Copilot Scenario Library

Discover industry and role-based scenarios

Copilot value journey
Grow value from a base of solid usage and individual productivity and then extend
through agents to impact organizational KPIs.

Role-based Copilot agents

Org
Extend Value Copilot Studio custom agents

Copilot Studio pre-built agents

Functional
Value Microsoft 365 Copilot functional
scenarios
Buy Microsoft 365 Copilot universal prompts
Individual
Value (Meeting Recap, Summarize an email,
etc.)
Top 10 to "Try First"
with Microsoft 365 Copilot
Foundational skills for new users

1 2 3 4 5
Recap a meeting Summarize an Draft email Summarize a Tell me about
– let Copilot keep track of email thread – personalize the tone document a
key topics and action items – get quickly caught up to and length. – get right down to topic/project
so you can stay focused a long, complex email business by summarizing
during the meeting and – provide insights and
thread. long documents and analysis from across
avoid listening to the focusing
recording after. Draft an email to [name] multiple sources to
that informs them that on the relevant sections. getTell
upmeto what's
speednew about topic
Draft an email with notes Click on the Summarize Give me a bulleted list
Project X is delayed two
and action items from icon of key points from file quickly.
organized by emails, chats, and
weeks. Make it short and
meeting files?
casual in tone.

6 7 8 9 10
Give me some Help me write … What did they How do I … Translate a
ideas for … – jumpstart creativity and say … – let Copilot help you message
– boost your creativity write and edit like a pro by – when you vaguely build or fix formulas in – with business becoming
with ideas for your work getting a first draft in remember someone Excel. increasingly international,
such as agendas, seconds. mentioning a topic, have it’s important to be able to
product names, social Copilot do the research. read or write messages in
media posts, etc. other languages.
Suggest 10 compelling Generate three What did person How do I sum values that Translate the
taglines based on file ways to say [x] say about topic are greater than 0? following text into
French:

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

”Effort” level for each scenario

Start Buy Extend

1 2 3

Tailor your data, systems and

Your first step into generative AI Unlock productivity out of the box workflows via Copilot agents

• Microsoft Copilot • Microsoft 365 Copilot • Role-based Copilot agents

• Security Copilot • Copilot Studio
• Azure AI Studio
Copilot scenarios for
Executives
 Copilot scenarios for
Executives

Overview and KPIs Use case by role Day in the life

KPIs play a crucial role in Copilot can simplify the tasks See how real-life executives
organizations, providing a that execs perform every day. are using Copilot in their day-
compass to navigate toward Look at key use cases and to-day.
success. Let's dive into KPIs how Copilot can be your AI
for executives and how Copilot assistant along the way.
can assist.
 Available Scenario
Executive use case | Prepare for a company-wide with:
Microsoft 365 Copilot level: Buy
address
Employee Employee
KPIs impacted Value benefit Cost savings
satisfaction experience

1. Gather key points 2. Rally the Team 3. Draft the speech

Quickly catch up on the latest developments Meet with the executive team to review each Revise the draft of the speech, asking
related to the announcement by prompting business unit’s results. When closing the Copilot in Word to make it resonate more
Microsoft Copilot to summarize email threads and meeting, ask Copilot in Teams to create action with the workers at the speech location.
chat conversations. items from the conversation and assign
owners.
Business Chat2 Copilot in Teams Copilot in Word

Rapidly get up to speed to focus on key Document and socialize the action items Create a draft of your speech from your
issues and concerns. Have additional time to keep the preparation process moving current documents.
to identify key pain points for customer. forward towards a successful close.​

5. Review previous
6. Send thank you 4. Create presentation
session
Thank the team for watching the address Review last quarter’s address by prompting Revise the presentation slides, changing out a
by asking Copilot in Outlook to draft a Copilot to summarize the meeting and highlight few images with suggestions from Copilot in
response that can be personalized in tone the numbers that were presented to ensure PowerPoint.
and length. consistency.
Copilot in Outlook Business Chat2 Copilot in PowerPoint

Avoid listening to meeting Create presentation from your speech

Create recap in record time by relying
on Copilot in Outlook to draft the message recordings and instead rely on generated document to present at the meeting about
summaries, freeing up more time to focus the new offer and product that's coming to
along with your notes from the Teams
on the speech at hand. market.
recording recap.

