5 ScenarioLibrary

Copilot Scenario Library
Discover industry- and role- based scenarios

Copilot value journey
Grow value from a base of solid usage and individual productivity by optimizing
departmental processes and impacting the metrics that are important to your organization.
Generate synergies between departments

Business Copilots
Line of Business Measured as revenue gains and cost reductions
Org Extensibility
Copilot extended into
(Close rate, Onboarding time, Supply chain costs,
process flows
Value Outside legal counsel costs, IT development costs, etc.)
Role-specific prompts Extend usage to role-based processes

Departmental Departmental
Multi-turn prompts Measured as KPIs (e.g. leads pursued for Sales,
Value Skills
Copilot Studio
candidates interviewed for HR, etc.) Can also have
goals on Daily active usage (DAU)
Copilot functions and surfaces Inspire quick wins to reach value tipping point
Individual Generic Basic prompts (Meeting Recap, Measured as usage and time savings with goals on
Value Skills Summarize an email, etc.) monthly active usage (MAU). Improve job effectiveness
Copilot Lab and work capacity.
Top 10 to "Try First"
with Copilot for Microsoft 365
Foundational skills for new users
1 2 3 4 5
Recap a meeting Summarize an Draft email Summarize a Tell me about a
– let Copilot keep track of key email thread – personalize the tone and document topic/project
topics and action items so you – get quickly caught up to a length. – get right down to business – provide insights and
can stay focused during the long, complex email thread. by summarizing long analysis from across
meeting and avoid listening to documents and focusing multiple sources to get
the recording after. on the relevant sections. up to speed quickly.
Draft an email to [name] that
informs them that Project X is
Draft an email with notes and Click on the Summarize icon Give me a bulleted list of Tell me what's new about topic
delayed two weeks. Make it
action items from meeting key points from file organized by emails, chats, and files?
short and casual in tone.
6 7 8 9 10
Give me some Help me write … What did they say … Revise this content Translate a message
ideas for … – jumpstart creativity and write – when you vaguely remember – when you’ve got a rough – with business becoming
– boost your creativity with and edit like a pro by getting a someone mentioning a topic, draft of an idea, turn it into increasingly international, it’s
ideas for your work such as first draft in seconds. have Copilot do the research. usable text and then vary important to be able to read
agendas, product names, the length and tone. or write messages in other
social media posts, etc. languages.
Suggest 10 compelling Generate three ways What did person Rewrite with Copilot Translate the following
taglines based on file to say [x] say about topic text into French:
For more prompts, visit Copilot Lab at: aka.ms/CopilotLab

Update links
Copilot Scenario Library
Use case discovery for end users
Copilot brings AI value across departmental use cases
Executive Finance HR
Prepare for a company wide address Bring data together from various financial systems Simplify and speed the onboarding process
Help to perform variance analysis Improve the hiring process
Collecting the information to build business cases Simplify employee interaction with HR
and support decision-making programs and policies
Improve auditing processes Improve learning and skilling opportunities
Simplify procurement processes and contracts
Sales Marketing IT
Improve customer meetings Collect and share product feedback Document and Communicate Best Practices
Make a pitch Create a new offering Create a Project Plan
Improve time to respond to an RFP or produce a quote Conduct Market Research Discover Key Insights and Identify Solutions
Create an unsolicited proposal Product Launch

Creating a BoM
Respond to a customer complaint
Update links
Executive Finance
CEO
CIO
CMO Accountant
GM Financial Analyst
President Risk Specialist
Sr Manager
Team Leader
HR
Copilot brings Sales
Employment Specialist
HR Assistant
Copilot
AI value brings
across Account Manager
Recruiter
Labor Relations
AI value across
Departmental
Technical Sales
Customer Success
Payroll Specialist
Learning Lead
Departmental
KPIs
Telesales
roles
Marketing IT
Brand Manager Cybersecurity Analyst
Content Strategist Help desk Support
Creative Director Hardware Technician
Graphic Designer IT Project Manager
Market Researcher Network Administrator
Product Marketing Manager Software Developer
Update links
Improve meetings
Days sales outstanding
Content creation
Spend on ERP system
Manage daily agenda
Risk reduction
Summarize information
Departmental spending
Generate ideas
Cost per hire

Copilot brings
AI value across
Number of opportunities
Employee turnover Close rate
Compliance risk reduction
Benefit usage Departmental Revenue per sale
Customer retention
Onboarding time
KPIs
Leads created Outstanding support tickets

Brand value Application downtime
Cost per lead Departmental spending
Customer retention | Product time to market | Supply chain efficiencies

Copilot scenarios for
Executives
Executives
Overview and KPIs Use Case by Role Day in the Life

KPIs play a crucial role in Copilot can simplify the tasks that See how real-life executives are
organizations, providing a compass execs perform every day. Look at key using Copilot in their day to day.
to navigate toward success. Let's use cases and how Copilot can be
dive into KPIs for executives and your AI assistant along the way.
how Copilot can assist.
Use case | Prepare for a company-wide address
1. Gather key points 2. Rally the Team 3. Draft the speech
Quickly catch up on the latest developments and Meet with the executive team to review each Revise the draft of the speech, asking Copilot to
discussions related to the announcement by business unit’s results. When closing the meeting ask make it resonate more with the workers at the
summarizing email threads and chat conversations. Copilot to create action items from the conversation speech location.
and assign owners.
Microsoft Copilot Copilot in Teams Copilot in Word
Rapidly get up to speed to focus on key Document and socialize the action items to keep Create a draft of your speech from your current
issues and concerns. Have additional time to the preparation process moving forward towards documents.
identify key pain points for customer. a successful close.
6. Send thank you 5. Review previous session 4. Create presentation

Thank the team for watching the address by Review last quarter’s address by glancing over the Revise the presentation slides changing out a few
asking Copilot to draft a response that can be meeting recap and asking Copilot about the numbers images with suggestions from Copilot.
personalized in tone and length, even on the go. that were presented to ensure consistency.
Copilot in Outlook Copilot in Teams Copilot in PowerPoint
Create recap in record time by relying on Avoid listening to meeting recordings and Create presentation from your speech
Copilot in Outlook to draft the message along instead rely on recap. Freeing up more time to document to present at the meeting about the
with your notes from the Teams recording recap. focus on the speech at hand. new offer and product that's coming to market.
A day in the life of an Executive
7:00 am 8:30 am 9:00 am
Tanya
Tanya starts the day with a customer call in her After the call, Tanya summarizes her email threads Tanya has a few more minutes so she uses Copilot
hotel room. She uses Copilot to monitor for any from the day before and uses Copilot to create replies to catch up on the meetings she missed while
disagreements. getting through all of her email in only 20 minutes. flying in. She sends a few chats to provide
instructions on the critical issues. leads a product
Copilot in Outlook
marketing team
Copilot in Teams Copilot in Teams
What are some good follow up questions to Reply in a professional tone with a short email What was the main issue faced by the customer
make sure I understand the customer’s issue with saying that I am sorry for the issue with the product and what was the proposed solution and timing?
the last delivery? and we will have a response by 3 pm this afternoon.
7:00 pm 3:00 pm 2:00 pm
The issue is finally under control and Tanya can get A critical production issue has occurred, and Tanya After a long session of meetings at a customer site,
back to her speech. She isn’t happy with the needs to get up to speed quickly. She asks Copilot for Tanya gets a chance to have a look at her speech for
introduction, so she asks Copilot to suggest some a summary of the emails and chats related to the issue. tomorrow and make a few updates. She uses Copilot
humorous opening lines for her speech. to add a new section on bonus plan updates.
With a few tweaks she has the perfect start.
Copilot in Word Copilot Copilot in Word
Give me some suggestions of humorous ways to Summarize all of the email and chats that mention Add a new paragraph based on Contoso Bonus
begin this speech. the melt shop from the past two hours. Plan for FY23.
A day in the life of an Executive
7:30 am 9:30 am 11:00 am
Omer
Omer starts his day by reviewing his calendar and Omer starts his back-to-back 1:1s feeling prepared. He Omer has a short working block to prepare for his
preparing for his meetings. He uses Copilot to uses Copilot in Loop as the landing place for notes and Leadership Team meeting. He uses Copilot in is the Director of
surface recent activity with his reports to prepare
for his 1:1s.
action items. His directs can easily draft "lite" project
plans with Copilot in Loop.
Word to draft talking points for the meeting.
Sales at Health
Solutions Company
Copilot in Loop
Copilot Copilot in Word
Copilot in Teams
What's the latest from (tag name) organized by Collaborate, co-create, and stay in sync with Loop. Draft talking points for a meeting and reference
emails, chat, and files these files.
2:00 pm 1:00 pm 11:10 am
With a day full of meetings, Omer is feeling behind Omer forwards the Word doc to a member of his team While preparing his talking points for the leadership
on email. He used Copilot in Outlook to surface and asks them to use Copilot in PowerPoint to create a team meeting, Omer needs to review the most recent
key updates. deck for tomorrow's meeting. employee sentiment survey results. He grabs
responses from Microsoft Forms and has Copilot in
Word provide a summary for each member of the
team.
Copilot in Outlook Copilot in PowerPoint Copilot in Word
Generate a summary to transform long email Summarize all of the email and chats that mention Summarize document and highlight themes.
conversations into short summaries the melt shop from the past two hours.
Sales
Sales

KPIs play a crucial role in Copilot can simplify the tasks that See how real-life sellers are using
organizations, providing a compass execs perform every day. Look at key Copilot in their day to day.
dive into KPIs for Sales and how your AI assistant along the way.
Copilot can assist.
Using Copilot in Sales
Based on Microsoft research selling is getting harder with Microsoft Copilot opportunity to impact key departmental KPIs
79% of sellers saying they need to support more account
Goals and and are spending 70% of their time on administrative tasks Simplifying and automating tasks like preparing for meetings, tracking
such as research, planning, generating proposals, data Number of op
challenges portunities pur
tasks. sending emails, creating proposals, and researching customer and
entry, and internal meetings. product information can allow sellers to pursue more opportunities.
sued Research shows an increase of 0.4-0.5% in opportunities.1
Improving the customer of marketing content and customer interactions

