Microsoft Scenario Library Retail Assist store managers

Available with: Microsoft 365 Copilot Chat

Retail scenario: Assist store managers

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Scenario

Help improve store associate activities

1. Manage team shifts

Use Copilot to create a template for shift scheduling.

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Example prompt: Create a schedule template for team members’ shifts.

Try in Prompt Gallery: Manage shift schedules

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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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

Ask Copilot to review a policy document and then create an email to employees about any changes.

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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

Use Copilot to generate a checklist for a store visit based on a procedure document.

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Example prompt: Help me plan for a store visit.

Try in Prompt Gallery: Plan a store visit

Use Copilot to turn a few short bullet points about the day’s activities into a well-written summary report.

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Example prompt: Summarize these end-of-day store notes [list of activities].

Try in Prompt Gallery: Summarize end-of-day notes

Use Copilot to create strategies and procedures to handle planogram updates.

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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

KPIs

Opportunity to impact key functional area KPIs

Better manage costs, discounts, and pricing to improve average margins.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Ensure your marketing budget is used efficiently with research, analytics, and personalization capabilities that help you reach customers wherever they are in their shopping journey.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

How Microsoft Copilot can help employee turnover rates

Reduce time spent on shift scheduling while optimizing coverage requirements. Improve employee morale with improved communication and simplified schedule changes.
Improve quality of internal materials and processes
  • Improve job descriptions for further role clarity
  • Improve company meetings with summarization and recap
  • Completely focus during the meeting

Help customers move from ‘browse’ to ‘buy’ with personalized shopping experiences that understand context to surface the perfect product, targeted marketing campaigns that maximize the power of your marketing spend, and helpful answers in the pocket of every store associate.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Streamline processes that lead to greater customer satisfaction, from analyzing multiple data sources to understand which products to stock to ensuring product availability and answering customer questions in-store.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Provide real-time monitoring of sales, inventory, customer feedback, and staff performance across different locations and/or channels by leveraging data from various sources to quickly gain actionable insights.
Improve targeting
  • Analyze current product mix
    and cross sell success

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.