1
Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2
Access Business Chat at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
3
Copilot agents allow Microsoft 365 Copilot to access your company-specific apps. In the past this would have required an API call to get data from a system of record.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
 Available Scenario
A day in the life of an Executive with:
Microsoft 365 Copilot level:

Benefits ~1 hour Areas of investment: Analysis Team communications

7:00 am 8:30 am 9:00 am

Tanya starts the day with a customer call in After the call, Tanya summarizes her email Tanya has a few more minutes so she uses
Tanya
her hotel room. She uses Copilot in Teams threads from the day before and uses Copilot Copilot to catch up on the meetings she is a CEO
to suggest follow up questions to ask the in Outlook to create replies, getting through all missed while flying in. She sends a few
customer. of her email in only 20 minutes. chats to provide instructions on the critical
traveling to give
issues. a speech at a
Copilot in Teams Copilot in Outlook Business Chat2
conference
Prompt: What are some good follow up Prompt: Reply in a professional tone with Prompt: What was the main issue faced
questions to make sure I understand the a short email saying that I am sorry for the by the marketing team and what was the
customer’s issue with the last delivery? issue with the product and we will have a proposed solution and timing?
response by 3 pm this afternoon.

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

The issue is finally under control and Tanya A critical production issue has occurred at a After a long session of customer meetings at
can get back to her speech. She isn’t happy manufacturing site and Tanya needs to get up to the conference, Tanya gets a chance to have a
with the introduction, so she asks Copilot in speed quickly. She asks Copilot for a summary of look at her speech for tomorrow and make a
Word to suggest some humorous opening the emails and chats related to the issue. few updates. She uses Copilot in Word to add a
lines. With a few tweaks she has the perfect new section on bonus plan updates.
start.
Copilot in Word Business Chat2 Copilot in Word

Prompt: Give me some suggestions of Prompt: Summarize all of the email and Prompt: Add a new paragraph based
humorous ways to begin this speech. chats that mention the melt shop from the on /Contoso Bonus Plan for FY23.
past two hours.
1
Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2
Access Business Chat at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
3
Copilot agents allow Microsoft 365 Copilot to access your company-specific apps. In the past this would have required an API call to get data from a system of record.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
 Available Scenario
A day in the life of a Chief Technology Officer with:
Microsoft 365 Copilot level:

Benefits ~1 hour Areas of investment: Project management Team communications

8:00 am 9:30 am 10:30 am

Review key technology news, internal Meetings with the IT department leadership Meetings with other department heads or
Evelyn
reports, and updates related to ongoing team to discuss priorities, project progress, project teams to help facilitate technology is a CTO who
projects and operational issues. challenges, and resource allocation. integration and addressing any
department-specific needs.
helps maintain
and secure the IT
Business Chat2 Copilot in Teams Business Chat2
infrastructure at
Prompt: Summarize emails and Teams Prompt: Summarize meeting topics, action Prompt: Summarize my meetings with
her organization.
messages from the past week including items and create a table of upcoming team Employee X, Employee Y and Employee Z
reports, analyst surveys, news alerts and milestones agreed on in this meeting. and identify common topics and
project updates. discussions in our workstreams

4:30 pm 3:00 pm 1:00 pm

Deep dive into specific projects, reviewing Discuss ongoing services, evaluate new Reviews and updates from Cybersecurity
progress with project managers, addressing solutions, and negotiate terms that best meet team, threats, incidents, actions and measure
technical challenges, and making strategic the needs of the business. to resolve issues.
decisions to ensure project success.