Copilot assists sales teams with tedious tasks like catching Improve close
rate such and emails and meetings can help to improve close rates. In
up on pipeline, updating CRM data, preparing for meetings, addition, improving targeting, pricing analysis, and creating effective
and analyzing calls so they can focus on closing the deal. promotions can also improve close rate.
Improve lead quality
Copilot can • Improve customer meetings
Copilot helps expand opportunities through cross selling. Sellers can
Increase reven
assist with... • Make a pitch
ue use Copilot to get suggestions for cross selling opportunities and
• Improve time to respond to an RFP or produce a quote per sale then research a better together story. Copilot also assists in pulling
together quotes and proposals. Research shows a 2.5-3.1% increase in
• Create an unsolicited proposal
upsell or cross-sell.1
• Respond to a customer complaint
Improving the quality of sales materials and interactions helps with

Increase custo retention, But the rest of the company can contribute as well from
mer retention improved support interactions and first call resolution to improved
Account manager
customer feedback processes to product development. Research shows a
0.8-1% increase in revenue from improved retention.1
Technical sales
Sales roles Note, sales efficiency and sale effectiveness benefits are non-exhaustive. 1Percentage improvements were calculated
based on a sample set of Copilot for Sales customer deployments, third-party analyst reports from Boston Consulting
Telesales Group, Bain & Company, and McKinsey, and Microsoft’s internal business value management database.
Customer Success
Accelerate growth Cost savings and avoidance Employee retention
KPI – Increase number of opportunities pursued
Roles
Pursuing more opportunities can

require input from:
• Account Manager • Product teams

Sales is about building relationships and pursuing opportunities. But these things take time and • Technical Sales • Customer Success
so anything that Copilot can do to reduce the time salespeople spend on tasks can be used to • Training staff
increase customer face time and pursue more deals.
How Copilot can help increase the number of opportunities pursued

Improve customer meetings Respond to an RFP Microsoft AI solutions
• Use Copilot to organize information • Use Copilot to gather proposal information
from past interactions • Have Copilot assist with emails • Copilot for Microsoft 365
• Research company information • Copilot in Dynamics 365 for Sales
• Create a bot with RFP responses
• Learn how to pitch the product • Copilot for Sales
• Completely focus during the meeting
KPI – Improve close rate
Roles
Improving close rates can require

input from:

• Technical Sales • Product Marketing
Closing a deal often requires bringing many elements together from an entire team to ensure
that both the customer and seller are satisfied. • Training staff • Finance
How Copilot can help improve the close rate

Improve quality of customer-facing materials Improve targeting
• Improve marketing content • Analyze current product mix and cross sell success Microsoft AI solutions
• Improve quality of proposals and RFP responses Improve customer meetings
• Improve quality of emails and chats • Prepare for the meeting • Copilot for Microsoft 365
Create pricing and promotions • Focus during the meeting • Copilot in Dynamics 365 for Sales
• Use Copilot to research market conditions • Generate follow up communications • Copilot for Sales
• Use Copilot to compare sales across regions or
other variables
KPI – Impact on revenue per sale
Roles
Increasing revenue per sale can

require input from:

• Technical Sales • Product Marketing
Revenue achieved per sale can have many factors, but the most common way to increase it
would be through cross selling to include more items in the sale. • Training staff • Finance
Use cases
Improve quality of customer-facing materials Improve targeting
• Improve marketing content with clear value • Analyze current product mix and cross sell success Microsoft AI solutions
propositions Improve customer meetings
• Improve quality of proposals and RFP responses • Prepare for the meeting
• Improve quality of emails and chats • Focus during the meeting • Copilot for Microsoft 365
Create a proposal • Generate follow up communications • Copilot in Dynamics 365 for Sales
• Improve product training content • Copilot for Sales
other variables
KPI – Impact on customer retention
Roles
Customer retention can require

input from:

• Technical Sales • Customer Success
Keeping customers happy after a sale is a team effort. The efforts by the customer success team
and product team to resolve any issues in a timely manner are critical. Follow up by the sales • Product support
team is helpful and can lead to additional sales.
Use cases
Improve quality of customer-facing materials • Focus during the meeting Microsoft AI solutions
• Improve marketing content with clear value • Generate follow up communications
propositions Respond to a customer complaint
• Improve quality of proposals and RFP responses • Respond quickly • Copilot for Microsoft 365
• Improve quality of emails and chats • Access customer records • Copilot in Dynamics 365 for Sales
Improve customer meetings • Gets answer fast • Copilot for Sales
• Prepare for the meeting
Sales use case | Improve customer meetings
Potential benefits Improve close rate Increase customer retention Increase revenue per sale
1. Prepare for a meeting 2. Create a presentation 3. Stay focused during the call
Summarize recent customer communications across Use Copilot to generate a presentation for the Since Copilot is listening in there is no need to
emails, chats, and documents with Copilot Studio's meeting using branded templates. Copilot can take notes and keep track of action items. Stay
connection to your CRM. Then create a customer suggest important topics, customer requests, and focused on the call and have a better discussion.
meeting brief using Copilot for Sales. organize slides into a logical flow.
Copilot Studio
Copilot in PowerPoint Copilot in Teams
Copilot for Sales
Rapidly get up to speed to focus on key issues Using higher quality presentations makes it Having a better discussion during the call can
and concerns. Have additional time to identify easier to convey a clear message and can reduce help to raise and resolve issues quicker, leading to
cross sell opportunities. the time to close the deal. increased customer satisfaction and potentially
reduce the time to close the deal.
6. Send a follow up email 5. Summarize the meeting 4. Ask Copilot to suggest next steps
Have Copilot turn the meeting notes and action After the meeting is over review the meeting recap for During the meeting you can ask Copilot for
items into an email for all participants. a summary of key points and action items. Update the suggestions on questions to ask or next steps to
opportunity details in the CRM system. discuss to keep the conversation on track.
Copilot in Teams
Copilot in Outlook Copilot in Teams
Copilot for Sales
Document and socialize the action items to keep Avoid listening to meeting recordings and Keep the conversation flowing onto meaningful
the sales process moving forward towards a spend that time improving the proposal. topics can help to cover the agenda quicker and
successful close. reduce meeting times.
Sales use case | Make a pitch
Potential benefits Improve close rate Increase customer retention Increase revenue per sale
1. Refine discovery session 2. Research the company 3. Find the asks in your emails
Work with the sales team to refine the customer Discover information on the customer using Create a bulleted list of notes using recent email
discovery session goals and components using Microsoft Copilot to summarize their Annual threads before the meeting with the customer to
Copilot in Loop. Report for goals, risks, and financial information. understand the asks that need to be addressed.
Copilot in Loop Copilot Copilot
Collaborate as a team using Copilot as a key Rapidly pulling information such as IT spending Save time searching for information in chats and
contributor of creative ideas. changes and new product releases from lengthy emails and get a more complete picture than you
documents can save time. may have if you quickly scanned the threads.
6. Create the proposal 5. Summarize the meeting 4. Update the sales presentation
Draft the final proposal using Copilot to take After the meeting is over review the meeting recap Refine a sales presentation with a new slide using
content from your emails, meeting notes, and for a summary of key points and action items. customer details from the email summary and
presentations. visuals relevant to their industry.
Copilot in Word Copilot in Teams Copilot in PowerPoint
Document and socialize the action items Avoid listening to meeting recordings and Quickly personalize pitch presentations with
to keep the sales process moving forward spend that time improving the proposal. talking points and data specific to your customer.
towards a successful close.
Sales use case | Respond to a RFP
Potential benefits Improve close rate Number of opportunities Increase revenue per sale
1. Summarize the RFP 2. Gather opportunity information 3. Use Copilot to research responses
Use Copilot to organize the information required Use Copilot to summarize information from the Use custom RFP repository copilot built with
for the RFP by generating a list of required items company website and annual reports to Copilot Studio to ask for responses to the RFP
sorted by category. understand financials, goals, and challenges. questions.
Copilot in Word Copilot Copilot Studio
Get started quickly by skipping over non- Rapidly pulling information such as IT spending Using defined content to answer customer
essential portions of the RFP. changes and new product releases from lengthy questions ensures accuracy of the responses.
documents can save time.
6. Create email with response 5. Revise responses 4. Meet with team to review
Have Copilot turn a list of bullet points into a Use Copilot to revise the document content to Discuss required changes and opportunities for
professional email summarizing the RFP response. make it more readable. Go back to the RFP bot to cross-sell. After the meeting generate a list of
get answers to additional items. suggestions for updates.
Copilot in Outlook Copilot in Word Copilot in Teams
Quickly create professional emails that are Quickly make responses more readable to Don’t miss any updates by asking Copilot for all
concise and more likely to be read and can lead to improve the quality of the RFP response. of the suggestions made during the meeting.
higher close rates.
Sales use case | Create an unsolicited proposal
Potential benefits Improve close rate Increase number of opportunities pursued Increase revenue per sale
1. Get targeting information 2. Perform company research 3. Gather product information
Easily access CRM information to pull current Use Copilot to summarize information from the Ask Copilot to gather production information and
licensing and targeting recommendations. company website and annual reports to create a summary of how they will help to meet
understand financials, goals, and challenges. the customer’s specific goals.
Copilot for Sales Copilot Copilot
Rapidly get up to speed to focus on key issues Rapidly pulling information such as IT spending Gathering product information from multiple
and concerns. Have additional time to identify changes and new product releases from lengthy sources and asking Copilot to prepare a summary
cross sell opportunities. documents can save time and helps to target can save time and increase accuracy
the proposal.
6. Create email with proposal 5. Meet to review 4. Generate the proposal
Have Copilot turn the meeting notes and action Ask Copilot to review chat and emails about the proposal Use Copilot to turn the information you have
and create an agenda. Use Copilot during the meeting to
items into an email for all participants. collected into a great presentation including
highlight disagreements and then create a set of action
items after the meeting. images and tables.
Copilot in Outlook Copilot in Teams Copilot in PowerPoint
Document and socialize the action items to keep Avoid listening to meeting recordings and Generating a first draft quickly so you can
the sales process moving forward towards a spend that time improving the proposal. append more time on the details.
successful close.
Sales use case | Respond to a customer complaint
Potential benefits Improve close rate Number of opportunities Increase revenue per sale
1. Summarize customer emails 2. Research product info 3. Meet with product team
Combine recent customer communications across Ask Copilot to gather product information and Ask Copilot to suggest questions to ask the
emails, chats, and documents with deal information create a summary of if this issue has been seen product team based on the customer request and
from CRM systems to create a customer brief in Word. before and how it might be addressed. potential solutions.
Copilot for Sales Copilot Copilot in Teams
Rapidly get up to speed to on the concern Gathering product information from multiple Copilot can help boost creativity by suggesting
raised across all of the communications you sources and asking Copilot to prepare a summary solutions from its vast knowledge base.
have received. can save time and increase accuracy.
6. Meet with the customer 5. Create email with response 4. Draft proposed response
Have Copilot turn the meeting notes and action Have Copilot create an email summarizing the Use Copilot to turn the information you have
items into an email for all participants. presentation and highlighting how the issues will be collected into a great presentation including
resolved. images and tables.
Copilot in Teams Copilot in Outlook Copilot in PowerPoint
Document and socialize the action items to keep Avoid listening to meeting recordings and Create a draft presentation directly from the
the sales process moving forward towards a spend that time improving the proposal. meeting recap.
successful close.
A day in the life of a service agent
8:00 am 8:15 am 9:00 am
Ethan
Ethan, an agent at Fourth Coffee, receives an Now, one of Joanne's coffee machines is making Ethan uses Copilot for Service to draft an email
email from his customer Joanna about extending a strange noise. Ethan uses Copilot for Service to response to Joanna. Copilot analyzes CRM
her coffee machine’s warranty. Ethan uses Copilot quickly draft a reply in Outlook pulling in the case data, internal knowledge, and historical cases to
for Service to generate a case summary. details from the CRM. He adds an invitation to a generate the personalized reply about the is a customer
Teams call so he can help diagnose the issue. warranty, which Ethan then reviews and sends.
service agent
Copilot in Outlook Copilot in Outlook
Copilot in Outlook
Copilot for Service Copilot for Service
Generates a case summary in Outlook that Draft a reply in Outlook in the case details from the Copilot analyzes CRM data, internal
includes details from Salesforce and other CRM. He adds an invitation to a Teams call so he can knowledge, and historical cases to generate
knowledge sources to help Ethan get up to speed. help diagnose the issue. the personalized reply.
4:00 pm 2:00 pm 11:00 am
After ending the call with Joanna, he uses A few minutes later, Ethan receives a live chat inquiry Ethan gets a quick reminder of the case details directly
Copilot for Service to summarize the meeting and in Salesforce from another customer asking about a in Teams before joining the meeting. On the call,
adds the summary to her Salesforce contact sales promotion. He uses Copilot for Service to get Ethan learns more about the noise, and uses Copilot for
record directly from Teams. a concise summary of the promotion Service in Teams to identify and suggest a fix, which
from ServiceNow and craft a response. he then communicates to Joanna on the call.
Copilot in Teams
Copilot for Service Copilot in Teams
Copilot for Service
Summarize the meeting and adds the Get a concise summary of the promotion from Uses Copilot for Service in Teams to identify
summary to her Salesforce contact record directly ServiceNow and craft a response. and suggest a fix, which he then communicates
from Teams. to Joanna on the call.
Copilot in Account Management
Customer need
• Help Account Managers work efficiently to close deals quickly and manage more
accounts
Employee prompts
• Summarize my communications with and new pricing. Use a formal tone and
Contoso and list any questions raised keep the email concise.
and any action items.
• Draft an email to confirm the meeting
this afternoon. Highlight how excited we
are to present the latest product updates
Benefits
• Increase number of opportunities pursued
• Improve close rate
Account Management strategic priorities • Increase revenue per sale
• Efficient account planning
Microsoft products
• Understand customers goals and challenges
• Copilot for Microsoft 365
• Prioritize opportunities
• Copilot for Sales
• Reduce time to close • Copilot in Dynamics 365 for Sales
A day in the life of an Account Manager
8:00 am 8:15 am 9:00 am
Cassandra
Cassandra needs to prepare for her big pitch to Cassandra commands Copilot to create Cassandra received the latest financial numbers
Contoso so she summarizes the emails and chats a message to confirm the meeting. from her business planning lead. She uses Copilot
from her main client. to create some amazing charts to showcase the
value of the offer. is a sales lead
at Contoso
Copilot Copilot in Outlook Copilot in Excel
Summarize all the emails and Teams chats Draft an email to confirm the meeting this Show all data insights.
in the past month from Contoso highlighting afternoon. Highlight how excited we are to present
the primary asks and open items. the latest product updates and new pricing. Use a
formal tone and keep the email concise.
4:00 pm 2:00 pm 11:00 am
Cassandra has missed a few chats during the day. It's time for the pitch. Cassandra can focus on her Cassandra puts the final touches on the pitch
She sees that her team has been discussing a new presentation knowing Copilot is taking notes. She presentation by adding a slide based on the
product launch and commands Copilot to commands Copilot to list the questions asked so she summary of the annual report she had Copilot draft.
summarize the conversation to quickly catch up. can be sure everything gets answered during the call.
Copilot in Teams Copilot in Teams Copilot in PowerPoint
Summarize this chat and make sure to include What questions were asked during the meeting Add a slide based on [copy in annual report
the key points and who made them. that have not been answered? summary].
Copilot in Technical Sales
Customer need
• Help Technical Sales employees convey product information clearly
Employee prompts
• Summarize my communications with are to present the latest product updates
Contoso and list any questions raised and and new pricing. Use a formal tone and
any action items. keep the email concise.

Benefits
• Increase number of opportunities pursued
• Improve close rate
Technical Sales strategic priorities • Increase revenue per sale
• Understand customer’s technical requirements
Microsoft products
• Stay up to date on product development
• Close collaboration with product team
• Copilot in Dynamics 365 for Sales
Copilot in Customer Success
Customer need
• Help Customer Success employees convey customer needs and issues back to product
teams
Employee prompts
• Summarize my communications with are to present the latest product updates
Contoso and list any questions raised and and new pricing. Use a formal tone and
any action items. keep the email concise.
Benefits
• Improve customer retention
• Improve cross selling opportunities
Customer Success strategic priorities
• Respond quickly to customer issues
Microsoft products
• Closely monitor product usage and value
• Collect customer feedback
Copilot in Telesales
Customer need
• Help Telesales employees make a quick pitch
Employee prompts
• Summarize my communications with conversation
Contoso and list any questions raised and
any action items.
• Draft an email to follow up on the
Benefits
• Improve customer retention
• Improve cross selling opportunities
Telesales strategic priorities
• Respond quickly to customer issues
Microsoft products
• Closely monitor product usage and value
• Collect customer feedback
Marketing
Marketing

KPIs play a crucial role in Copilot can simplify the tasks that See how real-life marketers are
dive into KPIs for Marketing and your AI assistant along the way.
how Copilot can assist.
Using Copilot in Marketing
It's getting harder than ever to create leads with marketing Microsoft Copilot opportunity to impact key Industry KPIs
content. The platforms and modalities to deliver marketing
messages and splintering the audience. Marketing teams
Goals and must overcome the traditional communications gap
challenges between marketing and sales and marketing and product Increase brand
Improving the customer of marketing content and customer
teams to develop a cohesive strategy for success. value interactions such and emails and meetings can help to improve
close rates. In addition, improving targeting, pricing analysis, and
creating effective promotions can also improve close rate.
Copilot can help to achieve alignment between teams and

help to generate creative content that can deliver a
Simplifying and automating tasks like preparing for meetings,
marketing message effectively. Number of lea
ds created tracking tasks. sending emails, creating proposals, and researching
• Collect and share product feedback
Copilot can customer and product information can allow sellers to pursue
• Create a new offering more opportunities.
assist with...
• Coordinate Market Research
• Product Launch
• Creating a BoM
Copilot makes researching product information easier and can
Cost per lead
generated prepare detailed responses to RFP questions with a simple
prompt. Companies can also use Copilot Studio to create
custom bots to answer questions based on curated information.
Product marketing manager
Content creator
Marketing
Pricing analyst
roles
KPI – Impact on brand value
Roles
Improving brand value can require

input from:
• Brand Manager • Digital Marketing

Manager
85%
Brand value isn’t just about logos; it’s about shaping of users said Copilot • Creative Director
helps them get to a • Graphic Designer • Product Marketing
perceptions and building lasting relationships with your
audience. A strong brand fuels demand generation. good first draft faster.
Use cases
Draft marketing assets Improve marketing materials
Microsoft AI solutions
• Improve marketing copy by having Copilot check • Draft blogs with Copilot
for tone • Create engaging social content
• Improve quality of emails campaigns • Improve quality of emails campaigns • Copilot for Microsoft 365
Create pricing and promotions
• Use Copilot to research market conditions
other variables
KPI – Impact on number of leads
Roles
Generating more leads can require

