benefit: Sentiment analysis gives insights into the customer’s emotional state, which can guide the approach in service and support.​

4. Data organization

Connect CRM feedback data into a Power BI dashboard and then ask Copilot in Power BI to categorize interactions based on topics, issues, and outcomes for easy retrieval and analysis.​

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Copilot in Power BI

Step 4/6

Benefit: Organized data allows for quick access to relevant information, improving response times and support quality.​

5. Trend identification

Utilize Copilot in Power BI to analyze logged data, spotting trends and patterns in one or more accounts that can inform future support strategies.​

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Copilot in Power BI

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Benefit: Identifying trends helps in anticipating customer needs and proactively addressing recurring issues.​

6. Quality assurance

Use the insights from the trend analysis to identify training materials that need to be updated. Then use Copilot in Word to add new sections to the documents based on knowledge base articles.​

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Copilot in Word

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Benefit: Regular reviews of transcriptions and logs help maintain high standards of customer service and identify training needs.

Using Copilot to identify a root cause

Available with: Microsoft 365 Copilot and Copilot Studio


1. Analyze customer conversations

Use Copilot Studio to build a custom agent to the CRM system. Prompt Copilot to review customer interactions including chat logs, emails, and support tickets to identify recurring issues, patterns, and common themes.

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Microsoft 365 Copilot Chat2

Step 1/6

Benefit: Quickly summarize recent customer conversations to get up to speed faster.

2. Identify the root cause

Ask Copilot to analyze CSAT feedback/support conversations and compare to historical resolution data to better understand the underlying reasons for customer contacts.

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Microsoft 365 Copilot Chat2

Step 2/6

Benefit: Easily summarize data and highlight trends to save time and surface root issues more quickly.

3. Leverage Copilot's insights

Have Copilot analyze specific behavior, words, or phrases that may lead to negative responses from customers. Format the response using Copilot Pages.

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Microsoft 365 Copilot Chat2

Step 3/6

Benefit: Accelerate key insights by surfacing key words and related outcomes.

4. Collaborate with teams

Using Copilot in Teams, to present findings to customer service and product teams. Copilot can recap the meeting and draft recommendations for process and product improvements.

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Copilot in Teams

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Benefit: Save time by using Copilot summaries as a starting point for project milestones and status updates.

5. Implement solutions and training

Based on discussions with leadership and product teams, use Copilot in Word to rapidly update FAQs, scripts, knowledge articles, and best practices documents.

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Copilot in Word

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Benefit: Rapidly update training documents with the outcomes of your insights and meetings.

6. Share the solution

Copilot in Outlook can rapidly pull from your documents to draft an email detailing the root cause and solution steps.

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Copilot in Outlook

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Benefit: Document and socialize the solution to keep Customer Service teams moving forward towards successful interactions.

Using Copilot to manage Service Agents

Available with: Microsoft 365 Copilot


1. Recap daily activity

Prompt Copilot to summarize email threads and meetings from the past day and identify key actions and issues.

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Microsoft 365 Copilot Chat2

Step 1/6

Benefit: Rapidly get up to speed to focus on key issues and concerns.

2. Review performance

With Copilot in Excel, review the performance of Service Agents by analyzing data, identifying insights, and automating tasks based on historical interactions and business processes.

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Copilot in Excel

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Benefit: Identify insights with Copilot in Excel.

3. Discuss with the team

With Copilot in Teams, meet to discuss trends and issues while focusing on the meeting and letting Copilot in Teams take notes and record critical items for you.

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Copilot in Teams

Step 3/6

Benefit: Dedicate your focus to the meeting while Copilot focuses on capturing the notes.

4. Create a leadership team presentation

Based on the data analysis and the feedback from the team, use Copilot in PowerPoint to rapidly create a draft presentation to update the leadership team.

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Copilot in PowerPoint

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Benefit: Creating a presentation makes it easier to convey a clear message, especially when it’s critical feedback.

5. Meet with the leadership team

Review the presentation with the leadership team and record feedback and goals. With Copilot in Teams, you can focus on the meeting and utilize the notes to recap key items. Use Teams Rooms for the meeting to enable a transcript with proper attributions from a conference room.

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Copilot in Teams

Step 5/6

Benefit: Dedicate your focus to the meeting while Copilot focuses on capturing the notes.

6. Update procedures and socialize

Using the notes from the leadership team meeting, make rapid updates to policies and procedures using Copilot in Word. To socialize these changes, Copilot in Outlook can draft an update email to the organization.

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Copilot in Word

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Copilot in Outlook

Step 6/6

Benefit: Save time updating documents and preparing emails with Copilot as your drafting partner.

Using Copilot to respond to a customer complaint (copilot for service)

Available with: Microsoft 365 Copilot for Service


1. Review customer history

Prompt Copilot to summarize email threads and customer meetings, as well as previous interactions using single interface. With Copilot for Service, view a summary of the opportunity.

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Microsoft 365 Copilot Chat2

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Copilot for Service

Step 1/6

Benefit: Rapidly get up to speed to on the concerns raised across all interactions.

2. Accelerate diagnosis

Ask Copilot to gather product information from internal and external sources and historical resolution to aid diagnosis. Copilot for Service includes historical resolution data from your CRM system.​

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Copilot for Service

Step 2/6

Benefit: Gathering product information from multiple sources and asking Copilot to prepare a summary can save time and increase accuracy.​

3. Meet with product team​

Use Copilot in Teams to suggest questions to ask the product team based on the customer request and potential solutions.

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Copilot in Teams

Step 3/6

Benefit: Copilot can help boost creativity by suggesting solutions from its vast knowledge base.

4. Draft proposed response​

Use Copilot in Word to update best practices and scripts to enable Copilot to provide agents with step-by-step resolution procedures based on the diagnosed issue.​

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Copilot in Word

Step 4/6

Benefit: Rapidly update key guides and scripts directly from the meeting recap.

5. Meet with the customer

Have Copilot in Teams Phone take notes and summarize action items.

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Copilot for Service

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Copilot in Teams

Step 5/6

Benefit: Document and socialize the action items to keep the resolution process moving forward towards a successful close.

6. Share a resposne

Have Copilot for Service to draft an email summarizing the interaction and highlighting how the issues will be resolved.

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Copilot for Service

Step 6/6

Benefit: Quickly summarize communications and draft emails to inform customers.

Using Copilot to respond to a customer complaint (microsoft 365 copilot)

Available with: Microsoft 365 Copilot


1. Review customer history

Prompt Copilot to summarize email threads and customer meetings, as well as previous interactions using a single interface. ​

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Microsoft 365 Copilot Chat2

Step 1/6

Benefit: Rapidly get up to speed to on the concerns raised across all interactions.

2. Accelerate diagnosis

Ask Copilot to gather product information from internal and external sources and historical resolution to aid diagnosis. ​Format the response using Copilot Pages.

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Microsoft 365 Copilot Chat2

Step 2/6

Benefit: Gathering product information from multiple sources and asking Copilot to prepare a summary can save time and increase accuracy.​

3. Meet with product team​

Use Copilot in Teams to suggest questions to ask the product team based on the customer request and potential solutions.​

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Copilot in Teams

Step 3/6

Benefit: Copilot can help boost creativity by suggesting solutions from its vast knowledge base.

4. Draft proposed response​

Use Copilot in Word to update best practices and scripts to enable Copilot to provide agents with step-by-step resolution procedures based on the diagnosed issue.​

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Copilot in Word

Step 4/6

Benefit: Rapidly update key guides and scripts directly from the meeting recap.

5. Meet with the customer

Have Copilot in Teams Phone take notes and summarize action items.

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Copilot in Teams

Step 5/6

Benefit: Document and socialize the action items to keep the resolution process moving forward towards a successful close.

6. Share a resposne

Have Copilot draft an email summarizing the interaction and highlighting how the issues will be resolved. Open the Copilot response in Outlook to finalize and send the email.

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Microsoft 365 Copilot Chat2

Step 6/6

Benefit: Quickly summarize files and draft emails to inform customers.

Finance

AI is transforming crucial tasks in Finance such 
as budgeting, forecasting, financial analysis, and corporate performance management.

Use Copilot for accounting document evaluation

Available with: Microsoft 365 Copilot


1. Summarize requirements

Prompt Copilot to find and reference the most recent accounting standards changes related to cloud computing.​

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Microsoft 365 Copilot Chat1

Step 1/6

Example prompt: Find and summarize information from the web on the latest accounting regulations.​

2. Discover documents

Ask Copilot to find the relevant work documents that need updating.

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Microsoft 365 Copilot Chat2

Step 2/6

Example prompt: Find documents that are relevant to the modified standards. Suggest changes to the documents to align with new regulations.​

3. Make updates

Make updates to the relevant documents based on new standards, leveraging suggestions from Copilot to edit the Word document.

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Microsoft 365 Copilot Chat2

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Example prompt: Suggest updates to [Document.docx] based on [U.S. GAAP ASU 1234-56 Subtopic 123-45].

4. Recap meeting

Use Copilot to review necessary steps and action items from an earlier meeting with your manager where they outlined their request to update a document based on new accounting guidance. ​

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Microsoft 365 Copilot Chat2

Step 4/6

Example prompt: Recap the last meeting with my manager, highlighting action items.​

5. Summarize the updates

Summarize the updated document using Copilot in Word.​

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Copilot in Word

Step 5/6

Example prompt: Generate a bulleted list that summarizes the updated section in [document.docx] about cloud computing.​

6. Draft an email

Use Copilot in Outlook to draft an email to your manager, including a summary of the updates you made and next steps.​

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Copilot in Outlook

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Example prompt: Draft an email outlining key changes to the document and next steps for review.​

Use Copilot to make amendment comparisons

Available with: Microsoft 365 Copilot


1. Summarize policy updates

Use Copilot to review the latest accounting regulation updates for the past quarter to determine which amendments may need review.

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Microsoft 365 Copilot Chat1

Step 1/5

Example prompt: Summarize all [U.S. GAAP] updates from the last 3 months.

2. Conduct comparison

Ask Copilot to evaluate and compare the two amendments associated with the recent accounting regulation updates.

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Microsoft 365 Copilot Chat2

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Example prompt: Compare [standardamendment.docx] and [customamendment.docx] and put the results into a table.

3. Collaborate efficiently

Use Copilot in Word to display the table of comparisons and your recommended changes. Add a summary paragraph explaining the objective and recommendations.​

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Copilot in Word

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Example prompt: Rewrite with Copilot to summarize the key differences between the documents in one paragraph.

4. Solicit feedback

Use Copilot in Outlook to draft an email to request your colleague to review the Word document of comparisons.

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Copilot in Outlook

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Example prompt: Draft with Copilot an email to a colleague requesting their edits and comments in comparison.doc by the end of the week.

5. Share learnings broadly

Create a guide with methodology and learnings for new hires to the team to accelerate their onboarding.​

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Copilot in PowerPoint

Step 5/5

Example prompt: Create a presentation based on [newhireguide.docx].

Using Copilot to analyze business performance

Available with: Microsoft 365 Copilot for Finance


1. Generate formulas to clean data

Aggregate budget and spend data into an Excel spreadsheet, then use Copilot for guidance on how to standardize the data formatting.

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Copilot in Excel

Step 1/5

Example prompt: Suggest formulas to standardize the data formatting, including removing trailing spaces and correcting capitalization.

2. Analyze budget variances

Use Copilot for Finance in Excel to streamline the variance analysis process, looking at actuals and budgeted figures.

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Copilot in Excel

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Copilot for Finance (Preview)

Step 2/5

Action: Open Copilot for Finance in Excel and select Analyze variances. Define variance threshold.

3. Review discrepancies

Review the variance analysis summary report for any large or unexpected variances.

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Copilot in Excel

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Copilot for Finance (Preview)

Step 3/5

Action: Review any budget variances using the threshold set in step 2.

4. Report findings

Use Copilot in PowerPoint to accelerate the creation of a presentation summarizing key findings from the variance analysis summary.

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Copilot in PowerPoint

Step 4/5

Example prompt: Create a presentation from the following variance analysis summary [Paste summary].

5. Distribute findings

Use Copilot in Outlook to draft an email summarizing the variance analysis summary. Attach the PowerPoint and share with stakeholders.

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Copilot in Outlook

Step 5/5

Example prompt: Draft an email to stakeholders based on the following variance analysis summary.

Using Copilot to analyze cashflow variances

Available with: Microsoft 365 Copilot for Finance


1. Generate formulas to clean data

Aggregate customer and supplier invoice and payment data into an Excel spreadsheet, then use Copilot for guidance on how to standardize the data formatting.

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Copilot in Excel

Step 1/6

Example prompt: Suggest formulas to standardize the data formatting, including removing trailing spaces and correcting capitalization.

2. Analyze cashflow patterns

Use Copilot for Finance in Excel to analyze variances across a 12-month rolling average to better understand seasonality shifts.

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Copilot in Excel

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Copilot for Finance (Preview)

Step 2/6

Action: Open Copilot for Finance in Excel and select Analyze variances. Define the threshold, e.g. 10%.

3. Review cashflow analysis

Review the variance analysis report for any major discrepancies.

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Copilot in Excel

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Copilot for Finance (Preview)

Step 3/6

Action: Review variances across a 12-month period, highlighting major variances to explore further.

4. Review Teams conversations

Review Teams conversations for specific questions related to cashflow.

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Copilot in Teams

Step 4/6

Example prompt: Summarize the key conversation points and questions from the last 3 months regarding cashflow.

5. Generate premeeting report

Use Copilot in Word to draft a premeeting report.

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Copilot in Word

Step 5/6

Example prompt: Generate a premeeting report with a meeting agenda, key highlights from the cashflow analysis, and key questions for discussion. [Paste cashflow analysis summary and summary from Teams conversations.]

6. Distribute summary

After your meeting, use Copilot in Teams to share a summary of your meeting and next steps.

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Copilot in Teams

Step 6/6

Example prompt: Recap the meeting and list any action items.

Using Copilot to automate financial query management

Available with: Copilot Chat and Copilot Studio


1. Query collection

Use Copilot Studio to create an agent that answers common Finance questions from employees at your organization and logs items to a quality control database.

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Copilot Studio Agent

Step 1/6

Benefit: Ensures that all internal queries are captured and properly categorized for efficient handling.

2. Knowledge base integration

Empower the agent to respond to questions using a custom copilot trained on knowledge base documents.

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Copilot Studio Agent

Step 2/6

Benefit: Access to a comprehensive knowledge base ensures accurate and consistent information is used in responses.

3. Automated feedback

Utilize the agent to prompt employees to give feedback on the information provided.

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Copilot Studio Agent

Step 3/6

Benefit: Gather user feedback to refine the knowledge base and response mechanisms.

4. Case escalation

Have the agent escalate via email when the feedback indicates further action is required.

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Copilot Chat

Step 4/6

Benefit: Direct complex issues to the right experts, ensuring high-quality support.

5. Clarify terms

Using Copilot to better understand financial terms or redraft financial jargon into common language to help with Finance-related discussions.

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Microsoft 365 Copilot Chat1

Step 5/6

Benefit: Get clear explanations of terms and equations to expand financial knowledge in the organization.

6. Gather information

Make sure you’re caught up with the latest industry news and trends by asking Copilot for a summary.

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Microsoft 365 Copilot Chat1

Step 6/6

Prompt: Generate a summary that provides insights into the current state of the steel industry based on recent financial news, stock market data, and economic indicators.

Using Copilot to build a business case

Available with: Microsoft 365 Copilot for Finance


1. Define investment opportunity

Ask Copilot to create a project brief including data from emails, competitive research, and financial records pulled from Copilot Studio agents. Copy the brief into Word and further edit using Copilot in Word.

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Copilot Studio Agent

Step 1/6

Benefit: Streamline the review process and quickly understand key issues to be addressed with the potential investment.

2. Gather project information

Meet with the business development team to learn about the various options available and gather financial information. Use Copilot in Teams to suggest questions and summarize the meeting.

Microsoft Teams icon

Copilot in Teams

Step 2/6

Benefit: Ensure a productive meeting by using Copilot in Teams to suggest questions and clarify what people said. Use the recap for a summary and action items.

Try in Copilot Lab: Keep things moving

3. Gather financial data

Analyze financial data with Copilot in Excel. Use Copilot for Finance to pull in ERP system insights. The use Copilot in Excel to make suggestions and provide guidance like how to use the FORECAST function.

Excel icon

Copilot in Excel

Copilot icon

Copilot for Finance (Preview)

Step 3/6

Benefit: Eliminate time spent searching for data and information from across complex systems.

4. Produce forecast trends

Prompt Copilot to get the latest sales forecasts from your email. Use Copilot in Excel to filter the information and produce trend charts. Update the project brief in Word with the latest charts and tables.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Excel icon

Copilot in Excel

Step 4/6

Benefit: Collaborate effectively across teams and
functions
(e.g., legal, transportation) in a secure way. Use data for decision making in meetings and discussion.

Try in Copilot Lab: Find insights

5. Produce summary report

Once the business case analysis is complete, use Copilot in PowerPoint to turn the project brief into a set of slides for the executive presentation.

PowerPoint icon

Copilot in PowerPoint

Step 5/6

Benefit: Save time by using Copilot in PowerPoint to revise content and organize the slides.

Try in Copilot Lab: Organize your thoughts

6. Test the business case

After the business case has been implemented for six months, use Copilot for Finance to conduct a variance analysis and capture project KPIs.

Excel icon

Copilot in Excel

Copilot icon

Copilot for Finance (Preview)

Step 6/6

Benefit: Speed analysis by using Copilot for Finance to accelerate variance analyses.

Using Copilot for collections coordination

Available with: Microsoft 365 Copilot for Finance


1. Surface oustanding invoices

Use Copilot in Outlook to summarize recent email threads with customers. Use Copilot for Finance to identify outstanding invoices and related insights pulled directly from your ERP system.

Outlook icon

Copilot in Outlook

Copilot icon

Copilot for Finance (Preview)

Step 1/6

Benefit: Speed analysis and streamline customer communications by connecting your ERP and financial system data.

2. Build call script

Prompt Copilot to generate a call script. Use Copilot in Word to refine the call script and save as a template to be used again.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Word icon

Copilot in Word

Step 2/6

Benefit: Build conversation script, suggesting the most effective and policy compliant approach to collect outstanding invoices and negotiate payment terms.

3. Call customers

Call customers who have outstanding balances and use Copilot in Teams Phone to take meeting notes.

Microsoft Teams icon

Copilot in Teams

Step 3/6

Benefit: Simplify capture of customer intent with generated call notes.

4. Send payment reminders

Use Copilot in Outlook to draft follow up emails to customers. With Copilot for Finance, view and attach related records and financial insight directly within Outlook.

Outlook icon

Copilot in Outlook

Copilot icon

Copilot for Finance (Preview)

Step 4/6

Benefit: Automate drafting of emails and use
Copilot to review the tone and customize
emails with relevant records and insight.

5. Update financial data

Prompt Copilot in Outlook to summarize recent payment updates. Use Copilot for Finance to update your ERP system directly from Outlook with the latest payment plans and promise to pay dates. ​

Outlook icon

Copilot in Outlook

Copilot icon

Copilot for Finance (Preview)

Step 5/6

Benefit: Simplify record updates by updating ERP records from directly within Outlook.

6. Update legal team

Draft a summary of the collections cycle for the legal team. Draft the message with Copilot in Word, including references to associated documents and emails.

Word icon

Copilot in Word

Step 6/6

Benefit: Quickly find and summarize documents
related to a customer.

Using Copilot for contract accounting guidance

Available with: Microsoft 365 Copilot


1. Gather information

Ask Copilot to gather information about the customer to better understand the contract.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 1/6

Example prompt: Pull together a summary of the customer interactions from recent email and chats.

2. Create a brief

Copy the data collected along with a recent meeting summary into Word and then have Copilot organize the content.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Word icon

Copilot in Word

Step 2/6

Example prompt: Rewrite the brief to outline the key scenario based on the background and supporting details.

3. Summarize the contract

Prompt Copilot for relevant accounting considerations and perspective based on the customer scenario.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 3/6

Example prompt: Provide accounting guidance and recommendations for the customer scenario in the [scenario.docx]

4. Collaborate with team

Use Copilot in Loop to collaborate with colleagues to build on the preliminary list of accounting considerations.​

Microsoft Loop icon

Copilot in Loop

Step 4/6

Example prompt: Brainstorm additional accounting considerations for the customer scenario.

5. Prep for a meeting

Use Copilot in PowerPoint to generate a presentation with the finalized accounting guidance for the customer scenario.​

PowerPoint icon

Copilot in PowerPoint

Step 5/6

Example prompt: Create a presentation from file [scenario.docx] that summarizes the team’s recommendations.

6. Create an email with response

Draft an email to your manager with Copilot in Outlook summarizing key recommendations.​

Outlook icon

Copilot in Outlook

Step 6/6

Example prompt: Draft an email with a concise summary of key recommendations.

Using Copilot for contract management

Available with: Microsoft 365 Copilot


1. Recap a meeting

Catch up on the key discussion points, decisions, and action items from a missed meeting.

Microsoft Teams icon

Copilot in Teams

Step 1/6

Example prompt: Summarize this meeting and provide the key points and action items.

2. Evaluate contracts

Based on an action item from your missed meeting, ask Copilot to compare multiple contracts for changes and provide considerations and recommendations based on the scenario.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 2/6

Example prompt: Evaluate [contract1.docx] and [contract2.docx]. As a [finance ops manager], create a comparison table outlining the key differences and risks.

3. Summarize comparisons

Synthesize the contract comparisons and generate summaries and insights.

Word icon

Copilot in Word

Step 3/6

Example prompt: Summarize this document [summary.docx] into 5 key takeaways in paragraph form.

4. Generate a presentation

Create a presentation that summarizes the key takeaways and includes recommendations based on the identified risks.

PowerPoint icon

Copilot in PowerPoint

Step 4/6

Example prompt: Create a presentation from file
[summary.docx] and include the team’s recommendations.

5. Collaborate with team

Brainstorm with colleagues on the draft presentation to incorporate diverse perspective.

Microsoft Loop icon

Copilot in Loop

Step 5/6

Example prompt: Create a space for team members to contribute ideas for the presentation. Start with a list of topics and details from [summary.docx]. “Summarize page” so team members can get a quick recap.

6. Communicate recommendations

Send an email to colleagues soliciting feedback on the presentation. Include the Loop for more efficient collaboration.

Outlook icon

Copilot in Outlook

Step 6/6

Action: Use Coaching by Copilot to enhance the tone of your email while conveying urgency in your request. Tone is Direct and Length is Short.

Using Copilot to speed contract reviews

Available with: Microsoft 365 Copilot


1. Find the asks in your emails​

Use Copilot to catch up on emails regarding the latest professional services contract to prepare for a consultation with an internal deal stakeholder.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 1/6

Example prompt: Catch me up on the emails about the Contoso deals. Summarize the latest requests. ​

2. Recap a meeting

Catch up on the last meeting with the stakeholder using Copilot in Teams to ensure clarity on their latest requests.​ Use Teams Rooms for the meeting to enable a transcript with proper attributions from a conference room.

Microsoft Teams icon

Copilot in Teams

Step 2/6

Example prompt: Summarize this meeting and provide the key points and action items.​

3. Summarize the contract

Review the new contract with Copilot in Word, extracting key insights, tender documents, and amendments for the deal and associated revenue impacting terms/conditions.​

Word icon

Copilot in Word

Step 3/6

Example prompt: Ask Copilot a series of prompts: “What is the commitment and monthly fee?”, “What are the T&Cs for invoicing?”, “What is the license term?”​

4. Collaborate with team

Solicit input with Copilot in Loop and finalize with team on the technical accounting guidance for the draft customer agreement.​

Microsoft Loop icon

Copilot in Loop

Step 4/6

Example prompt: Generate a space for team members to dynamically contribute and ideate on deal structure recommendations. “Create a list ​
of topics to discuss for a contract review.”​

5. Prep for a meeting

Gain alignment with the stakeholders on the recommended accounting guidance, prompting Copilot for a meeting agenda.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 5/6

Example prompt: Create a meeting agenda based on the latest contract review meeting and email with the objective of aligning on the accounting recommendations for the deal.​

6. Create an email with response

Reply to the stakeholder using Copilot in Outlook with a concise but thorough summary of the recommended agreement updates.​

Outlook icon

Copilot in Outlook

Step 6/6

Example prompt: “Draft with Copilot” a reply with a bulleted list of the team’s recommendations, associated rationale, and next steps. Tone is Formal and Length is Short.​

Using Copilot for financial insights

Available with: Microsoft 365 Copilot for Finance and Copilot Studio


1. Payment reconciliation​

In Excel, use Copilot for Finance to gather financial data from SAP or Dynamics 365 to reconcile data entries across systems.​

Excel icon

Copilot in Excel

Copilot icon

Copilot for Finance (Preview)

Step 1/6

Benefit: Create a unified view of financial information that is crucial for accurate analysis.​

2. Natural language queries​

Use Copilot with a connector to the financial system to directly query data for deeper insights. ​

Copilot Studio icon

Copilot Studio Agent

Step 2/6

Benefit: Allow users to interact with financial data intuitively, making complex data analysis more accessible.​

3. Risk assessment

Leverage Copilot to inquire about any potential risks due to recent regulatory changes around privacy and local laws.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 3/6

Benefit: Identify potential risks, providing insights that enable proactive risk management.​

4. Insight generation

Use Copilot in Word to generate a white paper on new regulatory risks and recommended responses including charts generated by Copilot in Excel.

Excel icon

Copilot in Excel

Word icon

Copilot in Word

Step 4/6

Benefit: Create clear financial reports, saving time and ensuring that key insights are communicated effectively.​

5. Reporting

Turn the Word document into a PowerPoint presentation for a leadership team meeting.

PowerPoint icon

Copilot in PowerPoint

Step 5/6

Benefit: Quickly create presentations using Copilot to make a first draft.​

6. Decision support

After the meeting, summarize the leadership team’s feedback using Copilot in Teams and then use Copilot in Word to quickly update policy documents.​

Microsoft Teams icon

Copilot in Teams

Word icon

Copilot in Word

Step 6/6

Benefit: Model financial outcomes based on various scenarios, providing valuable support for decision-makers.​

Using Copilot for intelligent sales forecasting

Available with: Copilot for Microsoft 365


1. Prepare and cleanse data​

Aggregate historical sales data into an Excel spreadsheet, then use Copilot for guidance on how to standardize the data formatting.​

Excel icon

Copilot in Excel

Step 1/6

Example prompt: Suggest formulas to standardize the data formatting, including removing trailing spaces and correcting capitalization.​

2. Analyze sales patterns​

Use Copilot in Excel to run an advanced analysis on the data, getting deeper analysis results using Python.​

Excel icon

Copilot in Excel

Step 2/6

Example prompt: Suggest formulas to standardize the data formatting, including removing trailing spaces and correcting capitalization.​

3. Query the data​

Use Copilot in Excel to ask specific questions about the data.​

Excel icon

Copilot in Excel

Step 3/6

Example prompt: What are my top 3 product categories, by revenue, over the last 3 years?​

4. Forecast annual sales​

Use Copilot in Excel to forecast annual sales.​

Excel icon

Copilot in Excel

Step 4/6

Example prompt: Forecast revenue by category for the next two years, with historic data in a single chart.​

5. Evaluate and adjust forecasts​

Evaluate the forecast output and adjust the forecast model if needed.​

Excel icon

Copilot in Excel

Step 5/6

Action: Adjust the Python code in the workbook to refine and rerun the forecast as needed.​

6. Communicate forecasts​

Create a summary of the forecast and share the results with the team.

Excel icon

Copilot in Excel

Step 6/6

Example prompt: Create a summary of the forecast highlighting the top three product categories.​

Using Copilot to launch a new accounting app

Available with: Microsoft 365 Copilot


1. Recap meeting

Catch up on a missed meeting where a new financial work tool was demoed to the department.

Microsoft Teams icon

Copilot in Teams

Step 1/6

Action: Review the main topics discussed.

2. Discover documents

Ask Copilot to identify all documents associated with the new financial tool and summarize the relevant documents to be used in a self-serve training presentation.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 2/6

Example prompt: Summarize the relevant documents and topics associated with the new tool.

3. Create training document

Have Copilot generate a training outline and draft content associated with the tool documentation.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 3/6

Example prompt: Draft a training document for the specified audience that covers topics associated with user onboarding and adoption.

4. Brainstorm FAQs

Use Copilot to create an FAQ section to address potential blockers and common issues a new user may encounter. Add this to the Word document.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 4/6

Example prompt: Brainstorm frequently asked questions for a new financial work tool.

5. Generate a training presentation

Turn the Word document into a great training presentation including relevant visualizations and images.​

PowerPoint icon

Copilot in PowerPoint

Step 5/6

Example prompt: Create a presentation from [tooltraining.docx]. Then, add an image of the process to illustrate the workflow.

6. Draft an email

Solicit feedback from a small group of users to refine the training presentation.​

Outlook icon

Copilot in Outlook

Step 6/6

Example prompt: Drafting with Copilot: draft an email notifying users of the new training content and ask them for feedback by the end of the week.

Use Copilot to optimize your financial operations

Available with: Microsoft 365 Copilot Chat


1. Automate workflows

Use Microsoft Copilot to write a python script to automate tedious tasks like data collection.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 1/6

Prompt: Write a python script to mine data from various websites.

2. Financial analysis

Save time by asking Copilot for ideas of how to perform complex financial analyses.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 2/6

Prompt: How should I structure a valuation of a retired manufacturing facility?

3. Stay up-to-date with news and trends

Make sure you’re caught up with the latest industry news and trends by asking Copilot for a summary.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 3/6

Prompt: Generate a summary that provides insights into the current state of the steel industry based on recent financial news, stock market data, and economic indicators.

4. Gather competitor information

Prompt Copilot to compare product capabilities to perform an accurate Total Cost of Ownership analysis for a product pricing update.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 4/6

Prompt: Create a table comparing the capabilities of Product X and Product Y.

5. Communicate insights

Relay key insights to your audience by using Copilot to generate content like reports, investments summaries, financial briefs, and more.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 5/6

Prompt: Generate an investment summary based on the annual report on this web site. Simplify the financial jargon and be sure to include information on key risks and performance metrics.

6. Due diligence

Prompt Copilot to identify potential acquisition targets in specific geographies.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 6/6

Prompt: Provide a list of likely acquisition targets in the retail industry in Asia and give the reasons why they are on the list.

Using Copilot for procurement insight acceleration

Available with: Microsoft 365 Copilot for Finance


1. Collaborative document review​

Utilize Copilot for Finance in Excel to check for spending variances versus product deliverables.​

Excel icon

Copilot in Excel

Copilot icon

Copilot for Finance (Preview)

Step 1/5

Benefit: Streamline contract review processes, Reduce manual effort, and ensure compliance.

2. Prepare for a meeting

In Outlook, use Copilot for Finance to display information about prior contracts and supplier payments to be confident you are negotiating with the latest information.

Outlook icon

Copilot in Outlook

Copilot icon

Copilot for Finance (Preview)

Step 2/5

Benefit: Simplify the process of finding customer information to prepare for a meeting.

3. Efficient meeting summaries

In the supplier meetings, use Copilot in Teams to summarize agreements on deliverables and capabilities. Next, assign a rating based on established criteria.

Microsoft Teams icon

Copilot in Teams

Step 3/5

Benefit: Improve meeting efficiency, capture essential points, and facilitate follow-up actions.

4. Interactive brainstorming

Have Copilot search data from contracts, meetings, and emails to create a table of various suppliers organized by service delivered with a detailed assessment.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 4/5

Benefit: Boost creativity, foster collaboration, and generate innovative solutions.

5. Customized process documentation

Use Copilot in Word to generate new supplier contract terms and recommendations for updated preferred vendor lists.

Word icon

Copilot in Word

Step 5/5

Benefit: Standardize procedures, reduce errors, and empower team members with comprehensive reference material.

Using Copilot to reconcile financial data to accelerate period closing​

Available with: Microsoft 365 Copilot for Finance and Copilot Studio


1. Generate formulas to clean data​

Aggregate sales invoice and payment data into an Excel spreadsheet, then use Copilot for guidance on how to standardize the data formatting.​

Excel icon

Copilot in Excel

Step 1/6

Example prompt: Suggest formulas to standardize the data formatting, including removing trailing spaces and correcting capitalization.​

2. Reconcile accounts​

Use Copilot for Finance in Excel to streamline the reconciliation of accounts across customers and suppliers.​

Excel icon

Copilot in Excel

Copilot icon

Copilot for Finance (Preview)

Step 2/6

Action: Open Copilot for Finance in Excel and select Reconcile data. Define the reconciliation vectors.​

3. Review discrepancies​

Review the Reconciliation Report transactions for any discrepancies.​

Excel icon

Copilot in Excel

Copilot icon

Copilot for Finance (Preview)

Step 3/6

Example prompt: What are my top 3 product categories, by revenue, over the last 3 years?​

4. Generate report​

Copilot in Finance in Excel analyzes the reconciliation results and provides insights and suggestions for addressing inconsistencies in the report summary.​

Excel icon

Copilot in Excel

Copilot icon

Copilot for Finance (Preview)

Step 4/6

Action: Select Include the summary in the report and click Save as PDF to save a downloadable version of the report summary. ​

5. Create knowledge agent​

Create a custom AI agent based on the reconciliation reports and financial statements for the period closing so that you can query to understand any discrepancies based on the latest status reports.​

Copilot Studio icon

Copilot Studio Agent

Step 5/6

From Copilot Studio, create a new Copilot. Under the knowledge section, add the reconciliation report PDF from SharePoint.​

6. Share with the team​

Share the custom copilot in Teams so team members can ask the agent questions about the report.

Microsoft Teams icon

Copilot in Teams

Step 6/6

Action: Open the configuration pan for the Microsoft Teams channel, select Open copilot, then add the custom agent as an app in Teams. Share the agent via a link with team members.

Using Copilot to update a guidance document

Available with: Microsoft 365 Copilot


1. Get meeting insights

Review meeting details to determine the changes to be made in the RFx document.