Copilot in Word Copilot in Teams Copilot in PowerPoint

Prompt: Utilize data from quarterly Prompt: Summarize discussions with Prompt: Create a PowerPoint
project review and provide a summary of Vendor X, Vendor Y and Vendor Z related to presentation from our quarterly
how many projects are on time and the price, solution and upcoming deadlines. cybersecurity report including a visual of
blockers mentioned in the data. resources targeted and types of attacks.
1
Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2
Access Business Chat at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
3
Copilot agents allow Microsoft 365 Copilot to access your company-specific apps. In the past this would have required an API call to get data from a system of record.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
 Available Scenario
A day in the life of a Chief Information Officer with:
Microsoft 365 Copilot level:

Benefits ~1 hour Areas of investment: Strategy Vendor management

7:30 am 9:30 am 10:00 am

Review briefings, reports from across the Alignment on daily priorities, any overnight Working on long-term IT strategies aligned
Ava
organization and departments. Including issues, ensuring projects and teams are on with government policies and objectives, is a CIO who seeks
updates on projects, cybersecurity alerts, track with projects and tasks. including stakeholders from budget, exec
performance metrics of IT services. branch and core IT leadership.
insights on the
status of
Business Chat2 Copilot in Teams Business Chat2
programs,
Prompt: Summarize my meetings for Prompt: Summarize and include the key Prompt: Based on last month's strategic
projects,
today. For each meeting, list participants issues and suggestions from last week's IT planning meeting provide a summary of the stakeholder
and link to relevant documents for each department heads meetings. budget constraints discussed.
meeting. insights and daily
agendas.
4:30 pm 3:30 pm 2:00 pm

Financial report reviews with budget Discuss ongoing services, evaluate new Reviews and updates from Cybersecurity
analysts, reviewing financial reports, signing solutions, and negotiate terms that best meet team, threats, incidents, actions and measure
documents, looking at current and on-going the needs of the business. to resolve issues.
cost planning.

Copilot in Excel Copilot in Teams Copilot in PowerPoint

Prompt: Based on the quarterly budget, Prompt: Summarize discussions with Prompt: Create a PowerPoint
show me suggested areas to reduce Vendor X, Vendor Y and Vendor Z related to presentation from our quarterly
operating expenditures. price, solution and upcoming deadlines. cybersecurity report including a visual of
resources targeted and types of attacks.
1
Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2
Access Business Chat at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
3
Copilot agents allow Microsoft 365 Copilot to access your company-specific apps. In the past this would have required an API call to get data from a system of record.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
 Available Scenario
A day in the life of a Chief Data Officer with:
Microsoft 365 Copilot level:

Benefits ~1 hour Areas of investment: Analysis Team communications

9:00 am 9:30 am 11:00 am

Review and align organization's data Collaborate to understand challenges, and Host meeting with data governance team
strategy with overall goals for improved priorities and discuss strategies for data to ensure data quality, compliance with
citizen services. collection, analysis, and sharing. regulations, and effective data
management practices. Robert
Business Chat2 Copilot in Teams Business Chat2 is a Chief Data
Officer at Contoso.
Prompt: Utilizing our data policy, provide Prompt: Summarize and include the key Prompt: Provide me with the list of the
me with a list of prioritized departments issues and suggestions from last week's IT most recent compliance and regulatory
to focus our initial outreach efforts to department heads meetings. changes.
collaborate.

4:00 pm 3:30 pm 1:00 pm

Check communications to ensure all urgent Review data projects, ensuring timelines, Dive into data analytics projects to extract
messages are addressed and to prepare for budgets, and deliverables are on track. insights and trends that inform policy
the next steps post-approval. Collaborate with IT teams and vendors to decisions, resource allocation, and service
implement data solutions effectively. improvements.

Business Chat2 Business Chat2 Copilot in Excel

Prompt: Identify and respond to any Prompt: Based on the quarterly project Prompt: Review Department X KPI data to
urgent data-related inquires I missed during reviews identify projects that are at-risk understand areas to improve resource
the day. of going over budget. allocation.