input from:
• Marketing Lead • Product Marketing

• Content Strategist Manager
Lead generation is a critical aspect of marketing and paves the way toward gaining new customers. • Digital Marketing
• SEO Specialist
Manager
• Market Researcher
Use cases
Inform market research Speed up internal communications
• Research company information and competitors • Have Copilot assist with emails
• Learn how to position the product • Draft email comms and announcements with Microsoft AI solutions
• Recap survey results Copilot
Improve demand generation materials Save time on administrative activities
• Draft blogs with Copilot • Generate meeting notes and follow up items • Copilot for Microsoft 365
• Create engaging social content
• Improve quality of emails campaigns
KPI – Impact on cost per leads
Roles
Impacting the cost per lead can

require input from:
• Account Executive • Product Marketing

• Technical Sales • Finance
Cost Per Lead (CPL) is a crucial metric used to measure and monitor the effectiveness of marketing • SEO Specialist
campaigns. It represents the amount of money a business spends to generate a single new lead. • Product teams
Use cases
Improve quality of customer-facing materials Inform market research
• Improve marketing content • Research company information and competitors Microsoft AI solutions
• Improve quality of proposals and RFP responses • Learn how to position the product
• Improve quality of emails and chats • Recap survey results
Create pricing and promotions
• Use Copilot to research market conditions
other variables
Marketing use case | Collect and share product feedback
Potential benefits Increase brand value First draft faster Enhanced quality
1. Summarize interviews 2. Draft customer messages 3. Identify themes
Engage with customer to understand their Continue the conversation with your customer by Paste Teams summaries into a Word and prompt
triumphs and challenges with the product through sending a timely and thorough follow up email, Copilot to show you themes. Create a follow up
recorded interviews. capturing your earlier call. survey with Copilot in Microsoft Forms.
Copilot in Word
Copilot in Teams Copilot in Outlook
Copilot in Forms
Be present during your customer interview by Thank customers by asking Copilot in Outlook Don't start with a blank page again. Draft with
relying on Copilot in Teams for transcription and to draft a response and drop in bullets from Copilot and get to a finished document in a
summary. the Copilot meeting summary. fraction of the time.
6. Thank your stakeholders 5. Share results 4. Analyze data
Starting a new email, prompt Copilot in Outlook Use Copilot in PowerPoint to create a slide deck to share Use Copilot in Excel to sort and analyze data
to draft a message to all key stakeholders with the with the leadership and engineering teams. Use Copilot gathered from the surveys and website metrics.
results and path forward. in Teams to capture action items and feedback.
Copilot in PowerPoint
Copilot in Outlook Copilot in Excel
Copilot in Teams
Save time preparing emails with Copilot as your Creating a presentation makes it easier Identify insights with Copilot in Excel.
drafting partner. to convey a clear message especially when it's
critical feedback on your product.
Marketing use case | Create a new offering
Potential benefits First draft faster Streamlined collaboration
1. Brainstorm with Copilot 2. Draft new offering announcement 3. Keep the team up to date
Use Copilot in Loop to brainstorm ideas, leverage the Prompt Microsoft Copilot to create content that is Use Copilot in Teams to summarize key meetings,
draft marketing plan in the ideation, then incorporate written in the style of a blog post or social media identify most frequent questions, and action
the new ideas into the draft marketing plan by using post, leverage existing documents including items from the meeting. Use this to generate an
Copilot in Word. your Marketing plan. initial FAQ document by using Copilot in Word.
Copilot in Loop Copilot in Teams

Copilot
Copilot in Word Copilot in Word
Kickstart your project as you plan and Brainstorm and draft content quickly with Don't start with a blank page again. Draft with
collaborate easier with Copilot in Loop. Copilot. Collaborate on ideas and content using Copilot and get to a finished document in a
your instructions or reference files. fraction of the time.
6. Share results broadly 5. Execute your campaign 4. Prep your sellers
Post campaign evaluate how your new offering Leverage Copilot to create tailored messages to each Create presentation from your Marketing Plan
landed with customers and which channels of your communication channels to drive sales. and FAQ to share with the sales team prior to the
proved the most effective. product promotion.
Copilot in Excel Copilot in Word

Copilot
Copilot in PowerPoint Copilot in PowerPoint
Using higher quality presentations makes it With the right prompt ingredients, Copilot can Document and socialize your plan to keep sellers
easier to highlight wins and lessons learned. provide something in the voice of your up to date.
company – witty, smart, creative – you choose.
Marketing use case | Coordinate Market Research
Potential benefits First draft faster Cost per lead
1. Define the objective 2. Determine your approach 3. Discover market trends
Prepare a brief for your upcoming research by using Meet the research team with your objective in hand. Select the Show data insights prompt in Copilot
Copilot for your first draft and tagging other key Determine the best research approach over a Teams in Excel.
documents. meeting. Rely on Copilot in Teams for action items.
Copilot
Copilot in Teams Copilot in Excel
Copilot in Word
Summarize many types of documents, including Keep the conversation flowing onto meaningful Use Copilot to help you explore and understand
PDFs and website content, making it easier to topics to help cover the agenda quicker and your data better.
consume dense content online. reduce meeting times.
6. Communicate results 5. Present the findings 4. Create a compete snapshot
Starting in a new email, prompt Copilot in Outlook to In a new PowerPoint file, select the default Create Prompt Copilot in Word to draft you an internal
create a dynamic message that includes key links. presentation from file. snapshot of the findings, citing the results.
Copilot in Outlook Copilot in PowerPoint Copilot in Word
Document and socialize the research findings to Let Copilot help you build a presentation Don't start with a blank page again. Draft
help better inform product strategy. by generating slides or images with your with Copilot and get to a finished document
organization's branding. in a fraction of the time.
Marketing use case | Product Launch
Potential benefits Intel gathering First draft faster Streamlined collaboration
1. Learn about your customer 2. Craft your positioning 3. Pitch your positioning
Use Microsoft 365 Chat to gather market research Leverage those insights to draft a strategy Present your plan to the leadership team and use Copilot
data to better understand your customer. document for brand awareness using Copilot in Teams to summarize the meeting and identify action
in Word. items to ensure a successful product roll-out.
Copilot Copilot in Word Copilot in PowerPoint

Copilot in Teams
Rapidly get up to speed to focus on key issues Create a draft of the announcement blog from Create a presentation from your blog document
and concerns. Have additional time to identify key your current documents. to present to sellers about the new offer and
pain points for customer. product that's coming to market.
6. Celebrate success 5. Prepare your team 4. Develop your assets
Use Copilot Chat to generate ideas for a punchy Use Copilot in Outlook to draft an email to your Query your current asset depository with Copilot Studio to
LinkedIn post for launch day. stakeholder group and include Loop and Copilot see what assets are currently available. Use Copilot in Loop
Teams meeting recap. to collaborate on branding elements that are still needed.
Copilot Studio
Copilot Copilot in Outlook
Copilot in Loop
Creating captivating taglines is an art – Draft a thank you note to the engineering Prompt Loop in Copilot to "Brainstorm a list of
get started by using the power of the team, marketing team, and event team creative ways to introduce our new product to
AI language model. for their efforts. customers.”
Marketing use case | Creating a marketing Bill of Materials
Potential benefits Streamlined collaboration First draft faster
1. Whiteboard ideas 2. Create taglines 3. Create a MPF
Use Copilot in Whiteboard or Copilot in Loop Come up with a clever tagline for the PR Draft your messaging and positioning framework by
to brainstorm ideas around the assets needed to announcement that will be on all marketing starting with Copilot in Word and referencing key
upcoming PR announcement. materials, tying them together. documents.
Copilot in Whiteboard Copilot Copilot in Word

Copilot in Loop
Kickstart your project as you plan and Creating captivating taglines is an art – Get to a first draft quickly by relying on Copilot
collaborate easier with Copilot in Whiteboard or get started by using the power of the in Word for starting your MPF.
Copilot AI language model.
in Loop.
6. Track inventory 5. Build assets 4. Meet with product group
Use Copilot in Loop to collaborate with graphic Build out additional assets like a product description Meet with the product group and use Copilot in Teams to
designers and various groups on status of assets and pitch deck with Copilot. summarize the meeting and identify action items to ensure
(draft, in design, in review). alignment on key features.
Copilot in Word
Copilot in Loop Copilot in Teams
Copilot in PowerPoint
Use Copilot in Loop to collaborate and stay in Draft a thank you note to the engineering Leverage meeting recap to capture action items
sync. team, marketing team, and event team for and alignment to move forward.
their efforts.
A day in the life of a Marketing Manager
8:00 am 8:30 am 10:00 am
Daichi
Daichi uses Copilot to prepare a brief to give to the Daichi meets with his team to brainstorm feature Daishi must analyze the marketing data from the
agencies bidding on a new advertising campaign. enhancements based on customer feedback. Copilot latest round of surveys. Using plugins made in
categorizes the ideas for easier discussion. Copilot studio, Copilot can pull the survey data
from Mailchip or similar app. He uses Copilot in is a marketing
Copilot in Word Copilot in Whiteboard
Excel to prepare charts so he can see the trends in
the data.
manager at
Contoso
Copilot Studio
Prepare a brief outlining the advertising strategy Categorize the ideas. Copilot in Excel
from Contoso widget marketing plan. Include
sections on target market, pricing, tone, imagery, Show all data insights.
and taglines.
4:00 pm 2:00 pm 11:00 am
Daichi needs to catch up on email before he Daichi updates the roadmap deck to reflect the Daichi meets with the engineering team to plan
heads out for the day. Copilot speeds the commitments from the engineering team meeting. the development of new features. During the
work by summarizing email threads and meeting he uses Copilot to understand the
preparing draft responses. prioritization of the features.
Copilot in Outlook Copilot in PowerPoint Copilot in Teams
Ask for more details. Add a slide based on [copy in bulleted list of Create a table to categorize the features
roadmap updates] discussed so far by priority.
HR
HR