Microsoft Teams icon

Copilot in Teams

Step 1/5

Action: In Meeting Recap, review meeting topics to quickly locate the relevant details for your document updates.

2. Ask questions

Use Copilot to locate the latest RFx document that needs updating based on the stakeholder request.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 2/5

Example prompt: Locate the latest RFx document created by your team in the last week.

3. Analyze financial impact

Adjust your financial model to confirm the expected change in costs and review where it exceeds your threshold.

Excel icon

Copilot in Excel

Step 3/5

Example prompt: Highlight the cells yellow where the “adjusted expected spend” exceeds $10,000.

4. Efficient document updates

Rewrite the relevant document sections that need updating based on the new RFx information.

Word icon

Copilot in Word

Step 4/5

Example prompt: Summarize the updated sections into a few bullet points. This will be added with your Microsoft Excel chart in an email to the stakeholder.

5. Request feedback

Draft and send an email to your stakeholder summarizing the changes.

Outlook icon

Copilot in Outlook

Step 5/5

Action: Use Coaching by Copilot: write an email to my stakeholder outlining the updates, gain alignment, and offer a meeting to discuss.

Human Resources

AI is transforming crucial tasks in Finance such 
as budgeting, forecasting, financial analysis, and corporate performance management.

Using Copilot to analyze hiring practices

Available with: Microsoft 365 Copilot and Copilot Studio


1. Connect data sources

Prompt Copilot to summarize relevant hiring insights from data sources linked using Copilot Studio agents such as applicant tracking systems, LinkedIn, HR insights, and Power BI.

Copilot Studio icon

Copilot Studio Agent

Step 1/6

Action: Use Copilot to rapidly locate relevant data which indicates and impacts the hiring pipeline.

2. Analyze data

Analyze data, summarize findings, and provide candidate insights, pipeline, capacity, and hire quality.

Excel icon

Copilot in Excel

Step 2/6

Example prompt: What is the average of “Time to hire”?

3. Generate reports

Create reporting and visualizations to better understand the hiring pipeline and make data-driven decisions.

Excel icon

Copilot in Excel

Step 3/6

Example prompt: To better articulate the data, highlight the cells yellow where “Time to hire” exceeds 60 days.

4. Collaborate with team

Schedule a meeting to present the report, insights, and to gather feedback.

Microsoft Teams icon

Copilot in Teams

Step 4/6

Action: Generate meeting notes” after the call to capture key topics and action items.

5. Track progress

Track the progress of the hiring pipeline.

Excel icon

Copilot in Excel

Step 5/6

Example prompt: In addition to “What is the average of ‘Time to hire’?”, monitor “What is the average ‘Candidate Satisfaction’?” to compare the impact of hiring process changes.

6. Improve hiring pipeline reviews

Based on the impact of the actions, adjust approach and continue to iterate.

Microsoft Loop icon

Copilot in Loop

Step 6/6

Example prompt: Brainstorm ideas to improve the hiring pipelines process. Ask colleagues to contribute and provide feedback in Loop.

Using Copilot to automate benefits query management​

Available with: Copilot Chat and Copilot Studio


1. Create an agent

Create a custom agent accessing HR information with guided prompts around employee benefits. Once ready, launch it as an app in Microsoft Teams for your organization.​

Copilot Studio icon

Copilot Studio Agent

Step 1/6

Benefit: Streamline the benefits inquiry process with instant, 24/7 chatbot assistance.

2. Benefits analysis

Employees may ask the agent for more details about specific benefits.​

Copilot Studio icon

Copilot Studio Agent

Step 2/6

Benefit: Match employee criteria with the best available benefits packages.

3. Recommendation

Employees can provide the agent with desired outcomes and ask Copilot to pull specific benefits recommendations.​

Copilot Studio icon

Copilot Studio Agent

Step 3/6

Benefit: Providing tailored recommendations helps employees make informed decisions about their benefits.

4. Feedback collection

Use the agent to automate the feedback collection in a database for analysis.

Copilot Studio icon

Copilot Studio Agent

Step 4/6

Benefit: Gathering feedback allows for the refinement of the recommendation process.

5. Research

Use Copilot to research potential solutions to common issues that are being raised to the agent.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 5/6

Benefit: Use the power of AI to research solutions to employee issues.

6. Update employees

Use Copilot to draft an announcement of clarifications to the benefits plans based on common queries.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 6/6

Benefit: Quickly draft communications to keep employees up to date and avoid future questions.

Using Copilot for candidate search

Available with: Microsoft 365 Copilot and Copilot Studio


1. Conduct market research

Use Copilot to research the latest industry trends and data regarding competitive job descriptions.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 1/6

Example prompt: Generate a table of key skills and experience required for software engineers at a large enterprise technology company based on market trends and leading technology companies.

2. Create job description

Ask Copilot to create a job description which leverages the market research gathered.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 2/6

Example prompt: Generate a software engineer job description that includes skills, qualifications, and responsibilities. Reference jobs at large, enterprise tech companies.​‌

3. Identify potential candidates

Indicate keywords from your job description to surface potential candidates. Use Copilot to access HR system data using a Copilot Studio agent.

Copilot Studio icon

Copilot Studio Agent

Step 3/6

Benefit: Rapidly identify possible candidates which meet role job requirements reducing time spent from hours to minutes.

4. Create candidate slate

Draft a detailed view of potential candidates and insights so a hiring manager can easily evaluate candidates.

Word icon

Copilot in Word

Step 4/6

Example prompt: Summarize these candidates in a table format with a pros column and a cons column.

5. Communicate potential candidates

Draft and send email to hiring manager sharing potential candidates and insights with them for consideration.

Outlook icon

Copilot in Outlook

Step 5/6

Example prompt: Draft with Copilot” an email to the hiring manager that summarizes the candidates and the key insights for hiring consideration. (Include the table from the Word document.)

6. Finalize candidate slate

Engage with hiring manager to gain feedback on candidate slate and align on next steps.

Microsoft Teams icon

Copilot in Teams

Step 6/6

Actions: Recap the meeting” to review key topics and “List action items”. Paste actions in the meeting chat and tag owners to confirm or update the candidate slate.

Using Copilot to deliver insights to managers

Available with: Microsoft 365 Copilot and Copilot Studio


1. Identifying key metrics

Identify key metrics which can provide insights into manager capabilities and opportunities. Use Copilot to access HR system data using a Copilot Studio agent.

Copilot Studio icon

Copilot Studio Agent

Step 1/6

Action: Use Copilot to rapidly locate relevant manager metrics (employee survey, attrition, training consumption) which impact team health.

2. Gather data insights

Analyze data/metrics, summarize findings, provide insights, and create potential manager opportunities.

Excel icon

Copilot in Excel

Step 2/6

Example prompt: Highlight manager team training scores yellow where values are less than 100%.

3. Identify best practices

Based on the data/insights, have Copilot locate best practices for managers to follow to improve upon the key metrics.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 3/6

Example prompt: I am a human resources consultant. Create a planning document based on the manager report and best in class manager practices.

4. Communicate opportunities

Draft and send email to managers sharing the data insights and best practices with them for consideration.

Outlook icon

Copilot in Outlook

Step 4/6

Example prompt: Draft with Copilot: an email to managers sharing opportunities based on best practices and their manager insights. Tone is Direct and Length is Medium

5. Align and track

Conduct a meeting to present the opportunities, aligns and track the actions items, referencing insights, and notes from Copilot in Teams.​

Microsoft Teams icon

Copilot in Teams

Step 5/6

Action: Use Copilot during the meeting to “list main ideas we discussed” and then review the AI notes “Follow-up tasks” after the meeting to finalize the plan and track.

6. Adjust and iterate

Based on the impact of the actions, adjust approach, and continue to iterate using Copilot in Loop.​

Microsoft Loop icon

Copilot in Loop

Step 6/6

Example prompt: Brainstorm activities to empower and improve effectiveness of people managers in an organization. Invite colleagues to iterate on ideas.

Using Copilot to implement awards and recognition

Available with: Microsoft Copilot Studio


1. Create nomination

Agent prompts the user for the nomination details like category and the nominee (single, multiple people or Team).

Copilot Studio icon

Copilot Studio Agent

Step 1/5

Benefit: Agent drives the user to fill in right details.

2. Generate nomination summary

Use the agent to create the summary of the nomination.

Copilot Studio icon

Copilot Studio Agent

Step 2/5

Benefit: Turn a few thoughts on the data collected into a detailed summary.

3. Review and submit nomination

The agent presents the complete nomination details to the user and requests review and confirmation. User can choose to further edit or submit the nomination.

Copilot Studio icon

Copilot Studio Agent

Step 3/5

Benefit: Review and make updates to the nomination.

4. View nominations

Employees can ask Copilot to show all the nominations submitted by them.

Copilot Studio icon

Copilot Studio Agent

Step 4/5

Benefit: Hold the history of the nominations submitted by employee.

5. View recognitions

Employees can also see all the recognitions they have received.

Copilot Studio icon

Copilot Studio Agent

Step 5/5

Benefit: Track their growth by reviewing the history of recognitions.

Using Copilot to implement self-service policy questions and updates

Available with: Microsoft 365 Copilot and Copilot Studio


1. Self-help policy agent

Create an agent accessing the HR policy SharePoint site to help users get answers to policy questions though a self-service experience.

Copilot Studio icon

Copilot Studio Agent

Step 1/6

Benefit: Streamline the benefits inquiry process with instant, 24/7 agent assistance.

2. Gather feedback

The agent uses guided questions to determine if the existing policy was confusing to the employee.

Copilot Studio icon

Copilot Studio Agent

Step 2/6

Benefit: Help to gather quality feedback on areas of the written policies that are unclear through guided questions.

3. Save feedback

The agent writes a summary of the feedback to an Excel spreadsheet on the HR SharePoint including the sections of each policy that are considered unclear.

Copilot Studio icon

Copilot Studio Agent

Step 3/6

Benefit: Automate feedback collection into Excel with a task agent.

4. Analyze feedback

HR analyst uses Copilot in Excel to analyze the feedback and create a list of required policies requiring updates.

Excel icon

Copilot in Excel

Step 4/6

Benefit: Speed the analysis by using Copilot to interpret and summarize the feedback identifying specific sections of policies to be updated.

5. Make updates

Leveraging the feedback collected, use Copilot in Word to update the policies asking Copilot to make the existing sections clearer. Have Copilot also maintain the change log for the policies.

Step 5/6

Benefit: Streamlining the administration process reduces HR workload and improves accuracy.

6. Reporting

Use Copilot in PowerPoint to turn the policy change logs into a presentation on updates made during the prior month.

PowerPoint icon

Copilot in PowerPoint

Step 6/6

Benefit: Keep employees updated on policies with regular reporting.

Using Copilot to improve onboarding and development processes (copilot studio)

Available with: Microsoft 365 Copilot and Copilot Studio


1. Crowdsource onboarding resources

Gather input from team members about resources that have proven most valuable in onboarding. Summarize input based on top votes collected.

Microsoft Loop icon

Copilot in Loop

Step 1/6

Example prompt: Draft an onboarding plan and checklist for a new human resources support advisor.

2. Identify network

Use Copilot to find individuals who can support your new hire’s work and offer complementary skills to help them connect more effectively and quickly​.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 2/6

Example prompt: Identify 10 employees in the [department name] organization who would be knowledgeable experts to help new [job role] onboard quickly and efficiently.

3. Simplify policies

Summarize policy documents build context for the new employee.

Word icon

Copilot in Word

Step 3/6

Example prompt: “Summarize this doc” into 10 key topics and terms with descriptions. Translate into another language to facilitate understanding.

4. Summarize key discussion points

Ask Copilot to locate notes from different conversations, chats, and emails into a summary that highlights key themes, simplifying volumes of information.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 4/6

Example prompt: List the main ideas we discussed” to develop stronger understanding of content, terms, and topics.

5. Streamline onboarding

Create an onboarding plan specific to each role to accelerate new hire learning. Build an agent using Copilot Studio to help employees answer their onboarding questions.

Copilot Studio icon

Copilot Studio Agent

Word icon

Copilot in Word

Step 5/6

Example prompt: I am a human resources support advisor. Create an onboarding plan for a new team member including timelines.

6. Build learning material

Ask Copilot in PowerPoint to generate learning paths according to individual roles, learning styles and career goals.​

PowerPoint icon

Copilot in PowerPoint

Step 6/6

Example prompt: Create a presentation from” [onboardingplan.docx] for new hires to the human resources support advisor team.

Using Copilot to improve onboarding and development processes (microsoft 365 copilot)

Available with: Microsoft 365 Copilot


1. Crowdsource onboarding resources

Gather input from team members about resources that have proven most valuable in onboarding. Summarize input based on top votes collected.

Microsoft Loop icon

Copilot in Loop

Step 1/6

Example prompt: Draft an onboarding plan and checklist for a new human resources support advisor.

2. Identify network

Use Copilot to find individuals who can support your new hire’s work and offer complementary skills to help them connect more effectively and quickly​.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 2/6

Example prompt: Identify 10 employees in the [department name] organization who would be knowledgeable experts to help new [job role] onboard quickly and efficiently.

3. Simplify policies

Summarize policy documents build context for the new employee.

Word icon

Copilot in Word

Step 3/6

Example prompt: “Summarize this doc” into 10 key topics and terms with descriptions. Translate into another language to facilitate understanding.

4. Summarize key discussion points

Ask Copilot to locate notes from different conversations, chats, and emails into a summary that highlights key themes, simplifying volumes of information.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 4/6

Example prompt: List the main ideas we discussed” to develop stronger understanding of content, terms, and topics.

5. Create onboarding plan

Create an onboarding plan specific to each role to accelerate new hire learning.

Word icon

Copilot in Word

Step 5/6

Example prompt: I am a human resources support advisor. Create an onboarding plan for a new team member including timelines.

6. Build learning material

Ask Copilot in PowerPoint to generate learning paths according to individual roles, learning styles, and career goals.​

PowerPoint icon

Copilot in PowerPoint

Step 6/6

Example prompt: Create a presentation from” [onboardingplan.docx] for new hires to the human resources support advisor team.

Using Copilot to improve organizational health metrics

Available with: Microsoft 365 Copilot and Copilot Studio


1. Identify data sources

Identify multiple data sources which can provide insights into manager capability, employee relations, and organizational health. Use Copilot to access HR system data using a Copilot Studio agent.

Copilot Studio icon

Copilot Studio Agent

Step 1/6

Action: Use Copilot to rapidly locate relevant data which indicates and impacts organization health.

2. Analyze data

Analyze data, summarize findings, provide insights, and create organizational health reports.​

Excel icon

Copilot in Excel

Step 2/6

Example prompt: Highlight org health scores yellow where YoY % change exceeded -20%.

3. Develop action plan

Leverage insights and Copilot suggestions in Word to draft a detailed, actionable implementation plan to improve organizational health.​

Word icon

Copilot in Word

Step 3/6

Example prompt: I am a human resources consultant. Create an action plan based on the organizational health report and insights. Include tasks and timelines.

4. Generate the proposal

Generate a presentation detailing the plan which includes images and tables.​

PowerPoint icon

Copilot in PowerPoint

Step 4/6

Example prompt: Create a presentation from file [plan.docx] for HR leaders that clearly articulates how the plan will enable organizational health goals.

5. Meet with Key Stakeholders

Lead the meeting to present the plan, leveraging Copilot in Teams to suggest topics and take notes.​

Microsoft Teams icon

Copilot in Teams

Step 5/6

Action: Use Copilot during the meeting to “list main ideas we discussed” and then review the AI notes “Follow-up tasks” after the meeting to finalize the plan.

6. Communicate to managers

Communicate plan and actions to organization managers and monitor engagement.

Outlook icon

Copilot in Outlook

Step 6/6

Example prompt: Draft with Copilot: Create an email to a group of managers that provides detail and timelines regarding organizational health action plans.

Using Copilot to manage internal job transitions​

Available with: Microsoft 365 Copilot and Copilot Studio


1. Quickly screen candidates

Prompt Copilot to surface the most qualified candidates, referencing relevant documents and pulling in employee information from the HR system with a Copilot Studio agent.​

Copilot Studio icon

Copilot Studio Agent

Step 1/6

Benefit: Rapidly get up to speed on what candidates are most qualified for certain roles.

2. Schedule interviews

Use Copilot to help schedule follow up interviews between candidates and hiring managers​.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 2/6

Benefit: Streamline scheduling multiple candidates for interviews by asking Outlook to identify and schedule interviews.

3. Create onboarding materials

Use Copilot in Word to create role-specific onboarding materials.

Word icon

Copilot in Word

Step 3/6

Benefit: Reduce time to prepare, search, and summarize onboarding documents leading to increased employee satisfaction and helping employees’ reach productivity quickly.

4. Develop training material​

Use Copilot in PowerPoint to generate learning paths according to individual roles, learning styles, and career goals.​

PowerPoint icon

Copilot in PowerPoint

Step 4/6

Benefit: Keep training relevant to the audience by using Copilot to mine historical documents to update with relevant training content. As internal systems change training can adapt to it more quickly.

5. Collect feedback

Analyze employee survey data with Copilot in Excel and summarize key findings to refine delivery and relevance.​

Excel icon

Copilot in Excel

Step 5/6

Benefit: Focus on overall employee satisfaction and onboarding experience by responding to feedback and refining onboarding and training.

6. Prepare for performance reviews

Use Copilot in Word to generate reports for performance reviews.​

Word icon

Copilot in Word

Step 6/6

Benefit: Compile data quickly and generate individual review reports to support the process.

Using Copilot to resolve employee issues

Available with: Microsoft 365 Copilot


1. Summarize the challenge

Aggregate a long and complex email thread of conversations to create a holistic and summarized view of the challenge (employee engagement, retention, diversity and inclusion, etc.).

Outlook icon

Copilot in Outlook

Step 1/6

Action: Select “Summarize” to understand key issues and proposed solutions from lengthy email threads related to the HR challenge.

2. Access resources

Ask Copilot to help identify relevant and timely resources to help solve for this common or complex challenge.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 2/6

Action: Use Copilot to rapidly identify relevant and timely data on how to approach common or complex employee scenarios.

3. Brainstorm ideas

Create a list of questions needed to help solve this challenge.

Microsoft Loop icon

Copilot in Loop

Step 3/6

Action: Prior to a scheduled meeting, have teammates build upon the Loop: brainstorm ideas to address the HR situation and challenge.

4. Collaborate with teammates

Schedule a meeting to discuss the options.

Microsoft Teams icon

Copilot in Teams

Step 4/6

Action: Use Copilot during the meeting to “list main ideas we discussed” and then review the AI notes “Follow-up tasks” after the meeting to confirm or update the approach and documentation.

5. Update documentation

Update the approach, procedure and/or policy documentation as applicable.

Word icon

Copilot in Word

Step 5/6

Example prompt: Leverage the meeting feedback to update the approach. Rewrite this section to update the “days to respond” from 5 business days to 3 business days.

6. Communicate to teammates

Communicate plan and actions to appropriate stakeholders and monitor engagement.

Outlook icon

Copilot in Outlook

Step 6/6

Example prompt: Draft with Copilot: an email to stakeholders that provides detail and timelines regarding action plans to address the HR challenge.

Using Copilot to streamline benefits and compensation

Available with: Microsoft 365 Copilot and Copilot Studio


1. Conduct market research

Prompt Microsoft Copilot to research the latest industry trends and data regarding competitive compensation ranges and benefits.​ Use a Copilot Studio agent to ingest internal and external data to come up with benchmarking insights.

Copilot Studio icon

Copilot Studio Agent

Step 1/6

Benefit: Quickly generate tables of average salaries by market for different roles.

2. Draft Executive Summary

Use Copilot in Word to draft a plan for talent planning to share with your executive staff for next fiscal year.

Word icon

Copilot in Word

Step 2/6

Benefit: Turn a few thoughts on the data collected into a detailed planning document.

3. Update financial model

Use Copilot in Excel to rapidly update the financial model. Create a financial forecast with advanced analysis capabilities in Copilot.

Excel icon

Copilot in Excel

Step 3/6

Benefit: Make rapid updates to the financial model with Copilot.

4. Present updates

Use Copilot in PowerPoint to generate an executive presentation detailing the new compensation strategy.

PowerPoint icon

Copilot in PowerPoint

Step 4/6

Benefit: Create a set of slides from a strategy document in Word to present the strategy and then copy in the Excel charts.

5. Revise policy document

Use Copilot in Word to revise relevant sections of the compensation policy document.

Word icon

Copilot in Word

Step 5/6

Benefit: Turn the bullet points from the executive presentation into text for the policy document.

6. Communicate changes

Use Copilot in Outlook to draft an email communicating changes to the compensation policy to department managers.

Outlook icon

Copilot in Outlook

Step 6/6

Benefit: Draft an email to a group of department managers that provides detail and timelines regarding employee annual reviews and changes to the overall compensation and benefits.

Using Copilot to streamline benefits and compensation

Available with: Microsoft 365 Copilot


1. Conduct market research

Prompt Microsoft Copilot to research the latest industry trends and data regarding competitive compensation ranges and benefits.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 1/6

Benefit: Quickly generate tables of average salaries by market for different roles.

2. Draft Executive Summary

Use Copilot in Word to draft a plan for talent planning to share with your executive staff for next fiscal year.

Word icon

Copilot in Word

Step 2/6

Benefit: Turn a few thoughts on the data collected into a detailed planning document.

3. Update financial model

Use Copilot in Excel to rapidly update the financial model. Create a financial forecast with advanced analysis capabilities in Copilot.

Excel icon

Copilot in Excel

Step 3/6

Benefit: Make rapid updates to the financial model with Copilot.

4. Present updates

Use Copilot in PowerPoint to generate an executive presentation detailing the new compensation strategy.

PowerPoint icon

Copilot in PowerPoint

Step 4/6

Benefit: Create a set of slides from a strategy document in Word to present the strategy and then copy in the Excel charts.

5. Revise policy document

Use Copilot in Word to revise relevant sections of the compensation policy document.

Word icon

Copilot in Word

Step 5/6

Benefit: Turn the bullet points from the executive presentation into text for the policy document.

6. Communicate changes

Use Copilot in Outlook to draft an email communicating changes to the compensation policy to department managers.

Outlook icon

Copilot in Outlook

Step 6/6

Benefit: Draft an email to a group of department managers that provides detail and timelines regarding employee annual reviews and changes to the overall compensation and benefits.

Using Copilot to streamline your recruiting process

Available with: Microsoft 365 Copilot Chat


1. Create a job description

Ask Microsoft Copilot to create job postings for any role.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 1/6

Prompt:  Write a job description for an Accounting Director role with 5+ years of experience.

2. Create interview questions

Brainstorm interview questions specific for any role with Copilot. Create both behavioral and technical questions depending on your needs.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 2/6

Prompt: Generate 5 interview questions for an Executive Assistant with 10+ years of experience.

3. Research salary levels

Find typical salary levels for positions basedon geography.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 3/6

Prompt: Provide a typical salary range for an Accounting Director role with 5+ years of experience in these five cities.

4. Create an offer letter

Found the perfect candidate? Use Copilot to quickly draft an offer letter for you to send.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 4/6

Prompt: Draft a customizable template for an offer letter.

5. Create onboarding materials

Streamline the onboarding process by asking Copilot to generate learning paths according to individual roles, learning styles, and career goals.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 5/6

Prompt: Develop a 3-month plan to onboard a new hire.

6. Make introductions

Draft an email to introduce your new employee to their team.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 6/6

Prompt: Draft an email to introduce Jane to their new team based on this information from their resume.

Using Copilot to update a policy document

Available with: Microsoft 365 Copilot


1. Identify changes in policy

Compare the new and old policy documents and make a table of the key policy differences. Have Copilot translate the results into local language.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 1/6

Example prompt: Compare policies in these two documents and make a table of the key policy differences. Translate the results to Spanish.

2. Draft new FAQ

Create a new FAQ document that explains the changes and explores what impact it may have on employees and what concerns they might have.

Word icon

Copilot in Word

Step 2/6

Example prompt: Make a list of likely questions that employees will have about this change in policy and provide answers to each question based on the policy document.

3. Create plan

Ask Copilot to create a plan for change management that updates curated content, employee-facing material, and advisor training and communications​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 3/6

Example prompt: Using the insights from the previous step, prompt Copilot: I am a human resources support advisor. Create a change management plan based on the updated policy. Include tasks and timelines.

4. Develop material​

Build training materials which are tailored to the case and employee/role.

PowerPoint icon

Copilot in PowerPoint

Step 4/6

Example prompt: Create a presentation from file [plan.docx] and relevant documents about to train Human Resources support advisors on applying the new policy.

5. Collect feedback

Engage with support advisors to depict the data, plan, actions and support material required to implement the new policy.

Microsoft Teams icon

Copilot in Teams

Step 5/6

Example prompt: Use Copilot during the meeting to “list main ideas we discussed” and then review the AI notes “Follow-up tasks” after the meeting to confirm or update the approach and documentation.

6. Continuous improvement

Communicate changes to Support Advisors and monitor impact/feedback.​

Outlook icon

Copilot in Outlook

Step 6/6

Example prompt: Draft with Copilot: a reply email to the department that provides detail and timelines regarding improvements and changes.

Information Technology

An IT professional’s goals include accelerating digital transformation, securing the enterprise, optimizing collaboration, and driving adoption 
of emerging technologies like generative AI.

Using Copilot for assisted device acquisition

Available with: Copilot Studio


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 icon

Copilot Studio Agent

Step 1/6

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 icon

Copilot Studio Agent

Step 2/6

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 icon

Copilot Studio Agent

Step 3/6

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 icon

Copilot Studio Agent

Step 4/6

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 icon

Copilot Studio Agent

Step 5/6

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 icon

Copilot Studio Agent

Step 6/6

Activity: Use the Device Selection and Purchase app to track progress on the device delivery.

Using Copilot to build analytics within fabric

Available with: Azure AI Foundry and Power BI


1. Building data pipeline

The admin plans to create a separate DataFlow Gen2 pipeline by modifying the M Query to include a loop for multi-day data ingestion, serving as a backfill when daily tasks fail.

Microsoft Fabric icon

Copilot in Microsoft Fabric

Step 1/6

Sample Prompt: Rewrite this M query by changing the relative date ‘yesterday’ to accept the ‘startDate’ and ‘endDate’ parameters in the string format of “MM/dd/yyyy”. Make sure to process in loop one day at a time as the original.

2. Ingesting the data from Lakehouse

As there are multiple tables in the Lakehouse, the admin needs help to create complex custom SQL query. They decided to use the AI Skill help building the query.

Microsoft Fabric icon

Copilot in Microsoft Fabric

Step 2/6

Sample Prompt: How many users are there with the Action Level 2 of CreateNewPublication during the last 30 days and 31-60 days ago? Separate them into two different columns. Please break down them by Profession and rank them from the most to the least users.

3. Transform the data

The admin wants to simplify the report by reducing the number of rows through grouping similar records together.

Microsoft Fabric icon

Copilot in Microsoft Fabric

Step 3/6

Sample Prompt: Under the Profession column, I want to combine Product Management and Program Management as Product Management. Then group them together by Profession and apply sum to the other two columns.

4. Building positive narrative

While building the report in Power BI, the admin wants to emphasize the area of the data showing the highest Month Over Month growth.

Power BI icon

Copilot in Power BI

Step 4/6

Sample Prompt: Which profession had the highest increase in the product usage this month?

5. Building an impact analysis

The admin determines which group saw the largest decline in publication activity and analyze how changes in the product usage might impact those users.

Power BI icon

Copilot in Power BI

Step 5/6

Sample Prompt: Which profession saw the most significant decline in publication activity? And what could be the potential impact of the increase/decrease in the product usage for those with the most significant decline?

6. Interactive experience

The admin wants to create interactive experience and allows anyone with access to the report to ask questions to the data within the report.

Power BI icon

Copilot in Power BI

Step 6/6

Sample Prompt: Publication creator MOMs with profession Business Operations or Design & Creative

Using Copilot to conduct a multi-cloud vulnerability impact assessment

Available with: Security Copilot and Microsoft Defender External Attack Surface Management


1. Understand multi-cloud posture

Understanding which cloud providers are part of your organization’s attack surface across your multi-cloud environment by connecting to your Microsoft Defender External Attack Surface Management capabilities.

Copilot icon

Copilot for Security

Step 1/6

Prompt: What cloud providers are in my attack surface?

Response:  Presents breakdown of cloud providers in your attack surface.

2. Get cloud-specific vulnerability insights

Identify the specific vulnerabilities affecting assets on a particular cloud provider, allowing for focused remediation efforts and improved security posture.

Copilot icon

Copilot for Security

Step 2/6

Prompt: What CVEs are impacting assets running on cloud provider X?

Response: Present breakdown of CVEs impacting assets hosted on cloud provider X.

3. Find vulnerable assets

Discover which assets are affected by a critical vulnerability, helping prioritize patching and mitigation to protect your most at-risk resources.

Copilot icon

Copilot for Security

Step 3/6

Prompt: Which assets are impacted by <CVE-ID>  with <Technology X>

Response:  List of assets that are identified as impacted

4. In-depth vulnerability analysis

Obtain detailed information about a specific CVE, including its impact and mitigation strategies, to enhance your understanding and response capabilities.

Copilot icon

Copilot for Security

Step 4/6

Prompt: What more information do you have about <CVE-ID>?

Response:  Details on <CVE-ID> provided.

5. Asset enrichment

Apply labels to assets for better organization and tracking, facilitating more efficient security operations and incident response.

Copilot icon

Copilot for Security

Step 5/6

Prompt: Label these assets with “X”.

Response:  Link to apply labels provided.

6. Create report

Create a high-level report that provides executives with a clear summary of vulnerabilities and impacted assets, supporting informed decision-making and strategic planning.

Copilot icon

Copilot for Security

Step 6/6

Prompt: Generate an executive level report for the assets running on cloud provider X, the CVEs impacting these assets and the respective counts, as well as details on CVE X.

Response:  Report generated

Using Copilot to conduct a security script analysis

Available with: Copilot for Security


1. Analyze script

A security analyst identifies a potentially suspicious script that was found running on a corporate endpoint. Copilot for Security Standalone experience is used to reverse engineer the script.

Copilot icon

Copilot for Security

Step 1/6

Prompt: Explain what this script does step by step and infer the intent. Also note any actions expressed that could be malicious in nature, including destructive activities, stealing of information, or changing of sensitive settings: <SNIPPET>

2. Assess intent

The analyst asks Copilot to assess whether the script is dangerous.

Copilot icon

Copilot for Security

Step 2/6

Prompt: Is this script malicious?

3. Check internet addresses

The analyst checks the internet addresses involved to see if they are known threat actors.

Copilot icon

Copilot for Security

Step 3/6

Prompt: Provide the reputation of any IPs or hostnames found.

4. Check threat database

The analyst checks to if there is any information available about the attack.

Copilot icon

Copilot for Security

Step 4/6

Prompt: Are there any threat intelligence articles that reference the IOCs that were found? Show me the profiles of any threat actors referenced.

5. Identify response

The analyst asks Copilot for help in responding to the threat.

Copilot icon

Copilot for Security

Step 5/6

Prompt: What are the recommended policy changes to protect against this script?

6. Create report

Generate an incident report to document the incident and communicate with the leadership team.

Copilot icon

Copilot for Security

Step 6/6

Prompt: Write me a report that summarizes the findings from the investigation. It should be suitable for a non-technical audience.

Using Copilot to conduct a vulnerability impact assessment

Available with: Copilot for Security


1. Summarize vulnerability report

A SOC analyst received an email about recently reported publicly known vulnerabilities and uses Copilot for Security to investigate the Common Vulnerabilities and Exposures (CVE) ID.

Copilot icon

Copilot for Security

Step 1/6

Prompt: Summarize <CVEID>.

2. Understand impact

Use the summary of the CVE to determine if any impacted technologies are used in your environment.

Copilot icon

Copilot for Security

Step 2/6

Prompt: Do I have assets running <Technology X> in my environment?

3. Find vulnerable assets

The analyst asks Copilot to list all assets running technologies impacted by this vulnerability in their environment.

Copilot icon

Copilot for Security

Step 3/6

Prompt: Which assets are impacted by <CVE-ID>  with <Technology X>

4. Label impacted assets

Apply a label to all of the impacted assets making them easier to identify and understand which need remediated.

Copilot icon

Copilot for Security

Step 4/6

Prompt: Please apply label <CVE-ID> to all of assets impacted by <CVE-ID>

5. Identify response

The analyst asks Copilot for help in protecting against the vulnerability.

Copilot icon

Copilot for Security

Step 5/6

Prompt: What mitigations can I put in place to defend against <CVEID>?

6. Create report

Generate a report to document the vulnerability and communicate with the leadership team.

Copilot icon

Copilot for Security

Step 6/6

Prompt: Write me an executive summary report for the vulnerability, threat actor insights, and recommendations for someone who is less technical.

Using Copilot to create a project plan

Available with: Microsoft 365 Copilot


1. Summarize requirements and data​

Leverage Microsoft Copilot to summarize all requirements and related data to build the framework for the project. ​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 1/6

Sample Prompt: Clearly outline [project name]’s purpose, goals, and deliverables based on documents, chats, and emails that mention it.

2. Discuss the plan

Meet with the team to discuss the project plan and delegate responsibilities to team members based on their expertise.​

Microsoft Teams icon

Copilot in Teams

Step 2/6

Sample Prompt: Summarize the meeting and list the action items discussed and their status.

Try in Copilot Lab: Summarize meetings and videos

3. Brainstorm risks

Use Copilot in Whiteboard to capture a list of possible risks and categorize all the items at the end of the session. ​

Whiteboard icon

Copilot in Whiteboard

Step 3/6

Sample Prompt: Categorize notes in view.​

4. Track progress

Use Copilot in Teams to produce channel activity summaries each morning to stay up to date.​

Microsoft Teams icon

Copilot in Teams

Step 4/6

Sample Prompt: Summarize all communication across Teams chats and share the latest project activity.