1
Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2
Access Business Chat at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
3
Copilot agents allow Microsoft 365 Copilot to access your company-specific apps. In the past this would have required an API call to get data from a system of record.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
Copilot scenarios for
Operations
 Copilot scenarios for
Operations

Overview and KPIs Use case by role Day in the life

KPIs play a crucial role in the Copilot can simplify the tasks See how real-life Operations
sector, providing a compass to that Operations pros are using Copilot in
navigate toward success. Let's professionals perform every their day-to-day.
dive into KPIs for Operations day. Look at key use cases
and how Copilot and how Copilot can be your
can assist. AI assistant along the way.
Using Copilot in Operations
Modern operations teams grapple with rising talent
costs, supply chain issues, and the imperative of digital
Goals and transformation. To thrive, operational leaders must explore
Operation
challenges ways to streamline or automate internal processes and enhance
efficiency. s roles Business Engineer Operation Frontline
Manager s Worker
Manager

Microsoft Copilot opportunity to impact key functional KPIs

Leverage Microsoft’s Copilot to streamline operations,

Employee satisfa
enhance efficiency, and deliver exceptional service, Streamlining workflows, automating repetitive tasks,
ction
ensuring employee satisfaction. and providing real time insights allow Operations
teams to enhance overall productivity with tasks
Copilot can such as:
Microsoft Copilot enhances operational risk management by assist
Manage risk providing real-time insights into safety, compliance, and anti-
with... • Simplify tasks for operations employees
corruption measures.
• Execute a project review
• Create change management plan
Operational e Operations teams gain an intelligent assistant that optimizes • Conduct a business review
fficiency workflows, automates repetitive tasks, and maintains the
highest standards of process excellence. • Create a supplier RFP

Improve employee
Revenue growth Cost savings and avoidance
experience
 Optimize costs and improve quality of Operations

Key
Before AI Using AI
Processes

Create a change management plan - Buy Create a supplier RFP - Exte

Demand forecasting and supply ndSpeed the process and accuracy of
Planning chain management require
Collaborate and communicate change
management. creating an RFP.
extensive analysis and collaboration.

Simplify tasks for operations employees - Start Conduct a business review - Buy
Reporting Ensuring data quality and Frontline workers can improve
reporting and collaboration. Plan and execute a business review meeting.
timeliness of reporting requires a lot
of resources.

Resource allocation requires

Scheduling collaboration and communication Execute a project review - Buy
among many teams. Collect and report on project information.
KPI – Employee satisfaction

Roles

Service Manager Operations Manager

Change Management Product Designer

Leverage Microsoft’s Copilot to streamline operations, enhance efficiency, and

deliver exceptional service, ensuring employee satisfaction.​

How Microsoft Copilot can help increase

employee satisfaction
Process optimization
Microsoft AI solutions
Efficient ticket Personalized
resolution communications • Copilot assists with
• Quickly identify • Generate drafting mails Microsoft 365 Copilot
urgent issues personalized • Analyze data and create Copilot for Service
• Organize responses based actionable insights
information from on history • Collaborate with Teams
past interactions • Rapidly prepare and rapidly create
for the meeting proposals
KPI – Manage risk

Roles

Risk Manager
Compliance Analyst
Procurement
Manager

By identifying anomalies, suggesting preventive measures, and streamlining

processes, Copilot enhances operational reliability and minimizes risks.

How Microsoft Copilot can help reduce risk

Microsoft AI solutions
Identify Utilize predictive Enable change
risks analytics management
• Continuously monitor • Analyze historical • Simplify creation of a Microsoft 365 Copilot
regulations data and identify change plan Copilot Studio
• Enable timely deviations • Quickly create targeted
detection and • Identify supplier communications for
proactive risk performance issues enablement
management • Monitor adoption
KPI – Operational efficiency

Roles

Operations Manager Frontline Worker

Supply Chain Analyst Supervisor
Quality Assurance Program Manager

By streamlining processes, optimizing resources, or identifying

bottlenecks, Copilot can help inform decision making and drive
productivity.

How Microsoft Copilot can help improve operational efficiency

Microsoft AI solutions
Save time Foster a Speed analysis
productive culture and reporting
• Generate
meeting notes • Create feedback • Quickly analyze trends Microsoft 365 Copilot
and follow up loops • Generate informative Copilot Studio
items • Action feedback charts
• Improve email loops • Create strategy
and chart quality • Quickly create and presentations
share best practices
Operations | Simplify tasks for operations employees Available
with:
Microsoft Copilot
Scenario
level: Start
(Microsoft Copilot only)
Improve Employee Employee
KPIs impacted Value benefit Cost savings
efficiency satisfaction experience

3. Find service manual

1. Draft a shift summary 2. Simplify documentation
information
Provide a few brief details of what happened Documentation provided for a new procedure The manual for a piece of equipment has
on the shift and ask Copilot to turn it into a isn’t written very clearly. Ask Copilot to gone missing.
shift report. create a draft with simpler writing.