KPIs play a crucial role in Copilot can simplify the tasks that See how real-life HR employees are
dive into KPIs for Human Resources your AI assistant along the way.
and how Copilot can assist.
Using Copilot in HR
With changing worker expectations, multi-generational
workforces, and hybrid workplaces it’s becoming harder to
Microsoft Copilot opportunity to impact key Industry KPIs
keep talented people. AI is transforming HR by enabling
Goals and predictive learning. Copilot can help to simplify access to Cost per hire Employees improve the hiring process by using Copilot to help write job
descriptions, summarize interviews, avoid bias when identifying top
challenges data, improve quality and increase creativity, resulting in
candidates, improve candidate communications, and improve
improvements to essential key performance indicators.
onboarding processes.
• Improve organizational agility
• Transform employee experiences
Copilot can help all employees get more satisfaction in their job by
• Optimize HR programs Employee turn
reducing boring or stressful tasks, work on higher value activities. It also
• Discover workforce insights over rate
makes many tasks faster, which can reduce overtime requirements.
Speed time to value of new employees by simplifying access to

Improved onboar
information and training.
ding time
Copilot helps you improve retention, while reducing costs by
improving organizational agility, optimizing HR programs, using
Copilot can workforce insights, and transforming employee experiences.
assist with ... • Managing internal job transitions
• Augmented hiring workflows
• Improved benefits and compensation processes
Talent Acquisition Planning and business

alignment
HRroles HR Compliance Employee Development Accelerate growth Cost savings and avoidance Employee retention
KPI – Cost per hire
Roles
• Human Resource Managers

• Department Hiring Managers
Employees improve the hiring process by using Copilot to help write job descriptions,
summarize interviews, avoid bias when identifying top candidates, improve candidate
communications, and improve onboarding processes.
How Copilot can help HR managers Microsoft AI solutions

Improve quality of recruitment experience Improve employee meetings
and materials • Organize information from past interactions • Copilot for Microsoft 365
• Improve job descriptions • Completely focus during the meeting
• Microsoft Copilot
• Improve interviews with summarization and recap
Create internal feedback loop • Microsoft Copilot Studio
• Improve quality of emails and chats with
• Draft candidate and new employee surveys
candidates
• Analyze surveys to gain valuable insights into
what makes employees happy or areas that need
improvement within the organization
KPI – Employee turnover rate
Roles

• Executive Leadership
Lowering the employee turnover rate is important for reducing costs, but also for overall employee
morale.
How Copilot can help employee turnover rates

Improve quality of internal materials and Create internal feedback loop Microsoft AI solutions
processes • Draft employee surveys
• Improve job descriptions for further role clarity • Analyze surveys to gain valuable insights into
• Improve company meetings with summarization what makes employees happy or areas that need • Copilot for Microsoft 365
and recap improvement within the organization • Microsoft Copilot
• Completely focus during the meeting
Improve employee collaboration

• Use Copilot in Loop to drive internal collaboration
• Use Copilot to surface ice breakers
KPI – Improve onboarding time
Roles

• Department Managers
Reducing ramp up time is beneficial for everyone. It boosts employee confidence and
engagement. It helps shorten the learning curve allowing employees to make an impact sooner.
How Copilot can help reduce onboarding time

Create onboarding materials Microsoft AI solutions
• Use Copilot to draft training guides
• Use Copilot to enhance employee handbooks
Improve onboarding process • Microsoft Copilot
• Generate onboarding documents and contracts
• Integrate relevant company policies and resources into the onboarding materials
• Draft check in emails to new hires to send during first 60 days on the job
New slide to review
KPI – Increase benefit usage
Roles

• Benefit Managers
Create improved interfaces for employees to learn about their benefits and improve registration processes.
How Copilot can help increase benefit usage

Create HR benefit campaign Improve the quality of benefit materials
• Generate news and announcements from your HR • Create forms and workflows for HR-related requests,
team or department such as leave, expense, feedback, and recognition
• Communicate policies and procedures for HR-related • Surface learning opportunities and resources for
matters, such as benefits, payroll, performance, employees.
and compliance • Microsoft Copilot + Viva
Improve benefits information sessions
• Use meeting recap
• Generate follow up communications
New slide to review
KPI – Improve eNPS
Roles

• Department Managers
Employee Net Promoter Score (eNPS) is a valuable metric for assessing employee engagement. It measures how likely
your employees are to recommend your organization as a great place to work to their friends or family. Microsoft
Copilot plays a pivotal role in enhancing employee Net Promoter Scores (eNPS) by fostering a positive work
environment and empowering employees.
How Copilot can help improve eNPS scores Microsoft AI solutions

Create internal feedback loop Improve All Hands and Team meetings
• Draft employee surveys • Prepare for the meeting • Copilot for Microsoft 365
• Analyze surveys to gain valuable insights employee sentiment • Focus during the meeting with Teams recap and transcription • Microsoft Copilot
• Generate follow up communications
Automate repetitive tasks
• Get to first draft faster by leveraging Copilot and Copilot in
Word; reclaim time for creative/strategic projects
Use Case | Managing internal job transitions
Potential benefits Reduce time to hire Increase employee retention Reduce time to create documentation and training
1. Reduce time to screen candidates 2. Schedule interviews efficiently 3. Create onboarding materials quickly
Reduces hours of manual screening to minutes. Use Copilot to schedule follow up interviews Use Copilot to create role-specific onboarding
Indicate keywords from multiple documents to materials.
surface qualified candidates. Access HR system between candidates and the hiring manager.
data using plugins built in Copilot Studio.
Copilot in Word
Copilot Studio in Copilot Copilot in Outlook Copilot in Word
for Microsoft 365
Streamline scheduling multiple candidates for Reduce time to prepare onboarding
Rapidly get up to speed on what candidates are interviews by asking Outlook to identify and documents leading to increased employee
most qualified for certain roles. satisfaction and speed to onboard; helping
schedule interviews.
employees’ reach productivity quickly.
5. Collect feedback on
6. Automate performance review prep onboarding and training 4. Develop training material
Automate data collection and report generation for Analyze employee survey data and summarize key Build training materials that are tailored to each role and
performance reviews. findings to refine delivery and relevance. employee.
Copilot in Word
Copilot in Excel Copilot in PowerPoint
Copilot in Excel
Compile data quickly and generate individual Focus on overall employee satisfaction and Keep training relevant to the audience by using
onboarding experience by responding to Copilot to mine historical documents to update
review reports to support the process.
with relevant training content. As internal systems
feedback and refining onboarding and training. change training can adapt to it more quickly.
Use Case | Augmented hiring workflow
Potential benefits Find more qualified candidates Streamline interview process and communication for group interviewing Reduce cost of onboarding
1. Create a job description 2. Discover qualified candidates 3. Create interview questions
Starting from a blank document, prompt Copilot Prompt Copilot in Microsoft Copilot. Prompt Copilot in Loop to create a set
in Word. of interview questions.
Copilot in Word Copilot Copilot in Loop
Create a job description by asking Copilot in Discover the best candidates for a position by Create interview questions based on unique job
Word to suggest skills, qualifications, and having Copilot extract skills, experience, and requirements then crowdsource additional ideas
responsibilities. qualifications from a set of resumes. and have Copilot create a final list.
6. Create onboarding materials 5. Create an offer letter 4. Conduct an interview
Starting with a new presentation, prompt Copilot. Starting in a new email, prompt Copilot in Word. During the interview, prompt Copilot in Teams.
Copilot in PowerPoint Copilot in Word Copilot in Teams
Create powerful onboarding materials in Command Copilot in Word to draft a customized Conduct a group interview in Teams and ask
PowerPoint. offer letter based on your inputs. Copilot to summarize the contributions of each
candidate.
Use Case | Streamline benefits and compensation
Potential benefits Improve talent retention Attract the right talent Improve employee satisfaction Align HR strategy to company strategy
2. Draft Executive Summary 3. Ensure retention and employee

1. Conduct market research for talent planning satisfaction
Research the latest industry trends and data regarding Leverage market information to draft a plan the Discuss the model for the retention and
competitive compensation rates and benefits. executive staff can consider for next fiscal year. satisfaction strategy.
Copilot in Excel
Copilot Copilot in Word
Copilot in Teams
Use Copilot to quickly generate tables of average Turn a few thoughts on the data collected into Make rapid updates to the financial model with
salaries by market for different roles. a detailed planning document. Copilot and then have Copilot document an
action items when the meeting is over.
6. Communicate to department 4. Incorporate changes into

managers 5. Revise policy document HR strategy
Communicate changes to departments and monitor Use Copilot to revise relevant sections of the Generate an executive presentation detailing how
compensation policy document. the compensation strategy will align to the
employee engagement.
business need for growth and cost management.
Copilot in Outlook Copilot in Word Copilot in PowerPoint
Draft an email to a group of department Use Draft with Copilot to turn the bullet points Use Copilot to create a set of slides from the
managers that provides detail and timelines from the executive presentation into text for the meeting notes to document the strategy and then
regarding employee annual reviews and changes
to the overall compensation and benefits. policy document. copy in the Excel charts.
A day in the life of a HR Manager
8:00 am 9:35 am 10:00 am
Omar
Omar starts the day at home with an interview for At the office Omar summarizes some chat threads Omar asks Copilot to create a summary of the
a new teller candidate. He commands Copilot to that occurred overnight at a subsidiary and can organization’s new compliance handbook to
suggest follow up questions and summarize the quickly assess the situation and provide guidance to ensure it has the key points. He then commands
key points the candidate made. his team to address the issue. Copilot to fill in the missing sections. leads HR for a
Copilot in Teams Copilot in Teams Copilot in Word
regional bank
What are some good follow up questions to Summarize this thread and include the key issues Summarize the Contoso Compliance Handbook
learn more about this person’s skills and and suggestions for resolution along with who had in about four paragraphs for an executive and
experience? the suggestions. provide a list of key points.
4:00 pm 2:00 pm 1:00 pm
Omar has missed a few calls and emails. He Omar commands Copilot to add a slide to his Omar queries his HR system dashboard using
commands Copilot to summarize the email presentation that can be used to explain the plugins built in Copilot Studio better understand
threads and then uses the summaries to team’s initiatives. attrition trends.
draft responses.
Copilot Studio in Copilot

