Copilot Scenario Library downloads

Becoming AI powered means transforming scenarios across your organization. Use our guidance by functional and individual scenario to get inspired, empower your workforce and realize value from your Copilot investment. Select the relevant documents to download to support your journey​.

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Functional scenario kits

Communications scenario kit

Customer Service scenario kit

Education scenario kit

Energy and Resources scenario kit

Finance scenario kit

Financial Services scenario kit

Government scenario kit

Healthcare scenario kit

Human Resources scenario kit

Information Technology scenario kit

Legal scenario kit

Manufacturing scenario kit

Marketing scenario kit

Operations scenario kit

Retail scenario kit

Sales scenario kit

Scenario guides by functional scenario

Communications

Authoring an internal comms post

Conduct a media interview

Drafting social media copy (Microsoft Copilot only)

Prepare a blog post

Customer Service

Boost field efficiency

Communication logging

Identify a root cause

Managing Service Agents

Respond to a customer complaint (Copilot for Service)

Respond to a customer complaint (Microsoft 365 Copilot)

Education

Agile budget management

Assessment formulation

District-wide reporting and communication

Dynamic course orchestration

Efficient policy drafting

Monthly board meeting management

Workforce planning

Energy and Resources

Accelerate health and safety inspections

Assisted alarm investigation

Make faster trading decisions

Resolve equipment issues faster

Streamline electric vehicle charging business development

Streamline permitting

Finance

Accounting document evaluation

Amendment comparisons

Analyze business performance

Analyze cashflow variances

Automate financial query management

Build a business case

Collections coordination

Contract accounting guidance

Contract management

Contract review

Financial insights

Intelligent sales forecasting​

Launch a new accounting app

Optimize your financial operations (Microsoft Copilot only)

Procurement insight acceleration

Reconcile financial data to accelerate period closing​

Update a guidance document

Financial Services

AI-assisted broker portfolio management

Banking financial advisory support system

Create a quote

Implement Know Your Customer (KYC) regulations

Issue a policy

Process a claim

Produce daily market reports

Speed credit memo generation

Government

Enable budget adherence

Enhance hybrid courtrooms

Improve citizen access to services

Improve communications

Improve procurement cycle time

Healthcare

Clinical trials

Curate member education materials

Departmental meeting

Drug research

Enhance clinician efficiency

Manage appeals

Medical conference – perspectives creation

Optimize workforce planning

Organize and manage research knowledge

Simplify prior authorization(PA)

Speed claims processing

Human Resources

Analyze hiring practices

Automate benefits query management​

Candidate search

Deliver insights to managers

Implement awards and recognition

Implement self-service policy questions and updates

Improve onboarding and development processes (Copilot Studio)

Improve onboarding and development processes (Microsoft 365 Copilot)

Improve organizational health metrics

Manage internal job transitions​

Resolving employee issues

Streamline benefits and compensation​ (Copilot Studio)

Streamline benefits and compensation​ (Microsoft 365 Copilot)

Streamline your recruiting process (Microsoft Copilot only)

Update a policy document

Information Technology

Assisted device acquisition

Build analytics within Fabric

Conduct a multi-cloud vulnerability impact assessment

Conduct a security script analysis

Conduct a vulnerability impact assessment

Create a project plan

Draft a product strategy document

Evaluate and purchase a new IT solution

General IT prompts (Microsoft Copilot only)

Guidance on network upgrade script

IT helpdesk agent

License allocation and usage

Manage application installations

Manage device health

Onboard and train new users

Outage user communications

Perform a security incident investigation

Tech engagement health

Update technology strategy

Legal

Develop a compliance video (Microsoft Copilot only)

Legal strategy development​

Licensing agreement negotiation

Quicker contract review (Copilot Studio)

Quicker contract review (Microsoft 365 Copilot)

Quicker legal guidance

Manufacturing

Assist field service advisors

Contract lifecycle management

Improve factory operations

Improve factory safety

New product ideation and research

Optimizing asset management

Perform factory maintenance

Production planning

Recall management

Simplify tasks for plant employees

Supplier quality optimization

Supplier RFP

Marketing

Campaign performance tracking​

Collect and share product feedback​

Content creation (Microsoft Copilot only)

