Microsoft Scenario Library Operations Create a supplier RFP​

Available with: Microsoft 365 Copilot and Copilot Studio

Operations scenario: Create a supplier RFP​

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Scenario

Using Copilot to create a supplier RFP

Speed the process and accuracy of creating an RFP.

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

Benefit: Get started quickly by analyzing previous RFPs.

Prompt Copilot to summarize the requirements from existing documentation. ​

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Microsoft 365 Copilot Chat2

Benefit: Rapidly pulling information from lengthy documents can save time.

Prompt Copilot to suggest RFP questions, enhanced with a custom agent for an RFP repository built with Copilot Studio.

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Copilot Studio Agent

Benefit: Using defined content to answer customer questions ensures accuracy of the responses.

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

Benefit: Don’t miss any updates by asking Copilot for all the suggestions made during the meeting.

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

Benefit: Quickly make responses more readable to improve the quality of the RFP.

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

Benefit: Quickly create professional emails that are concise and more likely to be read and can lead to higher close rates.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help improve operational efficiency

By streamlining processes, optimizing resources, or identifying bottlenecks, Copilot can help inform decision making and drive productivity.
Save time​
  • Generate meeting notes and follow up items​
  • Improve email and chart quality​

How Microsoft Copilot can help manage operational risks

By identifying anomalies, suggesting preventive measures, and streamlining processes, Copilot enhances operational reliability and minimizes risks.
Identify ​risks​
  • Continuously monitor regulations​
  • Enable timely detection and proactive risk management​

How Microsoft Copilot can help increase employee satisfaction

Leverage Microsoft’s Copilot to streamline operations, enhance efficiency, and deliver exceptional service, ensuring employee satisfaction.​
Efficient ticket resolution​
  • Quickly identify urgent issues​
  • Organize information from past interactions​

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.