Copilot
Copilot Chat1 Copilot Chat1
Chat1

Benefit: Save time on shift turnovers to Benefit: Ensure that everyone on the team Benefit: Ask Copilot to find the required
focus on higher-value tasks has clear, understandable procedures. maintenance procedure.

5. Draft an email 4. Create an incident report

When bringing up a sensitive topic with a When producing documentation of a safety

manager in an email ask Copilot to write the incident use Copilot to ensure clarity and
first draft. completeness.

Copilot Chat1 Copilot Chat1

Benefit: Get a first draft faster with

Benefit: Use Copilot to ensure that the
Copilot by providing a few details and letting
report is well-written.
Copilot figure out the best way to say it.

1
Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2
Access Business Chat at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
3
Copilot agents allow Microsoft 365 Copilot to access your company-specific apps. In the past this would have required an API call to get data from a system of record.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
 Available Scenario
Operations | Execute a project review with:
Microsoft 365 Copilot level: Buy

Improve efficienc Employee

KPIs impacted Reduce risk Value benefit Cost savings
y experience

1. Consolidate project scope 2. Baseline project milestones 3. Assess key risks/issues

Leverage Microsoft Copilot to summarize Meet with project team to discuss key Use Copilot in Whiteboard to map mitigation
related project data on scope, core project milestones and project status. Use Copilot in plans to top risks/issues and categorize all
objectives and KPIs. Teams to summarize the meeting, with action the items at the end of the meeting.
items.

Copilot in Copilot in
Business Chat2
Teams Whiteboard

Benefit: Automatically extract key

Benefit: Save time by using Meeting recap Benefit: Identify and flag potential data
project requirements from scattered
as a starting point for project milestones and compliance and security risks, allowing your
documents, streamlining the process for your
status updates. operations team to proactively investigate.
operations team.

5. Meet with key project

6. Send a post-meeting recap 4. Create a presentation
stakeholders
Send a meeting recap with Copilot in Gain alignment with key stakeholders on Use Copilot in PowerPoint to create a
Outlook, emphasizing stakeholder feedback project health and next steps/actions. Use presentation based on overall project plan
and next steps from the stakeholder Copilot in Teams to summarize the meeting, and status.
meeting. with action items.

Copilot in Copilot in Copilot in

Outlook Teams PowerPoint
Benefit: Stay focused during the meeting
Benefit: Generate a meeting summary, Benefit: Transform existing written
by asking Copilot for suggestions on
including action items, allowing you focus on documents into decks complete with
questions to ask or next steps to keep the
the meeting discussion. speaker notes and sources.
conversation on track.

1
Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2
Access Business Chat at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
3
Copilot agents allow Microsoft 365 Copilot to access your company-specific apps. In the past this would have required an API call to get data from a system of record.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
 Available Scenario
Operations | Create a change management plan with:
Microsoft 365 Copilot level: Buy

Improve efficienc Employee Employee

KPIs impacted Reduce risk Value benefit Cost savings
y satisfaction experience

3. Brainstorm an engagement
1. Conduct change discovery 2. Analyze change impacts
plan
Meet with core stakeholders to understand Use Copilot in Excel to support data analysis Brainstorm the best way to engage your
the change and how it will impact people in as you build a detailed change impact impacted stakeholders and support change
the organization. Use Copilot in Teams to assessment. adoption. Prompt Copilot in Whiteboard to
summarize the meeting, with action items. identify similar ideas and tactics discussed.

Copilot in Copilot in Copilot in

Teams Excel Whiteboard

Benefit: Dedicate your focus to the Benefit: Easily summarize data and Benefit: Quickly categorize inputs, identify
meeting while Copilot focuses on capturing highlight trends without in-depth Excel winning ideas, and summarize results to
the notes. knowledge. share with participants.