5. Create an executive update​

Use Copilot in PowerPoint to create a presentation based on the project plan to brief the CIO on the project status and results.​

PowerPoint icon

Copilot in PowerPoint

Step 5/6

Sample Prompt: Create an executive presentation from [Project Plan.docx].

Try in Copilot Lab: Create presentations

6. Revise support procedures​

After the project is completed, use Copilot in Word ​to revise procedures and change management documents for support teams and admins.​

Word icon

Copilot in Word

Step 6/6

Sample Prompt: Revise this draft to sound more professional but easy to comprehend for a wide employee audience.

Try in Copilot Lab: Improve this document

Using Copilot to draft a product strategy document

Available with: Microsoft 365 Copilot


1. Define the opportunity and impact

Use Copilot to identify major opportunities in the enterprise and leverage market research as inputs to the product strategy.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 1/6

Sample Prompt: I am product manager working in [Industry] in data and analytics. Please find the top opportunities in this area for an Enterprise. Our work encompasses 5 key activities [list].

2. Obtain customer feedback

Synthesize customer insights and feedback to provide insight into user experiences and highlights areas of opportunity.

Outlook icon

Copilot in Outlook

Step 2/6

Sample Prompt: Catch me up on the emails from X customer. Summarize the customer’s feedback.

Try in Copilot Lab: What’s new

3. Gain technical input

Meet with senior engineers to discuss the technical direction of the product as an input to the product strategy document.

Microsoft Teams icon

Copilot in Teams

Step 3/6

Sample Prompt: Summarize this meeting and provide an outline of our product strategy’s technical considerations based on this discussion.

Try in Copilot Lab: Summarize meetings and videos

4. Draft a product strategy document

Use Copilot to write a product strategy document that incorporates product vision, customer feedback, existing product documents, and market analysis.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 4/6

Sample Prompt: I am a Product Manager supporting the information technology organization. Create a persuasive and visionary product strategy document in paragraph form using [doc1.docx] as a template. Reference [file1.pptx] and [doc2.docx].

5. Collaborate with team

Solicit input from product leads to finalize the strategy document.

Microsoft Loop icon

Copilot in Loop

Step 5/6

Sample Prompt: Generate a list of questions to ask product managers as they review a product strategy document.

Try in Copilot Lab: Create a list

6. Create OKRs

Draft Objectives and Key Results (OKRs) based on the updated product strategy using Copilot.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 6/6

Sample Prompt: Create OKRs (objectives and key results) for a product management team from this product strategy document /strategy.docx.

Using Copilot to evaluate and purchase a new IT solution

Available with: Microsoft 365 Copilot


1. Gather business requirements

Use Microsoft Copilot to aggregate multiple threads of conversations and create a holistic view of all essential business requirements for the new solution.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 1/6

Sample Prompt: Summarize my conversations about [project name].

2. Research solutions

Quickly and accurately compare available solutions in market using Copilot.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 2/6

Sample Prompt: Prepare a summary of information gathered from [website].

3. Create a build vs. buy analysis

Use Copilot in Excel to compare quotes from vendors and analyze key differences.

Excel icon

Copilot in Excel

Step 3/6

Sample Prompt: Add a column showing the deviation from the lowest number in the total cost column.

Try in Copilot Lab: Get column ideas

4. Create solution RFP

Draft RFP to the selected vendors using Copilot to take content from your emails, meeting notes, and presentations.​

Word icon

Copilot in Word

Step 4/6

Sample Prompt: Draft a “request for proposal” using the attached files as reference: [email], [meeting recap[, [presentation].

5. Create a comparison chart

Use Copilot to create a comparison chart across all the vendor proposals you received.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 5/6

Sample Prompt: Create a comparison chart with each company’s proposal, with the company at the top of each column, and rows that compare cost, services provided, and timeline.

6. Create launch communication

Use Copilot in Outlook to easily draft an email announcing the new solution and thanking contributors. ​

Outlook icon

Copilot in Outlook

Step 6/6

Action: Use Coaching by Copilot to ensure that it is clear, concise, and impactful and provide coaching tips.

Using Copilot for general IT prompts

Available with: Microsoft 365 Copilot Chat


1. Research

Use Microsoft Copilot to stay up-to-date with the latest technologies and best practices through continued learning.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 1/6

Sample Prompt: I want to learn more about how to implement [tool, service]. Provide a high-level outline with guidance on how to implement, best practice set ups, how to get leader buy-in, etc.

2. Create IT documentation

Use Copilot to create and update documentation for IT processes, configurations, and troubleshooting guides.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 2/6

Sample Prompt: Create a 2-page document detailing
the architecture
of [system] in non-technical language. Be sure to incorporate key features, technologies, and a process diagram.

3. User training

When you choose to implement a new service or product to your organization, use Copilot to streamline the user training process.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 3/6

Sample Prompt: I am training new users on our [software, system, tool]. Create an outline for a 30-minute training including key concepts, demos, and best practices.

4. IT inventory management

Use Copilot to help manage and regularly update your IT inventory.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 4/6

Sample Prompt: Outline the key information needed for an IT asset inventory system and some suggestions for how to maintain these logs.

5. Backup and Recovery

Copilot can help you stay on top of your backup and recovery processes.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 5/6

Sample Prompt: Provide an example of a PowerShell script that takes daily snapshot backups of Azure Storage volumes, organizes logically, and removes snapshots older than 30 days for compliance.

6. Code review

Ask Copilot to help fix issues that arise from a code review.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 6/6

Sample Prompt: Rewrite this code so that it will no longer have an error when the user picks an invalid product type. Also add comments and provide a summary of what it does: <code>

Using Copilot to create a network upgrade script

Available with: Microsoft 365 Copilot


1. Prepare for the day

At the start of the day, catch up on urgent emails and messages. You discover code on a switch needs to be upgraded.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 1/6

Sample Prompt: Summarize my emails and messages from past 24 hours which are important, categorized by emails and messages and messages where I was mentioned this week.

Try in Copilot Lab: What’s new

2. Find the details in your email

You drill into the request details from your stakeholder on the switch upgrade.

Outlook icon

Copilot in Outlook

Step 2/6

Sample Prompt: Select “Summarize” to distill the long email thread for details on the ask.

3. Pinpoint detail from meeting

The email references a meeting with a Field Information Technology Manager in your region, so you need review the discussion to quickly get up to speed.​

Microsoft Teams icon

Copilot in Teams

Step 3/6

Action: In Meeting Recap, review meeting topics to quickly locate the relevant details. ​

Try in Copilot Lab: Summarize meetings and videos

4. Inform stakeholders

To prepare for the upgrade, notify stakeholders to minimize unexpected disruption while the network is being upgraded.

Outlook icon

Copilot in Outlook

Step 4/6

Sample Prompt: In Draft with Copilot – draft an email to stakeholders notifying them of the upcoming upgrade. [Insert your draft communication email]. Tone = Neutral and Length = Short.

5. Generate script to upgrade switch

You need to now write the Ansible script for upgrading code on the Cisco switch.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 5/6

Sample Prompt: I am a network engineer for an information technology organization. Please provide Ansible script for upgrading code on a Cisco switch.

6. Approve the upgrade

Create a change request in the change management system, and seek approval so the change can be executed.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 6/6

Sample Prompt: Find all messages with change approvals to locate the correct Teams group chat to send the approval link.

Using Copilot to create an IT helpdesk agent

Available with: Copilot Chat and Copilot Studio


1. Create an agent

Create a custom agent by describing what you want it to do, including instructions, including triggers, knowledge to pull answers from including links and support documentation, and actions such as creating a helpdesk ticket.

Copilot Studio icon

Copilot Studio Agent

Step 1/6

Activity: Create an agent in Copilot Studios by describing what you want it to do, and adding resources and actions for it to take, and triggers for different flows.

2. Answer policy questions

Users can get answers to internal policy questions or information about how to access resources.

Copilot Studio icon

Copilot Studio Agent

Step 2/6

Sample Prompt: Where to I check what devices I am eligible for and when I can upgrade?

3. Check ticket status

Allow users to check the status on helpdesk tickets they have raised.

Copilot Studio icon

Copilot Studio Agent

Step 3/6

Sample Prompt: Last week I requested access to the HR database. Can you tell me who still needs to approve the request?

4. Connect to a human

Allow to transfer a conversion to a human agent if Copilot cannot solve.

Copilot Studio icon

Copilot Studio Agent

Step 4/6

Activity: When the agent cannot answer a question, it can open a chat with a person.

5. Update support documentation

Ask Copilot to help revise current policies with language that is easier to understand.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 5/6

Sample Prompt: Revise this text with simpler language for a non-technical audience.

6. Update employees

Use Copilot to draft an announcement of clarifications to policies based on common queries.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 6/6

Benefit: Quickly draft communications to keep employees up to date and avoid future questions.

Use Copilot to monitor license allocation and usage

Available with: Microsoft 365 Copilot and Copilot Studio


1. Check for requests

Ask Copilot to generate a summary of email requests for various software.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 1/6

Generate summary of software license requests from users.

2. Cost effective app recommendations

The admin asks Copilot to recommend the licenses with the similar functionality, preferably with licenses available to assign to the user.

Copilot Studio icon

Copilot Studio Agent

Step 2/6

Generate table with requests, recommended license type, and license availability.

3. License optimization

Admins get insights around available licenses and inactive licenses for an app. Instead of buying more licenses, they ask Copilot to reclaim licenses. Also, get help with audits, forecasting & reconciliation.

Copilot Studio icon

Copilot Studio Agent

Step 3/6

Generate report when usage is low and provide information for reclamation of licenses.

4. Contact user

The admin uses the Copilot agent to create an email to the user with the recommended license information.

Copilot Studio icon

Copilot Studio Agent

Step 4/6

Generate email with licensing information.

5. Process request

If the user is not satisfied with the recommendation, then admin reviews the request to make sure the recommended solution meets the requirements.

Copilot Studio icon

Copilot Studio Agent

Step 5/6

Generate comparison of the capabilities of the requested and recommended solution.

6. Approval

Admin approves the request and notifies user with next steps.

Copilot Studio icon

Copilot Studio Agent

Step 6/6

Generate email with approval and installation process.

Using Copilot to manage application installations

Available with: Microsoft 365 Copilot and Copilot for Security


1. Summarize escalation emails

You receive a string of messages that an application is failing to install on a device with a particular error code, but the user mentions that other colleagues can run the application with no issue.

Outlook icon

Copilot in Outlook

Step 1/6

Action: Summarize this email thread.

.

2. Analyze device information

Launch the “Explore with Copilot” and then launch “Summarize this device” to analyze hardware details, core apps, and group membership information for the device.

Microsoft Intune icon

Copilot in Intune

Step 2/6

Sample Prompt: Launch “Explore with Copilot” in Intune. Summarize this device <Device Name>

3. Analyze Applications

Confirm the installation status of applications on this device.

Microsoft Intune icon

Copilot in Intune

Step 3/6

Sample Prompt: Show apps on this device

4. Analyze Error Code

Get a summary of what the Error Code means in this instance.

Microsoft Intune icon

Copilot in Intune

Step 4/6

Sample Prompt: Analyze Error Code <Error Code>.

5. Compare device

Use the compare feature to quickly understand the difference between this device and a healthy device. Copilot finds that there is one less policy targeted towards the healthy device which is linked to the App. The IT Admin targets the policy to the unhealthy device to remediate.

Microsoft Intune icon

Copilot in Intune

Step 5/6

Sample Prompt: Compare this device with another healthy device <Device Name>.

6. Follow Up

Follow up with the Helpdesk team to share the remediation plan and confirm the issue has been fixed.

Microsoft Intune icon

Copilot in Intune

Step 6/6

Sample Prompt: Summarize steps taking for remediation in an email back to the Helpdesk team, confirming that the issue is now fixed.

Using Copilot to manage device health

Available with: Microsoft 365 Copilot and Copilot Studio


1. Issue identification

IT Admin receives alerts in email from the case management system regarding user device issues.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 1/6

Prompt: Generate list of all alerts received in last 24 hours from emails in Outlook with the count of each alert.

2. Assess impact

Beginning with the most critical alert the admin assesses the extent of the issue using an agent built in Azure AI Studio to access the device database.

Copilot Studio icon

Copilot Studio Agent

Step 2/6

Prompt: Use the device management database to create a table with the device ID, operating system, and latest updates for impacted devices.

3. Troubleshoot

The IT Admin checks if there are any recent changes made on the devices that impacted the users.

Copilot Studio icon

Copilot Studio Agent

Step 3/6

Prompt: Generate a list of recent changes in tenant settings and device diagnostics. Provide all relevant device characteristics, telemetry to help understand these changes and impact.

4. Email communication

IT Admin composes an email to the end users with recommendations for resolution.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 4/6

Prompt: Generate an email using the impact summary, giving recommendations to end users to resolve the issue.

5. Recommendation

The admin reviews the email and wants to add relevant links and articles to share with impacted users.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 5/6

Prompt: Find links to internal documents and resources that share workarounds to resolve the issue to include in this mail.

6. Impact summary & create alert

Admins use Copilot to compose an alert communicating the issue along with recommendations for remediation.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 6/6

Prompt: Generate an impact summary to share the insights with Admins and post in the Alert Center

Using Copilot to onboard and train new users

Available with: Microsoft 365 Copilot


1. Adoption Plan

Write a proposal with an adoption plan of a new product for the organization.

Word icon

Copilot in Word

Step 1/6

Sample Prompt: Write a proposal to my leadership with a request for them to approve the proposed adoption plan for “Viva Engage.”

Try in Copilot Lab: Summarize decision-maker info

2. Sign Offs

Request sign-offs from leadership on adoption plan.

Outlook icon

Copilot in Outlook

Step 2/6

Sample Prompt: Draft an email to request sign-off for the “Viva Engage” Adoption Plan.

3. Compliance

Consider required compliance tasks when rolling out a new product.

Microsoft Loop icon

Copilot in Loop

Step 3/6

Sample Prompt: Create a list of general compliance tasks to do when rolling out a new product.

Try in Copilot Lab: Create a list

4. Scenario Library

Help users onboard to a product with a list of suggested hero scenarios, best practices, and prompts.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 4/6

Sample Prompt: Create a list of hero scenarios and suggested prompts for “HR” professionals my organization to use Copilot in “Viva Engage.”

5. Readiness Assets

Create a FAQ list about a product so users can leverage these learnings.

Word icon

Copilot in Word

Step 5/6

Sample Prompt: Create a set of FAQs about “Viva Engage” that an end user who is new to using “Viva Engage” would find helpful.

Try in Copilot Lab: Create an FAQ document

6. Training Collection

Suggest a list of training materials to users for them to upskill on a new product that is recommended or assigned to users in Viva learning.

Viva Learning icon

Copilot in Viva Learning

Step 6/6

Sample Prompt: Create a learning collection about “Viva Engage.”

Using Copilot to improve user communications

Available with: Copilot for Microsoft 365


1. Summarize an urgent email thread

Your day begins with a high priority email thread about a network outage in your region. You need to quickly get up to speed and send a communication email to users.

Outlook icon

Copilot in Outlook

Step 1/6

Sample Prompt: Select “Summarize” to efficiently review the email for scope of impact and next steps.

2. Pinpoint detail from meeting

After a similar network outage, the team debriefed via a case study. Review the meeting summary to locate details associated with the outage that will assist with your email.

Microsoft Teams icon

Copilot in Teams

Step 2/6

Action: In Meeting Recap, review meeting topics to quickly locate the relevant details as you draft your user communications email.

Try in Copilot Lab: Summarize meetings and videos

3. Source IT support questions

Brainstorm support questions and answers that are relevant to the network outage to be referenced in the user communications email.

Microsoft Loop icon

Copilot in Loop

Step 3/6

Sample Prompt: Create a list of information technology user support frequently asked questions for a network outage .

Try in Copilot Lab: Create a list

4. Draft email to users in your region

Write an email to users in the affected region and include a link to the FAQ.​

Outlook icon

Copilot in Outlook

Step 4/6

Sample Prompt: I am a Field IT Manager sending an email about a network outage to the local leadership team. Based on , follow the structure: description / impact, timing of next update, and contact.

5. Translate the email into Spanish

The communication email needs to be translated into Spanish.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 5/6

Sample Prompt: The attached email is a communication to users about a recent network outage. Please translate the language from English to Spanish. [email.eml].

Try in Copilot Lab: Translate it

6. Post a message in Viva Engage

To ensure users are notified and to support Q&A, create a short message that can be posted in the relevant Viva Engage community.

Word icon

Copilot in Word

Step 6/6

Sample Prompt: Please summarize this email about a network outage that will be posted as a discussion post in Viva Engage to affected users. Do not exceed 1500 characters.

Try in Copilot Lab: Summarize this doc

Using Copilot to perform a security incident investigation

Available with: Copilot for Security


1. Summarize incident

A security analyst wants to get a summary of an incident in Defender XDR or Unified Security Operations Platform.

Copilot icon

Copilot for Security

Step 1/6

Prompt: Summarize Defender incident <DEFENDER_INCIDENT_ID>

Activity in embedded: Or open the incident page and click on the INCIDENT in the Defender XDR portal or Unified SecOps platform

2. Guided response

The analyst wants to check how to respond to the incident.

Copilot icon

Copilot for Security

Step 2/6

Prompt: How to respond to this incident?

Activity in embedded: Guided response offers actions that can be taken to remediate the incident

3. IP reputation

The analyst wants to check if the IP address involved belongs to a known threat actor.

Copilot icon

Copilot for Security

Step 3/6

Prompt: What is the reputation for the IPv4 addresses observed in this incident?

4. Impacted devices

The analyst wants to check which user devices may be impacted by generating a KQL query.

Copilot icon

Copilot for Security

Step 4/6

Prompt: If a user is listed in the incident details, show which devices they have used recently and indicate whether they are compliant with policies.

Activity in embedded: Use the Generate KQL queries for advanced hunting option for a guided experience to

5. Verify OS updates

The analyst checks to see if the impacted devices have the latest operating system updates.

Copilot icon

Copilot for Security

Step 5/6

Prompt: If any devices are listed in the previous output, show details from Intune on the one that checked in most recently. Especially indicate if it is current on all operating system updates.

6. Create report

Generate an incident report to document the incident and communicate with the leadership team.

Copilot icon

Copilot for Security

Step 6/6

Prompt: Write an executive report summarizing this investigation. It should be suited for non-technical audience.

Using Copilot to improve tech engagement

Available with: Microsoft 365 Copilot


1. Find upcoming features

Use Copilot to quickly find out the upcoming features for Microsoft 365.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 1/6

Sample Prompt: Pull a list of Microsoft 365 features coming in the next 90 days.

2. Draft a post

Create an awareness communication post for end users on a new feature.

Viva Engage icon

Copilot in Viva Engage

Step 2/6

Sample Prompt: Draft a post about the upcoming feature [whiteboard customizable templates].

Try in Copilot Lab: Draft a post

3. Share news

Update users on service heath issues or new features with SharePoint News.

SharePoint icon

Copilot in SharePoint

Step 3/6

Sample Prompt: Format this text for a SharePoint news post.

4. Tips and Tricks

Use Copilot to brainstorm tips and tricks to share weekly updates with the organization to drive engaged users.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 4/6

Sample Prompt: Create “10” best practice tips for end users of Microsoft 365 products.

5. Feedback

Capture user feedback to understand their journey and satisfaction with Microsoft 365.

Microsoft Forms icon

Copilot in Whiteboard

Step 5/6

Sample Prompt: Create a survey to capture feedback from users in my organization on Microsoft 365 products.

Try in Copilot Lab: Create an employee feedback survey

6. Themes

Review user feedback for themes when opening the forms results in Excel.

Excel icon

Copilot in Excel

Step 6/6

Sample Prompt: Show insights about the data.

Try in Copilot Lab: Find insights

Using Copilot to update technology strategy

Available with: Microsoft 365 Copilot


1. Conduct Research

Research emerging technology and market trends from the web.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 1/6

Sample Prompt: Create a summary of the latest trends and technology for “collaboration” and the tools that are be used.

2. Define Strategy

Create a strategy document for how IT initiatives support business goals.

Word icon

Copilot in Word

Step 2/6

Sample Prompt: From this market research [include step 1 prompt as reference], draft a strategy document for how an IT initiative for “collaboration” can support business goals in my organization.

3. Business Alignment

Align stakeholders across the organization on the technology strategy.

Outlook icon

Copilot in Outlook

Step 3/6

Sample Prompt: Draft a message to ask all stakeholders to review the technology strategy document and leave comments.

4. OKRs

Draft Objectives and Key Results (OKRs) based on the technology strategy document.

Viva Goals icon

Copilot in Viva Goals

Step 4/6

Sample Prompt: Create OKRs from a document [Strategy document.docx]

5. Announce

Share the product strategy and OKRs with the organization.​

Viva Engage icon

Copilot in Viva Engage

Step 5/6

Sample Prompt: Help me write a post to announce the publishing of the technology strategy documentation and OKRs to my organization.

6. Plan

Plan projects, work items, and goals to support the key initiatives in the technology strategy document.

Microsoft Loop icon

Copilot in Loop

Step 6/6

Sample Prompt: Set up a page based on [a loop template] and make it for “work items to support technology strategy.”

Marketing

It’s more important than ever to deliver creative, high-quality content that is authentic to your brand. Marketing teams must overcome the traditional communications gap to develop a cohesive strategy for success.

Using Copilot for campaign performance tracking​

Available with: Microsoft 365 Copilot


1. Efficient campaign planning​

Collaborate with your team to plan a campaign using Copilot in Teams. It assists in suggesting talking points, setting goals, and assigning tasks.​

Microsoft Teams icon

Copilot in Teams

Step 1/6

Benefit: Accelerate campaign planning, foster creativity, and ensure alignment across the team.​

2. Content creation and review

Use Copilot to draft marketing content, such as blog posts, social media updates, and email campaigns. It provides real-time suggestions and helps maintain consistent messaging.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 2/6

Benefit: Enhance content quality, save time, and engage your audience effectively.​

3. Data-driven insights

Analyze campaign performance data with suggestions from Copilot in Excel for new formula columns and insightful charts.​

Excel icon

Copilot in Excel

Step 3/6

Benefit: Optimize campaigns based on data-driven insights, leading to better ROI.​

4. Social media scheduling

Set up social media posting schedules using Copilot in Planner. It can create tasks, assign deadlines, and remind team members to publish content.

Microsoft Planner icon

Copilot in Planner

Step 4/6

Benefit: Streamline social media management, maintain consistency, and reach your audience at optimal times.​

5. Collaborative campaign review

During campaign reviews, Copilot in Teams assists in summarizing key points, identifying areas for improvement, and suggesting next steps.

Microsoft Teams icon

Copilot in Teams

Step 5/6

Benefit: Facilitate efficient discussions, align stakeholders, and drive campaign success.

6. Personalized customer segmentation

Prompt Copilot to recommend customer segmentation options for consideration.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 6/6

Benefit: Increase engagement, deliver relevant content, and boost conversion rates.​

Using Copilot to collect and share product feedback​

Available with: Copilot for Sales and Copilot Studio


1. Gather customer feedback​

Use Microsoft Copilot to summarize customer interviews, email interactions, and documents about product feedback, enriched with data from your Customer Data Platform with Copilot Studio agents.​

Copilot Studio icon

Copilot Studio Agent

Step 1/6

Benefit: Be present during your customer interview by relying on Copilot to summarize feedback points and takeaways.​

2. Continue the conversation

Use Copilot in Outlook to send a timely and thorough follow up email, capturing your earlier interview notes.​

Copilot for Sales icon

Copilot for Sales

Outlook icon

Copilot in Outlook

Step 2/6

Benefit: Thank customers by asking Copilot in Outlook to draft a response and drop in bullets from the Copilot meeting summary.​

3. Identify themes

Use Copilot to identify feedback themes from across meeting summaries and notes. Create a follow up survey with Copilot in Microsoft Forms. ​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Microsoft Forms icon

Copilot in Whiteboard

Step 3/6

Benefit: Simply describe to Copilot the form you’d like to build, and a well-designed draft will be generated, making it easier than ever before to gather feedback.​

4. Analyze data

Use Copilot in Excel to sort and analyze data gathered from the surveys and website metrics. ​

Excel icon

Copilot in Excel

Step 4/6

Benefit: Identify insights with Copilot in Excel.​

5. Share results

Use Copilot in PowerPoint to create a slide deck to share with the leadership and engineering teams. Use Copilot in Teams to capture action items and feedback. ​

PowerPoint icon

Copilot in PowerPoint

Microsoft Teams icon

Copilot in Teams

Step 5/6

Benefit: Creating a presentation makes it easier to convey a clear message especially when it’s critical feedback on your product. ​

6. Thank your stakeholders

Starting a new email, prompt Copilot in Outlook to draft a message to all key stakeholders with the results and path forward.​

Outlook icon

Copilot in Outlook

Step 6/6

Benefit: Save time preparing emails with Copilot as your drafting partner.​

Using Copilot for content creation

Available with: Microsoft 365 Copilot Chat


1. SEO optimization

Already have a content topic you want to write about but don’t know where to start? Use Microsoft Copilot to identify the top SEO keywords to reach your audience.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 1/6

Prompt: Identify 10 SEO keywords for a blog post to attract people ages 20-30 who want to reduce their carbon footprint.

2. Content generation

Once you have your list of top 10 SEO keywords, use Copilot to create specific content for your business needs.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 2/6

Prompt: Generate a 1000-word blog about lessons from successful small business owners. The tone should be friendly, confident, and informative.

3. Proofread

Once you have your draft, use Copilot to proofread your work with specific grammar rules in mind.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 3/6

Prompt: Proofread this with Chicago Style grammar rules.

4. Add images

Enhance your content by using Copilot to create unique images for your project.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 4/6

Prompt: Create a photo-realistic image of strawberries splashing into water to announce my clean-beauty company’s new hydrating lip oil launch.

5. Grab attention with headlines

Use Copilot to turn the top keywords into a headline and section headings.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 5/6

Prompt: Provide me five options for headlines using each of these five keywords.

6. Create social content

Ask Copilot to repurpose the draft it helped you create into posts for any social media platform.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 6/6

Prompt: Create a 100-word blurb from the draft you helped me create that I can post on LinkedIn. The caption should be friendly and informative and add relevant emojis.

Using Copilot to create a new offering​

Available with: Microsoft 365 Copilot


1. Brainstorm new offerings

Use Microsoft Copilot to generate ideas for new product offerings. Format the response in Copilot Pages, adding collaborators to create a go-to-market strategy.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 1/6

Benefit: Kickstart your project as you plan and collaborate easier with Copilot.

 

2. Draft announcement

Prompt Copilot to draft blog and social media posts, leverage existing documents like your marketing plan. ​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 2/6

Benefit: Brainstorm and draft content quickly with Copilot. Collaborate on ideas and content using your instructions or reference files.

Try in Copilot Lab: Brainstorm cross-channel content

3. Keep the team up to date​

Use Copilot in Teams to summarize key meetings, identify most frequent questions, and action items from the meeting. Use Copilot in Word to generate an initial FAQ document.   

Microsoft Teams icon

Copilot in Teams

Word icon

Copilot in Word

Step 3/6

Benefit: Don’t start with a blank page again. Draft with Copilot and get to a finished document in a fraction of the time.

4. Prep your sellers

Create a presentation with Copilot in PowerPoint from your Marketing Plan to share with your sales team.

PowerPoint icon

Copilot in PowerPoint

Step 4/6

Benefit: Document and socialize your plan to keep sellers up to date.

5. Execute your campaign​

Leverage Copilot to create tailored messages to each of your communication channels to drive sales.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 5/6

Benefit: With the right prompt ingredients, Copilot can provide something in the voice of your organization – witty, smart, creative – you choose.

6. Analyze performance

Use Copilot in Excel to perform advanced analysis to understand how your campaign landed. Query for things like top performing channel or geographic impact or use Copilot to create Python code for analysis.

Excel icon

Copilot in Excel

Step 6/6

Benefit: Use Copilot to help you explore and understand your data better. 

Using Copilot to create a marketing Bill of Materials

Available with: Microsoft 365 Copilot and Copilot Studio


1. Brainstorm assets

Use Microsoft Copilot to brainstorm a list of assets for an upcoming announcement. Ask Copilot about what assets are currently available, enriched with data from Seismic using the Copilot Studio agent.

Copilot Studio icon

Copilot Studio Agent

Step 1/6

Benefit: Kickstart your project as you spark ideas with Copilot and take inventory of what is already available.

2. Create taglines

Prompt Copilot to come up with a clever tagline for the PR announcement that will be on all marketing materials, tying them together. Use Copilot Pages to tweak and finalize the tagline.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 2/6

Benefit: Creating captivating taglines is an art – get started by using the power of the AI language model.

3. Create a messaging framework

Create your messaging and positioning framework by using Copilot in Word to generate a draft, referencing key documents.

Word icon

Copilot in Word

Step 3/6

Benefit: Get to a first draft quickly by relying on Copilot in Word for starting your Messaging and Positioning Framework.

Try in Copilot Lab: Create a messaging framework

4. Meet with product group

Meet with the product group and use Copilot in Teams to summarize the meeting and identify action items to ensure alignment on key features. 

Microsoft Teams icon

Copilot in Teams

Step 4/6

Benefit: Leverage meeting recap to capture action items and alignment to move forward.

Try in Copilot Lab: Summarize meetings and videos

5. Build assets

Build out additional assets like a product narrative and pitch deck with Copilot in Word and PowerPoint. Use Copilot to generate copy and images.

PowerPoint icon

Copilot in PowerPoint

Word icon

Copilot in Word

Step 5/6

Benefit: Use Draft with Copilot to create a product narrative and then Create a presentation adding notes, the product description document and other context.

Try in Copilot Lab: Create a product narrative

6. Track inventory

Use Copilot in Loop to collaborate with graphic designers and various groups on thr status of assets (draft, in design, in review).

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Copilot in Loop

Step 6/6

Benefit: Use Copilot in Loop to help everyone get to the point by summarizing the content of a Loop page.

Using Copilot to create a marketing Bill of Materials

Available with: Microsoft 365 Copilot


1. Brainstorm assets

Use Microsoft Copilot to brainstorm a list of assets for an upcoming announcement. Ask Copilot about what assets are currently available.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 1/6

Benefit: Kickstart your project as you spark ideas with Copilot and take inventory of what is already available.​

2. Create taglines

Prompt Copilot to come up with a clever tagline for the PR announcement that will be on all marketing materials, tying them together. ​Use Copilot Pages to tweak and finalize the tagline.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 2/6

Benefit: Creating captivating taglines is an art – get started by using the power of the AI language model.

3. Create a messaging framework

Create your messaging and positioning framework by using Copilot in Word to generate a draft, referencing key documents.​

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Copilot in Word

Step 3/6

Benefit: Get to a first draft quickly by relying on Copilot in Word for starting your Messaging and Positioning Framework.

Try in Copilot Lab: Create a messaging framework

4. Meet with product group

Meet with the product group and use Copilot in Teams to summarize the meeting and identify action items to ensure alignment on key features. 

Microsoft Teams icon

Copilot in Teams

Step 4/6

Benefit: Leverage meeting recap to capture action items and alignment to move forward.

Try in Copilot Lab: Summarize meetings and videos

5. Build assets

Build out additional assets like a product narrative and pitch deck with Copilot in Word and PowerPoint. Use Copilot to generate copy and images.

PowerPoint icon

Copilot in PowerPoint

Word icon

Copilot in Word

Step 5/6

Benefit: Use Draft with Copilot to create a product narrative and then Create a presentation adding notes, the product description document and other context.

Try in Copilot Lab: Create a product narrative

6. Track inventory

Use Copilot in Loop to collaborate with graphic designers and various groups on thr status of assets (draft, in design, in review).

Microsoft Loop icon

Copilot in Loop

Step 6/6

Benefit: Use Copilot in Loop to help everyone get to the point by summarizing the content of a Loop page.

Using Copilot for a product launch

Available with: Microsoft 365 Copilot and Copilot Studio


1. Learn about your customer

Use Microsoft Copilot to gather market research data to better understand your customer - enriched with data from your Customer Data Platform with Copilot Studio agents.

Copilot Studio icon

Copilot Studio Agent

Step 1/6

Benefit: Rapidly get up to speed to focus on key issues and concerns. Have additional time to identify key pain points for customer.

2. Craft your positioning

Leverage those insights to draft a strategy document for brand awareness using Copilot in Word. 

Word icon

Copilot in Word

Step 2/6

Benefit: Speed the time to a first draft and then leverage Copilot to make any necessary revisions.

3. Pitch your plan

Use Copilot in PowerPoint and Teams to present your plan to the leadership team and summarize the meeting action items to ensure a successful product roll-out.   

PowerPoint icon

Copilot in PowerPoint

Microsoft Teams icon

Copilot in Teams

Step 3/6

Benefit: Improve the quality of your meetings by relying on Copilot to keep track of action items so you can stay focused.

4. Develop your assets​

Use Copilot to see what assets are currently available, pulling data with your asset repository agent. Use Copilot in Loop to collaborate on branding elements that are still needed.

Copilot Studio icon

Copilot Studio Agent

Microsoft Loop icon

Copilot in Loop

Step 4/6

Benefit: Improve your creativity by prompting Loop in Copilot to “Brainstorm a list of creative ways to introduce our new product to customers.”

5. Prepare your team​

Use Copilot in Outlook to draft an email to your stakeholder group leveraging content from the strategy document and Loop.

Outlook icon

Copilot in Outlook

Step 5/6

Benefit: Turn a few bullet points into a professional email with options for length and tone.

Try in Copilot Lab: Write a product-launch email

 

6. Craft Press Release

Using Copilot in Word craft a compelling press release about the new product and its value proposition for customer.

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Copilot in Word

Step 6/6

Benefit: Save time preparing communications with Copilot as your drafting partner.

Try in Copilot Lab: Craft press release

Using Copilot to streamline market research and strategy

Available with: Microsoft 365 Copilot


1. Define the objective​

Prepare a brief for your upcoming research by using Microsoft Copilot to write a first draft and tagging other key documents. Collaborate on the Copilot response with stakeholders using Copilot Pages.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 1/6

Benefit: Summarize many types of documents, including PDFs and website content, making it easier to consume dense content online.

