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View downloadsRetail scenario: Assist store managers
Download scenario guideAvailable with: Microsoft 365 Copilot Chat Scenario level:
KPIs impacted
Store revenue
Customer satisfaction
Employee churn
Value benefit
Revenue growth
Employee experience
Using Copilot to assist store managers
1. Manage team shifts
Use Copilot to create a template for shift scheduling.
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Example prompt: Create a schedule template for team members’ shifts.
2. Create an employee survey
Ask Copilot to help you create a survey to get employee feedback and suggestions to improve store operations or any other topics.
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Example prompt: Create a survey template which helps capture and understand the motivation levels of store employees.
3. Communicate policies
Ask Copilot to review a policy document and then create an email to employees about any changes.
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Example prompt: Compose an email to my [store employees] informing them about a change in [employee policy and contractual terms].
Try in Prompt Gallery: Communicate company policy to employees
4. Plan a store visit
Use Copilot to generate a checklist for a store visit based on a procedure document.
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Example prompt: Help me plan for a store visit.
5. Summarize daily notes
Use Copilot to turn a few short bullet points about the day’s activities into a well-written summary report.
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Example prompt: Summarize these end-of-day store notes [list of activities].
6. Improve display setup
Use Copilot to create strategies and procedures to handle planogram updates.
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Example prompt: How should I ensure displays are set up according to the [planogram.pdf] for effective merchandising and space optimization?
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”.
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.