Copilot in Outlook Copilot in PowerPoint
for Microsoft 365
Summarize this thread. Add a slide about potential HR initiatives. Add a column that averages the
other columns for each month.
Finance
Finance

KPIs play a crucial role in Copilot can simplify the tasks that See how real-life Finance employees
organizations, providing a compass execs perform every day. Look at key are using Copilot in their day to
to navigate toward success. Let's use cases and how Copilot can be day.
dive into KPIs for Finance and how your AI assistant along the way.
Copilot can assist.
Using Copilot in Finance
AI is transforming crucial tasks in Finance such as budgeting, Microsoft Copilot opportunity to impact key Industry KPIs
forecasting, financial analysis, and corporate performance
management. AI guided experiences can provide the ability to
Goals and analyze vast amounts of data, utilize process-based data models to Improve billing and collections processes by enhancing
challenges uncover valuable insights, and enhance the accuracy of financial Days sales out
communications with customers and vendors. Improve the
projections. standing
analysis of discounted payment options. Speed decision-making
on new products, pricing, and promotion with improved
business case processes.
Reduce spend on Copilot can be extended into ERP systems and other processes
financial systems to bring data together and speed decision-making without
• Build a business case and tooling performing expensive updates to financial systems.
Copilot can • Improved collections processes
assist with ...
Reduce depart Automate simple tasks that may currently be outsourced or
mental spendi performed by low-level employees.
ng
Accountant Operations
Auditor Procurement
Finance
roles Analyst

KPI – Days sales outstanding/improve cash flow
Roles
• Collection Managers
Collections play a crucial role in any business. Timely and efficient collections ensures steady cash
flow, decreases bad debt, and boosts profitability.
How Copilot can help reduce the days of an outstanding Sales

Improve collections process Improve customer meetings
• Use Copilot to organize information from past • Prepare for the meeting
interactions • Focus during the meeting • Copilot for Microsoft 365
• Draft communications with Copilot clearly • Generate follow up communications regarding • Microsoft Copilot
outlining the collection process outstanding balance or payment plan
• Analyze different payment methods and its
effectiveness
KPI – Reduce spend on financial systems and tooling
Roles
• Financial Analysts
• Executive Leadership
Copilot can be extended into processes to bring data together and speed decision-making without
performing expensive updates to financial systems.
How Copilot can help reduce spending on systems and tooling: Microsoft AI solutions
Inform your decisions: Improve your data:
• Draft budgets and spreadsheets • Use Copilot Studio for secure data retrieval from • Copilot for Microsoft 365
• Search for cost variances across different options existing systems • Microsoft Copilot
KPI – Reduce departmental spending
Roles
• Budget Analyst • Controller

• Financial Planner • Data Managers
• Treasury Manager • Strategic Planners
• Risk Manager
As a cost center, Finance teams face the challenge of constantly achieving more with fewer resources. By
assisting with everyday tasks, Copilot can help increase time for additional analysis, proactive audits,
collections processes, and financial reporting.
How Copilot can reduce finance department spending Microsoft AI solutions

Keep communication lines open Avoid spend on finance system updates
 Draft communications such as approval requests,  Extend financial systems with Copilot
status emails, and supplier communications • Copilot for Microsoft 365
 Extrapolate the risk and degree of impact by accessing
 Summarize stakeholder meetings around budget • Microsoft Copilot + Viva
customer data and distribution records to identify
status and approvals
 Create sourcing strategy decks patterns for corrective change
Reduce outsourcing requirements

 Assist with manual tasks allowing processes to be done
internally
New slide to review
KPI – Improve risk management
Roles
• Budget Analyst • Controller

• Financial Planner • Data Managers
• Treasury Manager • Strategic Planners
• Risk Manager
Finance teams grapple with complex tasks—from credit and collections to risk management and compliance.
Get real-time insights and strategic recommendations. By automating mundane tasks, Microsoft Copilot frees
up time for critical decisions, streamlining audits, simplifying collections, and accelerating financial reporting.
How Copilot can reduce finance department spending Microsoft AI solutions

Automated Data Analysis in Excel: Custom Support Chatbots (Built with Copilot Studio):
 Quickly analyzes trends, performs advanced  Custom Support Chatbots (Built with Copilot Studio):
calculations, and generates comprehensive reports,  Develop AI-powered chatbots to handle customer • Copilot for Microsoft 365
saving hours of manual work.
inquiries. • Microsoft Copilot + Viva
 Create sourcing strategy decks
 Program chatbots to answer FAQs, provide product
Efficient Email Management in Outlook: information, and escalate complex issues to human
 Prioritizes essential emails, schedules responses, and representatives
organizes inboxes efficiently
 Ensures less time spent sorting emails, allowing focus
on critical decisions
Finance | Build a Business Case
Potential benefits Reduce Spend Access data more efficiently across systems
1. Define opportunity
2. Gather project information 3. Gather financial data
for investment
Ask copilot to create a project brief from emails and other Meet with the production team to learn about the Pull data from the financial system using a plug in
company documents. various options available and gather financial built with Copilot Studio to estimate past cost of sales
information for the business case. and revenues by year.
Copilot in Excel
Copilot Copilot in Teams Copilot Studio in Copilot
for Microsoft 365
Support efficient review and understanding of Help ensure a productive meeting by using Reduce the effort required to pull information
the issues that need to be addressed with the Copilot to suggest questions and clarify what people from financial systems.
investment. said. Use the recap for a summary and action items.
6. Stress test the business case 5. Produce summary report 4. Meet with chief economists
Get the latest economic forecast from the economist
Use Copilot to test some options for the business case Once the case flow analysis is complete use Copilot team to estimate future pricing and cost of materials.
to turn the project brief into a set of slides for the Organize the information in a table in Excel and use
and identify the largest variances.
executive presentation. Then add in the financial Copilot to produce charts showing trends in the data.
information.
Copilot in Excel
Copilot in Excel
Copilot in PowerPoint Copilot in Teams
Speed analysis by using Copilot to add formulas Improve the quality of your presentations by Collaborate effectively across teams /
columns and create charts. using Copilot to revise content and organize the functions (e.g., legal, transportation) in a secure
slides using Excel data. way. Use data for decision making in meetings
and discussion.
Finance | Collections Coordination
Potential benefits Cash flow acceleration Speed decision making
1. Surface outstanding invoices 2. Build call script 3. Call customers
Ask Copilot to identify customers who have outstanding Use Copilot to refine the call script used to Call customers who have outstanding balances to
invoices using plugins built with Copilot Studio. communicate the unpaid invoices to customers. provide guidance on creating a payment plan.
Copilot
Copilot in Word Copilot in Teams
Copilot Studio
Speed analysis by connecting Copilot to your Build conversation script, suggesting the most Simplify capture of customer intent and
data in CRM and finance systems. effective and policy complaint approach to production of call notes.
remind of the balance and negotiate payment
terms.
6. Update legal team 5. Update financial data 4. Send payment reminders
Draft a summary of the collections cycle for the legal Use Copilot to help find notes from meetings,, emails, and Use Copilot in Outlook to draft a follow up email
team. Draft the message with Copilot in Word, including chat for crafting updates document the payment plan in beginning with the recap of the phone call.
references to associated documents and emails. the finance system.
Copilot in Word Copilot Copilot Outlook
Quickly find and summarize documents related Simplify the process of updating customer Automate drafting of emails and use Copilot to
to a customer. records by collecting information from various revise the tone based on the customer situation.
sources.
A day in the life of an Income Tax Compliance Manager
8:00 am 8:30 am 9:00 am
Emma
Emma has several new emails from 3rd parties in Emma reviews the final tax analysis in Excel Emma requests Copilot to create a list of all the emails
relation to tax returns. Instead of reading through using Copilot to check for any inconsistent and Teams messages related to the Contoso tax return
each email, she uses Copilot to summarize the formulas. to ensure there are no follow up items. She replies to
long email threads. the email thread to the tax preparation team that the works in
documents are ready for Contoso and requests Copilot
to coach her message to ensure it is clear.
Tax & Customs
Copilot in Outlook Copilot in Excel Copilot
Summarize this email thread and list Explain the formula used to calculate deprecation Summarize all the conversations about
any action items. for Contoso. the Contoso return in my emails and Teams
messages.
4:00 pm 2:00 pm 11:00 am
Emma uses SharePoint copilot to get Emma uses Excel copilot to highlight any Emma receives an email to say the Tax Returns are
answers about previous tax returns without differences between the financial analysis and ready for her review. Emma verifies the accuracy of tax
having to open the large pdf files. tax return. She asks Copilot to highlight the return data using an OCR model she built in AI builder
variances and then adds the table to an email. (Power Automate) instead of manually reviewing it.
Copilot in SharePoint Copilot in Excel Copilot in Power Automate
What was the opening cash balance on the US Highlight any variances in ‘Section D: Total Assets’ Extract the information from a
income tax return for Contoso? between the financial analysis and tax return data. structured document.
A day in the life of an Audit, Risk and Compliance (ARC) Data Solution Manager
8:00 am 9:30 am 10:00 am
Shali
Shali starts her day using Copilot to catch up on Shali later starts drafting solution proposals for Shali start developing reporting for stakeholders.
action items from the previous day. She also asks senior leadership review using the Meeting She asks Copilot to create an Intro tab and
Copilot to help her prepare for her meetings today. Recap and relevant files. She asks Copilot to additional insights tab for her to explore other ideas.
revise the draft to me more concise. is an ARC
Data Solution
Copilot Copilot in Word Copilot in Power BI
Manager
Help me prep for my upcoming meetings I Write a project proposal using meeting notes in Create a page to monitor the project
have today; including action items from the concise tone. List the pros and cons of solution from scheduled hours, resource availability, and
meeting. Draft follow up meeting agenda from meeting notes. Visualize as a table. identify any gaps or overloads. Create DAX
meeting. measure in Suggestions with Copilot.
4:00 pm 2:00 pm 11:00 am
Shali uses Copilot to summarize new emails and Shali start another project on building Power App to After reviewing the reporting, Shali wants to set up
draft the project status updates or follow up collect insights from various sources either text input automated alerts to notify users on the potential
emails to the stakeholders. or uploaded files. She asks Copilot to first suggest overloads. She asks Copilot to create a Power
relevant fields then create an app based on the ask. Automate flow to automate the process, she also
uses Copilot to analyze the automation activities.
Copilot in Outlook Copilot in Power Apps Copilot in Power Automate
Summarize the email and reply to confirm action Create an app to collect insights from files or text Write a SQL query to list all the audit projects
items. Coaching with Copilot. input box. Add a screen to display all insights with in FY24.Create an automate flow that send alerts
dropdown boxes on submitter. to users about Power BI reporting. Ask Copilot
about which flow had the most run failures today?
A day in the life of a Vendor Engagement Manager in Finance
8:00 am 9:30 am 10:00 am
Kim
Kim has several new emails from vendor Kim opens Excel to analyze a vendor’s A meeting with a vendor. During the meeting, Kim
companies and internal teams. Instead of reading compliance data. He uses Copilot to generate a uses Teams and use Copilot to keep track of the
through each email, he uses Copilot to summarize new formula column. He also uses Copilot to discussion. After the meeting, he uses Copilot to
the long email threads. visualize the data. identify next steps is a Vendor
Engagement
Copilot in Outlook Copilot in Excel Copilot in Teams
Manager in
Summarize this thread. Suggest formulas for this column. Summarize key discussion points. Identify
Finance
Show insights in charts. agreed-upon next steps.
4:00 pm 2:00 pm 11:00 am
Kim uses Copilot Chat to manage his tasks. He Kim uses Word to draft a report. He prompts Kim needs to create a presentation for a potential
create a meeting agenda based on this chat Copilot to bring in specific information from other vendor. He creates a new presentation from this
history to prepare for his meetings. He also uses documents. He also uses Copilot to improve the Word file. He also uses Copilot to improve the
Copilot to schedule follow-up meetings. clarity of his report. layout of his slides
Copilot Copilot in Word Copilot in PowerPoint
Create a meeting agenda based on this chat Draft content from these documents. Create a new presentation from this Word file.
history. Suggest ways to rewrite this content. Change the layout of this slide.
A day in the life of a Financial Analyst
8:00 am 9:30 am 10:00 am
Hillary
Hillary begins her day in Excel looking at the latest She later meets with her manager and IT to Hillary finally gets to her main project for the day
COGS estimates for a new product. She uses Copilot discuss reporting requirements updates from and reviews the due diligence information on a
to filter the data to get the view she wants. the sales organization. She asks Copilot to potential acquisition target. She asks Copilot to
summarize the requirements. create a summary. is a Financial
Analyst at
Copilot in Excel Copilot in Teams Copilot
Contoso
Sort the data by product feature and then filter Summarize the meeting and be sure to list all he Summarize the information in Fabrikam
out the Priority 2 features. reporting requirements that were mentioned. financial data, Fabrikam operations analysis,
Fabrikam integration plan.
4:00 pm 2:00 pm 11:00 am
Hillary heads back into Excel to update the Hillary needs to catch up on a chat she started in the After creating an overview of the acquisition in
acquisition numbers with the latest what-if morning. She asks Copilot to summarize the thread. Word, she asks Copilot to turn the document into a
scenarios and create some charts to go into the presentation for the business development team.
business planning presentation.
Copilot in Excel Copilot in Teams Copilot in PowerPoint
What is the impact of doubling the IT integration Summarize this thread calling out where my name Create a presentation from [Word document
budget on the revenue per month? was mentioned and any action items for me. link to Fabrikam acquisition overview.docx]
IT
IT

