Finance scenario: Build a business case

Download scenario guide
Available with: Copilot for Finance (includes Copilot for Microsoft 365 and Copilot Studio plug-ins) Scenario level:

KPIs impacted

Reduce spend

Risk management

Value benefit

Cost savings

Revenue growth

Using Copilot to build a business case

1. Define opportunity for investment

Ask Copilot to create a project brief including data from emails, competitive research, and financial records pulled from Copilot Studio plug-ins.

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Copilot Studio

Streamline the review process and quickly understand key issues to be addressed with the potential investment.

2. Gather project information

Meet with the business development team to learn about the various options available and gather financial information. Use Copilot in Teams to suggest questions and summarize the meeting.

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Copilot in Teams

Ensure a productive meeting by using Copilot in Teams to suggest questions and clarify what people said. Use the recap for a summary and action items.

3. Gather financial data

Analyze financial data with Copilot in Excel. Use Copilot for Finance to pull in ERP system insights to estimate past cost of sales and revenues by year and model potential growth based on project implementation.

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Copilot in Excel

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Copilot for Finance (Preview)

Eliminate time spent searching for data and information from across complex systems.

4. Produce forecast trends

Prompt Copilot to get the latest sales forecasts from your email. Use Copilot in Excel to organize the information and produce trend charts.

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Copilot in Excel

Collaborate effectively across teams and functions (e.g., legal, transportation) in a secure way. Use data for decision making in meetings and discussion.

5. Produce summary report

Once the business case analysis is complete, use Copilot in PowerPoint to turn the project brief into a set of slides for the executive presentation.

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Copilot in PowerPoint

Reduce time by using Copilot in PowerPoint to revise content and organize the slides using Excel data.

6. Test the business case

After the business case has been implemented for six months, use Copilot for Finance to conduct a variance analysis and capture project KPIs.

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Copilot in Excel

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Copilot for Finance (Preview)

Speed analysis by using Copilot for Finance to accelerate variance analyses.

1Access Copilot at or the Microsoft Copilot mobile app and set toggle to “Web”
2Access Copilot at, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”