Create a new offering​

Creating a marketing Bill of Materials (Copilot Studio)

Creating a marketing Bill of Materials (Microsoft 365 Copilot)

Product launch

Streamline market research and strategy

Targeted campaigns​

Operations

Conduct a business review

Create a change management plan

Create a supplier RFP​

Execute a project review​

Simplify tasks for operations employees (Microsoft Copilot only)

Retail

Craft targeted marketing campaigns

Create personalized shopping journeys

Implement adaptive pricing

Improve customer service and info discovery

Improve merchandising decisions

Improve retail store operations

Improve store associate management

Maximize store performance

Optimize supply chain management

Reduce sourcing compliance risk

Streamline market research and strategy

Track marketing campaign performance

Sales

Accelerate customer research and sales preparation (Microsoft Copilot only)

Create an unsolicited proposal​

Create personalized offers​

Improve customer meetings​

Make a customized pitch (Copilot for Sales)

Make a customized pitch (Microsoft 365 Copilot)

Post-sale customer insights​

Quicker customer response and CRM updates

Respond to an RFP

Targeted prospecting​

Day in the life guides

Communications

Day in the life of an Issues Management Manager

DITL: Emily Internal Communications Director at Microsoft

DITL: Josh Internal Communications Manager at Microsoft

DITL: Steve Communications VP at Microsoft

Customer Service

Day in the life of a Service Agent

Day in the life of a Customer Support Director

Education

A day in the life of a K-12 Educator

A day in the life of an Education Leader

A day in the life of a Researcher

A day in the life of a Higher Education Student

A day in the life of a HED Educator

A day in the life of a Head of Student Services

A day in the life of a K-12 Special Education Assistant

A day in the life of a K-12 Educator using Copilot

Finance

Day in the life of an Income Tax Compliance Manager

Day in the life of an Audit, Risk and Compliance Data Solution Manager

Day in the life of a Vendor Engagement Manager in Finance

Day in the life of a Financial Analyst

Day in the life of a Finance Manager

DITL: Brandon Finance Manager at Microsoft

Financial Services

Day in the life of an Analyst

Government

Day in the life of an Urban Planner

Day in the life of a Tax Collections Agent

Day in the life of a Tax Policy Analyst

Day in the life of a Customs Agent

Day in the life of a Police Officer

Day in the life of a Crime Analyst

Day in the life of an Investigator

Day in the life of a Judge

Day in the life of a Prosecutor

Day in the life of a Clerk of Courts

Day in the life of a Transportation Policy Analyst

Day in the life of a Civil Engineer

Day in the life of a Social Services Case Manager

Healthcare

A day in the life of a Quality Assurance Manager

Human Resources

Day in the life of a HR Manager (regional bank)

Day in the life of a HR Manager (technology company)

DITL: Josue HR Service Manager at Microsoft

DITL: Andrea HR Senior Service Manager at Microsoft

Information Technology

Day in the life of a Launch Infrastructure Manager

Day in the life of an IT Administrator

DITL: Joe IT Product Manager at Microsoft

Legal

Day in the life of a Corporate Counsel

DITL: Tania Principal Corporate Counsel at Microsoft

DITL: Maha Product Counsel at Microsoft

DITL: Tomek Paralegal at Microsoft

DITL: Lerna Product Counsel at Microsoft

Marketing

Day in the life of a Marketing Manager (Copilot for Microsoft 365)

Day in the life of a Marketing Manager (Copilot for Microsoft 365 with Copilot Studio)

DITL: Cynthia Senior Product Marketing Manager

DITL: Andrea Senior Product Marketing Manager

Operations

Day in the life of an Operations PM

Day in the life of a Business Manager

Sales

Day in the life of a Sales Manager

Day in the life of an Account Manager

DITL: Wanthipa Senior Sales Specialist at Microsoft

DITL: Adam Digital Sales Specialist at Microsoft