2. Determine your approach​

Meet the research team with your objective in hand. Determine the best research approach over a Teams meeting. Rely on Copilot in Teams for action items.​ Use Teams Rooms for the meeting to enable a transcript with proper attributions from a conference room.

Microsoft Teams icon

Copilot in Teams

Step 2/6

Benefit: Keep the conversation flowing onto meaningful topics to help cover the agenda quicker and reduce meeting times.​

3. Discover market trends​

Select the Show data insights prompt in Copilot in Excel to discover market trends from the research data and analyze competitive insights. Query data directly with prompts like share the top themes in the survey responses.

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Copilot in Excel

Step 3/6

Benefit: Use Copilot to help you explore and understand your data better.

4. Strategy formulation

Prompt Copilot in Word to draft an internal snapshot of the findings, citing the results. ​

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Copilot in Word

Step 4/6

Benefit: Don’t start with a blank page again. Draft with Copilot and get to a finished document in a fraction of the time.​

Try in Copilot Lab: Discover industry trends

5. Present the findings​

Present the findings using Copilot in PowerPoint to build a presentation by generating slides using a branded template.

PowerPoint icon

Copilot in PowerPoint

Step 5/6

Benefit: Let Copilot help you build a presentation by generating slides or images with your organization’s branding.​

6. Communicate results

Prompt Business Chat to create an announcement based on the presentation that includes key links. Edit and finalize the announcement using Copilot Pages.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 6/6

Benefit: Document and socialize the research findings to help better inform product strategy.​

Using Copilot for targeted campaigns​

Available with: Copilot Chat and Copilot Studio


1. Audience segmentation

Prompt Copilot to recommend customer segmentation options for consideration based on specific campaign objectives and revenue goals.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 1/5

Benefit: Refine your audience targeting to ensure that campaign messages are reaching the most receptive groups.​

2. Brainstorm assets

Use Copilot to brainstorm a list of assets for an upcoming announcement. Ask Copilot about what assets are currently available, enriched with data from the third-party document repository app.

Copilot Studio icon

Copilot Studio Agent

Step 2/5

Benefit: Kickstart your project as you spark ideas with Copilot and take inventory of what is already available.

3. SEO optimization

Already have a content topic you want to write about but don’t know where to start? Use Microsoft Copilot to identify the top SEO keywords to reach your audience.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 3/5

Prompt: Identify 10 SEO keywords for a blog post to attract people ages 20-30 who want to reduce their carbon footprint.

4. Content creation and refinement

Use Copilot to draft marketing content, such as blog posts, social media updates, and email campaigns. It provides real-time suggestions and helps maintain consistent messaging.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 4/5

Benefit: Enhance content quality, save time, and engage your audience effectively.

5. Data-driven insights

Use Copilot Studio to build a custom agent based on your sales database. Ask questions such as ‘What was the ROI on this campaign?’ to help inform campaign optimization.

Copilot Studio icon

Copilot Studio Agent

Step 5/5

Benefit: Optimize campaigns based on data-driven insights, leading to better ROI.

Operations

Modern operations teams grapple with rising talent costs, supply chain issues, and digital transformation. To thrive, leaders must explore ways to streamline or automate internal processes and enhance efficiency.​

Using Copilot to conduct a business review

Available with: Microsoft 365 Copilot


1. Draft agenda

Leverage Copilot to summarize multiple Teams threads and emails for agenda requests. Catch up on any meetings you might have missed to ensure clarity on the latest requests and decisions. ​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 1/6

Benefit: Automatically extract key meeting requests from scattered messages, streamlining the process for building the agenda.

2. Prepare content

After the Finance team provides the data on business performance from the previous period (monthly/quarterly) use Copilot in Excel to highlight data and embed formulas.

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Copilot in Excel

Step 2/6

Benefit: Quickly analyze data from the previous period.

3. Create presentation

Use Copilot in PowerPoint to create a presentation based on a summary of key documents including the business performance analysis.

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Copilot in PowerPoint

Step 3/6

Benefit: Create a presentation from a project document.

4. Deploy prep and briefing document​

Use Copilot in Outlook to generate an email asking the team to prepare for the meeting. Then copy in the agenda and attach the presentation summarizing the goals of the meeting.

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Copilot in Outlook

Step 4/6

Benefit: Save time using Copilot to share prework for the meeting.

5. Conduct and summarize meeting​

Activate Copilot in Teams during the meeting to summarize discussions and provide the key points and action items.​

Microsoft Teams icon

Copilot in Teams

Step 5/6

Benefit: Save time and maintain concentration on the meeting by getting Copilot to capture key actions.

6. Send follow ups

Use the generated notes and actions to follow up with meeting attendees. Use Copilot in Outlook to enhance the tone of your follow up email while conveying urgency in your request.​

Outlook icon

Copilot in Outlook

Step 6/6

Benefit: Ensure high writing quality using Copilot to revise first drafts.

Using Copilot to create a change management plan

Available with: Microsoft 365 Copilot


1. Conduct change discovery

Meet with core stakeholders to understand the change and how it will impact people in the organization. Use Copilot in Teams to summarize the meeting, with action items.​

Microsoft Teams icon

Copilot in Teams

Step 1/6

Benefit: Dedicate your focus to the meeting while Copilot focuses on capturing the notes.

2. Analyze change impacts

Use Copilot in Excel to support data analysis as you build a detailed change impact assessment. ​

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Copilot in Excel

Step 2/6

Benefit: Easily summarize data and highlight trends without in-depth Excel knowledge.

3. Brainstorm an engagement plan

Brainstorm the best way to engage your impacted stakeholders and support change adoption. Prompt Copilot in Whiteboard to identify similar ideas and tactics discussed. ​

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Copilot in Whiteboard

Step 3/6

Benefit: Quickly categorize inputs, identify winning ideas, and summarize results to share with participants.

4. Build the engagement plan

Use Copilot in PowerPoint to transform a detailed change management plan from Word into an executive presentation.​

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Copilot in PowerPoint

Step 4/6

Benefit: Save time transforming existing content and accelerate content design.

5. Schedule planned events

Prompt Copilot to summarize meeting details over time, like how many events related to the change you have each week.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 5/6

Benefit: Manage events more easily.

6. Draft communications

Use Copilot in Outlook to create and email to notify the team of the change management plan.​

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Copilot in Outlook

Step 6/6

Benefit: Accelerate copywriting and iterate more efficiently.

Using Copilot to create a supplier RFP

Available with: Microsoft 365 Copilot and Copilot Studio


1. Review previous RFPs​

Use Microsoft Copilot in Word to summarize earlier RFPs and generate a list of required items sorted ​by category.​

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Copilot in Word

Step 1/6

Benefit: Get started quickly by analyzing previous RFPs.

2. Gather information

Prompt Copilot to summarize the requirements from existing documentation. ​

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Microsoft 365 Copilot Chat2

Step 2/6

Benefit: Rapidly pulling information from lengthy documents can save time.

3. Research questions

Prompt Copilot to suggest RFP questions, enhanced with a custom agent for an RFP repository built with Copilot Studio.

Copilot Studio icon

Copilot Studio Agent

Step 3/6

Benefit: Using defined content to answer customer questions ensures accuracy of the responses.

4. Review requirements with team​

Copilot in Teams generates a list of talking points, questions, and ideas during the meeting with your team. ​

Microsoft Teams icon

Copilot in Teams

Step 4/6

Benefit: Don’t miss any updates by asking Copilot for all the suggestions made during the meeting.

5. Revise RFP

Use Copilot in Word to revise the document to make it more focused on what matters the most. ​

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Copilot in Word

Step 5/6

Benefit: Quickly make responses more readable to improve the quality of the RFP.

6. Communicate response

Prompt Copilot in Outlook to draft an email to the potential suppliers with a summary of the RFP. ​

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Copilot in Outlook

Step 6/6

Benefit: Quickly create professional emails that are concise and more likely to be read and can lead to higher close rates.

Using Copilot to execute a project review​

Available with: Microsoft 365 Copilot


1. Consolidate project scope ​

Leverage Microsoft Copilot to summarize related project data on scope, core project objectives and KPIs.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 1/7

Benefit: Automatically extract key project requirements from scattered documents, streamlining the process for your operations team.

2. Baseline project milestones

Meet with project team to discuss key milestones and project status. Use Copilot in Teams to summarize the meeting, with action items.​

Microsoft Teams icon

Copilot in Teams

Step 2/7

Benefit: Save time by using Meeting recap as a starting point for project milestones and status updates.

3. Assess key risks/issues 

Use Copilot in Whiteboard to map mitigation plans to top risks/issues and categorize all the items at the end of the meeting.

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Copilot in Whiteboard

Step 3/7

Benefit: Identify and flag potential data compliance and security risks, allowing your operations team to proactively investigate.

4. Create a presentation

Use Copilot in PowerPoint to create a presentation based on overall project plan and status.

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Copilot in PowerPoint

Step 4/7

Benefit: Transform existing written documents into decks complete with speaker notes and sources.

5. Create a presentation​

Use Copilot in PowerPoint to create a presentation based on overall project plan and status. ​

PowerPoint icon

Copilot in PowerPoint

Step 5/7

Transform existing written documents into decks complete with speaker notes and sources. ​

6. Meet with key project stakeholders​

Gain alignment with key stakeholders on project health and next steps/actions. Use Copilot in Teams to summarize the meeting, with action items.​

Microsoft Teams icon

Copilot in Teams

Step 6/7

Benefit: Stay focused during the meeting by asking Copilot for suggestions on questions to ask or next steps to keep the conversation on track.

7. Send a post-meeting recap​

Send a meeting recap with Copilot in Outlook, emphasizing stakeholder feedback and next steps from the stakeholder meeting. ​

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Copilot in Outlook

Step 7/7

Benefit: Generate a meeting summary, including action items, allowing you focus on the meeting discussion.

Using Copilot to simplify tasks for operations employees

Available with: Microsoft 365 Copilot Chat


1. Draft a shift summary​

Provide a few brief details of what happened on the shift and ask Copilot to turn it into a shift report.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 1/5

Benefit: The manual for a piece of equipment has gone missing. Ask Copilot to find the required maintenance procedure.

2. Simplify documentation​

Provide a few brief details of what happened on the shift and ask Copilot to turn it into a shift report.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 2/5

Benefit: Save time on shift turnovers to focus on higher-value tasks

3. Find service manual information​

Documentation provided for a new procedure isn’t written very clearly. Ask Copilot to create a draft with simpler writing.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 3/5

Benefit: Ensure that everyone on the team has clear, understandable procedures.

4. Create an incident report​

When producing documentation of a safety incident use Copilot to ensure clarity and completeness.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 4/5

Benefit: Use Copilot to ensure that the report is well-written.

5. Draft an email

When bringing up a sensitive topic with a manager in an email ask Copilot to write the first draft.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 5/5

Benefit: Get a first draft faster with Copilot by providing a few details and letting Copilot figure out the best way to say it.

Sales

Selling is getting harder with 79% of sellers saying they need to support more account and are spending 70% of their time on administrative tasks such as research, planning, generating proposals, data entry, and internal meetings. ​

Using Copilot to accelerate customer research and sales preparation

Available with: Microsoft 365 Copilot Chat


1. Customer outreach

Use Microsoft Copilot to draft a customer reach out email with a friendly tone and proposal to meet.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 1/6

Prompt: Draft an email to a prospective customer telling them about [x product/service] and proposing a meeting. Make the tone friendly.​

2. Customer research

Prompt Copilot for information on the customer, pulling from their company website and annual reports.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 2/6

Prompt: Describe the key factors that influence customer purchasing decisions for [x product/service] in [y industry].​

3. Prepare for customer conversations

Prepare for customer calls by using Copilot to create a meeting agenda with exploratory questions to identify customer needs, pain points, and possible solutions.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 3/6

Prompt: Prepare for customer calls by using Copilot to create a meeting agenda with exploratory questions to identify customer needs, pain points, and possible solutions.​

4. Create presentation

Prompt Copilot to create a presentation ​ outline for a sales product pitch.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 4/6

Prompt: Create a presentation outline that ​
includes [x company’s] mission statement, target customer, and the benefits of implementing our product or service.​

5. Objection handling

Prepare for objection handling by prompting Copilot to simulate a customer conversation. ​

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 5/6

Prompt: Act like a CTO in the technology industry who is apprehensive about the cost of implementing [x product]. Simulate a conversation discussing the value and benefits of [x products] offering.​

6. Prepare for cold calls

Improve future customer outreach by using Copilot to write a cold call script.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 6/6

Prompt: Write a 30-second cold call sales script, highlighting 3 benefits of [x product] for [prospect] based off [paste information in chat box].​

Using Copilot to create an unsolicited proposal​

Available with: Microsoft 365 Copilot for Sales and Copilot Studio


1. Identify leads

Prompt Copilot to gather a list of leads, enriched with data from a marketing automation platform agent built using Copilot Studio.

Copilot Studio icon

Copilot Studio Agent

Step 1/6

Benefit: Rapidly get up to speed to focus on key issues and concerns. Have additional time to identify cross sell opportunities.​

2. Perform company research​

Use Copilot to summarize information from the customer’s company website and annual reports to understand financials, goals, and challenges.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 2/6

Benefit: Rapidly pulling information such as IT spending changes and new product releases from lengthy documents can save time and helps to target the proposal.

3. Gather product information​

Prompt Copilot to gather production information and create a summary of how the recommended products will help to meet the customer’s specific goals. Add Pages capability: Use Copilot Pages to synthesize and edit the Copilot responses and share with your team.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 3/6

Benefit: Gathering product information from multiple sources and asking Copilot to prepare a summary can save time and increase accuracy.

4. Generate the proposal​

After creating a summary of the customer and product information in Word, use Copilot in PowerPoint to create a great presentation including images and tables.

PowerPoint icon

Copilot in PowerPoint

Step 4/6

Benefit: Generate a first draft quickly so you can append more time on the details.

Try in Copilot Lab: Create presentations

5. Review with customer

Ask Copilot in Teams to suggest talking point during the meeting. Copilot for Sales in Teams provides sales tips like product information and competitor analysis.

Copilot for Sales icon

Copilot for Sales

Microsoft Teams icon

Copilot in Teams

Step 5/6

Benefit: Avoid listening to meeting recordings and spend that time improving the proposal.

Try in Copilot Lab: Keep meetings moving

6. Send proposal to customer

Have Copilot in Outlook turn the meeting notes and action items into an email for all participants. Copilot for Sales adds relevant product information to the email.

Copilot for Sales icon

Copilot for Sales

Outlook icon

Copilot in Outlook

Step 6/6

Benefit: Document and socialize the action items to keep the sales process moving forward towards a successful close.

Using Copilot to create personalized offers​

Available with: Microsoft 365 Copilot


1. Analyze customer goals

Use Copilot to review recent email threads, previous meeting notes, and public information to understand the customer's objectives and priorities.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 1/6

Benefit: Build a comprehensive understanding of what the customer aims to achieve, which is crucial for crafting a compelling offer.

Try in Copilot Lab: Get the gist

2. Draft personalized offers

Ask Copilot in Word to draft tailored offers that align with the customer's goals and the insights gathered from the analysis.​

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Copilot in Word

Step 2/6

Benefit: Use the insights gained to draft offers that are highly personalized, increasing the likelihood of acceptance.​

3. Optimize deal terms

Based on customer objectives, ask Copilot to recommend several options for deal terms to speed deal closure.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 3/6

Benefit: Suggest deal terms that are beneficial for both parties, considering both the customer’s needs and your business objectives.​

4. Simulate negotiation scenarios

Utilize Copilot to create potential negotiation scenarios, helping to prepare for various customer responses.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 4/6

Benefit: Lead to better outcomes by anticipating and planning for potential objections.​

5. Finalize the offer

Ask Copilot in Word to refine the offer details, ensuring clarity and addressing any potential concerns the customer might have.

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Copilot in Word

Step 5/6

Benefit: Ensure that the offer is clear, comprehensive, and ready for presentation, minimizing the risk of misunderstandings.​

Try in Copilot Lab: Improve this document

6. Close the deal

Use Copilot in Teams to assist in the final negotiation phase, providing suggested talking points and recording action items. Use transcripts from prior phone calls on Teams Phone.

Microsoft Teams icon

Copilot in Teams

Step 6/6

Benefit: During the final negotiation, Copilot provides support with up-to-date insights, helping to close the deal on favorable terms.

Try in Copilot Lab: Get clarity

Using Copilot to improve customer meetings​

Available with: Microsoft 365 Copilot for Sales


1. Prepare for a meeting

Prompt Copilot for a summary of past interactions and customer details. Copilot for Sales enriches the summary with CRM insights.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Copilot for Sales icon

Copilot for Sales

Step 1/6

Benefit: Rapidly get up to speed and improve preparation to focus on key issues and concerns. Have additional time to identify cross sell opportunities.​

Try in Copilot Lab: Prep for that meeting

2. Create a presentation

Use Copilot in PowerPoint to generate a presentation for the meeting using branded templates. Copilot can summarize important topics and customer requests from meeting notes and customer reports saved to Word.

PowerPoint icon

Copilot in PowerPoint

Step 2/6

Benefit: Using higher quality presentations makes it easier to convey a clear message and can reduce the time to close the deal.​

Try in Copilot Lab: Create presentations

3. Stay focused during the call

Copilot in Teams helps improve the quality of customer meetings by taking notes, suggesting talking points, and surface customer and product information during the call. Copilot for Sales includes sales keywords and KPIs in the meeting recap.​

Copilot for Sales icon

Copilot for Sales

Microsoft Teams icon

Copilot in Teams

Step 3/6

Benefit: Having a better discussion during the call can help to raise and resolve issues quicker, leading to increased customer satisfaction and potentially reduce the time to close the deal.​

Try in Copilot Lab: Generate ideas

4. Get in-call sales insights

During the meeting, Copilot suggests questions to ask the customer. Copilot for Sales provides sales insights like brand and competitor analysis.

Copilot for Sales icon

Copilot for Sales

Microsoft Teams icon

Copilot in Teams

Step 4/6

Benefit: Keep the conversation flowing onto meaningful topics can help to cover the agenda quicker and reduce meeting times.​

Try in Copilot Lab: Keep meetings moving

5. Summarize the meeting​

Review the meeting recap from Copilot in Teams for key points and action items. Use Copilot for Sales to update the opportunity details in your CRM system.

Copilot for Sales icon

Copilot for Sales

Microsoft Teams icon

Copilot in Teams

Step 5/6

Benefit: Avoid listening to meeting recordings and spend that time improving the proposal.​

Try in Copilot Lab: Summarize meetings and videos

6. Send a follow up email​

Have Copilot turn the meeting notes and action items into a follow up email. Copilot for Sales includes product and pricing details in the email from your CRM system.

Copilot for Sales icon

Copilot for Sales

Outlook icon

Copilot in Outlook

Step 6/6

Document and socialize the action items to keep the sales process moving forward towards a successful close.​

Using Copilot to make a customized pitch

Available with: Microsoft 365 Copilot for Sales


1. Prepare for discovery session​

Collaborate with your team to prepare for a customer discovery session by using Microsoft Copilot in Loop to generate ideas and enhance collaboration.​

Microsoft Loop icon

Copilot in Loop

Step 1/6

Benefit: Brainstorm as a team using Copilot as a key contributor of creative ideas.​

Try in Copilot Lab: Brainstorm strategies

2. Research the company​

Validate your ideas and learn more about your customer by asking Copilot to summarize their online annual report. Prompt Copilot for Sales for a summary of the account, pulling in CRM insights with Copilot for Sales.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Copilot for Sales icon

Copilot for Sales

Step 2/6

Benefit: Rapidly pulling information such as IT spending changes and new product releases from lengthy documents can save time.​

3. Review interactions

Prompt Copilot to create a bulleted list of notes prior to the meeting using recent customer email threads to understand the customer asks. Have Copilot prepare a script for the call.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Copilot for Sales icon

Copilot for Sales

Step 3/6

Benefit: Save time searching for information in chats and emails and get a more complete picture than you may have if you quickly scanned the threads.

Try in Copilot Lab: Prep for that meeting

4. Update the sales presentation

Use Copilot in PowerPoint to add a new slide to the presentation deck tailored to the specific interests and needs of the customer using details copied from the email summary and visuals relevant to their industry.

PowerPoint icon

Copilot in PowerPoint

Step 4/6

Benefit: Quickly personalize pitch presentations
with talking points and data specific to your customer.

5. Summarize the meeting​

After the meeting is over, review the meeting recap from Copilot in Teams for key points and action items. Copilot for Sales provides an analysis of sales keywords and KPIs. Input the summary into the CRM system. Use Teams Rooms for the meeting to enable a transcript with proper attributions from a conference room.

Copilot for Sales icon

Copilot for Sales

Microsoft Teams icon

Copilot in Teams

Step 5/6

Benefit: Avoid listening to meeting recordings and spend that time improving the proposal.

6. Create the proposal

Create the final proposal by prompting Copilot in Word to generate a draft, adding information from the customer meeting to the prompt to enhance the draft.​

Word icon

Copilot in Word

Step 6/6

Improve the quality of the proposal by asking Copilot to make improvements and focus on specific topics.​

Using Copilot to make a customized pitch

Available with: Microsoft 365 Copilot


1. Prepare for discovery session​

Collaborate with your team to prepare for a customer discovery session by using Microsoft Copilot in Loop to generate ideas and enhance collaboration.​

Microsoft Loop icon

Copilot in Loop

Step 1/6

Benefit: Brainstorm as a team using Copilot as a key contributor of creative ideas.​

Try in Copilot Lab: Brainstorm strategies

2. Research the company​

Validate your ideas and learn more about your customer by asking Copilot1 to summarize their online annual report. Prompt Copilot2 for a summary of the account, pulling in CRM insights with Copilot for Sales.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 2/6

Benefit: Rapidly pulling information such as IT spending changes and new product releases from lengthy documents can save time.​

3. Review interactions

Prompt Copilot to create a bulleted list of notes prior to the meeting using recent customer email threads to understand the customer asks. Have Copilot prepare a script for the call.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 3/6

Benefit: Save time searching for information in chats and emails and get a more complete picture than you may have if you quickly scanned the threads.​

Try in Copilot Lab: Prep for that meeting

4. Update the sales presentation​

Use Copilot in PowerPoint to add a new ​slide to the presentation deck using customer details copied from the email summary ​ and visuals relevant to their industry.​

PowerPoint icon

Copilot in PowerPoint

Step 4/6

Benefit: Quickly personalize pitch presentations with talking points and date specific to your customer.

Try in Copilot Lab: Add a slide

5. Summarize the meeting​

After the meeting is over, review the meeting recap from Copilot in Teams for key points and action items. ​Use Teams Rooms for the meeting to enable a transcript with proper attributions from a conference room.

Microsoft Teams icon

Copilot in Teams

Step 5/6

Benefit: Avoid listening to meeting recordings and spend that time improving the proposal.​

Try in Copilot Lab: Summarize meetings and videos

6. Create the proposal

Create the final proposal by prompting Copilot in Word to generate a draft, adding information from the customer meeting to the prompt to enhance the draft.​

Word icon

Copilot in Word

Step 6/6

Benefit: Improve the quality of the proposal by asking Copilot to make improvements and focus on specific topics.​

Try in Copilot Lab: Improve this document

Using Copilot for post-sale customer insights​

Available with: Microsoft 365 Copilot for Sales


1. Customer feedback analysis

In Teams, use Copilot for Sales to analyze a sales call and get insight on customer sentiment and business objectives​.

Copilot for Sales icon

Copilot for Sales

Microsoft Teams icon

Copilot in Teams

Step 1/5

Benefit: Analyzing customer feedback is essential for understanding their satisfaction levels and identifying areas where they may need additional support or services.​

2. Upsell opportunity prioritization

Ask Copilot to recommend a few upsell scenarios based on the last purchase.​

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Microsoft 365 Copilot Chat2

Step 2/5

Benefit: Prioritizing upsell opportunities helps focus efforts on the most promising leads, improving efficiency and conversion rates.​

Try in Copilot Lab: Build on ideas

3. Personalized engagement

Create personalized follow-up messages and upsell proposals in Outlook using Copilot for Sales to view their purchasing habits and sales interactions.

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Copilot for Sales

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Copilot in Outlook

Step 3/5

Benefit: Personalized engagement ensures that follow-up interactions are relevant and resonate with the customer, increasing the chances of a successful upsell.​

4. Engagement strategy optimization

Optimize engagement strategies with Copilot by asking for suggestions based on customer habits and reactions to different upsell approaches.​

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Microsoft 365 Copilot Chat1

Step 4/5

Benefit: Optimizing engagement strategies based on customer responses ensures that the approach remains effective and can be adjusted as needed.​

5. Performance reporting

Using the suggestions from Copilot around those customer behaviors on sales marketplace, interactions and sales cycle opportunities draft an initial report or presentation to help guide future sales opportunities.​

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Copilot in PowerPoint

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Copilot in Word

Step 5/5

Benefit: Performance reporting provides insights into the effectiveness of upsell strategies and helps identify successful tactics and areas for improvement.​

Try in Copilot Lab: Create presentations

Using Copilot for quicker customer response and CRM updates

Available with: Copilot Chat and Copilot Studio


1. Review customer history

Prompt Copilot to summarize email threads and meetings with the customer. With Copilot for Sales, view a summary of the opportunity.

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Copilot Studio Agent

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Copilot for Sales

Step 1/6

Benefit: Rapidly get up to speed to on the concerns raised across all the communications you have received.

2. Research product info​

Ask Copilot to gather product information from the Web and create a summary of the issues and suggested next steps.

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Microsoft 365 Copilot Chat1

Step 2/6

Benefit: Gathering product information from multiple sources and asking Copilot to prepare a summary can save time and increase accuracy.

3. Brainstorm questions

Use Copilot to suggest questions to ask the product team based on the customer request and potential solutions.

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Microsoft 365 Copilot Chat1

Step 3/6

Benefit: Copilot can help boost creativity by suggesting solutions from its vast knowledge base.

4. Draft proposed response​

Use Copilot in PowerPoint to turn the information you have collected into a great presentation including images and tables.

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Microsoft 365 Copilot Chat1

Step 4/6

Benefit: Use the information from the chat to quickly summarize the proposed solution.

5. Share response

Have Copilot draft an email summarizing the presentation and highlighting how the issues will be resolved.

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Microsoft 365 Copilot Chat1

Step 5/6

Benefit: Quickly draft emails for the customer.

6. Update CRM

Have Copilot update the CRM record with the solution and record of the email sent.

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Copilot Studio Agent

Step 6/6

Benefit: Keep documentation accurate in the CRM system.

Using Copilot to respond to an RFP

Available with: Microsoft 365 Copilot for Sales and Copilot Studio


1. Review the RFP​

Use Microsoft Copilot in Word to summarize the RFP and generate a list of required items sorted by category.​

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Copilot in Word

Step 1/6

Benefit: Get started quickly by skipping over non-essential portions of the RFP.​

Try in Copilot Lab: Summarize this doc

2. Gather customer information​

Prompt Copilot to summarize the information from the customer’s website and annual reports. Use Copilot for Sales to provide a summary of the opportunity, pulling in CRM insights with Copilot for Sales. Share the Copilot response with your team using Copilot Pages.

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Microsoft 365 Copilot Chat1

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Copilot for Sales

Step 2/6

Benefit: Rapidly pulling information such as IT spending changes and new product releases from lengthy documents can save time.​

3. Research responses​

Prompt Copilot for responses to RFP questions, enhanced with a custom RFP repository agent built with Copilot Studio.

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Copilot Studio Agent

Step 3/6

Benefit: Using defined content to answer customer questions ensures accuracy of the responses.​

4. Review with team

Copilot in Teams generates a list of talking points, questions, and ideas during the meeting with your team.

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Copilot in Teams

Step 4/6

Benefit: Don’t miss any updates by asking Copilot for all of the suggestions made during the meeting.​

Try in Copilot Lab: Summarize meetings and videos

5. Revise responses​

Use Copilot in Word to revise the document to make it more compelling.

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Copilot in Word

Step 5/6

Benefit: Quickly make answers more readable to improve the quality of the RFP response.​

Try in Copilot Lab: Improve this document

6. Communicate reponse

Prompt Copilot for Sales to draft an email to the customer with a summary the RFP response. Copilot for Sales includes relevant CRM details like product information in the email.

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Copilot for Sales

Step 6/6

Benefit: Quickly create professional emails​ that are concise and more likely to ​be read and can lead to higher close rates.​

Using Copilot for targeted prospecting

Available with: Microsoft 365 Copilot for Sales


1. Get sales context

Use Copilot in Outlook an email from a potential customer. With Copilot for Sales it can include context from your CRM system.​

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Copilot for Sales

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Copilot in Outlook

Step 1/6

Benefit: Simplify adding items to the CRM system to ensure a complete record of the customer engagement.​

2. Update your CRM

Use Copilot for Sales in Outlook to save the email to your CRM and update the CRM record.

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Copilot for Sales

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Copilot in Outlook

Step 2/6

Benefit: Update records in your CRM system directly from Outlook where you’re communicating with your customer.​

3. Score leads and prioritize

Extract CRM data into Excel and score leads based on propensity criteria. Use Copilot in Excel to create useful charts.​

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Copilot in Excel

Step 3/6

Benefit: Scoring and prioritizing leads help focus efforts on the most promising prospects, improving the efficiency of the sales process.​

Try in Copilot Lab: Find insights

4. Nuture lead and prospecting

In Outlook, prompt Copilot for Sales to create personalized outreach messages tailored to the interests and needs of each high-priority lead and opportunity.

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Copilot for Sales

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Copilot in Outlook

Step 4/6

Benefit: Personalized messages increase the likelihood of engagement, making leads feel valued and understood.​

5. Conduct meaningful engagements

Set up a call to follow up on prospect. In the Teams meeting, use Copilot for Sales to provide talking points and sales insights from your CRM system.

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Copilot for Sales

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Copilot in Teams

Step 5/6

Benefit: Build credibility with your customer by having the right background information and talking points while you meet.​

6. Analyze conversation

Review the sales meeting recap generated by Copilot for Sales in Teams. The recap includes an analysis of customer engagement, sales KPIs, and suggested action items.

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Copilot for Sales

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Copilot in Teams

Step 6/6

Benefit: Improve future sales conversations by reviewing past sales calls, KPIs, and best practices.

Industries

Learn more about industry-specific AI scenarios

Education

Microsoft 365 Copilot is your AI assistant for education. It can boost productivity, amplify creativity, and securely empower everyone in the organization. It can save time and energy for faculty, and support student learning outcomes and success.

Using Copilot for agile budget management

Available with: Microsoft 365 Copilot


1. Data preparation

Use Copilot to support agile budget management and maintain flexibility in a dynamic educational environment.

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Microsoft 365 Copilot Chat2

Step 1/5

Benefit: Save time by using Copilot to identify relevant data sources, historical spend data, economic trends, and financial records (e.g., fund balances) quickly and accurately.

2. Scenario modeling

Examine historical data, economic indicators, and current needs to predict potential revenue streams and expenses (e.g., key financial metrics such as allocations, expenditures, and available funds).

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Copilot in Excel

Step 2/5

Benefit: Let Copilot build multiple budget models, ‘What if scenarios’ for funding that factor in fixed costs, variable costs, and potential funding fluctuations.

3. Iterative scenario refinement

Ensure continuous adjustments to the budget models, reflecting the most recent financial figures and areas for cost optimization.

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Copilot in Excel

Step 3/5

Benefit: Refine scenarios quickly and easily using the latest information on revised spending plans, funding requests, and budget shortfalls.

4. Collaborative communication

Evaluate budget scenarios with a larger group such as school boards and department heads to discuss monthly budget needs.

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Copilot in Teams

Step 4/5

Benefit: Quickly and accurately summarize key discussion points, decisions, and updated data for alignment.

5. Transparent appraisal

Socialize the most appropriate budget plans with metrics such as budget variance, funding utilization rate, and allocation efficiency, to promote active refinement and transparency.

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Copilot in PowerPoint

Step 5/5

Benefit: Apply branding guidelines, adjust layouts, and reformat text and create customized visuals for leadership presentations using Copilot.

Using Copilot for assessment formulation

Available with: Microsoft 365 Copilot


1. Clarify learning objectives

Use Copilot to review opportunities to move beyond traditional multiple-choice exams to create more engaging and practical assessments for his statistics course.

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Microsoft 365 Copilot Chat2

Step 1/6

Benefit: Collate relevant data from a curated data set library and real-world case studies (e.g., lecture recaps, syllabus, and course curriculum), saving you the time of reviewing one-by-one.

2. Determine design

Design specific tasks or questions that assess students’ understanding and mastery of the material (e.g., quizzes, case studies, drag-drop exercises).

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Microsoft 365 Copilot Chat2

Step 2/6

Benefit: Explore interactive assessments that emphasize real-world application, and let Copilot amplify your creativity.

3. Assessment rubric

Create assessment rubric to evaluate student performance on the assessment and set expectations for level of achievement.

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Microsoft 365 Copilot Chat2

Step 3/6

Benefit: Quickly and easily develop a first draft of assessment rubric based on established preset criteria.

4. Administer assessment

Administer the assessment to students while following procedures and guideline. Provide any resources or material to support student success.

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Copilot in Outlook

Step 4/6

Benefit: Draft communication and reminders for exam reviews and exam delivery method, date and time with Copilot.

5. Analyze results

Analyze results of the assessment to measure student learning outcomes, identify patterns, and inform instructional decisions.

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Copilot in Excel

Step 5/6

Benefit: Quickly and easily summarize assessment results with customized visuals to help identify trends.

6. Provide feedback

Provide constructive and personalized feedback to students on their performance highlighting strengths and areas for improvement.

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Copilot in Outlook

Step 6/6

Benefit: Draft communication that encompasses the personalized feedback quickly using Copilot.

Using Copilot for district-wide reporting and communication

Available with: Microsoft 365 Copilot


1. Data assimilation

Use Copilot to improve its performance reports (e.g., faster, visually appealing reports) and unify stakeholder communication across school boards and parents.