KPIs play a crucial role in Copilot can simplify the tasks that IT See how real-life IT pros are using
organizations, providing a compass pros perform every day. Look at key Copilot in their day to day.
dive into KPIs for IT and how Copilot your AI assistant along the way.
can assist.
Using Copilot for Microsoft 365 in IT
IT professional’s goals include, increase digital transformation, Microsoft Copilot opportunity to impact key Industry KPIs
optimizing collaboration, and adopting emerging technologies
like serverless computing, AI, and the Internet of Things (IoT).
Goals and
However, they also grapple with challenges such as the work
challenges force skills gap and reducing spending. Balancing these goals
Microsoft Copilot enhances customer support by integrating AI assistance
Reduce outsta into workflows. With AI-assistance through bots, documentation and
and increasing need for efficiency is essential for IT professionals nding support enhanced collaboration, your support team can work together seamlessly,
to thrive in today's fast-paced technological landscape. tickets ensuring consistent and effective service delivery.
Copilot can help to reduce the workload on IT and support

staff by assisting to: Decrease app Microsoft 365 Copilot is your secret weapon against app downtime.
downtime Imagine a world where issues are proactively resolved, system health is
• Create a Project Plan: Copilot assists IT professionals with tasks such
Copilot can as writing, editing, summarizing, and creating data visualizations.
optimized, and your users experience uninterrupted productivity.
assist with ... • Document and Communicate Best Practice: Copilot assists in
creating comprehensive documentation. Whether it’s documenting
system configurations, network setups, or best practices, Copilot can
generate clear and concise content. Reduce costs Microsoft 365 Copilot offers a trifecta of cost-saving benefits for IT
• Procure New IT Solution: Copilot makes the procurement process departments. First, by fostering increased collaboration, it streamlines
easier for teams, by simplifying and speeding up common activities knowledge sharing and problem-solving, reducing the need for
such as, communications, creating documents, or leading more redundant efforts. Second, its enhanced communication tools ensure
productive meetings. efficient coordination among team members, minimizing delays and
costly misunderstandings. Lastly, Copilot’s knack for quickly
identifying problems allows proactive resolution, preventing costly
downtime and resource wastage.
Developer and Analyst Project Manager
IT roles IT Manager Support Specialist Accelerate growth Cost savings and avoidance Employee retention
KPI – Reduce outstanding support tickets
Roles
• IT Service Desk Analyst

• Services Desk Managers
• Knowledge Base Curators
• Project Manager
Imagine a scenario where customer inquiries are addressed swiftly, issues are resolved proactively, and • IT Managers
your support team operates like a well-oiled machine. By leveraging Copilot’s intelligent insights and
gained efficiency, you’ll be able to enhance customer satisfaction and optimize your team’s productivity
and resource allocation.
How Copilot can help reduce outstanding support tickets Microsoft AI solutions
Increase support communications and follow up Improve quality of support materials:
efficiency:  Improve awareness and educational materials • Copilot for Microsoft 365
 Have Copilot assist with emails inbound and  Improve quality of emails and chats • Microsoft Copilot
outbound emails  Use Copilot to draft training guides • Microsoft Copilot Studio
 Draft email comms and announcements with Copilot
 Use Copilot to enhance employee handbooks
 Generate meeting notes and follow up items
 Gets answer fast by searching internal sites and
documents
KPI – Decrease app downtime
Roles
• Support Specialist • Project Manager

• Network Engineer • Developers
• Incident Response • Product Managers
Team
Imagine a world where your applications remain consistently available, seamlessly serving users without • Cloud Architects
interruptions. Why is this important? Because app downtime can lead to lost revenue, frustrated
customers, and damage to your brand reputation. Copilot provides your team with increased efficiency
and productivity that supports them as they keep the apps running and maximizing user satisfaction.
How Copilot can help decrease app downtime Microsoft AI solutions

Respond to user complaint or inquiry: Speed up internal communications:
 Respond quickly to inbound emails  Draft emails with Copilot • Copilot for Microsoft 365
 Access customer records for improved support  Draft email comms and announcements with Copilot • Microsoft Copilot
 Gets answer fast by searching internal sites and • Microsoft Copilot Studio
Save time on administrative activities:
documents
 Generate meeting notes and follow up items
KPI – Decrease costs
Roles
• Chief Information Officer

• IT Managers
• Procurement Specialist
• IT Operations team
Whether it’s trimming operational expenses, streamlining processes, or maximizing the value of
investments, cost reduction directly impacts profitability, competitiveness, and long-term sustainability. By
strategically managing costs, businesses can allocate resources more efficiently, enhance financial stability,
and remain agile in an ever-evolving market.
How Copilot can help reduce costs Microsoft AI solutions

Create internal feedback loop to identify Improve employee efficiency and productivity:
cost saving areas:  Have Copilot assist with emails and document drafts • Copilot for Microsoft 365
 Draft employee surveys focused value of resources  Save time on administrative activities such as • Microsoft Copilot
utilized and ideas for cost savings generating meeting notes and follow up items
 Analyze surveys to gain valuable insights into what
makes employees happy or areas that need
improvement within the organization
Use Case | Create a Project Plan
Potential benefits Decrease Costs
1. Summarize Requirements and Data 2. Discuss the plan 3. Brainstorm risks
Leverage Copilot to summarize all requirements and Meet with the team to discuss the project plan Whiteboard potential risks with the team and
related data to build the framework for the project. and delegate responsibilities to team members leverage Copilot to create an initial list and
based on their expertise. categorize all the items at the end of the session.
Copilot Copilot in Loop

