Available with: Microsoft 365 Copilot and Dynamics 365 Customer Service
A day in the life of Mayte Customer Support Director
Day in the life
Available with: Microsoft 365 Copilot and Dynamics 365 Customer Service
Day in the life
Back from her daily school run for her three kids, Mayte gets ready to kick off the day by asking Copilot to summarize the emails and Teams chats she received since she went offline the day before, and her agenda for the day.
Microsoft 365 Copilot Chat2
Example prompt: Summarize all the emails and Teams chats since yesterday 8pm CET and all the meetings scheduled for today.
One of the emails she received overnight is a request for support in an executive escalation. Mayte goes into Copilot in Dynamics 365 to gain insights on the specific support case to ensure she can provide effective guidance and solutions.
Copilot Studio Agent
Action: Case summarization (Summary) feature in Copilot in Dynamics 365 provides a summary of all the case history and actions taken to-date.
Ready to reply, Mayte uses the summary generated by Copilot in Dynamics 365 Customer Service and drafts an email with Copilot in Outlook with an executive summary and next steps.
Copilot in Outlook
Action: Draft and Coaching in Copilot features in Copilot in Outlook help draft and provide coaching feedback to improve communications.
Mayte is preparing a presentation for a customer event next week. She has been gathering input from peers, quotes and her own remarks in Word, and now it’s time to build a PowerPoint presentation out of it.
Copilot in PowerPoint
Example prompt: Create a presentation based on this Word file [add the link to the Word doc in her One Drive]
It’s time to prepare the Monthly Business Review for her org, so she uses Copilot in Excel to generate some great charts to create charts and show trends in the Key Performance Indicators (KPIs) for her teams, and present in the business review.
Copilot in Excel
Action: Quickly get to data insights and visualize the data.
As an AI enthusiast, Mayte asks Copilot to suggest interesting readings and emerging news from the AI world and the industry to stay informed and ahead of trends, enabling her to innovate and apply the latest insights in her interactions.
Microsoft 365 Copilot Chat2
Example prompt: Suggest the most interesting news and articles about AI in the last week.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
What's next
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