6. Draft communications 5. Schedule planned events 4. Build the engagement plan

Use Copilot in Outlook to create and email to Prompt Copilot to summarize meeting details Use Copilot in PowerPoint to transform a
notify the team of the change management over time, like how many events related to detailed change management plan from
plan. the change you have each week. Word into an executive presentation.

Copilot in Business Copilot in

Outlook Chat2 PowerPoint

Benefit: Accelerate copywriting and Benefit: Save time transforming existing

Benefit: Manage events more easily.
iterate more efficiently. content and accelerate content design.

1
Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2
Access Business Chat at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
3
Copilot agents allow Microsoft 365 Copilot to access your company-specific apps. In the past this would have required an API call to get data from a system of record.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
 Available Scenario
Operations | Conduct a business review with:
Microsoft 365 Copilot level: Buy

Improve efficienc Employee

KPIs impacted Reduce risk Value benefit Revenue growth
y experience

1. Draft agenda 2. Prepare content 3. Create presentation

Leverage Copilot to summarize multiple After the Finance team provides the data on Use Copilot in PowerPoint to create a
Teams threads and emails for agenda business performance from the previous presentation based on a summary of key
requests. Catch up on any meetings you period (monthly/quarterly) use Copilot in documents including the business
might have missed to ensure clarity on the Excel to highlight data and embed formulas. performance analysis.
latest requests and decisions.
Business Copilot in
Copilot in PowerPoint
Chat2 Excel

Benefit: Automatically extract key

meeting requests from scattered Benefit: Quickly analyze data from the Benefit: Create a presentation from a
messages, streamlining the process for previous period. project document.
building the agenda.

5. Conduct and summarize 4. Deploy prep and briefing

6. Send follow ups
meeting document
Use the generated notes and actions to Activate Copilot in Teams during the meeting Use Copilot in Outlook to generate an email
follow up with meeting attendees. Use to summarize discussions and provide the asking the team to prepare for the meeting. Then
Copilot in Outlook to enhance the tone of key points and action items. copy in the agenda and attach the presentation
summarizing the goals of the meeting.
your follow up email while conveying
urgency in your request.
Copilot in Copilot in
Copilot in Outlook
Teams Outlook

Benefit: Save time and maintain

Benefit: Ensure high writing quality using Benefit: Save time using Copilot to share
concentration on the meeting by getting
Copilot to revise first drafts. prework for the meeting.
Copilot to capture key actions.

1
Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2
Access Business Chat at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
3
Copilot agents allow Microsoft 365 Copilot to access your company-specific apps. In the past this would have required an API call to get data from a system of record.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
 Available Scenario
Operations | Create a supplier RFP with:
Microsoft 365 Copilot and Copilot Studio level:Extend

Improve efficienc Employee

KPIs impacted Reduce risk Value benefit Cost savings
y experience

1. Review previous RFPs 2. Gather information 3. Research questions

Use Microsoft Copilot in Word to summarize Prompt Copilot to summarize the Prompt Copilot to suggest RFP questions,
earlier RFPs and generate a list of required requirements from existing documentation. enhanced with a custom agent for an RFP
items sorted repository built with Copilot Studio.
by category.

Business Chat2 Copilot Studio Agent3

Copilot in Word
+ Connection to SharePoint

Benefit: Using defined content to answer

Benefit: Get started quickly by analyzing Benefit: Rapidly pulling information from
customer questions ensures accuracy of the
previous RFPs. lengthy documents can save time.
responses.

4. Review requirements with

6. Communicate response 5. Revise RFP
team
Prompt Copilot in Outlook to draft an email to Use Copilot in Word to revise the document Copilot in Teams generates a list of talking
the potential suppliers with a summary of the to make it more focused on what matters the points, questions, and ideas during the
RFP. most. meeting with your team.

Copilot in Word Copilot in Teams

Copilot in Outlook

Benefit: Quickly create professional Benefit: Don’t miss any updates by asking
Benefit: Quickly make responses more
emails that are concise and more likely to Copilot for all the suggestions made during
readable to improve the quality of the RFP.
be read and can lead to higher close rates. the meeting.