Copilot in Teams
Copilot in Word Copilot in Word
Clearly outline the project’s purpose, goals, and Summarize the meeting and list the action items Incorporate all categorized items into original
deliverables using Copilot in Word. discussed and their status using Copilot in teams. project plan document using Copilot for Word.
6. Revise support procedures 5. Create an executive update 4. Coordinate updates
After project is completed, use Copilot to revise Create a presentation to brief the CIO on the project Coordinate all update activities in a Teams channel.
procedures and change management documents for status and results. Use Copilot to create slides Produce summaries to channel activities each morning
support teams and admins. based on the project plan. to stay up to date.
Copilot
Copilot in Word Copilot in PowerPoint Copilot in Teams
Ensure high writing quality using Copilot to revise Create a presentation from Project Plan Word Stay informed on project activities by using
first drafts. document. Copilot to summarize communications.
Use Case | Document and Communicate Best Practices
Potential benefits Skill Development Increased Job Satisfaction Faster Completion Times Improved Documentation Quality and Accuracycy
1. Document Solution 2. Get Customer Information 3. Brainstorm Ideas
Craft document that outline steps for best Using plugins built in Copilot Studio, easily access Create list of ideas to optimize best practice.
practice. In addition, add specific results CRM information to pull customer information that Leverage Copilot to create an initial list. Then
generated from solution. supports best practice impact, such as opportunity categorize all the items at the end of the session.
pipeline and customer revenue.
Copilot Studio in Copilot Copilot in Loop

Copilot in Word
for Microsoft 365
Quickly make create draft and pull in data from Rapidly gather critical information to support Accelerate your project as you plan and
data sources to support outcomes. newly identified best practice. collaborate easier with Copilot in Loop.
6 Revise support procedures 5. Create an executive update 4. Summarize conversations
Based on the Leadership teams comments revise Create a presentation to brief the Leadership Team Prepare communication and incorporate summaries and
best practice documents for future use. on this new best practice. Use Copilot to create action items from previous meeting.
slides based on the project plan.
Copilot in Outlook
Copilot in Word Copilot in PowerPoint
Copilot in Word
Quickly make summarize LT feedback to improve Create a presentation from best practice Summarize and the latest conversations
the quality of the best practice documentation. documentation located in Word. and assign action items.
Use Case | Procure New IT Solution
Potential benefits Reduce Costs
1. Gather Business Requirements 2. Research Solutions 3. Create a Build vs. Buy Analysis
Aggregate multiple threads of conversations to Quickly identify and summarize existing solutions in Compile quotes from vendors and work with internal
create a wholistic view of all essential business market with Microsoft Copilot. development teams to build a variance analysis with
requirements for the new solution. Copilot In Excel.
Copilot in Excel
Copilot in Teams Copilot
Copilot in Whiteboard
Be present during the meeting by relying on Save time and increase accuracy by asking Copilot Leveraging the variance analysis, whiteboard the
Copilot in Teams for transcription and summary. to prepare a summary of information gathered pros and cons for each solution. Utilize Copilot in
from multiple sources. Whiteboard to categorize the initial list.
6. Create and Send Launch

5. Summarize weekly status meeting 4. Create Solution RFP
Communication
Use Copilot in Outlook to easily draft an email Hold status update meetings to track the Draft RFP to the selected vendors using Copilot to
announcing the new solution and thanking procurement process. Use Copilot to summarize take content from your emails, meeting notes, and
contributors. each meeting and list open items presentations.
Copilot in Outlook Copilot In Teams Copilot in Word
Use Copilot to review your email to ensure that is During the meeting you can ask Copilot for Document and socialize the RFP to ensure all
clear, concise, and impactful. suggestions on questions to ask or next steps to business requirements are being met, and all
discuss to keep the conversation on track. necessary approvals have been received.
A day in the life of a Launch Infrastructure Manager
8:00 am 9:30 am 10:00 am
Jeff begins his day wanting to get caught up on a He later has a regular 1:1 with a business Jeff is working with a team on a proposal to
Jeff
few meetings he missed the day before. He also asks stakeholder and wants to prep for the meeting. transform a launch process. He received a 40+ a Launch
Copilot to provide a list of open Jira assigned to him
using plugins built in Copilot Studio.
He knows there a number or key topics to
discuss that came through email, Teams, and
PowerPoint deck on the proposal but wants to
share a whitepaper with his stakeholder audience.
Infrastructure
various documents. Manager in
Finance
Copilot Copilot Copilot in Word
Summarize meeting notes and actions for Summarize the emails, Teams messages, and Generate whitepaper from PowerPoint with the
meetings recorded yesterday and call out any documents and be sure to list all asks and actions following key headings and be clear on
specific actions called out for me. that need to be discussed or closed out. next steps and schedule.
4:00 pm 2:00 pm 11:00 am
After completing his review of the engineering Switching gears, Jeff wants to review the list of After creating the whitepaper, Jeff wants some help
scenarios, he utilizes copilot to draft PPT to share submitted engineering scenarios that have come in drafting a mail to his stakeholders to get feedback
with key stakeholders the next week. across the organization as the final review is next week. on the whitepaper so utilizes copilot.
Copilot in Outlook
Copilot in PowerPoint Copilot in Excel Copilot Studio in Copilot
for Microsoft 365
Draft PowerPoint deck with content from the Summarize engineering scenarios by key Draft an email to my stakeholders with this
excel and create summary slides for the launch initiative, impact category and financial value in a content ensuring it is clear and actionable
process proposal based on the word document. table. on next steps.
A day in the life of an IT Administrator
7:30 am 8:00 am 9:00 am
Will arrives at the office and commands Copilot to He attends the daily standup to discuss priorities With no system issues to work on now, Will can
Will
check his emails and chats for any urgent issues. He for the day. During the meeting Will uses Copilot revise a project plan. He commands Copilot to fill is an IT
uses Copilot in Outlook to draft replies confirming
resolution for each issue.
to check for unanswered questions. in some missing sections.
Administrator at
Contoso
Copilot Copilot in Teams Copilot in Word
Summarize any incidents that have been Tell me if there are any unanswered questions Create a paragraph on system setting changes
reported last night from my email and chat and make some suggestions for questions that from the Fabrikam system upgrade
messages. should be asked. documentation.
4:00 pm 3:00 pm 1:30 pm
At the end of the day Will has some time to Will returns to Teams to catch up on a meeting he Will revises his presentation for a meeting with HR
research new devices for the next laptop upgrade. missed when he had to troubleshoot a server issue. on his recommendations for a new employee
He commands Copilot to produce a report on the He checks out the recap and asks for the key points experience solution that HR has requested. He uses
best laptops for business users. and action items. Microsoft Copilot to summarize the product website
and then turns it into a slide.
Copilot Copilot in Teams Copilot in PowerPoint
What are the most popular laptops for Summarize this meeting and provide the key Add a slide based on [copy summary
enterprise organizations this year? points and action items of the web site]

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Copilot Scenario Library

Discover industry- and role- based scenarios

Generate synergies between departments

Role-specific prompts Extend usage to role-based processes

For more prompts, visit Copilot Lab at: aka.ms/CopilotLab

Copilot brings AI value across departmental use cases

Create an unsolicited proposal Product Launch

Cost per hire

Leads created Outstanding support tickets

Customer retention | Product time to market | Supply chain efficiencies

Overview and KPIs Use Case by Role Day in the Life

Microsoft Copilot Copilot in Teams Copilot in Word

6. Send thank you 5. Review previous session 4. Create presentation

Copilot in Outlook Copilot in Teams Copilot in PowerPoint

7:00 pm 3:00 pm 2:00 pm

Copilot in Word Copilot Copilot in Word

2:00 pm 1:00 pm 11:10 am

Overview and KPIs Use Case by Role Day in the Life

Improving the customer of marketing content and customer interactions

Improving the quality of sales materials and interactions helps with

Pursuing more opportunities can

• Account Manager • Product teams

How Copilot can help increase the number of opportunities pursued

Improving close rates can require

• Account Manager • Product teams

How Copilot can help improve the close rate

Increasing revenue per sale can

• Account Manager • Product teams

Customer retention can require

• Account Manager • Product teams

Copilot in Loop Copilot Copilot

Copilot in Word Copilot in Teams Copilot in PowerPoint

Copilot in Word Copilot Copilot Studio

Copilot in Outlook Copilot in Word Copilot in Teams

1. Get targeting information 2. Perform company research 3. Gather product information

Copilot for Sales Copilot Copilot

6. Create email with proposal 5. Meet to review 4. Generate the proposal

Copilot in Outlook Copilot in Teams Copilot in PowerPoint

Copilot for Sales Copilot Copilot in Teams

Copilot in Teams Copilot in Outlook Copilot in PowerPoint

4:00 pm 2:00 pm 11:00 am

4:00 pm 2:00 pm 11:00 am

Copilot in Teams Copilot in Teams Copilot in PowerPoint

this afternoon. Highlight how excited we

• Draft an email to follow up on the

Overview and KPIs Use Case by Role Day in the Life

Copilot can help to achieve alignment between teams and

Improving brand value can require

• Brand Manager • Digital Marketing

Generating more leads can require

• Marketing Lead • Product Marketing

Impacting the cost per lead can

• Account Executive • Product Marketing

1. Summarize interviews 2. Draft customer messages 3. Identify themes

6. Thank your stakeholders 5. Share results 4. Analyze data

Copilot in Loop Copilot in Teams

6. Share results broadly 5. Execute your campaign 4. Prep your sellers

Copilot in Excel Copilot in Word

1. Define the objective 2. Determine your approach 3. Discover market trends