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Microsoft 365 Copilot Chat2

Step 1/6

Benefit: Let Copilot help collate data for you from various organizational sources such as student information systems, financial databases, and more.

2. Report definition

Analyze the district-wide data and identify the specific KPIs and reporting needs for each audience group.

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Copilot in Excel

Step 2/6

Benefit: Quickly extrapolate specific needs of different audiences such as school boards, parents, and the community (e.g., graduation rates for the board, student progress for parents, teacher effectiveness).

3. Report generation

Prepare customized reports tailored to different stakeholders' needs, highlighting district performance, challenges, and proposed strategies for improvement.

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Copilot in Excel

Step 3/6

Benefit: Generate custom visuals to present data in an easily digestible and accessible manner to all using Copilot (e.g., a graduation rate graph over time for the board, student progress chart by grade level for parents).

4. Communication plan development

Develop a comprehensive communication strategy to determine communication channels, timelines, and messaging for effective engagement.

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Copilot in PowerPoint

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Copilot in Word

Step 4/6

Benefit: Draft district-wide communication rollout plan in record time using Copilot.

5. Insights dissemination

Organize discussion forums to disseminate key findings, best practices, and address key concerns / clarifications real-time.

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Microsoft 365 Copilot Chat2

Step 5/6

Benefit: Document key discussion points, decisions made, follow-ups, and next steps to share with a wider audience quickly and easily.

6. Continuous improvement

Gather feedback and engagement data to continuously refine the report format, content, and communication channels used for socialization.

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Microsoft 365 Copilot Chat2

Step 6/6

Benefit: Save time by having Copilot draft improvement areas for you to optimize engagement effectiveness.

Using Copilot for dynamic course orchestration

Available with: Microsoft 365 Copilot


1. Identify learning objectives

Use Copilot to create an inclusive learning environment for all students.

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Microsoft 365 Copilot Chat2

Step 1/6

Benefit: Extract information from course curriculum, syllabus, diverse audience needs, disability support services, and other pre-determined resources in minutes, using Copilot.

2. Content selection

Select appropriate content such as course materials, literature, multimedia resources, and other education materials based on identified learning objectives.

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Microsoft 365 Copilot Chat2

Step 2/6

Benefit: Use Copilot to identify and get suggestions on diverse course content and learning styles (visual and auditory) to ensure all students have multiple pathways to understanding.

3. Content alignment

Evaluate the selected content’s alignment to Institution and state requirements / standards.

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Microsoft 365 Copilot Chat2

Step 3/6

Benefit: Easily extrapolate direct links between selected course materials and the required learning objectives to ensure adequate adherence to the identified standards using Copilot.

4. Collaborative content creation

Partner with the University’s disability services support to create interactive and accessible content (e.g., captioning services, speech functionality, inclusive discussion forums).

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Copilot in PowerPoint

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Copilot in Word

Step 4/6

Benefit: Generate first drafts of lecture slides, handouts, alternative presentation formats, and translations to foster an inclusive, accessible, and respectful learning environment quickly and easy with Copilot.

5. Delivery

Deliver lesson lectures, activities, and presentations through in-person or online learning.

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Microsoft 365 Copilot Chat2

Step 5/6

Benefit: Utilize chat to quickly explore and answer additional queries related to the presentation – saving time and enabling you to respond quickly.

6. Reflect and evaluate

Recap the lesson highlights, share templates, materials, and reflect on areas for improvement.

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Copilot in Word

Step 6/6

Benefit: Use Copilot to create a feedback request form or polls, draft relevant communications with recap, and analyze results for you.

Using Copilot for efficient policy drafting

Available with: Microsoft 365 Copilot


1. Stakeholder management

Engage relevant stakeholders such as faculty senate, department chairs, and other administrative staff to seek their perspectives.

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Copilot in Teams

Step 1/6

Benefit: Summarize insights from meeting notes and input from stakeholders, saving time and increasing collaboration.

2. Research and analysis

Research and collate information on best practices, legal requirements, and policies at peer institutions, along with their potential implications.

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Microsoft 365 Copilot Chat2

Step 2/6

Benefit: Quickly elicit any relevant legal precedents or best practices from legal databases and university consortium repositories to support policy development – let Copilot help do the work!

3. Policy development

Draft the new policy, clearly outlining its purpose, scope, objectives, and the intended impact.

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Copilot in Word

Step 3/6

Benefit: Generate initial drafts of the new policy document. Easily create a presentation summarizing the new policy using Copilot in PowerPoint.

4. Review and revision

Circulate the draft policy for stakeholder feedback to ensure policy appropriateness and effectiveness.

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Copilot in Teams

Step 4/6

Benefit: Capture feedback and get support on suggested terminologies and compliance checks efficiently using Copilot in Teams and Outlook.

5. Approval and implementation plan

Finalize the policy and develop a detailed implementation plan including communication strategies, training & resourcing needs, R&Rs, and timelines.

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Copilot in Word

Step 5/6

Benefit: Develop first draft of implementation plan with help from Copilot in Word.

6. Socialization

Communicate the policy to all relevant stakeholders, relaying its overall implications to relevant departments.

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Copilot in PowerPoint

Step 6/6

Benefit: Easily create a presentation summarizing the implementation plan using Copilot in PowerPoint.

Using Copilot for monthly board meeting management

Available with: Microsoft 365 Copilot


1. Meeting preparation

Use Copilot to effectively manage the next board meeting on curriculum and budget updates.

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Microsoft 365 Copilot Chat2

Step 1/5

Benefit: Quickly and easily analyze previous meeting notes and discussions, referencing relevant talking points on curriculum updates or budget proposals or specific follow-ups.

2. Agenda creation and meeting reminders

Create and refine meeting agendas with reminders and summary of email threads to  recommend pertinent topics to the monthly board meeting and stakeholders.

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Microsoft 365 Copilot Chat2

Step 2/5

Benefit: Save time and ensure you’ve capture board recommendations by using Copilot to generate and refine meeting agendas and documentation.

3. Interactive meeting experience

Capture important notes and feedback relevant to the updates while staying highly engaged in the meeting.

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Copilot in Teams

Step 3/5

Benefit: Stay engaged by using Copilot to accurately summarize key points, action items for each participant, and upcoming deadlines.

4. Collaborative communication

Organize meeting key takeaways, gather survey insights, highlight themes, and emphasize action items into a recap communication.

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Copilot in Teams

Step 4/5

Benefit: Document next steps by using Copilot to create a meeting recap encompassing all to-dos and key points to help track progress over time.

5. Formalize an evidence-based process

Socialize the curriculum and budget plans to promote active refinement and transparency of information between Board members, and Superintendent office.

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Copilot in PowerPoint

Step 5/5

Benefit: Easily create what you need and apply branding guidelines, adjust layouts, and reformat text to socialize plans effectively.

Using Copilot for workforce planning

Available with: Microsoft 365 Copilot


1. Issue identification

Draft a proactive workforce strategy & plan to future proof academic programs and research success at your university.

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Microsoft 365 Copilot Chat2

Step 1/6

Benefit: Identify current research goals and academic objectives across the university to save time and avoid the need to review manually.

2. Current state assessment

Assess departmental staffing needs and skills gaps, weighing-in data from HR records, budget reports, faculty profiles, feedback and enrollment projections to create a central repository.

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Microsoft 365 Copilot Chat2

Step 2/6

Benefit: Avoid manually reviewing relevant resources by using Copilot to retrieve relevant data from identified records, reports, and discussions, and summarize key insights.

3. Future state and gap analysis

Scan existing market reports such as retirement and research funding trends toward future workforce scenario modeling.

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Microsoft 365 Copilot Chat1

Step 3/6

Benefit: Quickly create customized ‘What-if’ scenarios with the identified data to expedite informed decision-making.

4. Action plan development

Create a comprehensive plan that outlines a dynamic faculty recruitment strategy with evidence to addresses the identified gaps.

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Copilot in PowerPoint

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Copilot in Word

Step 4/6

Benefit: Copilot can help author early drafts of a faculty recruitment strategy report in Word, and help create an accompanying presentation, saving you time.

5. Share recommendations

Communicate the plan and proposed recommendations with the administration team and Deans.

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Copilot in Outlook

Step 5/6

Benefit: Let Copilot draft communication with faculty to share the future faculty recruitment strategy so you can focus on developing an action plan.

6. Continuous improvement and refinement

Revise the faculty recruitment strategy as needed to incorporate feedback and modify to enhance its effectiveness.

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Copilot in Word

Step 6/6

Benefit: Document improvement areas for further refinement (e.g., performance data, faculty feedback). Have Copilot generate recommended content and reference feedback to incorporate.

Energy and Resources

The energy industry faces numerous challenges, including managing fluctuating demand, maintaining aging infrastructure, and integrating renewables.

Using Copilot to accelerate health and safety inspections

Available with: Microsoft 365 Copilot


1. Analyze new safety rules

There is a new local safety regulation, and the inspector asks Copilot to summarize the document. The inspector asks questions to Copilot to better understand how the new regulation will impact safety inspections on worksites.

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Microsoft 365 Copilot Chat1

Step 1/6

Benefit: Quickly get up to speed with new regulations and ask Copilot the impact.

2. Prepare the checklist

The inspector asks Copilot in Forms to update the existing safety checklist with new steps and checks to be compliant with new regulation.

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Copilot in Whiteboard

Step 2/6

Benefit: Quickly modify an existing checklist.

3. H&S risks detection

On a worksite for building a new portion of the Energy Critical Infrastructure (e.g., electrical lines or pipelines etc..), the inspector takes a picture of workers performing activities in proximity to high voltage equipment. The inspector asks Copilot to describe the picture for anything dangerous and include the picture and generated comments into the checklist.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 3/6

Benefit: Using Copilot multi-modality, ask to analyze pictures to identify workers at risks.

4. Review contractor’s H&S safety plan

Workers on site belong to an external contractor. The inspector asks Copilot to retrieve information about the contractor and the Project Health & Safety Plan for the worksite being executed. Using this data, the inspector asks Copilot to summarize the Scope of Work to ensure compliance and identify potential safety violations.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 4/6

Benefit: Save time reviewing long Scope of Work documents asking Copilot to pull out the essential information.

5. Create a safety violations report

Using the checklist, notes, scope of work, and pictures taken, the inspector asks Copilot to provide summaries of safety violations on the site and generate a draft safety violations report.

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Copilot in Word

Step 5/6

Benefit: Retrieve relevant documents, notes and emails faster and quickly generate a report.

6. Draft an urgent email

Given the severity of the safety violations, the inspector asks Copilot to draft an urgent message to the head of H&S and asks Copilot to create a bullet items list with all violations found during the worksite inspection.

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Copilot in Outlook

Step 6/6

Benefit: Draft emails and schedule meetings for relevant stakeholders with appropriate information and tone for audience.

Using Copilot to assisted alarm investigation

Available with: Microsoft 365 Copilot and Copilot Studio


1. Analyze the alarm

The control room operator receives an alarm and asks a Copilot Studio Agent more information about the alarm’s error code, the alarm’s message and the asset associated to it. Copilot summarizes information about the asset and provides an extended description of the alarm.

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Copilot Studio Agent

Step 1/5

Benefit: Ask Copilot to create a table with detailed description of the alarm and involved asset information.

2. Identify root cause

The operator asks Copilot what are the potential causes of the problem. Copilot retrieves information from O&M knowledge management and provides the most common causes.

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Copilot Studio Agent

Step 2/5

Benefit: Highlight the most common causes from O&M knowledge base and service history.

3. Recommendations for solutions

The operator recognizes the potential cause from a past incident and asks how that was resolved in the past. Copilot retrieves information and provides a procedure to follow.

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Copilot Studio Agent

Step 3/5

Benefit: Quickly find the procedure to follow.

4. Inspect the asset

Unable to resolve the alarm from the control room the operator opens a maintenance ticket and requests an inspection. The operator asks Copilot to create a summary of the problem to speed up the creation of the ticket.

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Copilot Studio Agent

Step 4/5

Benefit: Open a ticket faster with an accurate description of the problem.

5. Improve O&M knowledge base

The inspection discovers that the alarm was triggered by a faulty sensor. The operator asks Copilot to create a report and add it to the O&M knowledge management as it was a not documented problem.

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Copilot Studio Agent

Step 5/5

Benefit: Keep improving the organization’s Knowledge Base with Copilot generated reports.

Using Copilot to make faster trading decisions

Available with: Microsoft 365 Copilot and Copilot Studio


1. Uncover market insights

A trader asks a Copilot Studio Agent to collect insights about current commodities trading in energy. The agent is designed to only use trustworthy market sources like EIA, WoodMac, and Energy Intelligence.

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Copilot Studio Agent

Step 1/5

Benefits: Access market data to help summarize current and historical prices of key energy commodities including factors driving price changes like projections of future supply and demand.

2. Support decision making

After collecting market insights, the Trader asks Copilot to create a short-term market outlook report that includes data commentary and a market sentiment analysis.

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Microsoft 365 Copilot Chat1

Step 2/5

Benefits: Copilot uses news, expert commentary and analysis on market movements to generate a market sentiment analysis and a short-term outlook.

3. Risk assessment

The risk manager asks Copilot to conduct a counterparty credit risk assessment of [company] using trustworthy external regulator databases. Include analysis from the company’s last five annual reports, as well as mitigation strategies. Format the results in a table.

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Copilot Studio Agent

Step 3/5

Benefit: Copilot create a table providing a clear and organized view of the counterparty credit risk assessment, to quickly understand the company’s financial health, regulatory compliance, and potential risks.

4. Draft settlement contract

Draft a trade settlement contract based on previous templates and include information pulled from emails, presentations, and other documents.

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Copilot in Word

Step 4/5

Benefit: Generate a first draft quickly using previous contracts to ensure consistency and compliance with internal and legal standard. Use, relevant emails between the parties involved and other documents that might contain specific terms agreed upon, negotiation points, and key decisions.

5. Contract review

After the settlement contract review meeting, use the recap to understand the key items discussed in the meeting and then ask Copilot in Teams to create a meeting report with a list of all contract updates required.

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Copilot in Teams

Step 5/5

Benefit: Create a formal meeting minutes in a format that you specify with items such as an attendance list, action items, disagreements, and key points.

Using Copilot to resolve equipment issues faster

Available with: Microsoft 365 Copilot and Copilot Studio


1. Summarize work schedule

At beginning of the day, the field worker asks Copilot to summarize all tasks. Copilot retrieves data from service platform and summarizes all work orders and tasks for the day ahead.

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Copilot Studio Agent

Step 1/6

Benefit: Get organized and save time asking Copilot a summary of daily priorities.

2. Work order key points

The first task is a maintenance on some electrical equipment in a substation. The field worker asks Copilot to summarize key points of the work order.

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Copilot Studio Agent

Step 2/6

Benefit: Ensure a clear understanding of the work to be done with a focus on high-value points.

3. Understand O&M manual

The field worker does not have experience on that specific model of equipment and the O&M Maintenance manual from the manufacturer is not clear. The field worker asks Copilot to find a specific procedure within the manual and summarize the procedure with simpler wording.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 3/6

Benefit: Ask Copilot to find the required maintenance procedure and summarize the procedure with simpler wording.

4. Ask information on Error Code

During the maintenance activity, the field worker finds that the electrical equipment has a persistent error code. The field worker is unsure exactly what the error code refers to. Ask copilot more information about that error code. Copilot helps identify the potential cause of that error code.

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Microsoft 365 Copilot Chat1

Step 4/6

Benefit: Ask Copilot to retrieve a detailed description of the specific error code, including a table with potential causes.

5. Find remediation

The field worker asks Copilot to find a remediation. Copilot retrieves maintenance knowledge base and service history and suggest a step-by-step procedure for fixing the problem.

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Copilot Studio Agent

Step 5/6

Benefit: Ask Copilot to generate step-by-step instructions for fixing the problem using the equipment maintenance manual and service history records.

6. Close work order

The field worker fixes the problem, get the electrical equipment back to operative status and asks copilot to summarize the solution to quickly fill in the notes of the work order.

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Copilot Studio Agent

Step 6/6

Benefit: Create a summary report highlighting the operational status of the equipment and activities executed to fix the problem.

Using Copilot to streamline electric vehicle charging business development

Available with: Microsoft 365 Copilot


1. Assess the opportunity

Get data on shopping malls to assess the EV charging opportunity. How many shopping malls are in the [location] metropolitan area? How many customers in and out daily? How many parking spaces do they have and how many EV chargers are there?

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Microsoft 365 Copilot Chat1

Step 1/5

Benefit: Quickly find public data to help assess the size of the opportunity in terms of potential customers.

2. Analyze the market potential

To understand the potential of the opportunity, the business developer asks Copilot how many electric vehicle in the [location] metropolitan area and how was the growth over the past 3 years. Then asks Copilot in Excel to create a chart with a 5-year outlook of the opportunity potential.

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Copilot in Excel

Step 2/5

Benefit: Easily create a 5-year forecast and chart of the potential revenues without in-depth Excel knowledge.

3. Draft an executive presentation

The Business Developer asks the narrative builder Copilot in Power Point to draft an executive presentation. Why commercial EV charging stations would be valuable for a retail organization, including how it will help attract customers and increase foot traffic and sales.

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Copilot in PowerPoint

Step 3/5

Benefit: Quickly create a draft of a presentation to present the opportunity at next executive meeting.

4. Improve the presentation

Using Copilot, the business developer keeps improving the presentation by adding images and by revising few key slides using recap from internal brainstorming meetings. Then he asks Copilot to a add a new slide on market potential using an internal marketing research report.

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Copilot in PowerPoint

Step 4/5

Benefits: Improve the presentation from your notes, documents and market research.

5. Prepare to present the opportunity

The Business Developer asks Copilot in Word to generate the draft of the speech to present the opportunity to top management.

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Copilot in Word

Step 5/5

Benefits: Ask Copilot to create a draft of your speech from the current presentation.

Using Copilot to streamline permitting

Available with: Microsoft 365 Copilot and Copilot Studio


1. Understand local regulations

Ask Copilot what regulation is relevant to drafting Environmental Impact Statements for Wind Power Plant in this [Country]? Please provide links to each relevant piece of regulation.

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Copilot Studio Agent

Step 1/5

Benefit: Quickly get up to speed with he most relevant information on specific regulations.

2. Compare regulations

Ask Copilot to generate a table which compares the regulations between the PA and Texas.

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Copilot Studio Agent

Step 2/5

Benefit: Copilot can compare key regulation aspects and lay out differences in a table format.

3. Draft permitting document

Ask Copilot to create a document with all sections and subsections required to create an Environmental Impact Statement. Use this [source document] to retrieve information about the design of the power plant.

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Copilot in Word

Step 3/5

Benefit: Generate a first draft quickly saving time on long and complex permitting documents.

4. Fill the permitting document

Find relevant data related to flooding, earthquake and other natural disasters occurred in the past 20 years in [location] and write the section “Hazards” considering that the plant will be built in that location.

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Copilot Studio Agent

Step 4/5

Benefit: Collect relevant data and generate a new section of the document.

5. Improve a specific section

We are using “Contoso” power generation units for this project. Are there specific information I should include to improve the “Waste Disposal” section?

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Copilot Studio Agent

Step 5/5

Benefit: Provide more information to Copilot and ask to enrich a section of the document.

Financial Services

The financial services industry, encompassing banking, insurance, and capital markets, is impacted by changing interest rates, inflation, regulatory policies, and the global economy. 

Using Copilot to support financial advisors

Available with: Microsoft 365 Copilot and Copilot Studio


1. Summarize customer support issues

Prompt Copilot to compile a table of high-priority customer issues from yesterday, sorted by severity and potential financial impact. Copilot pulls data from your CRM ticketing solution.

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Copilot Studio Agent

Step 1/6

Benefit: Prioritize customer issues from a given time period.

2. Resolve complex customer issues

Ask Copilot for the protocol to address the disputed transaction. Copilot provides a suggestion based on internal documents. Prompt Copilot to draft a message to address the disputed item.

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Microsoft 365 Copilot Chat2

Step 2/6

Benefit: Quickly address high-priority issues by asking Copilot to find the right protocol based on internal company documents.

3. Prepare for department meeting

Prompt Copilot to analyze the most common customer inquiries over specified time frame and identify potential process improvements to share in weekly meeting.

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Copilot Studio Agent

Step 3/6

Benefit: Prepare for a weekly department meeting with a summary and actionable insights that can be shared in the meeting invite.

4. Identify potential training needs

Prompt Copilot to suggest training modules. Copilot suggests relevant modules with links to specific courses.

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Microsoft 365 Copilot Chat2

Step 4/6

Benefit: Mitigate customer issues by using Copilot to identify relevant training modules.

5. Review quality assurance data

Prompt Copilot to analyze the sentiment of customer interactions for this week. Copilot surfaces a sentiment analysis dashboard from Power BI.

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Microsoft 365 Copilot Chat2

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Copilot in Power BI

Step 5/6

Benefit: Ensure quality assurance by understanding customer sentiment.

6. Support Center response plans

Ask Copilot to draft a response plan and customer notification protocol that can be used in a data breech situation.

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Microsoft 365 Copilot Chat1

Step 6/6

Benefit: Prepare a plan for an upcoming crisis situation so the team can communicate professionally and calmly with customers.

Using Copilot to banking – speed credit memo generation

Available with: Copilot Chat and Copilot Studio


1. Extract the customer documents

Extract the relevant customer information and documents to analyze the loan application.

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Copilot Studio Agent

Step 1/5

Benefit: Use Copilot to compile and create a summarized report with customer financial documents, project documents, customer financial statements, business details, and the loan application.

2. Assess the loan application

Assess the loan application by calculating financial ratios, conducting peer comparisons, and assessing the internal credit rating and news on the customer.

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Copilot Studio Agent

Step 2/5

Benefit: Use Copilot to compute the financial ratios and assess the credit rating. Compare with internal policy and create draft a note with the summary of the assessment along with the loan decision status.

3. Customer response

Summarize the assessment details along with the justification of the decision status of the loan to communicate to the customer.

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Copilot Studio Agent

Step 3/5

Benefit: Use Coplot to quickly draft an email for the customer including the loan assessment summary and justification of the decision.

4. Create a draft credit memo

Generate a draft credit memo of the loan with the information from the assessment.

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Copilot Studio Agent

Step 4/5

Benefit: Copilot can use the loan assessment information to immediately create the draft credit memo using the defined template.

5. Summarize the loan document

Use Copilot Pages to summarize the credit memo features for further discussion with credit analyst and compliance officer.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 5/5

Benefit: Use Copilot to draft an email to credit analysts and compliance officer outlining the details of the credit memo for further review.

Using Copilot for AI-assisted broker portfolio management

Available with: Microsoft 365 Copilot and Copilot Studio


1. Analyze market overview

Day to day management of investment portfolios requires staying current on quickly changing market data and analyzing existing portfolios.

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Microsoft 365 Copilot Chat1

Step 1/6

Benefit: Use Copilot to compile the latest figures for identified markets along with a sentiment analysis.

2. Analyze VIP client portfolios

Identify the top client portfolios that require immediate attention due to significant changes in asset value or risk exposure due to market shifts.

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Copilot Studio Agent

Step 2/6

Benefit: Use Copilot to provide summary of portfolios that need attention and click to open specific portfolios in a modal for teams for a detailed view of the portfolio.

3. Check for recent news and info

Find and analyze news articles affecting specific segments that may impact stock holdings within a specific portfolio.

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Copilot Studio Agent

Step 3/6

Benefit: Copilot integrates with news aggregators and identifies the most impactful recent news articles along with summary of key points impacting portfolio holdings.

4. Identify investment opportunities

Based on current market conditions and news, identify a list of potential investment opportunities from the portfolio optimization system with reasons for recommending.

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Copilot Studio Agent

Step 4/6

Benefit: Ask Copilot to assemble top 5 investment opportunities based on the information gathered from the portfolio management agent.

5. Draft customer recommendation

Draft email to client regarding rebalancing their portfolio due to the market shifts.

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Copilot in Outlook

Step 5/6

Benefit: Use Copilot to draft a personalized email to client outlining the need for a portfolio review and suggesting a meeting.

6. Assist with compliance

Help propose portfolio adjustments that comply with SEC regulations and company standards and policies.

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Copilot Studio Agent

Step 6/6

Benefit: Copilot scans proposed changes and reviews against regulatory and compliance documentation for SEC and the company. Copilot highlights any compliance concerns it recognizes to give the broker a head start on their review.

Using Copilot to capital markets – assist client understanding

Available with: Microsoft 365 Copilot Chat


1. Define common terms

Use Copilot to get explanations for common financial terms in simple language to help clients understand investment strategies.

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Microsoft 365 Copilot Chat1

Step 1/6

Example prompt: Define market capitalization. How does it affect stock selection for an investment portfolio?

Try in Prompt Gallery: Define market capitalization

2. Help understand risks

Use Copilot to understand the risks associated with different investment strategies.

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Microsoft 365 Copilot Chat1

Step 2/6

Example prompt: Explain in steps how to evaluate the financial risk associated with investing in technology startups, focusing on market trends, competition, and technology scalability.

Try in Prompt Gallery: Risks of investing in technological companies

3. Develop a financial plan

Use Copilot to help to structure a plan for your clients to meet their specific financial goals.

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Microsoft 365 Copilot Chat1

Step 3/6

Example prompt: Develop a detailed financial plan for clients based on their needs for increasing revenue.

Try in Prompt Gallery: Develop a financial plan

4. Compare strategies

Use Copilot to compare the pros and cons of the most common investment strategies.

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Microsoft 365 Copilot Chat1

Step 4/6

Example prompt: Create a table to compare the pros and cons of the most common investment strategies.

Try in Prompt Gallery: Investment strategies comparison

5. Understand tax implications

Use Copilot to help your clients understand the tax implications of various investment options.

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Microsoft 365 Copilot Chat1

Step 5/6

Example prompt: Recommend strategies in cash management to help me increase the financial goal of reducing tax liability.

Try in Prompt Gallery: Cash management strategies

6. Understand economic drivers

Use Copilot to see trends in metrics like interest rates and inflation and understand their implications for investing.

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Microsoft 365 Copilot Chat1

Step 6/6

Example prompt: Provide an analysis of current interest rate trends and their implications for our investment options.

Try in Prompt Gallery: Interest rate trends analysis

Using Copilot to capital markets – conduct company research

Available with: Copilot Studio and Azure AI Foundry


1. Analyze market overview

Ask the agent to research market-wide trends and sector movements to identify potential investment intelligence.

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Copilot Studio Agent

Step 1/5

Benefit: Access approved information sources to receive high-quality responses with citations to save time on market research.

2. Analyze recent corporate events

After narrowing down to a specific sector, have the agent search through news sites and SEC filings for recent disclosures about mergers, restructuring, or management changes.

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Copilot Studio Agent

Step 2/5

Benefit: Identify opportunities for market inefficiencies based on recent events.

3. Perform a risk assessment

Use the agent to find and analyze SEC filings from specific companies to learn more about litigation, debt covenants, and market risks.

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Copilot Studio Agent

Step 3/5

Benefit: Simplify the process of reviewing SEC filings.

4. Assess financial health

Query SEC filings and internal proprietary reports to uncover potential financial issues and understand analyst forecasts.

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Copilot Studio Agent

Step 4/5

Benefit: Synthesize information from multiple sources with in-depth analysis and links for further review.

5. Company valuation

Understand current valuations based on comparable /discounted cash flows by asking the agent to review internal proprietary analyst reports.

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Copilot Studio Agent

Step 5/5

Benefit: Quickly get insights with high-quality responses and enhanced capabilities for interpreting charts and tables for valuation insights.

Using Copilot to capital markets – implement know your customer (kyc) regulations

Available with: Microsoft 365 Copilot and Copilot Studio


1. Collect customer information

Prompt Copilot to retrieve the information of customers requiring a KYC review.

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Copilot Studio Agent

Step 1/5

Benefit: Use Copilot to generate the consolidated list of all the customers with pending onboarding. Tailor the prompt to prioritize customers according to the business needs.

2. Verify customer documents

Prompt Copilot to review the documents shared by a customer and generate a report with the missing information.

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Copilot Studio Agent

Step 2/5

Benefit: Reduce the time required to review documentation.

3. Draft email request

Ask Copilot to draft an email to the customer requesting the outstanding information.

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Copilot Studio Agent

Step 3/5

Benefit: Copilot integrates the customer information with the document verification status and prepares the list of documents missing or incomplete for each customer.

4. Verify customer background

Prompt Copilot to screen the customer's name or the name of the beneficial owner against global sanction list, watch lists, politically exposed persons lists, vulnerable business activities and negative news.

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Copilot Studio Agent

Step 4/5

Benefit: Use Copilot to verify the customer background information from regulatory and credit Bureau portals to validate the customer status.

5. Meet with Compliance team

The Compliance team meets to review the status of customer documentation and background verification to decide on onboarding approval.

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Copilot in Teams

Step 5/5

Benefit: Copilot creates a summary and a list of action items.

Using Copilot to capital markets – prepare for a client meeting

Available with: Microsoft 365 Copilot and LSEG Workspace


1. View trending topics

In the Meeting Prep tab in Teams review the company overview and trending topics.

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Copilot in Teams

Step 1/5

Benefit: Quickly get a high-level summary of recent company events.

2. Review news articles

Review summaries of news articles and then follow links to the LSEG workspace to get the full story on any interesting topics that could be addressed in the meeting.

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Copilot in Teams

Step 2/5

Benefit: Get up to speed on potential meeting topics.

3. Review action items

View meeting summaries and action items from past meetings. Related files are linked from the summary.

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Copilot in Teams

Step 3/5

Benefit: Quickly verify that all action items are addressed in the meeting presentation.

4. Draft agenda email

Ask Copilot to draft an email to the customer with an agenda and summary of potential topics.

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Copilot in Teams

Step 4/5

Benefit: Save time on communications.

5. Refresh data

Just prior to the meeting, refresh the data to catch any recent developments.

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Copilot in Teams

Step 5/5

Benefit: Ensure the meeting goes smoothly and you aren’t caught off guard by breaking news and financial updates.

Using Copilot to capital markets – produce daily market reports

Available with: Microsoft 365 Copilot and Copilot Studio


1. Collect market data

Copilot helps collect market data, economic parameters, financial statements, market news to generate a summary of market trends and investment insights.

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Copilot Studio Agent

Step 1/6

Benefit: Copilot identifies the most impactful recent news articles along with summary of key points impacting portfolio holdings.

2. Analyze market research

Share the findings with other analysts and financial advisors for them to add insights and additional content.

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Microsoft 365 Copilot Chat2

Step 2/6

Benefit: Use Copilot Pages to collaborate and add inputs to the research. Pages enables Copilot to enhance the collaboration effort.

3. Summarize meetings

After meeting with the analyst team to discuss the research, prompt Copilot to summarize the discussion points of the research analysts.

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Copilot in Teams

Step 3/6

Benefit: Rather than listening to the meeting recording, use Copilot to summarize the minutes to brief the discussion points and the action items.

4. Generate report

Copilot drafts a comprehensive report based on the data collected and the research analyst discussion notes with daily market overview, sector specific analysis and stocks to watch with brief recommendations.

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Copilot in Word

Step 4/6

Benefit: Copilot used to generate summarized research reports using a standard template.

5. Identify clients for market update

Identify clients with relevant investment positions based on the new market analysis.

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Copilot Studio Agent

Step 5/6

Benefit: Use Copilot to draft email to compliance team for a review and suggest next steps.

6. Draft customer email

Draft an email to clients providing the latest market/sector trends with a brief recommendation.

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Copilot Studio Agent

Step 6/6

Benefit: Use Copilot to draft a personalized email to clients outlining the need for a portfolio review and suggesting a meeting.

Using Copilot to insurance – create a quote

Available with: Microsoft 365 Copilot and Copilot Studio


1. Summarize and prioritize emails

Insurance underwriters receive large amounts of emails. Responding quickly to critical issues and requests for quotes helps improve customer satisfaction and can increase revenue.

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Microsoft 365 Copilot Chat2

Step 1/5

Benefit: Summarize and prioritize emails received that require attention and look deeper into the emails that are most urgent.

2. Conduct risk assessment

One of the emails is a request for a quote for a new commercial real estate property and requires a risk assessment of the property across key risk dimensions.

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Copilot Studio Agent

Step 2/5

Benefit: Run a risk assessment using in house risk assessment and insights tool to summarize the insurers risk on the property address in the email and summarize the risk within Copilot.

3. Understand the customer

In addition to gathering property risk, the underwriter also provides customer information and history including other policies, history of compliance, fraudulent claims, etc.

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Copilot Studio Agent

Step 3/5

Benefit: Copilot provides a historical summary of the customer by extracting the customer’s name from original email, sending to insurance history app, and providing a summary of existing properties for review.

4. Estimate replacement costs

Understand what the replacement cost would be for the building based on parameters such as location, age, floor space, etc.

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Copilot Studio Agent

Step 4/5

Benefit: Create estimate for replacement costs in Copilot using the insurance company’s estimator app for building quotes and historical estimates.

5. Summarize and draft proposal

Summarize the information collected from each system for the property to create a risk assessment analysis and recommended quote.

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Copilot in Outlook

Step 5/5

Benefit: Use Copilot to summarize and draft an email response including background information and justification for the decision.

Using Copilot to insurance – issue a policy

Available with: Microsoft 365 Copilot and Copilot Studio


1. Meet with the customer

Meet with an existing customer to discuss some changes they would like to make to their coverages on a complex commercial insurance policy.

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Copilot in Teams

Step 1/6

Benefit: Ensure call transcripts are captured, and important points are summarized.

2. Search repository

Use a custom agent built with Copilot Studio to find answers to common questions about available policies and coverages.

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Copilot Studio Agent

Step 2/6

Benefit: Quickly get answers to questions about policy coverages.

3. Draft emails

Using the answers provided by the policy bot, ask Copilot to draft and email to the customer with available options for coverages.

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Microsoft 365 Copilot Chat2

Step 3/6

Benefit: Quickly draft email content with the appropriate tone and depth.

4. Create proposal

Use Copilot in Word to create the proposal based on the existing policy and required updates.

