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​.

Functional scenario kits

Customer Service scenario kit

Finance scenario kit

Human Resources scenario kit

Information Technology scenario kit

Legal scenario kit

Marketing scenario kit

Marketing Communications scenario kit

Operations scenario kit

Sales scenario kit

Scenario guides by functional scenario

Customer Service

Boost field efficiency

Communication logging

Identify a root-cause

Managing service agents

Respond to a customer complaint (Copilot for Microsoft 365)

Respond to a customer complaint (Copilot for Service)

Finance

Accounting document evaluation

Amendment comparisons

Automate financial query management

Build a business case

Collections coordination

Contract accounting guidance

Contract management

Contract review

Financial insights

Launch a new Accounting app

Optimize your financial operations (Microsoft Copilot only)

Procurement insight acceleration

Update a guidance document

Human Resources

Analyze hiring practices

Automate benefits query management​

Candidate search

Deliver insights to managers

Improve onboarding and development processes

Improve organizational health metrics

Managing internal job transitions​

Resolving employee issues

Streamline benefits and compensation​

Streamline your recruiting process (Microsoft Copilot only)

Update policy document

Information Technology

Create a project plan

Procure new IT solution

Streamline service adoption (Microsoft Copilot only)

Legal

Develop a compliance video (Microsoft Copilot only)

Legal strategy development​

Licensing agreement negotiation

Quicker contract review (Copilot for Microsoft 365)

Quicker contract review (Copilot Studio)

Quicker legal guidance

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 for Microsoft 365)

Creating a marketing Bill of Materials (Copilot Studio)

Product launch

Streamline market research and strategy

Targeted campaigns​

Marketing Communications

Authoring an internal comms post

Conduct a media interview

Drafting social media copy (Microsoft Copilot only)

Preparing a blog post

Operations

Conduct a business review

Create a supplier RFP​

Create change management plan

Executing a project review​

Simplifying tasks for operations employees (Microsoft Copilot only)

Sales

Accelerate customer research and presentation prep (Microsoft Copilot only)

Create an unsolicited proposal​

Create personalized offers​

Improve customer meetings​

Make a customized pitch (Copilot for Microsoft 365)

Make a customized pitch (Copilot for Sales)

Post-sale customer insights​

Quicker customer response and CRM updates

Respond to an RFP

Targeted prospecting​

Day in the life guides

Customer Service

Day in the life of a Service Agent

Day in the life of a Customer Support Director

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 Financial Manager

Human Resources

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

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

Information Technology

Day in the life of a Launch Infrastructure Manager

Day in the life of an IT Administrator

Legal

Day in the life of a Corporate Counsel

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)

Marketing Communications

Day in the life of an Issues Management 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