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View downloadsFinance scenario: Contract accounting guidance
Download scenario guideAvailable with: Copilot for Microsoft 365 Scenario level:
KPIs impacted
Reduce spend
Risk management
Value benefit
Cost savings
Employee experience
Using Copilot to contract accounting guidance
1. Gather information
Ask Copilot to gather information about the customer to better understand the contract.
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.
Copilot2
Copilot in Word
Ask Copilot to gather information about the customer to better understand the contract.
3. Summarize the contract
Prompt Copilot for relevant accounting considerations and perspective based on the customer scenario.
Provide accounting guidance and recommendations for the customer scenario in the [scenario.docx].
4. Collaborate with team
Use Copilot in Loop to collaborate with colleagues to build on the preliminary list of accounting considerations.
Copilot in Loop
Brainstorm additional accounting considerations for the customer scenario.
5. Prep for a meeting
Use Copilot in PowerPoint to generate a presentation with the finalized accounting guidance for the customer scenario.
Copilot in PowerPoint
Create a presentation from file [scenario.docx] that summarizes the team’s recommendations.
6. Create an email with response
Draft an email to your manager with Copilot in Outlook summarizing key recommendations.
Copilot in Outlook
Draft an email with a concise summary of key recommendations.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2Access Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”