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Copilot in Word

Step 4/6

Benefit: Quickly create a draft of a new policy based on existing language.

5. Summarize the policy document

Ask Copilot to create a summary of the differences between the existing policy and the proposal.

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Microsoft 365 Copilot Chat2

Step 5/6

Benefit: Summarize complex documents into a simple table of differences. Add the summary to the introduction of the proposal.

6. Create a presentation

Use Copilot in PowerPoint to create a presentation from the Word document to prepare for the customer meeting.

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Copilot in PowerPoint

Step 6/6

Benefit: Turn Word documents into presentations that highlight the important points for a customer presentation.

Using Copilot to insurance – process a claim

Available with: Microsoft 365 Copilot and Copilot Studio


1. Summarize customer support issues

Develop a Power Automate workflow to notify claims agents of issues with their customers.

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Copilot in Power Automate

Step 1/6

Benefit: Prioritize customer issues from a given time period.

2. Update a claims form

Use Copilot to update a claims form based on information in an email.

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Microsoft 365 Copilot Chat2

Step 2/6

Benefit: Quickly update claims forms without having to search for specific content.

3. Search repository

Use a custom agent built using Copilot Studio to find answers to common questions.

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Copilot Studio Agent

Step 3/6

Benefit: Quickly get answers to questions about policy coverages.

4. Prepare for a meeting

Summarize claim content prior to a settlement discussion.

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Microsoft 365 Copilot Chat2

Step 4/6

Benefit: Quickly summarize documentation across internal documents and customer calls and emails.

5. Summarize FNOL call

Generate call transcripts from Teams Phone and create summaries of first notice of loss (FNOL) calls.

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Copilot in Teams

Step 5/6

Benefit: Ensure call transcripts are captured and important points are captured in a summary.

6. Respond to the claim

Ask Copilot to draft a response to a customer claim based on the available documentation.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 6/6

Benefit: Quickly draft email content with the appropriate tone and depth.

Government

AI is transforming crucial tasks in the Government such as budgeting, forecasting, communications, and cross-departmental collaboration. 

Using Copilot to enable budget adherence

Available with: Microsoft 365 Copilot


1. Establish budget tracking system

Collaborate with interdepartmental finance teams to finalize the list of data points needed for the budget tracking system Use Copilot in Teams to summarize key data points and next steps.

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Copilot in Teams

Step 1/6

Benefit: During the meeting you can ask Copilot for suggestions on questions to ask or next steps to discuss to keep the conversation on track.

2. Analyze budget trends

Harness Copilot in Excel to assist with budget data analysis and identifying patterns that could lead to variances.

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Copilot in Excel

Step 2/6

Benefit: Speed analysis by using Copilot to add formulas columns and create charts.

3. Document financial policies

Efficiently generate a list of financial policies using Copilot in Word, and draft comprehensive policy documents that incorporate relevant guidelines, procedures, and compliance requirements.

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Copilot in Word

Step 3/6

Benefit: Quickly summarize stakeholder insights and feedback to improve the quality of the best practice documentation.

4. Oversee budget management

Utilize Copilot in Excel to analyze budget data and gain insights into spending trends, ensuring effective oversight of budget management.

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Copilot in Excel

Step 4/6

Benefit: Calculate the variance between actual spending and budget forecasts for each project and quarter.

5. Present budget reviews

Swiftly create budget performance presentations using Copilot in PowerPoint to draft slides, incorporate placeholder text, and suggest design improvements.

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Copilot in PowerPoint

Step 5/6

Benefit: Create a draft presentation based on your financial analysis and previous meetings.

6. Communicate budget updates

Utilize Copilot in Outlook to craft succinct and compelling budget update emails summarizing financial data and ensuring effective communication with colleagues and relevant stakeholders.

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Copilot in Outlook

Step 6/6

Benefit: Save time preparing emails with Copilot as your drafting partner.

Using Copilot to enhance hybrid courtrooms

Available with: Microsoft 365 Copilot


1. Schedule and manage court cases

Easily meet with the legal teams to discuss the upcoming court cases and ensuring optimal use of judicial time. Use Teams Rooms for the meeting to enable a transcript with proper attributions from a conference room.

Microsoft Teams icon

Copilot in Teams

Step 1/6

Benefit: Utilize Copilot in Teams during your interviews to summarize feedback points and takeaways.

2. Analyze case data

Leverage Copilot in Excel to analyze case data for trends that can inform better scheduling and resource allocation.

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Copilot in Excel

Step 2/6

Benefit: Use Copilot in Excel to quickly analyze how courtroom time is spent.

3. Prepare legal documents

Utilize Copilot in Word to streamline the creation of legal documents, ensuring accuracy and compliance with legal standards.

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Copilot in Word

Step 3/6

Benefit: Ensure high writing quality using Copilot to revise first drafts.

4. Oversee courtroom efficiency initiatives

Use Copilot in Teams to assist in gathering feedback on courtroom processes including effectiveness of courtroom procedures.

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Copilot in Teams

Step 4/6

Benefit: Organize a team meeting for judges, clerks, and lawyers to discuss courtroom procedures that also includes a pre-meeting survey link to gather preliminary input.

5. Create informative presentations

Use Copilot in PowerPoint to develop presentations that effectively communicate courtroom efficiency metrics and improvements.

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Copilot in PowerPoint

Step 5/6

Benefit: Improve the quality of your presentations by using Copilot to revise content and organize the slides using Excel data.

6. Communicate with media and stakeholders

Employ Copilot in Outlook to draft media inquiries responses and summarize stakeholder communications, fostering transparency and trust.

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Copilot in Outlook

Step 6/6

Benefit: Save time preparing emails with Copilot as your drafting partner.

Using Copilot to improve citizen access to services

Available with: Copilot Studio


1. Learn about community plans​

Wendy is a new resident and wants to learn about community plans for the city. She uses the agent to as question about upcoming plans and activities.​

Copilot Studio icon

Copilot Studio Agent

Step 1/5

Benefit: Simplify citizen access to information and increase public engagement.

2. Learn about road closures

Sandy needs to plan a trip across the city, but she has heard about roadwork on the way. She asks the agent if any roadwork is being done.

Copilot Studio icon

Copilot Studio Agent

Step 2/5

Benefit: Help citizens work as efficiently as possible and reduce the impact of work being done.

3. Apply for a service​

Dave is looking for heating assistance. He doesn’t know where to get started. He asks the agent and receives instructions on how to apply.​

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Copilot Studio Agent

Step 3/5

Benefit:  Improve access to services for constituents and reduce calls to offices​.

4. Check regulations

Harold wants to understand the permitting processes for his home remodeling project and gets the information from the agent.

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Copilot Studio Agent

Step 4/5

Benefit: Improve access to information and reduce calls to offices.

5. Find office hours

Jake needs to renew his driver’s license. He uses the agent to find the nearest location and opening hours. ​

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Copilot Studio Agent

Step 5/5

Benefit: Improve access to services for constituents​.

Using Copilot to improve communications

Available with: Microsoft 365 Copilot


1. Research key priorities

Start with Copilot in Excel to analyze data trends and compile reports on key issues.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 1/6

Example prompt: Retrieve all documents related to communication  planning for [specific projects] from the last 4 weeks.

2. Organize information

Organize and synthesize notes from past meetings and interactions for quick reference with Copilot in OneNote.

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Copilot in OneNote

Step 2/6

Example prompt: Compile all relevant notes from past interactions about [specific issue or department].

3. Discuss communications plan

Meet with the key stake holders to discuss the communications plan and delegate responsibilities to team members based on their expertise.

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Copilot in Teams

Step 3/6

Benefit: Be present during the meeting by relying on Copilot in Teams for transcription and summary.

4. Develop communication strategies

Use Copilot in PowerPoint to craft impactful presentations outlining communication strategies and their status for key stakeholders.

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Copilot in PowerPoint

Step 4/6

Example prompt: Generate a presentation outline for a press release about [specific topic].

5. Create press releases

Enhance content development by using Copilot in Word to create and refine impactful document drafts.

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Copilot in Word

Step 5/6

Benefit: Document and socialize the content drafts ensure all requirements are being met, and all necessary approvals have been received.

6. Share decisions and action items

Disseminate crucial information and communications to a broader audience via Copilot in Outlook for swift email correspondence.

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Copilot in Outlook

Step 6/6

Example prompt: Draft an email summarizing the decisions and next steps from today’s meeting regarding [specific topic].

Using Copilot to improve procurement cycle time

Available with: Microsoft 365 Copilot


1. Gather RFP requirements

Utilize Copilot in Word to generate a list of required items for the RFP based on referencing previous RFPs.

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Copilot in Word

Step 1/6

Benefit: Supercharge your productivity by swiftly summarizing and compiling content from documents and the web.

2. Analyze procurement data

Track and analyze procurement metrics with Copilot in Excel, identifying areas that improve procurement cycle time.

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Copilot in Excel

Step 2/6

Benefit: Compare and analyze solutions by capturing their procurement costs and economic value in a comprehensive table.

3. Standardize contract templates

Utilize Copilot in Word to create standardized contract templates that ensure consistency and compliance.

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Copilot in Word

Step 3/6

Benefit: Quickly create drafts and use Copilot to turn important RFP requirement bullet points into text for integration into supporting documents.

4. Present procurement strategies

Use Copilot in PowerPoint to develop presentations that outline strategies for improving procurement cycle times.

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Copilot in PowerPoint

Step 4/6

Benefit: Using high quality presentations makes it easy to convey a clear message and can reduce the time to close the deal.

5. Summarize stakeholder meeting

After the stakeholder meeting is over, review the meeting recap created by Copilot in Teams for a summary of key points and action items.

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Copilot in Teams

Step 5/6

Benefit: Automatically summarize key discussion points, identifying alignment or disagreements among participants, and suggesting action items in real time during the meeting.

6. Send email approval

Use Copilot to turn a list of bullet points into a professional email summarizing approvals for various vendors.

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Copilot in Outlook

Step 6/6

Benefit: Use Copilot to review your email to ensure that is clear, concise, and impactful.

Healthcare

The healthcare industry is faced with finding ways to improve access to healthcare and the overall quality of care for patients while maximizing efficiency due to current and projected workforce shortages and the need to contain costs. 

Using Copilot for departmental meetings

Available with: Microsoft 365 Copilot


1. Pre-meeting preparation

Dr. Jones, a clinical leader at a large hospital, needs to manage her upcoming meetings efficiently and ensure follow-up on action items (e.g., operational metrics review).

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 1/5

Benefit: Analyze Dr. Jones’s upcoming meetings from her calendar, extracting details such as agenda topics, attendees, and past meeting notes.

2. Intelligent reminders

Draft an email with relevant notes, important documents, and operational metrics for the upcoming discussion.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 2/5

Benefit: Assimilate key information and draft an email with notes and action items from the past meeting and send that with the reminder to meeting participants.

3. In-meeting support

Discuss key metrics progress (e.g., Bed Utilization Rate, Emergency Department Wait Times), remediation plan, and next steps with accountability.

Microsoft Teams icon

Copilot in Teams

Step 3/5

Benefit: Capture key discussion points, decisions, action items with assigned owners, and deadlines, allowing Dr. Jones to focus on active participation.

4. Post-meeting follow-up

Perform a quick comparative study on the reviewed metrics and synthesize the meeting information in an email to the attendees.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 4/5

Benefit: Perform quick analysis between notes and draft an email to provide meeting summaries and emphasize on items for further analysis.

5. Presentation drafts

Organize the collected information (from Teams – notes summary) and work on the presentation for the leadership team meeting.

PowerPoint icon

Copilot in PowerPoint

Step 5/5

Benefit: Apply branding guidelines, adjust layouts, and reformat text for leadership presentations.

Using Copilot to health provider – enhance clinician efficiency

Available with: Microsoft 365 Copilot


1. Manage appointments

Prompt Copilot to summarize your upcoming patient appointments.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 1/5

Benefit: Catch up on your day and manage appointments from your calendar, ensuring follow-up on past action items.

2. Summarize departmental meeting

After a departmental meeting, perform a quick comparative study on the reviewed metrics.

Microsoft Teams icon

Copilot in Teams

Step 2/5

Benefit: Perform quick analysis between notes and summarize the changes to the performance metrics in a table.

3. Update team on new metrics

Draft an email for your team with relevant notes, important documents, and operational metrics from the discussion.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 3/5

Benefit: Quickly draft an email with notes and action items from the past meeting.

4. Find prescribing information

Before prescribing new medication to a patient, ask Copilot to locate the prescribing information (PI) document.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 4/5

Benefit: Reduce time for research about drug interactions, side effects, and more with Copilot locating important documents.

5. Prepare for a conference

Prepare a compelling white paper for an upcoming medical conference on innovative surgical techniques for minimally invasive procedures and has limited time.

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Copilot in Word

Step 5/5

Benefit: Assimilate relevant research materials, existing collateral, case studies, and other content on the topic from existing repositories.

Using Copilot to prepare for a medical conference

Available with: Microsoft 365 Copilot


1. Content assimilation

Dr. Emily, a busy clinical leader, needs to prepare a compelling presentation for an upcoming medical conference on innovative surgical techniques for minimally invasive procedures and has limited time.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 1/5

Benefit: Assimilate relevant research materials, existing collateral, case studies, and other content on the topic from existing repositories.

2. Content outline development

Draft a summary of the key points and content for the presentation in a Word document – such as information on surgical techniques, patient outcomes, and case studies.

Word icon

Copilot in Word

Step 2/5

Benefit: Outline the key points of Dr. Emily’s presentation, including the purpose, methodology, results, and conclusion.

3. Slide generation

Create an initial presentation with the structural components to include accurate, reliable, and relevant content.

PowerPoint icon

Copilot in PowerPoint

Step 3/5

Benefit: Utilize preferred presentation styles (identified from previous presentations) to automatically generate draft slides in PowerPoint.

4. Content enhancement

Review the completed presentation, ensure that the vital information are redacted and make necessary revisions.

PowerPoint icon

Copilot in PowerPoint

Step 4/5

Benefit: Refine the content within the slides, adding details, incorporating relevant data and visuals, ensuring accuracy, clarity, branding, and professional standards.

5. Talk track finalization

Prepare and refine the talk tracks for the medical conference based on the finalized deck.

Word icon

Copilot in Word

Step 5/5

Benefit: Generate multiple talk tracks and personalize them with support on structural guidance, language assistance, communication style, and content optimization.

Using Copilot to health provider – optimize workforce planning

Available with: Microsoft 365 Copilot


1. Data analysis

A hospital’s clinical leader faces challenges in managing their nursing staff effectively due to high turnover, scheduling complexities, and skill gaps and wants proactive workforce planning measures.

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Copilot in Excel

Step 1/5

Benefit: Analyze trends and identify patterns in nurse call-offs, patient volumes, skill sets, and workload distribution across different departments and specialties.

2. Optimal shift planning

Using data from the enterprise resourcing application, design balanced schedules that consider individual preferences, skill sets, and workload distribution for real-time and predicted need.

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Copilot in Excel

Step 2/5

Benefit: Explore flexible scheduling options such short shifts or part-time roles to attract and retain nurses seeking work-life balance.

3. Streamline communication

Communicate with staff on the updated shift plans, staffing needs, and other operational requirements.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 3/5

Benefit: Draft communication to provide the workforce with updates on staffing and scheduling.

4. Performance tracking

Track key performance indicators (KPIs) such as overtime hours, peak interval staffing levels, and skill utilization to identify areas for individual and team improvement.

Excel icon

Copilot in Excel

Step 4/5

Benefit: Analyze the KPI data and create customized visuals to identify improvement areas.

5. Administrative efficiency reporting

Report on staffing costs, overtime hours, and nurse-to-patient ratios, freeing up time for strategic decision-making.

PowerPoint icon

Copilot in PowerPoint

Step 5/5

Benefit: Generate visuals and summaries to effectively communicate staffing insights to hospital management.

Using Copilot to health provider – organize and manage research knowledge

Available with: Microsoft 365 Copilot


1. Compile research

Prompt Copilot to compile the latest research on immunotherapy for lung cancer from the past year and categorize studies by drug efficacy, side effects, and patient quality of life.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 1/5

Benefit: Get a head start on analyzing research by leveraging Copilot to synthesize and categorize data across the web.

2. Compare with current trials

Ask Copilot to cross-reference the studies with current clinical trials. Copilot compares the studies with your organization’s internal trial database, presenting a matched list of trials.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 2/5

Benefit: Review current clinical trials to identify potential overlaps and gaps that could inform future research directions.

3. Check regulations

Use Copilot to locate applicable FDA and HIPAA regulations for your research so you can verify that your research methodologies are compliant.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 3/5

Benefit: Save time reviewing research and help ensure that all research practices comply with industry regulations and required guidelines.

4. Draft a grant application

With new insights, prompt Copilot to draft a grant application based on your research findings. Copilot formats the response according to the grant’s requirements.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 4/5

Benefit: Reduce time drafting grant applications and ensure alignment with required formatting.

5. Revise application

Paste the application draft into a Word document. Use Copilot in Word to rewrite the project overview and conclusion.

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Copilot in Word

Step 5/5

Benefit: Revise and rewrite documents quickly with Copilot in Word revisions.

Using Copilot to payor – curate member education materials

Available with: Microsoft 365 Copilot and Copilot Studio


1. Analyze member information

Have a Copilot agent to gather and analyze member’s health record, demographic information, coverage policies, and associated guidelines to understand member preferences and needs.

Copilot Studio icon

Copilot Studio Agent

Step 1/5

Benefit: Provides a comprehensive analysis of member data to understand the pain-points, thus empowering care mangers  by providing relevant member insights.

2. Generate engagement questions

Use Copilot Business Chat to generate questions that an outreach coordinator can use to engage with targeted member groups.

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Microsoft 365 Copilot Chat2

Step 2/5

Benefit: Facilitates meaningful interactions by providing tailored questions that incentivize member engagement.

3. Share personalized preventive care reminders

Use a Copilot agent to generate and share personalized reminders for preventive care visits, screenings, vaccinations, medication refills, and adherence.

Copilot Studio icon

Copilot Studio Agent

Step 3/5

Benefit: Ensures members receive timely and personalized reminders, improving adherence to preventive care schedules and therapies.

4. Analyze SDOH information

Use a Copilot agent to analyze information from Medicare, Medicaid, or commercial policy coverage and other member-provided information to identify social determinants of health (SDOH) recommendations for members.

Copilot Studio icon

Copilot Studio Agent

Step 4/5

Benefit: Reduces burden on care manager by providing detailed insights derived through a comprehensive analysis on SDOH.

5. Create member education content

Use a Copilot agent to assist managers in generating personalized educational content for members based on analyzed data.

Copilot Studio icon

Copilot Studio Agent

Step 5/5

Benefit: Assist care managers in generating personalized educational content.

Using Copilot to payor – manage appeals

Available with: Microsoft 365 Copilot and Copilot Studio


1. Get requested appeal context

Use a Copilot agent to analyze requested appeal documents, medical records, and supporting documents such as clinical guidelines and policy terms.

Copilot Studio icon

Copilot Studio Agent

Step 1/6

Benefit: Saves time for the appeal and grievances (A&G) Analyst and ensures critical information is easily accessible.

2. Gather pre-clinical research

Use a Copilot agent to summarize lengthy documents (analyzed in step 1) to create comprehensive case summaries, highlighting key points for review.

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Copilot Studio Agent

Step 2/6

Benefit:  Assists A&G Analysts in understanding the case by providing relevant insights.

3. Share case information

Use Copilot Pages to generate a note to the A&G Analyst(s) outlining the summarized information. A&G Analysts can review/ refine the summary and add their insights and updates.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 3/6

Benefit: Enhances clarity and comprehension about the appeals, reduces time, leading to more accurate resolutions.

4. Decision-making support

Use a Copilot agent to analyze similar past cases, clinical guidelines, and policy terms to assist in decision-making.

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Copilot Studio Agent

Step 4/6

Benefit: Reduces the probability of human error by A&G Analysts by leveraging these insights.

5. Share resolution suggestions

Use a Copilot agent to generate resolution suggestions and provide a ranked list of suggestions with supporting rationale for each option with A&G team for comprehensive review.

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Copilot Studio Agent

Step 5/6

Benefit: Assist the A&G Analysts in consistent and accurate decision making.

6. Appeals documentation

Use Copilot Pages to maintain a durable record of all discussions, decisions, and supporting documents, which can be easily referenced in future appeals or audits.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 6/6

Benefit: Saves time creating documentation.

Using Copilot to payor – simplify prior authorization(pa)

Available with: Microsoft 365 Copilot and Copilot Studio


1. Summarize request

Use a Copilot agent to summarize relevant information for the incoming PA request by analyzing relevant information from prior authorization forms, medical records, and coverage policy documents.

Copilot Studio icon

Copilot Studio Agent

Step 1/5

Benefit: Reduces manual effort and ensures comprehensive data extraction for accurate decision-making.

2. Validate PA request

Use a Copilot agent to compare and validate identified services against prior authorization guidelines by extracting information from medical records and coverage policy documents.

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Copilot Studio Agent

Step 2/5

Benefit: Helps ensure compliance with guidelines and improves the accuracy of service validation.

3. Collaborative review

Utilization Management (UM) team members use Copilot Pages to collaboratively review/ refine and have interactive discussions on summarized information on incoming PA request.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 3/5

Benefit: UM team can collaboratively review a comprehensive summary, thus reducing time in understanding member’s prior history.

4. Decision support for PA request

Use the agent to offer detailed considerations designed to assist UM team members with decision making around approval, denial, or pend status. This can be based on specified rules and guidelines and past decisions on similar cases.

Copilot Studio icon

Copilot Studio Agent

Step 4/5

Benefit:  Streamlines the decision-making process and ensures consistency in authorization decisions.

5. Draft decision letter

Upon final decision being made, use the agent to draft an authorization letter in the member's preferred language based on the suggested template to include a member summary, and appropriate denial codes, etc.

Copilot Studio icon

Copilot Studio Agent

Step 5/5

Benefit: Enhances member experience by providing communication in their preferred language and required timeline.

Using Copilot to payor – speed claims processing

Available with: Copilot Studio/GitHub and Azure AI Foundry


1. Get incoming claims context

Use a Copilot agent to cross-check provider details noted on pended claims against internal system records.

Copilot Studio icon

Copilot Studio Agent

Step 1/5

Benefit: Saves time for claims adjudicator in understanding claims details.

2. Generate reports

Generate a report on pended claims with missing fields, discrepancies with provider match, flagged fields, along with the name of the submitting provider for each pended claim.

Copilot Studio icon

Copilot Studio Agent

Step 2/5

Benefit:  Assists claims team in understanding claims details by providing relevant insights.

3. Draft letters

For pended claims with missing fields, flagged fields, or that contain discrepancies with provider matching, use the agent to draft a letter requesting additional and/or updated information from providers.

Copilot Studio icon

Copilot Studio Agent

Step 3/5

Benefit: Speeds up the claims review process by providing concise, relevant information.

4. Update provider information

If the Claims team receives updated provider information, use a Copilot agent to update the provider management system.

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Copilot Studio Agent

Step 4/5

Benefit: Automating updates increases accuracy and reduce the time required for claims processing.

5. Prepare for re-adjudication

Once the claim is submitted for re-adjudication, use the Copilot agent to search and retrieve relevant policy documents to the assist re-adjudication team with decision making.

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Copilot Studio Agent

Step 5/5

Benefit: Provides quick access to policy documents, aiding in accurate and timely claim adjudication.

Using Copilot for clinical trials

Available with: Microsoft 365 Copilot


1. Get ideas for protocols

The clinical researcher uses Copilot to get ideas for the study protocol document.

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Copilot in Word

Step 1/6

Benefit: Rapidly create a protocol document first draft from a few source documents.

2. Selection and training

Organize clinical team discussions to select the site, coordinate patient recruitment, and ensure proper training for trial.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 2/6

Benefit: Retrieve and summarize relevant chats, emails, and documents that may be referenced for selection and training faster.

3. Informed consent

Clinical team member creates form to obtain consent from study patients.

Word icon

Copilot in Word

Step 3/6

Benefit: Quickly update a prior consent form with appropriate information for desired clinical trial.

4. Data collection and management

Clinical researcher gathers and analyzes trial data.

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Copilot in Excel

Step 4/6

Benefit: Create metrics and visualizations to track clinical trial performance / key milestones.

5. Closeout and reporting

Clinical team collaborates to create a clinical study presentation.

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Copilot in PowerPoint

Step 5/6

Benefit: Apply branding guidelines, adjust layouts, and reformat text for stakeholder presentations.

6. Publication and communication

Clinical team seeks regulatory approval to market product.

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Microsoft 365 Copilot Chat2

Step 6/6

Benefit: Coordinate with communications team for external reporting and share / locate attachments easily.

Using Copilot for drug research

Available with: Microsoft 365 Copilot


1. Find relevant information

A scientist uses Copilot to gather information to investigate molecules that are associated with a particular disease or health concern.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 1/6

Benefit: Retrieve and summarize relevant chats, emails, and documents that may be referenced in the identification process faster

2. Gather pre-clinical research

Use Copilot to gather information to be used when assessing lead compounds before trials.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 2/6

Benefit: Summarize papers and other documentation and flag relevant research information.

3. Organize Investigational New Drug (IND) study

Use Copilot to help with meetings and communications for an IND study to generate additional data needed for IND application such as toxicology studies.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 3/6

Benefit: Coordinate meetings, activities, and file sharing with toxicology teams.

4. Collaborate on formulation

Collaborate with other scientists and manufacturing teams to develop stable formulation of the drug for clinical use.

Microsoft Teams icon

Copilot in Teams

Step 4/6

Benefit: Communicate, summarize, and generate action items for collaboration with formulation scientists and manufacturing teams.

5. Prepare regulatory documentation

Prepare documentation required for regulatory submissions.

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Copilot in Word

Step 5/6

Benefit: Generate document by turning data into natural language and combining several source documents.

6. Coordinate IND application

Assist with the process of submitting an IND application and addressing inquiries from regulatory agencies.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 6/6

Benefit: Facilitate communication and coordination with other teams during the regulatory submission process and share / locate attachments easily.

Manufacturing

The manufacturing industry requires a steady flow 
of raw materials while managing costs and minimizing production disruptions. 

Using Copilot to assist field service advisors

Available with: Microsoft 365 Copilot and Copilot Studio


1. Assessment

Use Copilot to quickly access to technical manuals, schematics and repair histories, query them in natural language and get responses including troubleshooting instructions.

Copilot Studio icon

Copilot Studio Agent

Step 1/6

Benefit: Simplify access to information in the field enabling faster and accurate issue resolution leading to reduced downtime and fewer customer callbacks.

2. Expert assistance

Use Copilot to identify the right expert for your problem and call them to get remote assistance. Transcripts from Teams Phone calls can be used to improve the maintenance database content.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 2/6

Benefit: Perform faster and accurate diagnosis and resolutions aided by experts reducing time to repair and customer callbacks.

3. Safety compliance checklist

Copilot drafts a tailored safety checklist to ensure adherence to both equipment-specific as well as personal safety measures.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 3/6

Benefit:  Improved safety compliance, avoiding accidents and compliance issues.

4. Parts identification

Click a photo of a part that is faulty or worn out and use Copilot to identify the part information so that a replacement can be ordered.

Copilot Studio icon

Copilot Studio Agent

Step 4/6

Benefit: Instantly identify parts for reordering from photos, eliminating guesswork and expediting the process.

5. Upsell/Cross-sell recommendations

Copilot can suggest additional products or services based on the current maintenance context, such as upgrades or complementary parts.

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Copilot Studio Agent

Step 5/6

Benefit: Increased aftersales revenue by providing added value and improving overall customer satisfaction.

6. Document the work

Document job completion with structured forms or checklists, ensuring all necessary details such as actions taken, parts used, and time spent are accurately captured.

Microsoft Forms icon

Copilot in Whiteboard

Step 6/6

Benefit: Streamline documentation, ensuring accurate and comprehensive records that support precise billing and prevent customer disputes.

Using Copilot to contract lifecycle management

Available with: Copilot Studio


1. Summarize pending contracts

A contract manager reviews a high volume of supplier contracts daily to ensure accuracy, compliance, and efficiency in managing numerous supplier and client agreements.

Copilot Studio icon

Copilot Studio Agent

Step 1/6

Benefit: Summarize pending contracts including critical deadlines the list of contracts requiring review and prioritize them by urgency and

2. Review contract details

For a specific high priority contract, ask to compare key clauses with industry and company standards to ensure compliance and identify potential concerns.

Copilot Studio icon

Copilot Studio Agent

Step 2/6

Benefit: Cross reference contracts with organizational and regulatory standards with Copilot to highlight potential discrepancies or non-compliant clauses such as pricing and penalty terms.

3. Revise terms

Review the highlighted potential discrepancies, compare to existing contracts, and make revisions as needed.

Copilot Studio icon

Copilot Studio Agent

Step 3/6

Benefit: Compare identified clauses to past contracts using Copilot to recommend revisions for more balanced terms based on historical data and industry standards.

4. Communicate revisions

Once potential revisions are identified, draft email with updated contract terms highlighted and send back to legal team for e-signature.

Copilot Studio icon

Copilot Studio Agent

Step 4/6

Benefit: Draft email to legal team on recommended revisions requesting the identified updates be made and communicated to the supplier for new e-signature.

5. Contract status overview

During the day, the contract manager can review the status of all open contracts to assess their progress.

Copilot Studio icon

Copilot Studio Agent

Step 5/6

Benefit: Create a table with status of all ongoing contract negotiations highlighting items that may require immediate attention such as approval or updates.

6. Summarize contract activity

At the completion of each day, the contract manager needs to track activities, contract status, and next steps for each contract.

Copilot Studio icon

Copilot Studio Agent

Step 6/6

Benefit: Generate a contract report summarizing the work done on all contracts including completed items, contract activities, completed approvals, and open tasks for a specific time.

Use Azure to build an agent to facilitate customer-led design

Available with: Copilot Studio/GitHub and Azure AI Foundry


1. Customer input

Embed agent into a customer website with instructions to enter design requirements in natural language.

Copilot Studio icon

Copilot Studio Agent

Step 1/5

Benefit: Enable customers to communicate requirements is a way that makes sense to them.

2. Search product catalog

The agent translates the design requirements into product specifications and searches the product catalog for matching products.

Copilot Studio icon

Copilot Studio Agent

Step 2/5

Benefit: Customer can quickly find the product they need and quickly place an order. The site can offer detailed images and design specifications to help guide the decision.

3. Offer custom option

If there are no existing products that fit the design requirements offer to generate a design prototype for the customer.

Copilot Studio icon

Copilot Studio Agent

Step 3/5

Benefit: Instead of immediately involving a technical resource use AI to develop a preliminary solution.

4. Refine the prototype

The customer can interact with the agent to request updates to the prototype design until it meets their needs.

Copilot Studio icon

Copilot Studio Agent

Step 4/5

Benefit: Enable the customer to refine the design to meet their needs in a few minutes.

5. Finalize the design

A technical resource can now meet with the customer to finalize the design and use the agent to make any final updates.

Copilot Studio icon

Copilot Studio Agent

Step 5/5

Benefit: Engineers can focus on complex tasks and research, while repetitive work is automated.

Using Copilot to improve factory operations

Available with: Copilot Studio and Azure AI Foundry


1. Data connections

Connect MES (Manufacturing execution systems), QMS (Quality management systems).​

Copilot Studio icon

Copilot Studio Agent

Step 1/5

Benefit: Ensures necessary factory systems and data sources are in place and accessible.

The Factory Operations Agent in Copilot Studio can assist with this step.

2. Production insights​

The production manager can identify the bottlenecks and optimize throughput by receiving detailed insights into critical metrics such as overall equipment effectiveness (OEE), yield, and performance.​

Copilot Studio icon

Copilot Studio Agent

Step 2/5

Benefit:  The agent helps to identify inefficiencies and provides actionable insights in natural language for easy understanding and resolution.​

3. Root cause analysis​

When issues like breakdowns, delays, or defects arise, production teams analyze data to identify root causes such as equipment malfunctions, inefficiencies, or bottlenecks.​

Copilot Studio icon

Copilot Studio Agent

Step 3/5

Benefit: Helps production teams quickly pinpoint the root causes of issues and suggests corrective actions. This speeds resolution, cuts downtime, and prevents reoccurrence.

4. Asset maintenance​

To keep equipment reliable, it's important to predict potential failures by looking at sensor data and usage history. This allows for scheduling preventive maintenance to avoid unexpected downtime.

Copilot Studio icon

Copilot Studio Agent

Step 4/5

Benefit: Predict equipment failures using sensor data and usage history, providing recommendations for preventive maintenance to reduce downtime and extend machinery lifespan.​

5. Worker skilling​

Skill gaps are identified through data analysis, with tailored training recommended and progress tracked to improve productivity, safety, and employee satisfaction.​

Copilot Studio icon

Copilot Studio Agent

Step 5/5

Benefit: Targeted training boosts productivity and efficiency, enhances safety, and improves employee satisfaction and engagement.

Using Copilot to generate new product ideas

Available with: Microsoft 365 Copilot Chat


1. Customer insights

Use Copilot to analyze customer feedback. Perform sentiment analysis such as identifying common pain points and feature requests to understand what features or products customers are looking for.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 1/6

Benefit: Gain a deeper understanding of customer needs and preferences, enabling more targeted and effective product development.

 

2. Market Research

Summarize recent market trends, competitor products, and consumer preferences from external sources.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 2/6

Benefit: Stay ahead of the competition by leveraging up-to-date market intelligence, ensuring your products meet current consumer demands and industry standards.

3. Product ideas

Ask Coplot for initial new product ideas based on industry trends and market needs or suggest enhancements to raw ideas.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 3/6

Benefit: Accelerate innovation by generating a diverse range of ideas, reducing time-to-market for new products and enhancing your competitive edge.

4. Collaborative ideation

Ask Copilot to summarize the conversations about the new product ideas that have happened in chat and email.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 4/6

Benefit: Collect ideas from across various conversations to ensure all ideas are captured and evaluated efficiently.