1
Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2
Access Business Chat at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
3
Copilot agents allow Microsoft 365 Copilot to access your company-specific apps. In the past this would have required an API call to get data from a system of record.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
 Available Scenario
A day in the life of an Operations PM with:
Microsoft 365 Copilot level: Buy

~1 hour saved per Areas of investment: higher priority Better communication with
Benefits
week projects colleagues

8:00 am 8:15 am 9:00 am Cassandra

is an Operations
Cassandra, an Operations PM, uses Copilot to To make sure she is ready for her meeting, To focus on the meeting instead of taking
summarize her emails and Teams messages she uses Copilot to search for information on notes, Cassandra uses the transcribe feature lead at Contoso
from overnight and draft responses to urgent the project looking across past emails, during the project team meeting to capture a
items leveraging the drafting feature meetings, files, internal, and external summary of the conversation and key
articles. actions.
Copilot in
Business Chat2 Business Chat2
Teams

Sample prompt: Summarize all the emails Sample prompt: Summarize key
Sample prompt: Find information on
and Teams chats in the past day, highlighting discussion points. Identify agreed-upon
[project x].
the primary asks and open items. next steps.

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

Cassandra prepares a presentation on the Cassandra joins her colleagues to brainstorm Following the meeting, she utilizes Copilot in
readiness plan, using Copilot in PowerPoint to the change management and readiness plan Excel to review and analyze the project data
generate the content based on the for an upcoming project using Copilot in and generate reports. She shares key
whiteboarding session. Whiteboard to capture key project needs. insights and meeting actions to all the
attendees.
Copilot in Copilot in Copilot in
PowerPoint Whiteboard Excel

Sample prompt: Create a new Sample prompt: Organize thoughts into

Sample prompt: Suggest formulas for this
presentation from this Word file. Change logical categories and simplify complex
column. Show insights in charts.
the layout of this slide. projects for better collaboration.

1
Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2
Access Business Chat at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
3
Copilot agents allow Microsoft 365 Copilot to access your company-specific apps. In the past this would have required an API call to get data from a system of record.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.
 Available Scenario
A day in the life of a Business Manager with:
Microsoft 365 Copilot level: Buy

Areas of investment: Alignment and rapid Simplified, efficient

Benefits ~ 90 minutes
response communication

8:00 am 8:15 am 9:00 am Daichi

is a business
Daichi works within a global team. He Daichi prepares for his first meeting. He asks
catches up on activity from overnight,
He optimizes his calendar for the week ahead.
He asks Copilot to categorize his meetings. This Copilot to summarize the document attached manager
specifically urgent items from stake holders. quickly allows him to see if his time allocation to the invite and look across past emails,
He uses Copilot to summarize emails and aligns with this week’s priorities and adjust if meetings, and files. ​
alert him to any actions needed.
Business
Business Chat2 Business Chat2
Chat2

Action: Summarize this thread calling out Sample prompt: Review upcoming Action: Summarize documents and past
where my name was mentioned and any calendar events and make sure they align activities to fully prepare for upcoming
action items for me. with your core priorities. meetings.

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

Daichi responds to emails and Teams Daichi puts together a briefing document based on Daichi joins the meeting via Teams. After the
messages using Copilot in Outlook to help the Customer & Project information.​ He uses Copilot meeting he uses Copilot in Teams to recap, identify
him draft his content tailored to a specified to research the most recent presentations by the risks and define next steps. He then uses Copilot in
Outlook to draft a follow up email to the attendees. ​
tone, length and sentiment. company CEO and cross reference to competitors.

Copilot in Copilot
Business
Copilot in Outlook in
Chat2
Outlook Teams
Benefit: Identify key data points across
Benefit: Automate drafting of emails and
multiple documents, external web content, Action: Summarize this meeting and
use Copilot to revise the tone based on the
and financial records (e.g., fund balances) provide the key points and action items
customer situation
quickly and accurately.

1
Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2
Access Business Chat at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
3
Copilot agents allow Microsoft 365 Copilot to access your company-specific apps. In the past this would have required an API call to get data from a system of record.
The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.