Finance scenario: Amendment comparisons

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Available with: Copilot for Microsoft 365 Scenario level:
Buy

KPIs impacted

Reduce spend

Risk management

Value benefit

Cost savings

Employee experience

Use Copilot to make amendment comparisons


1. Summarize policy updates

Use Copilot to review the latest accounting regulation updates for the past quarter to determine which amendments may need review.

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Copilot1

Example prompt: Summarize all [U.S. GAAP] updates from the last 3 months.

2. Conduct comparison

Ask Copilot to evaluate and compare the two amendments associated with the recent accounting regulation updates.

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Copilot2

Example prompt: Compare [standardamendment.docx] and [customamendment.docx] and put the results into a table.

3. Collaborate efficiently

Use Copilot in Word to display the table of comparisons and your recommended changes. Add a summary paragraph explaining the objective and recommendations.​

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Copilot in Word

Example prompt: Rewrite with Copilot to summarize the key differences between the documents in one paragraph.

4. Solicit feedback

Use Copilot in Outlook to draft an email to request your colleague to review the Word document of comparisons.

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Copilot in Outlook

Example prompt: Draft with Copilot an email to a colleague requesting their edits and comments in comparison.doc by the end of the week.

5. Share learnings broadly

Create a guide with methodology and learnings for new hires to the team to accelerate their onboarding.​

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Copilot in PowerPoint

Example prompt: Create a presentation based on [newhireguide.docx].

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.