5. Analyze product catalog

Use an agent to query the current product catalog to see if ideas have already been tried or implemented in other areas.

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Microsoft 365 Copilot Chat1

Step 5/6

Benefit: Save time by checking new ideas against current products and past development efforts to avoid duplicating prior efforts.

6. Documentation

Ask Copilot to draft a proposal based on the current set of ideas and related research.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 6/6

Benefit: Quickly create a first draft and then have Copilot help with updates to provide greater clarity.

Using Copilot to identify new suppliers

Available with: Microsoft 365 Copilot Chat


1. Identify new sourcing options

Ask Copilot to create a table rating potential suppliers based on a set of criteria.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 1/5

Benefit: Quickly find new potential suppliers with an initial set of criteria to support further research.

 

2. Assess firm viability

Ask Copilot to summarize supplier annual reports and ESG reports. Also identify any recent acquisitions or divestitures.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 2/5

Benefit: Ensure that suppliers meet your organization’s criteria for financial viability or have required certifications.

3. Research online sentiment

Have Copilot provide an assessment of customer satisfaction for the potential suppliers.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 3/5

Benefit: Use Copilot to speed research into potential quality and service issues.

4. Research individual products

Ask Copilot to verify whether suppliers or products meet specific industry criteria or capabilities.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 4/5

Benefit: Summarize lengthy and potentially confusing product specifications to get the required information quickly.

5. Draft RFx documents and communication

Ask Copilot to draft communications such as approval requests, status emails, and supplier communications.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 5/5

Benefit: Get a first draft faster with Copilot by providing a few details and letting Copilot figure out the best way
to say it.

Try in Prompt Gallery: Kickstart a draft

Using Copilot to improve factory safety

Available with: Copilot Studio


1. Real-time incident management​

Use Copilot to get step-by-step guidance on corrective actions to address incidents​.

Copilot Studio icon

Copilot Studio Agent

Step 1/6

Benefit: Speeds up response times and ensures consistent management of safety incidents. ​

2. Incident summarization​

When reporting an incident to a safety officer through email ask Copilot to write the first draft. ​

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Copilot Studio Agent

Step 2/6

Benefit: Ensures timely response to incidents, minimizing risks and preventing future occurrences​.

3. Inspection planning​

Easily plan inspections by asking Copilot to get the required checklists.

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Copilot Studio Agent

Step 3/6

Benefit: Saves time by automating inspection preparation and reporting.

4. Inspection reporting​

Ask Copilot to convert inspection notes or images into text and create a detailed inspection report​.

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Copilot Studio Agent

Step 4/6

Benefit: Saves time by converting handwritten notes to well-written reports​.

5. Ask safety questions​

Get answers to safety-related queries in real-time during inspections​.

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Copilot Studio Agent

Step 5/6

Benefit: Provides instant access to accurate safety information, promoting informed decision-making and reducing the risk of non-compliance​.

6. Worker skilling​

Copilot can conduct personalized training sessions and monitor training evaluation metrics​.

Copilot Studio icon

Copilot Studio Agent

Step 6/6

Benefit: Ensures consistent skill development and compliance with safety guidelines. Reduces the risk of accidents by maintaining a well-trained workforce.​

Using Copilot for new product ideation and research

Available with: Microsoft 365 Copilot


1. Customer insights

Use Copilot in Excel analyze customer feedback. Perform sentiment analysis such as identifying common pain points and feature requests to understand what features or products customers are looking for.

Excel icon

Copilot in Excel

Step 1/6

Benefit: Gain a deeper understanding of customer needs and preferences, enabling more targeted and effective product development.

Try in Prompt Gallery: Technical support summary report template

2. Market Research

Summarize recent market trends, competitor products, and consumer preferences from external sources.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 2/6

Benefit: Stay ahead of the competition by leveraging up-to-date market intelligence, ensuring your products meet current consumer demands and industry standards.

3. Product ideas

Draft initial ideas based on industry trends, previous projects, and market needs or suggest enhancements to raw ideas.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 3/6

Benefit: Accelerate innovation by generating a diverse range of ideas, reducing time-to-market for new products and enhancing your competitive edge.

Try in Prompt Gallery: Generate ideas

4. Collaborative ideation

Use Copilot to facilitate brainstorming sessions with your team by setting up calls, creating transcripts, and summarizing key points.

Microsoft Teams icon

Copilot in Teams

Step 4/6

Benefit: Enhance team collaboration and creativity by streamlining the brainstorming process, ensuring all ideas are captured and evaluated efficiently.

5. Concept sketching

Draft initial sketches and wireframes for the product. Copilot can gather and present design inspirations from various sources.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 5/6

Benefit: Visualize product concepts quickly and effectively, facilitating better communication of ideas and faster iteration cycles.

6. Feedback and iteration

Export insights to Copilot Pages at various stages and tag teams to enrich or provide feedback. Ask Copilot to summarize key points from both Pages and Teams meetings and suggest improvements.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 6/6

Benefit: Improve product quality and stakeholder satisfaction by systematically gathering and incorporating feedback throughout the development process.

Using Copilot for optimizing asset management

Available with: Copilot Studio/GitHub and Azure AI Foundry


1. Summarize production performance

A production manager needs to regularly monitor factory assets to quickly address potential inventory shortages and machine downtime.

Copilot Studio icon

Copilot Studio Agent

Step 1/6

Benefit: Create a factory asset performance summary report highlighting the operational status of machinery, underperforming machine alerts, and schedule of upcoming maintenance.

2. Analyze alerts

Review and analyze a critical machine that is showing decreased efficiency that may be impacting production.

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Copilot Studio Agent

Step 2/6

Benefit: Create a table with detailed analysis of a specified machine that includes performance trends, predictive maintenance dates,  potential issues, and include recommended preemptive actions.

3. Request diagnostics

To confirm what the issue with the machine is, a diagnostic request must be made to generate a ticket for a diagnostic check.

Copilot Studio icon

Copilot Studio Agent

Step 3/6

Benefit: Draft a message requesting a diagnostics check based on the analysis of the machine that can be pasted in a modal over Teams to generate a ticket and track the open item.

4. Review material processing

For materials processing the production manager tracks efficiency metrics and inventory levels to keep at optimal production rates.

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Copilot Studio Agent

Step 4/6

Benefit: Create a table showing efficiency metrics and inventory levels for manufacturing supplies highlighting potential material shortages or surpluses.

5. Replenish inventory

Based on inventory levels, the production manager needs to check available stock with their suppliers.

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Copilot Studio Agent

Step 5/6

Benefit: Provide an inventory report for the primary and back up suppliers that includes availability and pricing.  Draft a message that includes the inventory report requesting the order be placed with the desired vendor.

6. Review machine efficiency

Looking for ways to improve maintenance efficiency, the production manager wants visibility into the mean time to repair (MTTR) for each machine.

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Copilot Studio Agent

Step 6/6

Benefit: Show the MTTR metrics and include suggestions for improvements in processes, tools, preventative maintenance, or staff training that can improve response times and share with the team.

Using Copilot to perform factory maintenance

Available with: Microsoft 365 Copilot and Copilot Studio


1. Assessment

Use Copilot to quickly access technical manuals, schematics, and repair histories, query them in natural language, and get responses including troubleshooting instructions.

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Copilot Studio Agent

Step 1/6

Benefit: Simplify access to repair information enabling faster and accurate issue resolution leading to reduced downtime.

2. Expert assistance

Use Copilot to identify the right expert for your problem and call them to get remote assistance. Transcripts from Teams Phone calls can be used to improve the maintenance database content.

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Microsoft 365 Copilot Chat2

Step 2/6

Benefit: Perform faster and accurate diagnosis and resolutions aided by experts.

3. Safety compliance checklist

Copilot drafts a tailored safety checklist to ensure adherence to both equipment-specific as well as personal safety measures.

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Copilot Studio Agent

Step 3/6

Benefit:  Improved safety compliance, avoiding accidents and compliance issues.

4. Parts identification

Click a photo of a part that is faulty or worn out and use Copilot to identify the part information so that a replacement can be ordered.

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Copilot Studio Agent

Step 4/6

Benefit: Instantly identify parts for reordering from photos, eliminating guesswork and expediting the process.

5. Repair instructions

Copilot can produce repair instructions in natural language and explain any instructions that are unclear.

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Copilot Studio Agent

Step 5/6

Benefit: Speed time to repair and help ensure that repairs are done correctly.

6. Document the work

Document job completion with structured forms or checklists, ensuring all necessary details such as actions taken, parts used, and time spent are accurately captured.

Microsoft Forms icon

Copilot in Whiteboard

Step 6/6

Benefit: Streamline documentation, ensuring accurate and comprehensive records that improve the agent’s ability to assist with future repairs.

Using Copilot to perform factory maintenance (simple version)

Available with: Copilot Studio


1. Assessment

Use Copilot to quickly access technical manuals, schematics, and repair histories, query them in natural language, and get responses including troubleshooting instructions.

Copilot Studio icon

Copilot Studio Agent

Step 1/5

Benefit: Simplify access to repair information enabling faster and accurate issue resolution leading to reduced downtime.

2. Expert assistance

Use Copilot to identify the right expert for your problem based on a document of subject matter experts for each equipment type.

Copilot Studio icon

Copilot Studio Agent

Step 2/5

Benefit: Perform faster and accurate diagnosis and resolutions aided by experts.

3. Safety compliance checklist

Copilot drafts a tailored safety checklist to ensure adherence to both equipment-specific as well as personal safety measures.

Copilot Studio icon

Copilot Studio Agent

Step 3/5

Benefit:  Improved safety compliance, avoiding accidents and compliance issues.

4. Repair instructions

Copilot can produce repair instructions in natural language and explain any instructions that are unclear.

Copilot Studio icon

Copilot Studio Agent

Step 4/5

Benefit: Speed time to repair and help ensure that repairs are done correctly.

5. Document the work

Document job completion with structured forms or checklists, ensuring all necessary details such as actions taken, parts used, and time spent are accurately captured.

Microsoft Forms icon

Copilot in Whiteboard

Step 5/5

Benefit: Streamline documentation, ensuring accurate and comprehensive records that improve the agent’s ability to assist with future repairs.

Use Copilot to create a product modeling agent

Available with: Microsoft 365 Copilot and Copilot Studio


1. Customer insights

Use Copilot in Excel analyze customer feedback. Perform sentiment analysis such as identifying common pain points and feature requests to understand what features or products customers are looking for.

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Copilot in Excel

Step 1/6

Benefit: Gain a deeper understanding of customer needs and preferences, enabling more targeted and effective product development.

Try in Prompt Gallery: Technical support summary report template

2. Market Research

Summarize recent market trends, competitor products, and consumer preferences from external sources.

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Microsoft 365 Copilot Chat1

Step 2/6

Benefit: Stay ahead of the competition by leveraging up-to-date market intelligence, ensuring your products meet current consumer demands and industry standards.

3. Product ideation

Use an agent to search through research data and design architectures using natural language.

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Copilot Studio Agent

Step 3/6

Benefit: Quickly locate studies and predictive models to support product development efforts and enhance collaboration between research teams and data scientists.

4. Collaborative ideation

Use Copilot to facilitate collaboration with your team by setting up calls, creating transcripts, and summarizing key points.

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Copilot in Teams

Step 4/6

Benefit: Enhance team collaboration and creativity by streamlining the brainstorming process, ensuring all ideas are captured and evaluated efficiently.

5. Concept sketching

Draft initial sketches and wireframes for the product. Copilot can gather and present design inspirations from various sources.

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Microsoft 365 Copilot Chat2

Step 5/6

Benefit: Visualize product concepts quickly and effectively, facilitating better communication of ideas and faster iteration cycles.

6. Feedback and iteration

Export insights to Copilot Pages at various stages and tag teams to enrich or provide feedback. Ask Copilot to summarize key points from both Pages and Teams meetings and suggest improvements.

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Microsoft 365 Copilot Chat2

Step 6/6

Benefit: Improve product quality and stakeholder satisfaction by systematically gathering and incorporating feedback throughout the development process.

Use Azure to build AI assisted product design

Available with: Copilot Studio/GitHub and Azure AI Foundry


1. Gather customer requirements

Work with customers to understand their needs and enter the requirements into the product agent.

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Copilot Studio Agent

Step 1/5

Benefit: Enable customers to communicate requirements is a way that makes sense to them.

2. Search product catalog

The agent translates the design requirements into product specifications and searches the product catalog for matching products.

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Copilot Studio Agent

Step 2/5

Benefit: Engineers can quickly find a suitable product design or formulation. The site can offer detailed images and design specifications to help guide the decision.

3. Speed product development

If there are no existing products that fit the design requirements offer to generate a design prototype for the customer.

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Copilot Studio Agent

Step 3/5

Benefit: The product engineer can use the agent to analyze prior product research to speed development time.

4. Ask the agent for new product ideas

With access to the customer’s past requests, the current product database and available research the agent can make predictions about future customer needs.

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Copilot Studio Agent

Step 4/5

Benefit: Propose new products or product updates to customers to drive increased sales.

5. Finalize the design

A technical resource can now meet with the customer to finalize new product designs.

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Copilot Studio Agent

Step 5/5

Benefit: Engineers can focus on complex tasks and research, while repetitive work is automated.

Using Copilot for production planning

Available with: Microsoft 365 Copilot and Copilot Studio


1. Sales forecast

Summarize sales forecast and export to Copilot Pages. Tag sales, marketing, and other supply team members to review demand for respective product lines/ products.

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Microsoft 365 Copilot Chat2

Step 1/5

Benefit: Facilitates seamless collaboration and feedback from sales, marketing, and supply teams, leading to more accurate and aligned demand forecasts.

2. Forecast adjustments

Use Copilot to summarize insights from various teams and adjust the forecast based on key feedback and suggested changes.

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Microsoft 365 Copilot Chat2

Step 2/5

Benefit:  Ensure forecasts remain accurate and relevant by integrating insights and feedback from various teams and reducing the need for extensive manual revisions.

3. Inventory planning

Share inventory plans on Copilot Pages and invite feedback from manufacturing, warehouse, procurement, and other supply teams on constraints and their ability to fulfil the supply plan.

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Microsoft 365 Copilot Chat2

Step 3/5

Benefit: Improves supply chain efficiency by incorporating feedback from key departments, helping to identify and mitigate potential supply constraints early maintaining just-in-time inventory levels.

4. Production scheduling

Ask Copilot to produce a production schedule based on committed orders, inventory levels, and employee availability.

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Copilot Studio Agent

Step 4/5

Benefit: Efficiently schedule production runs to maximize profitability.

5. Production planning

Review and update the production schedule with the operations teams and develop a final plan.

Microsoft Teams icon

Copilot in Teams

Step 5/5

Benefit: Enhances planning by capturing key decisions and creating actionable plans, ensuring clear accountability and timely execution.

Try in Prompt Gallery: Summarize meetings and videos

Using Copilot for recall management

Available with: Microsoft 365 Copilot


1. Early detection and initiation

A chemical plant’s quality engineer identifies elevated levels of benzene, a known carcinogen, within a specific batch of products – used as industrial solvents and has been shipped to customers.

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Microsoft 365 Copilot Chat1

Step 1/6

Benefit: Support efficient review and understanding  of regulatory documents, guidelines on Permissible Exposure Limits (PELs) etc., and the next best actions for recall management

2. Streamlined outreach

Assess and identify the risk category levels, safety threshold deviations, and assemble the recall committee to warrant the outreach.

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Copilot in Excel

Step 2/6

Benefit: Extrapolate the risk category and degree of impact by accessing customer purchase data and distribution records to identify companies and industries that received the contaminated products

3. Implement recall strategy

Notify relevant authorities / stakeholders (e.g., distributors, downstream manufacturers) across channels with clear instructions on product handling and secure return procedures.

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Copilot in Outlook

Step 3/6

Benefit: Automate distribution lists, draft customized notifications and ensure timely updates in communication portals for real-time updates, safety information, and contact information for inquiries

4. Optimized recall execution

Analyze transportation networks, regulatory requirements, and available resources to suggest the safest and most efficient routes for product recovery.

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Microsoft 365 Copilot Chat1

Step 4/6

Benefit: Collaborate effectively across teams (e.g., legal, transportation) in a secured manner and generate progress reports to plan product recovery execution

5. Identify production issues

Examine the specific factor(s) that caused the contamination – such as equipment malfunction, inadequate purification steps, or human error to facilitate quicker resolution.

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Copilot in Excel

Step 5/6

Benefit: Analyze production data, quality control records, and sensor readings from the affected batch, focusing on potential contamination points

6. Verify recall effectiveness

Evaluate the overall recall management’s success and update procedures to prevent similar future batch issues.

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Copilot in Word

Step 6/6

Benefit: Document and socialize the recall issue with the latest corrective actions, root cause(s), and improved processes, quality controls, safety measures, and best practices

Using Copilot to reduce freight leakage

Available with: Copilot Studio/GitHub and Azure AI Foundry


1. Identify incoming invoices

A Copilot agent automatically scans all incoming emails for freight invoices in a PDF or Word format.

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Copilot Studio Agent

Step 1/6

Benefit: Automatically identify incoming invoices for analysis.

2. Categorize invoice

Match the invoice to a contract and categorize the invoice by shipment type across land-based, air, barge, as well as geography.

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Copilot Studio Agent

Step 2/6

Benefit: Categorize invoice to apply varying analysis rules based on shipment type.

3. Scan for errors

Using a set of rules based on the invoice categorization look for missing data, late codes, and accessorial fees, weight discrepancies, inaccurate rates, misapplied fees, inaccurate labeling such as NMFC codes and flag for further analysis.

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Copilot Studio Agent

Step 3/6

Benefit: Prioritize employee time by identifying likely errors for further analysis.

4. Update database

Identify specific data from the invoice along with the matching contract data and enter the data into an invoicing database for further analysis.

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Copilot Studio Agent

Step 4/6

Benefit: Automate data entry and create a dataset to analyze shipping inefficiencies.

5. Query the database

Use Copilot to further analyze data across invoices such as duplicate charges, delays, routing inefficiencies, etc.

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Copilot Studio Agent

Step 5/6

Benefit: Allow procurement analysts to use natural language queries to uncover valuable insights to reduce shipping costs.

6. Prepare reports

Generate a variance report for all shipment showing estimated versus actual shipping costs.

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Copilot Studio Agent

Step 6/6

Benefit: Document billing errors to simplify the process to reclaiming fees from freight forwarders.

Using Copilot to simplify tasks for plant employees

Available with: Microsoft 365 Copilot Chat


1. Draft a shift summary

Provide a few brief details of what happened on the shift and ask Copilot to turn it into a shift report.

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Microsoft 365 Copilot Chat1

Step 1/5

Benefit: Save time on shift turnovers to focus on higher-value tasks.

Try in Prompt Gallery: End of day report

 

2. Simplify documentation

Documentation provided for a new procedure isn’t written very clearly. Ask Copilot to create a draft with simpler writing.

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Microsoft 365 Copilot Chat1

Step 2/5

Benefit: Ensure that everyone on the team has clear, understandable procedures.

Try in Prompt Gallery: Help me understand

3. Find service manual information

The manual for a piece of equipment has gone missing.

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Microsoft 365 Copilot Chat1

Step 3/5

Benefit: Ask Copilot to find the required maintenance procedure.

4. Create an incident report

When producing documentation of a safety incident use Copilot to ensure clarity and completeness.

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Microsoft 365 Copilot Chat1

Step 4/5

Benefit: Use Copilot to ensure that the report is well-written.

Try in Prompt Gallery: Improve your writing

5. Draft an email

When bringing up a sensitive topic with a manager in an email ask Copilot to write the first draft.

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Microsoft 365 Copilot Chat1

Step 5/5

Benefit: Get a first draft faster with Copilot by providing a few details and letting Copilot figure out the best way to say it.

Try in Prompt Gallery: Kickstart a draft

Using Copilot for supplier quality optimization

Available with: Microsoft 365 Copilot


1. Current supplier assessment

Quality head of an aerospace manufacturer wants to proactively optimize their supplier base to drive rigor in high quality sourcing of raw materials, services, prices and faster lead times while assessing the pertinent risks.

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Microsoft 365 Copilot Chat2

Step 1/6

Benefit: Access supplier data from various sources to examine factors such as purchase orders, inspection reports, supplier performance ratings, and industry benchmarks to determine high, low, and underperforming suppliers

2. Risk Analysis

Evaluate suppliers based on the selection criteria such as product quality, processes adherence, business objectives met, certifications compliance etc., to identify potential risks.

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Copilot in Excel

Step 2/6

Benefit: Highlight key insights from supplier performance records and create summary of high-risk and potential pitfalls

3. Proactive collaboration

Share quality data and insights with suppliers on the identified issue causes such as material variations, response times etc., for the supplier to review and respond.

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Copilot in Power BI

Step 3/6

Benefit: Provide suppliers with transparent access to quality data related to their components or materials, enabling them to understand how their performance impacts the final product.

4. Rationalize supply base

Determine who are the most valuable suppliers to streamline spend, capabilities, and overall performance.

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Microsoft 365 Copilot Chat2

Step 4/6

Benefit: Synthesize data from all analyses, communications and documents to pursue with the valuable supplier list

5. Align on a transition plan

Create a transition plan including timelines, budget, agreement, and cross-functional coordination for communication and leadership approval.

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Copilot in Word

Step 5/6

Benefit: Autogenerate a detailed record of the transition plan, actions, and next steps

6. Ongoing monitoring

Review suppliers’ internal processes and amend contracts to improve transparency, negotiate deals, build trust, and optimize supply base.

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Copilot in Outlook

Step 6/6

Benefit: Capture and share supplier document / updates across relevant organizations for ongoing collaboration and quality improvement

Using Copilot to create a supplier RFP

Available with: Microsoft 365 Copilot


1. RFP preparation

A beverage company needs to source a new supplier for sustainable packaging materials and is looking to initiate an RFP (Request for Proposal) process to evaluate potential vendors.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 1/6

Benefit: Summarize best practices of CPG packaging materials and generate initial RFP draft outlining the requirements, objectives, sustainability criteria, process, and evaluation criteria for vendor selection

2. Vendor selection criteria definition

Define the criteria for vendor selection, such as experience, capabilities, pricing, quality standards, and compliance requirements.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 2/6

Benefit: Review industry benchmarks, regulatory guidelines, and best practices to inform the development of selection criteria

3. Vendor research / shortlisting

Research and summarize information on relevant CPG packaging suppliers based on industry knowledge.

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Microsoft 365 Copilot Chat1

Step 3/6

Benefit: Support compilation of vendors, analyzing their profiles, capabilities, and shortlisting candidates based on the predefined selection criteria

4. RFP distribution management

Distribute the RFP document to shortlisted vendors and manage the individual correspondence.

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Copilot in Outlook

Step 4/6

Benefit: Customize email drafts and the RFP for each shortlisted vendor with specific requirements and contact information

5. Proposal evaluation

Coordinate with the evaluation team to review and analyze vendors’ responses and assess them against the predefined criteria.

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Microsoft 365 Copilot Chat2

Step 5/6

Benefit: Extrapolate key insights from the vendor proposals and create visuals based on relevant criteria such as lead times, minimum order quantities, pricing, key differences and certifications.

6. Vendor selection

Communicate the decision to the selected vendors and share the final contract terms and key details for mutual agreement.

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Copilot in Outlook

Step 6/6

Benefit: Generate draft contract documents, set reminders to track negotiation progress, and ensure alignment with business objectives and legal requirements

Media and Entertainment

AI can assist Energy and Resources organizations with numerous tasks that impact critical areas such as asset management, regulatory compliance, and operational efficiency.

Using Copilot to content ideation and creation

Available with: Microsoft 365 Copilot Chat


1. Smart idea generation

Generate a list of ideas to begin an ideation session with the help of Copilot.

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Microsoft 365 Copilot Chat1

Step 1/6

Benefit: Use Copilot to compile a list of ideas based upon a theme or key prompt.

2. AI driven research

Identify and analyze helpful sources of information in the content ideation and creation process.

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Copilot Studio Agent

Step 2/6

Benefit: Use Copilot to provide different ideas and sources of inspiration that you may not have been able to find.

3. Faster revisions

Receive instant feedback, track revisions, and explore alternative ideas with the help of Copilot.

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Microsoft 365 Copilot Chat1

Step 3/6

Benefit: Use Copilot to help revise early drafts of content to be able to get to a better version faster.

4. Team based brainstorming

Suggest creative concepts and topics based on a set of requirements.

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Microsoft 365 Copilot Chat1

Step 4/6

Benefit: Ask Copilot to help to build on an initial set of ideas to bring concepts to life.

5. Generate images

Quickly create visuals based on written input.

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Copilot Studio Agent

Step 5/6

Benefit: Use Copilot to get to a visual draft of ideas quicker than before.

6. Pitch deck creation

Pull together an effective pitch leveraging Copilot to write a first draft based on key documents.

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Copilot Studio Agent

Step 6/6

Benefit: Use Copilot to summarize and ideate best ways of communicating an idea based on inputted material.

Using Copilot to improve data strategy and insights

Available with: Microsoft 365 Copilot and Copilot Studio


1. Define the objective

Prepare a brief for your upcoming research by using Microsoft Copilot to write a first draft based on key documents.

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Microsoft 365 Copilot Chat1

Step 1/6

Benefit: Use Copilot to summarize many types of documents, including PDFs and website content, making it easier to consume dense content online.

2. Gain insight

Access organizational insights by asking questions about your company which can help you understand your data better.

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Copilot Studio Agent

Step 2/6

Benefit: Use Copilot to understand large amounts of data and information.

3. Synthesize unstructured data

Copilot is capable of handling extensive data sets, without the need for data movement or migration.

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Copilot Studio Agent

Step 3/6

Benefit:  Use Copilot to simplify tasks by providing a conversational interface, which enhances the overall user experience when working with data.

4. Gain feedback from research

Get to the next level by consolidating research, findings, and patterns and understanding what can be actionable.

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Microsoft 365 Copilot Chat1

Step 4/6

Benefit: Use Copilot to help sift through research on content performance, audiences, and anything else you’re working with it on.

5. Summarize and report data

Automate the summarization process, saving time and reducing manual effort of getting to tailored reporting.

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Copilot Studio Agent

Step 5/6

Benefit: Use Copilot to streamline the process of analyzing data for both experienced KQL users and citizen data scientists.

6. Communicate insights and information

Document and socialize the insights to help better inform future strategy.

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Copilot in Teams

Step 6/6

Benefit: Use Copilot to draft communication quicker to help disseminate information across your team and organization effectively.

Using Copilot to personalized marketing campaigns

Available with: Microsoft 365 Copilot


1. Audience segmentation

Identify and categorize your target audience based on demographics, interests, and behaviors.

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Microsoft 365 Copilot Chat1

Step 1/6

Benefit: Use Copilot to refine and better identify your audience targeting to ensure that campaign messages are reaching the most receptive groups.

2. Strategic campaign briefs

Collaborate with your marketing team to brainstorm campaign ideas, set goals, and assign tasks.

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Copilot in Teams

Step 2/6

Benefit: Use Copilot to accelerate campaign planning, align stakeholders, and ensure a cohesive approach.

3. Content creation and refinement

Draft and enhance marketing content such as blog posts, social media updates, and email campaigns.

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Copilot Studio Agent

Step 3/6

Benefit: Use Copilot to enhance content quality, save time, and engage your audience effectively through more personalized campaigns.

4. Data-driven insights

Build a custom agent based on your sales database. Ask questions such as ‘What was the ROI on this campaign?’ to help inform campaign optimization.

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Copilot Studio Agent

Step 4/6

Benefit: Use Copilot to optimize campaigns based on data-driven insights, leading to better ROI.

5. Collaborative campaign review

Summarize key points, identify areas for improvement, and suggest next steps during campaign reviews.

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Copilot in Teams

Step 5/6

Benefit: Use Copilot to facilitate efficient discussions, align stakeholders, and drive campaign success

6. Social media scheduling

Set up social media posting schedules and manage tasks to maintain consistency.

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Copilot Studio Agent

Step 6/6

Benefit: Use Copilot to streamline social media management, maintain consistency, and reach your audience at optimal times based on previous analysis.

Nonprofit

With limited resources, Nonprofit organizations can benefit from AI assistance in all aspects of fundraising from researching sources to drafting grant proposals.

Using Copilot to funding research and grant proposal writing

Available with: Microsoft 365 Copilot


1. Identify funding sources

Discover potential funding sources by identifying potential grants that match your nonprofit’s needs.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 1/6

Example prompt: Search for government agencies, foundations, and corporations that offer grants for [your nonprofit’s mission or project type]. Provide details on eligibility criteria, application deadlines, and funding amounts.

2. Conduct market research

Use Business Chat for Web to search for relevant data sources such as industry reports, government statistics, and market analysis articles.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 2/6

Example prompt: Search and summarize recent reports on funding trends and donor preferences [your industry] and summarize findings.

3. Analyze data

Use Copilot in Excel to analyze donor preferences and generate insights. Organize donor data into an Excel sheet with columns for donor name, donation amount, frequency, preferred causes, and demographics.

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Copilot in Excel

Step 3/6

Example prompt: Create a PivotTable to summarize donor preferences by cause and average donation amount.

4. Create data visualizations

Use Copilot to analyze the data and create visual reports to summarize your findings.

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Copilot in Excel

Step 4/6

Example prompt: Create a bar chart to visualize the distribution of donor preferences across different causes over the last five years.

5. Draft your proposal

Prompt Copilot in Word to create a grant proposal, incorporating key insights and data visualizations.

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Copilot in Word

Step 5/6

Example prompt: Create a grant proposal for [your nonprofit’s project], including an executive summary, needs statement that references insights from /[project plan.docx], project description, budget, and organization information.

6. Craft customized emails

Craft compelling emails to send to potential funders with the details of your proposal.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 6/6

Example prompt: Draft an email to [funder’s name] introducing my nonprofit and expressing interest in their grant program. Highlight key points from /[proposal in Word].

Using Copilot to improve grant tracking and reporting

Available with: Microsoft 365 Copilot


1. Automate data entry

Ask Copilot to write a macro that auto-populates Excel with grant data from CSV files.

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Copilot in Excel

Step 1/6

Example prompt: Create an Excel macro to copy data from CSV files in [location] into [Excel file] based on the column names. Then highlight any anomalies or outliers in the data.

2. Generate tracking reports

Use Copilot in Power BI to create reports that visualize the number of successful grant applications, funding amounts, and other key metrics.

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Copilot in Power BI

Step 2/6

Example prompt: Generate a Power BI report that shows the number of successful grant applications, total funding received, and trends over time.

3. Standardize reporting templates

Use Copilot in Word to create a standardized template for grantees to supply information such as project progress, milestones achieved, and financial reports. 

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Copilot in Word

Step 3/6

Example prompt: Generate a standardized reporting template for grantees to provide updates on grant usage. Include sections for grantee information, financials, project progress, outcomes, challenges, future plans, and supporting documentation.

4. Track grant milestones

Use Copilot in Microsoft Teams to help summarize grant related meetings and capture progress on key milestones and document next steps.

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Copilot in Teams

Step 4/6

Example prompt: Summarize monthly grant meeting and highlight key action items.

5. Analyze performance metrics

Use Copilot in Excel to help optimize reports for analyzing performance metrics, such as funds utilized, project outcomes, and impact.

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Copilot in Excel

Step 5/6

Example prompt: Create a chart showing how grant funds have been utilized given the data in /[utilized grant funds.xlx]

6. Create visual dashboards

Use Copilot in PowerPoint to create visual that summarize grant performance and key metrics for stakeholders.

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Copilot in PowerPoint

Step 6/6

Example prompt: Create a slide that helps visualize the data in /[reporting template.docx]

Using Copilot to improve onboarding and development processes

Available with: Microsoft 365 Copilot


1. Assess current processes

Evaluate the existing onboarding and development processes to identify strengths and areas for improvement.

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Copilot in Word

Step 1/6

Example prompt: Create an assessment document of our current onboarding and development processes using feedback from recent hires and volunteers in [feedback document.ppt]

2. Develop an onboarding plan

Create a detailed onboarding plan that outlines the steps new employees need to take to get up to speed.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 2/6

Example prompt: Outline a structured onboarding plan for new hires, including timelines, key milestones, and required training sessions using /[past onboarding presentations.ppt] and the /[assessment document.docx]

3. Create training materials

Develop training materials and resources to support the onboarding process.

PowerPoint icon

Copilot in PowerPoint

Step 3/6

Example prompt: Create a training presentation for new hires, covering our organization’s mission, values, policies, and procedures referencing the [Mission document.docx] and the [HR policy.ppt]

4. Facilitate knowledge sharing

Capture insights from mentorship meetings to compile key learnings from experienced team members.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 4/6

Example prompt: Document new hire key learnings and resources discussed across various mentor sessions.

5. Track progress

Use Copilot in Loop to collaborate in real-time to track progress as new hires move through the onboarding process.

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Copilot in Loop

Step 5/6

Example prompt: Create a checklist of onboarding tasks including links to training materials that new hires need to complete over the next 90 days.

6. Evaluate and refine

Continuously evaluate the effectiveness of the onboarding and development processes and make necessary adjustments.

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Copilot in Word

Step 6/6

Example prompt: Draft a quarterly evaluation report that suggests improvements based on feedback from new hires, volunteers, and mentors.

Using Copilot to manage the donor pipeline

Available with: Microsoft 365 Copilot


1. Identify trends and patterns

Leverage Copilot in Excel to analyze data. Import data from various sources to identify trends and patterns in donor behavior, helping to pinpoint potential prospects.

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Copilot in Excel

Step 1/5

Example prompt: Create a summary table showing total donations by donor for the past year.

2. Segment and score prospects

Categorize prospects based on specific criteria and assign scores to prioritize them.

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Copilot in Excel

Step 2/5

Example prompt: Assign a score to each prospect based on their donation frequency and average donation amount.

3. Personalize messaging

Based on the insights gained from data analysis, draft personalized messages for each donor segment.

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Copilot in Outlook

Step 3/5

Example prompt: Write an email message using a warm tone thanking the donor for making more than $1,000 in donations last year.

