Finance scenario: Contract account guidance

Download this scenario guide Available with: Copilot for Microsoft 365 Scenario level:
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KPIs impacted

Reduce spend

Risk management

Value benefit

Cost savings

Employee experience

Using Copilot to contract account guidance


1. Gather information

Ask Copilot to gather information about the customer to better understand the contract.

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Copilot2

Ask Copilot to gather information about the customer to better understand the contract.​

2. Create a brief

Ask Copilot to gather information about the customer to better understand the contract.

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Copilot2

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Copilot in Word

Ask Copilot to gather information about the customer to better understand the contract.

3. Summarize the contract

Ask Copilot to gather information about the customer to better understand the contract.

Provide accounting guidance and recommendations for the customer scenario in the [scenario.docx]​.

4. Collaborate with team

Use Microsoft Loop to collaborate with colleagues to build on the preliminary list of accounting considerations.​

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Copilot in Loop

Brainstorm additional accounting considerations for the customer scenario.​

5. Prep for a meeting

Create a Microsoft PowerPoint presentation with the finalized accounting guidance for the customer scenario.​

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Copilot in PowerPoint

Create a Microsoft PowerPoint presentation with the finalized accounting guidance for the customer scenario.​

6. Create an email with response

Send an email to my manager summarizing our key recommendations.

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Copilot in Outlook

Use Coaching by Copilot to enhance and provide clarity to my email.

1Access Copilot at Copilot.Microsoft.com or from the Windows taskbar or Edge browser and set toggle to “Web”.
2Access Copilot at Copilot.Microsoft.com, from the Windows taskbar or Edge browser, or in the Copilot app in Teams, and set toggle to “Work”.