4. Manage pipeline

Track interactions with potential donors and partners, providing insights into the best times to reach out and the most effective communication strategies.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 4/5

Example prompt: Summarize recent interactions with [donor name] and suggest follow-up actions.

5. Optimize campaigns

Query donor-related information using natural language chat by creating an agent for your SharePoint site.

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Copilot Studio Agent

Step 5/5

Example prompt: Which of our donors live in Spain and like dogs.

Using Copilot to marketing campaign planning and design

Available with: Microsoft 365 Copilot


1. Analyze and forecast trends

Analyze donation trends and forecast the best times to approach donors. Segment donors based on their giving history, frequency, and amount.

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Copilot in Excel

Step 1/6

Example prompt: Create a table of donations by month.

2. Develop visual insights

Visualize average funding amounts and suggest the ideal donation request amounts based on past donor behavior and demographic data.

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Copilot in Excel

Step 2/6

Example prompt: Use historical donor data to generate a line graph for donation amounts over time.

3. Create an email nurture campaign

Use Copilot in Outlook to draft tailored emails to potential donors that request the identified ideal donation amount.

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Copilot in Outlook

Step 3/6

Example prompt: Draft an email that will be sent to [potential donor’s name], outlining the new campaign and including the benefits of the campaign and benefits for the donor using the /[marketing campaign plan.docx].

4. Conduct market research

Gather valuable information about potential donors who you may not have a pre-existing relationship with, including their funding preferences and behaviors.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 4/6

Example prompt: Identify potential donors who have shown a propensity to fund programs or causes similar to those of our nonprofit organization. Provide insights into their giving patterns, preferences, and any relevant demographic information.

5. Develop a social media campaign

Create tailored social posts to publish on each of your communication channels to drive engagement with potential donors.

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Microsoft 365 Copilot Chat2

Step 5/6

Example prompt: Create six social media posts based on /[market research document]. The posts should highlight key insights and trends relevant to our nonprofit’s mission and programs. Each post should be engaging, informative, and tailored to our target audience.​

6. Adapt in real time

Evaluate reception to campaign and prompt Copilot to revise messaging according to relevant developments.

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Microsoft 365 Copilot Chat2

Step 6/6

Example prompt: Revise these social media posts to incorporate new developments in the area, including.

Using Copilot to speed program launches

Available with: Microsoft 365 Copilot


1. Conduct needs assessment

Conduct thorough research to understand the needs of the community and assess the feasibility of the new program.

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Microsoft 365 Copilot Chat1

Step 1/6

Example prompt: Conduct a needs assessment for our new community health program, including data on community health indicators, stakeholder interviews, and feasibility analysis.

2. Design and plan

Work as a team to develop a detailed program plan outlining objectives, scope, deliverables, milestones, and timelines.

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Copilot in Loop

Step 2/6

Example prompt: Create a detailed project plan for our new educational outreach program, including objectives, scope, deliverables, milestones, and timelines.

3. Engage stakeholders

Engage with key stakeholders to gather input, build support, and ensure alignment with the program's goals. Use Copilot in Microsoft Teams to share updates, gather feedback, and track action items.

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Copilot in Teams

Step 3/6

Example prompt: Summarize the new environmental conservation program discussed in the meeting and outline next steps.

4. Analyze proposed budget

Allocate resources and develop a budget to ensure the program has the necessary funding and support. Use Copilot in Excel to analyze budgets and financial projections.

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Copilot in Excel

Step 4/6

Example prompt: Analyze budget requests for our new youth mentorship program and add a column to calculate the gaps between requested and allocated budget.

5. Create implementation plan

Use Copilot in Word to help draft up and document an implementation plan that can be referenced and shared by team members.

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Copilot in Word

Step 5/6

Example prompt: Draft an implementation plan for the new disaster relief program, including detailed action steps, timelines, responsible team members, and resources required.

6. Create program presentation

Use Copilot in PowerPoint to create a presentation that showcases the program plan.

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Copilot in PowerPoint

Step 6/6

Example prompt: Create a PowerPoint presentation using the information in the /[implementation plan.docx]

Using Copilot to optimize program performance

Available with: Microsoft 365 Copilot


1. Analyze performance data

Analyze performance data, generating insights and identifying key metrics. Use Excel formulas and functions to calculate performance indicators.

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Copilot in Excel

Step 1/6

Example prompt: Create a bar chart based on the latest performance data in the /[performance data.xlsx]

2. Identify improvement areas

Pinpoint areas where performance can be optimized. Create charts and graphs to highlight improvement opportunities.

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Copilot in Excel

Step 2/6

Example prompt: Highlight cells that show performance metrics hitting below identified benchmarks.

3. Create program reviews

Use Word to draft comprehensive reviews of existing programs, summarizing key performance metrics and feedback from stakeholders.

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Copilot in Word

Step 3/6

Example prompt: Generate a program review using the key performance metrics, identified improvement areas, and the latest stakeholder feedback from the /[program reporting deck.ppt]

4. Ensure team alignment

Use Copilot in Microsoft Teams to summarize key points and action items from weekly/monthly program syncs.

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Copilot in Teams

Step 4/6

Example prompt: Summarize key points and action items from the last program sync.

5. Document program goals

Use Copilot in Word to help draft up and document an implementation plan that can be referenced and shared by team members.

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Copilot in Word

Step 5/6

Example prompt: Draft an outline that summarizes program objectives, key performance metrics, recent achievements, and next steps using key points and action items gathered from /[program sync meeting notes] and /[program review document/docx].

6. Create implementation plan

Use Copilot in PowerPoint to create a presentation that summarizes the implementation plan and detailed action steps for program changes.

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Copilot in PowerPoint

Step 6/6

Example prompt: Create a PowerPoint presentation using the /[program goals outline] to showcase goals and next steps.

Using Copilot to optimize staff and volunteer planning

Available with: Microsoft 365 Copilot


1. Assess current staffing

Evaluate current staffing to understand the existing skills, roles, and gaps.

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Copilot in Word

Step 1/6

Example prompt: Create a report that describes our current workforce across departments, roles, and skills using the information captured in the /[resource management document.docx]

2. Identify gaps

Use Copilot in Excel to help visualize current staffing/volunteer needs.

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Copilot in Excel

Step 2/6

Example prompt: Highlight cells where staffing/volunteer hours are below required hours.

3. Develop a recruitment plan

Create a recruitment plan to fill identified gaps and meet future staffing/volunteer needs.

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Copilot in Word

Step 3/6

Example prompt: Outline a recruitment plan to address identified staffing gaps and future needs. Include strategies for sourcing candidates, timelines, and key milestones based on past /[recruitment strategy plan.docx]

4. Create training programs

Develop and implement training programs to upskill current staff members and volunteers.

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Microsoft 365 Copilot Chat2

Step 4/6

Example prompt: Create a training outline for our new development program, covering required skills and competencies.

5. Evaluate staff performance

Regularly monitor and evaluate staff and volunteer utilization to ensure alignment with organizational goals.

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Copilot in Excel

Step 5/6

Example prompt: Tell me what data is required to calculate key performance indicators (KPIs) such as overtime hours, peak interval staffing levels, and skill utilization.

6. Evaluate and adjust

Continuously adjust staffing and volunteer plans based on feedback and data to ensure optimal staffing levels.

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Copilot in Teams

Step 6/6

Example prompt: Summarize regular meetings to review workforce performance data and gather feedback from team members.

Retail

AI assists Retail organizations with numerous tasks that impact critical areas like store performance, supply chain, and market campaigns.

Using Copilot to assist store associates

Available with: Microsoft 365 Copilot Chat and Copilot Studio


1. Retrieve product details

Ask Copilot to retrieve product specifications based on the product/model info provided.

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Microsoft 365 Copilot Chat1

Step 1/5

Benefit: Help sales associates locate product information easily from the manufacturer’s website.

2. Locate product

Retrieve shelf location and specific aisle where the product is located.

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Copilot Studio Agent

Step 2/5

Benefit: Assists store assistants in finding the exact location, saving time to locate a product.

3. Assist with return policy

Sales associate can help customer by using Copilot to retrieve the company return policy for the products under consideration.

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Microsoft 365 Copilot Chat1

Step 3/5

Benefit: Increases customer satisfaction by educating them on return policy for the product.

4. Recommendations

Copilot identifies items for sales associate to suggest based on the customer’s age group, product preference etc.

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Microsoft 365 Copilot Chat1

Step 4/5

Benefit: Increases customer satisfaction by suggesting products personalized to them.

5. Cross selling

Sales associate prompts Copilot to suggest items similar that would complement the current order.

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Copilot Studio Agent

Step 5/5

Benefit: Assists store assistants in bundling products that customers are likely to buy, increasing the order value.

Using Copilot to assist store managers

Available with: Microsoft 365 Copilot Chat


1. Manage team shifts

Use Copilot to create a template for shift scheduling.

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Microsoft 365 Copilot Chat1

Step 1/6

Example prompt: Create a schedule template for team members’ shifts.

Try in Prompt Gallery: Manage shift schedules

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.

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Microsoft 365 Copilot Chat1

Step 2/6

Example prompt: Create a survey template which helps capture and understand the motivation levels of store employees.

Try in Prompt Gallery: Build an employee survey

3. Communicate policies

Ask Copilot to review a policy document and then create an email to employees about any changes.

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Microsoft 365 Copilot Chat1

Step 3/6

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.

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Microsoft 365 Copilot Chat1

Step 4/6

Example prompt: Help me plan for a store visit.

Try in Prompt Gallery: Plan 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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Microsoft 365 Copilot Chat1

Step 5/6

Example prompt: Summarize these end-of-day store notes [list of activities].

Try in Prompt Gallery: Summarize end-of-day notes

6. Improve display setup

Use Copilot to create strategies and procedures to handle planogram updates.

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Microsoft 365 Copilot Chat1

Step 6/6

Example prompt: How should I ensure displays are set up according to the [planogram.pdf] for effective merchandising and space optimization?

Try in Prompt Gallery: Ensure planogram compliance

Using Copilot to craft targeted marketing campaigns

Available with: Microsoft 365 Copilot and Copilot Studio


1. Audience segmentation

Prompt Copilot to recommend customer segmentation options for consideration based on specific campaign objectives and revenue goals.

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Microsoft 365 Copilot Chat1

Step 1/5

Benefit: Refine your audience targeting to ensure that campaign messages are reaching the most receptive groups.

2. Strategic campaign briefs

Collaborate with your marketing team using Copilot in Teams. It assists in brainstorming campaign ideas, setting goals, and assigning tasks.

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Copilot in Teams

Step 2/5

Benefit: Accelerate campaign planning, align stakeholders, and ensure a cohesive approach.

3. Content creation and refinement

Use Copilot to draft marketing content, such as blog posts, social media updates, and email campaigns. It provides real-time suggestions and helps maintain consistent messaging.

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Microsoft 365 Copilot Chat1

Step 3/5

Benefit: Enhance content quality, save time, and engage your audience effectively.

4. Data-driven insights

Use Copilot Studio to build a custom agent based on your sales database. Ask questions such as ‘What was the ROI on this campaign?’ to help inform campaign optimization.

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Copilot Studio Agent

Step 4/5

Benefit: Optimize campaigns based on data-driven insights, leading to better ROI.

5. Collaborative campaign review

During campaign reviews, Copilot in Teams can assist in summarizing key points, identifying areas for improvement, and suggesting next steps.

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Copilot in Teams

Step 5/5

Benefit: Facilitate efficient discussions, align stakeholders, and drive campaign success.

Using Copilot to create personalized shopping journeys

Available with: Microsoft 365 Copilot and Azure AI Foundry


1. Improve product discovery

Customers can discover the right products for their needs through a conversational search experience – like talking to an expert, rather than keyword searches and unstructured browsing.

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Azure OpenAI Service

Copilot Studio icon

Copilot Studio Agent

Step 1/5

Benefit: Boost basket size with a highly personalized experience.

2. Deliver personalization

Increase shopper engagement through expressive back-and-forth conversation. Personalize results using described context factors like season, formality, location, and more.

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Azure OpenAI Service

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Copilot Studio Agent

Step 2/5

Benefit: Understand your customer through order history and conversationally-described context.

3. Provide brand differentiation

Separate yourself from the competition with a search experience that makes product discovery easy and efficient while preserving your own brand, voice, and expertise.

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Azure OpenAI Service

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Copilot Studio Agent

Step 3/5

Benefit: Make the shopping experience more personal and pleasurable and reflect your unique brand and voice.

4. Accelerate time-to-value

Get to run-state right away, with zero training time. Microsoft AI experts designed a model for the specific needs of retail shopping. Realize immediate value out-of-the-box and receive the latest updates.

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Azure OpenAI Service

Copilot Studio icon

Copilot Studio Agent

Step 4/5

Benefit: Leverage the latest Microsoft technologies such as Azure OpenAI, ChatGPT, Azure Cognitive Search, and Power Apps, and extend the solution through the Microsoft third-party ISV ecosystem.

5. Build your first-party data estate

Feed data from customer interactions into retail data solutions in Microsoft Fabric for real-time analytics and insights.

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Azure OpenAI Service

Copilot Studio icon

Copilot Studio Agent

Step 5/5

Benefit: Gain an unparalleled look into who your customer is and how you can best serve them by analyzing conversational chats.

Using Copilot to creating promotional materials

Available with: Microsoft 365 Copilot Chat


1. SEO optimization

Already have a content topic you want to write about but don’t know where to start? Use Microsoft Copilot to identify the top SEO keywords to reach your audience.

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Microsoft 365 Copilot Chat1

Step 1/6

Prompt: Identify 10 SEO keywords for a blog post to attract people ages 20-30 who want to reduce their carbon footprint.

2. Content generation

Once you have your list of top 10 SEO keywords, use Copilot to create specific content for your business needs.

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Microsoft 365 Copilot Chat1

Step 2/6

Prompt: Create a flyer for an upcoming Winter sale featuring the following brands and items.

3. Proofread

Once you have your draft, use Copilot to proofread your work with specific grammar rules in mind.

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Microsoft 365 Copilot Chat1

Step 3/6

Prompt: Proofread this with Chicago Style grammar rules.

4. Add images

Enhance your content by using Copilot to create unique images for your project.

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Microsoft 365 Copilot Chat1

Step 4/6

Prompt: Create a photo-realistic image of strawberries splashing into water to announce my clean-beauty company’s new hydrating lip oil launch.

5. Grab attention with headlines

Use Copilot to turn the top keywords into a headline and section headings.

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Microsoft 365 Copilot Chat1

Step 5/6

Prompt: Provide me five options for headlines using each of these five keywords.

6. Create social content

Ask Copilot to repurpose the draft it helped you create into posts for any social media platform.

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Microsoft 365 Copilot Chat1

Step 6/6

Prompt: Create a 100-word blurb from the draft you helped me create that I can post on LinkedIn. The caption should be friendly and informative and add relevant emojis.

Implement agent-assisted fashion design

Available with: Microsoft 365 Copilot Chat and Azure AI Foundry


1. Scan fashion data

Ingest data from multiple sources like social media or commerce and retail sites to learn about trends, styles, and clothing types.

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Copilot Studio Agent

Step 1/5

Benefit: Get up to date on fashion trends in minutes.

2. Use trends to create new designs

Create a new fashion line in minutes with the ability to update the digital design in real-time, like shortening the sleeves of a dress or changing a pattern from stripes to polka dots.

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Copilot Studio Agent

Step 2/5

Benefit: Speed time to market and reduce the waste of using actual materials to create new designs.

3. Create social media posts

Use Copilot to create social media posts to A/B test the new designs and gather feedback.

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Copilot Studio Agent

Step 3/5

Benefit: Quickly generate posts and analyze customer feedback

4. Analyze feedback

Use the feedback from the social posts to redesign the collection and forecast demand.

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Copilot Studio Agent

Step 4/5

Benefit: Translate feedback into new designs in minutes and assess demand to size production runs accurately to avoid waste.

5. Finalize the designs

Create the final templates for production.

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Copilot Studio Agent

Step 5/5

Benefit: The app can translate the designs into production templates.

Using Copilot to identify new product and supplier options

Available with: Microsoft 365 Copilot Chat


1. Identify new product options

Ask Copilot to create a table rating potential suppliers based on a set of criteria.

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Microsoft 365 Copilot Chat1

Step 1/5

Benefit: Quickly find new potential suppliers with an initial set of criteria to support further research.

2. Assess firm viability

Ask Copilot to summarize supplier annual reports and ESG reports. Also identify any recent acquisitions or divestitures.

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Microsoft 365 Copilot Chat1

Step 2/5

Benefit: Ensure that suppliers meet your organization’s criteria for financial viability or have required certifications.

3. Research online sentiment

Have Copilot provide an assessment of customer satisfaction for the potential suppliers.

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Microsoft 365 Copilot Chat1

Step 3/5

Benefit: Use Copilot to speed research into potential quality and service issues.

4. Research individual products

Ask Copilot to verify whether suppliers or products meet specific industry criteria or capabilities.

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Microsoft 365 Copilot Chat1

Step 4/5

Benefit: Summarize lengthy and potentially confusing product specifications to get the required information quickly.

5. Draft RFx documents and communication

Ask Copilot to draft communications such as approval requests, status emails, and supplier communications.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 5/5

Benefit: Get a first draft faster with Copilot by providing a few details and letting Copilot figure out the best way
to say it.

Try in Prompt Gallery: Kickstart a draft

Using Copilot to implement adaptive pricing

Available with: Microsoft 365 Copilot and Copilot Studio


1. Gather competitive pricing data

Copilot helps in gather pricing information from competitor websites and marketplaces.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 1/5

Prompt: Compare the price of one unit of product #12345 across U.S. retail websites.

2. Sales data analysis

Copilot helps analyze sales data to identify trends, such as which products are selling well at current prices and which are not.

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Copilot in Excel

Step 2/5

Prompt: Create charts to analyze the provided sales data to identify trends in product performance. Include insights on sales volume, revenue generated, and any correlations with price fluctuations.

Try in Prompt Gallery: Set of charts

3. Cost and margin review

Copilot helps compare pricing strategy options against costs to ensure margin structure meets requirements.

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Copilot in Excel

Step 3/5

Prompt: Add a column to calculate margin based on the price, average discount, and cost columns. Highlight any margins that are less than 30%.

Try in Prompt Gallery: Add a formula column

4. Compare and review product mix

Copilot can assist in curating a product mix by comparing product prices with customer spending trends and style preferences.

Copilot Studio icon

Copilot Studio Agent

Step 4/5

Prompt:  Produce a table of products that fall in the range of price per unit of $1 to $5 including monthly sales data for the past six months.

5. Generate reports and recommendations

Copilot helps draft reports insights for stakeholders and can follow up on approvals.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 5/5

Prompt: Draft a report with visuals for the proposals of revenue mix, product mix, and discounts.

Using Copilot to improve customer service and info discovery

Available with: Microsoft 365 Copilot and Azure AI Foundry


1. Find product info for customer

Use natural language voice search to ask the copilot template to find product specifications. Copilot template for store operations surfaces information from designated store documentation.

Azure icon

Azure OpenAI Service

Copilot Studio icon

Copilot Studio Agent

Step 1/5

Benefit: Quickly find accurate answers to customer questions in the flow of work using natural language voice search.

2. Help customer with return policy

Offer the customer piece-of-mind before purchasing by asking the copilot template to show you the company return policy for the products under consideration.

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Azure OpenAI Service

Copilot Studio icon

Copilot Studio Agent

Step 2/5

Benefit: Save critical time spent searching for a manager for answers about company policies and procedures.

3. Fulfill assigned tasks

After helping the customer, begin assembling promotional display via step-by-step instructions found in the personalized task list assigned by the store manager.

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Azure OpenAI Service

Copilot Studio icon

Copilot Studio Agent

Step 3/5

Benefit: Get detailed guidance on how to complete assigned tasks – all built using repeatable task templates that can be published across stores and role types.

4. Create a maintenance ticket

Ask copilot template what to do upon discovery of damaged hardware while setting up the promotional display. Easily schedule a maintenance ticket by creating and assigning a new task.

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Azure OpenAI Service

Copilot Studio icon

Copilot Studio Agent

Step 4/5

Benefit: Drive efficient issue resolution with easy task creation and assignment to co-workers or functional groups within the store.

5. Review company time-off policies

Use the copilot template to quickly find up-to-date HR policies about requesting time off for an upcoming vacation – all using natural language voice search.

Azure icon

Azure OpenAI Service

Copilot Studio icon

Copilot Studio Agent

Step 5/5

Benefit: Feel confident and informed about company policies and procedures – reducing stress and vulnerability during critical onboarding and upskilling periods.

Using Copilot to improve merchandising decisions

Available with: Microsoft 365 Copilot and Copilot Studio


1. Define sales targets

Define topside sales targets based on historical data, market trends, and business goals. Use a Copilot agent to access data in the Sales database.

Copilot Studio icon

Copilot Studio Agent

Step 1/6

Example prompt: Generate a table showing moderate sportswear sales by location for Q4 of last year, sorted by year-over-year (YoY) change. Include a current season-to-date column with YoY change.

2. Conduct market research

Research consumer demographics and spending trends by geography.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 2/6

Example prompt: What are the current blouse style trends in the greater London area, and which demographic is influencing these trends? Which retailers are carrying the most trend-right blouse items?

3. Create a dashboard

Visualize sales trends to help make purchasing decisions.

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Copilot in Power BI

Step 3/6

Example prompt: Create a custom view in a Power BI dashboard to visualize data on seasonal apparel trends.

4. Make product selections

Curate an assortment of products, including trending styles, seasonal items, and basic staples. Use a Copilot Studio agent to access data in the Sales database.

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Copilot Studio Agent

Step 4/6

Example prompt: Considering last year’s sales history and the current season-to-date performance, what is the optimal proportion of basic collared shirts versus fashion blouses for this year’s Q4 assortment?

5. Update projects

Using a Copilot Studio agent integrate the sales forecast into regional staffing level projections.

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Copilot Studio Agent

Step 5/6

Example prompt: Determine the differential in sales projections to current sales levels and apply that differential to staffing level projections.

6. Complete supplier agreements

Negotiate contract terms including margin and MAP pricing agreements.

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Copilot Studio Agent

Step 6/6

Example prompt: Provide the MAP pricing terms that our vendor, Contoso, agreed to for Q4 products last year.    Compare these terms with what we negotiated for this year in a table format.

Using Copilot to improve retail store operations

Available with: Copilot Studio


1. Find product info for customer

Ask the Copilot agent to find product specifications. Copilot surfaces information from designated store documentation.

Copilot Studio icon

Copilot Studio Agent

Step 1/5

Benefit: Quickly find accurate answers to customer questions in the flow of work.

2. Access customer order details

Associates can use Copilot to access the relevant details from the order management system in real time and provide immediate answers quickly.

Copilot Studio icon

Copilot Studio Agent

Step 2/5

Benefit: Save critical time spent searching for information across different applications.

3. Task management

After helping the customer, review required daily tasks. Create and assign tasks to co-workers for immediate attention.

Copilot Studio icon

Copilot Studio Agent

Step 3/5

Benefit: Drive efficient issue resolution with easy task creation and assignment to co-workers or functional groups within the store.

4. Create/search for incident tickets

Ask Copilot what to do upon discovery of damaged hardware while setting up the promotional display. Easily schedule a maintenance ticket by creating and assigning a new task.

Copilot Studio icon

Copilot Studio Agent

Step 4/5

Benefit: Save time switching applications and manage your incidents from a single interface using natural language.

5. View company policies and procedures

Use Copilot to quickly find up-to-date store policies and procedures to handle your operations activities.

Copilot Studio icon

Copilot Studio Agent

Step 5/5

Benefit: Feel confident and informed about company policies and procedures – reducing stress and vulnerability during critical onboarding and upskilling periods.

Using Copilot to improve store associate management

Available with: Microsoft 365 Copilot


1. Create optimized shift rosters

Copilot helps create a shift schedule based on employee availability, applicable regulations, enterprise guidelines, and predicted store traffic.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 1/6

Prompt: Generate a shift roster for the 8:00 am-4:00 pm shift for this coming Monday factoring in the work hour regulations for California.

2. Modify shift operations

Copilot gathers email and Teams chat notifications of employee time off or late start times to determine the changes needed for work assignments and additional workforce needs.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 2/6

Prompt: Summarize emails and Teams chats about staff delays or absence. Arrange them in a table including the employee name and the details of the changes needed.

3. Assign high priority tasks

Copilot provides a proposed list of tasks for each store location and shift based on the procedural guidance manual.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 3/6

Prompt: Add tasks to the shift schedule next week. Make sure the priority tasks for each shift base on /ContosoStoreProcedureGuide.doc are assigned.

4. Summarize policy changes

Copilot drafts a summary of recent policy updates for distribution and posting in employee forums.

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Copilot in Word

Step 4/6

Prompt: Create an announcement based on /Policy Update Oct 1.docx pages 35-41.

5. Identify incomplete training

Copilot identifies employees who have training due so reminders can be sent.

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Copilot in Teams

Step 5/6

Prompt: Create a summary of required training due for each employee. Put it in a table format including the name of the training with due dates for each employee.

6. Send weekly employee update

Copilot drafts the weekly email to employees that includes the latest schedule and task assignments and notifies them of the recent policy changes.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Step 6/6

Prompt: Draft an email notifying the team of the latest shift schedule and priority task assignments. Remind them to provide at least one week notice for any scheduling changes needed. Emphasize that there are new policy updates they must read and implement prior to their next shift.

Using Copilot to maximize store performance

Available with: Microsoft 365 Copilot Chat and Copilot Studio


1. View store performance data

Prompt Copilot for an up-to-date analysis of performance for stores in your portfolio. Copilot pulls data directly from your store operations tool.

Copilot Studio icon

Copilot Studio Agent

Step 1/5

Benefit: Quickly catch up on store performance and status and identify stores falling below targets.

2. Assess low performing stores

Looking deeper into the metrics of stores falling below daily targets, prompt Copilot to compare their performance to baseline and higher performing stores.

Copilot Studio icon

Copilot Studio Agent

Step 2/5

Benefit: Compare performance of different stores and identify possible trends impacting performance within certain areas or departments.

3. Analyze sell-through rates

Once potential departments or product lines are identified as underperforming, prompt Copilot for the sell through rate for the lowest performing stores.

Copilot Studio icon

Copilot Studio Agent

Step 3/5

Benefit: Understand how products are selling in underperforming stores versus top stores by analyzing KPIs like sell-through rates.

4. Review insights from top stores

Ask Copilot to summarize anecdotal feedback collected from top performing store managers, captured in internal documents and files.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Step 4/5

Benefit: Review insights from top performing stores and scale best practices across stores.

5. Communicate corrective actions

Once all the data has been collected, use Copilot in Outlook to draft an email to store managers of the underperforming stores, including the best practices.

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Copilot in Outlook

Step 5/5

Benefit: Communicate efficiently with store managers, including relevant findings and source files for the conversation.

Using Copilot to optimize supply chain management

Available with: Microsoft 365 Copilot and Copilot Studio


1. Summarize and prioritize emails

A supply chain manager receives a high volume of email daily from suppliers, customers, and colleagues containing urgent information, requests, and feedback. Some of which is time sensitive.

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Microsoft 365 Copilot Chat2

Step 1/6

Benefit: Summarize and prioritize emails received. Review critical issues impacting supply and delivery.

Try in Prompt Gallery: What’s new

2. Review and respond

The supply chain manager can click on the links provided to open specific emails and quickly deal with time sensitive issues, such as customer shipment delays.

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Copilot in Outlook

Step 2/6

Benefit: Use Copilot in Outlook to draft response to acknowledge delay and confirm new delivery details.  Draft email to customer on shipment changes.

Try in Prompt Gallery: Reply to an email

3. Review purchasing agreements

The next critical email is to review and sign a new purchasing agreement with a supplier. The supply chain manager must ensure they are accurate, complete, and getting the best terms.

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Copilot Studio Agent

Step 3/6

Benefit: Identify gaps and risks for each purchasing agreement with automated contract comparison to compare new purchasing agreements with standard agreements to identify potential conflicts or gaps.​

4. Manage contract signatory process

After completing the contract review, the updated contract must be sent back to the supplier with changes highlighted for their review and signature.

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Copilot Studio Agent

Step 4/6

Benefit: Send revised contract and request and track signatures using the companies e-sign app to attach the word document.

5. Marketing copy for new products

The third email requires collaboration with the marketing team on reviewing copy to showcase the features and benefits of a new product.

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Microsoft 365 Copilot Chat2

Step 5/6

Benefit: Use Copilot to review draft copy from marketing to compare with information and product description from the supplier. Use Copilot to search supplier catalog for images. Draft email to marketing with suggested changes and images.

6. Monitor and analyze inventory data

The next item is a request for latest product forecast to ensure there is enough stock to meet customer demand without carrying too much inventory.

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Copilot Studio Agent

Step 6/6

Benefit: Access and analyze inventory data from various sources, such as enterprise resource planning (ERP) system, the warehouse management (WMS) system, and the point of sale (POS) system.

Using Copilot to reduce sourcing compliance risk

Available with:


1. Determine order source/destination

Prompt Copilot to look up the order and retrieve the product detail and shipping destination.

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Copilot Studio Agent

Step 1/5

Prompt: What is the shipping destination and ordered item numbers for order number 12345?

2. Confirm regulatory requirements

Copilot helps retrieve regulation details based on the products in the shipment and the destination.

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Copilot Studio Agent

Step 2/5

Prompt: Summarize the geographical regulations and restrictions that apply to dairy products shipped to California. Include the disclosure documents are required for shipping.

3. Collect product information

Use Copilot to retrieve product information needed to submit the required compliance and regulatory disclosures.

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Copilot Studio Agent

Step 3/5

Prompt: Retrieve the following product details for item #AD-98576

4. Prepare required documents

Copilot helps identify and prepare the required reports/documentation for the order.

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Copilot Studio Agent

Step 4/5

Prompt: Verify all items against regulation governing restriction of entry into California and print the Commercial invoice with Harmonized Tax codes with schedule (2)

5. Generate report

Use Copilot to email and respond to various issues with Global Trade documentation.

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Copilot in Outlook

Step 5/5

Prompt: Draft a response to Bruce Banner from Panalpina informing him the customs form for Okinawa entry needs to changed to JC7.1 for order 12345.

Using Copilot to streamline market research and strategy

Available with: Microsoft 365 Copilot


1. Define the objective

Prepare a brief for your upcoming research by using Microsoft Copilot to write a first draft based on key documents.

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Microsoft 365 Copilot Chat2

Step 1/6

Benefit: Summarize many types of documents, including PDFs and website content, making it easier to consume dense content online.

2. Determine your approach

Meet the research team with your objective in hand. Determine the best research approach over a Teams meeting. Rely on Copilot in Teams for action items. Use Teams Rooms for the meeting to enable a transcript with proper attributions from a conference room.

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Copilot in Teams

Step 2/6

Benefit: Keep the conversation flowing onto meaningful topics to help cover the agenda quicker and reduce meeting times.

Try in Prompt Gallery: Keep things moving

3. Discover market trends

Select the Show data insights prompt in Copilot in Excel to discover market trends from the research data and analyze competitive insights.

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Copilot in Excel

Step 3/6

Benefit: Use Copilot to help you explore and understand your data better. 

Try in Prompt Gallery: Find insights

4. Strategy formulation

Prompt Copilot in Word to draft an internal snapshot of the findings, citing the results. 

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Copilot in Word

Step 4/6

Benefit: Don’t start with a blank page again. Draft with Copilot and get to a finished document in a fraction of the time.

Try in Prompt Gallery: Write a go-to-market strategy

5. Present the findings

Present the findings using Copilot in PowerPoint to build a presentation by generating slides and images with your branding.

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Copilot in PowerPoint

Step 5/6

Benefit: Let Copilot help you build a presentation by generating slides or images with your organization’s branding.

Try in Prompt Gallery: Create presentations

6. Communicate results

Starting in a new email, prompt Copilot in Outlook to create a dynamic message that includes key links.

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Copilot in Outlook

Step 6/6

Benefit: Document and socialize the research findings to help better inform product strategy.

Try in Prompt Gallery: Write a product-launch email

Using Copilot to track marketing campaign performance

Available with: Microsoft 365 Copilot


1. Efficient campaign planning

Collaborate with your team to plan a campaign using Copilot in Teams. It assists in suggesting talking points, setting goals, and assigning tasks.

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Copilot in Teams

Step 1/6

Benefit: Accelerate campaign planning, foster creativity, and ensure alignment across the team.

Try in Prompt Gallery: Summarize meetings and videos

2. Content creation and review

Use Copilot to draft marketing content, such as blog posts, social media updates, and email campaigns. It provides real-time suggestions and helps maintain consistent messaging.

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Microsoft 365 Copilot Chat1

Step 2/6

Benefit: Enhance content quality, save time, and engage your audience effectively.

Try in Prompt Gallery: Test messaging clarity

3. Data-driven insights

Analyze campaign performance data with suggestions from Copilot in Excel for new formula columns and insightful charts.

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Copilot in Excel

Step 3/6

Benefit: Optimize campaigns based on data-driven insights, leading to better ROI.

Try in Prompt Gallery: Find insights

4. Social media scheduling

Set up social media posting schedules using Copilot in Planner. It can create tasks, assign deadlines, and remind team members to publish content.

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Copilot in Planner

Step 4/6

Benefit: Streamline social media management, maintain consistency, and reach your audience at optimal times.

Try in Prompt Gallery: Oversee content strategy

5. Collaborative campaign review

During campaign reviews, Copilot in Teams assists in summarizing key points, identifying areas for improvement, and suggesting next steps.

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Copilot in Teams

Step 5/6

Benefit: Facilitate efficient discussions, align stakeholders, and drive campaign success.

Try in Prompt Gallery: Keep things moving

6. Personalized customer segmentation

Prompt Copilot to recommend customer segmentation options for consideration.

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Microsoft 365 Copilot Chat1

Step 6/6

Benefit: Increase engagement, deliver relevant content, and boost conversion rates.

Try in Prompt Gallery: Tailor targeted campaigns