Finance scenario: Contract accounting guidance

Download scenario guide
Available with: Copilot for Microsoft 365 Scenario level:
Buy

KPIs impacted

Reduce spend

Risk management

Value benefit

Cost savings

Employee experience

Using Copilot to contract accounting guidance


1. Gather information

Ask Copilot to gather information about the customer to better understand the contract.

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Copilot2

Ask Copilot to gather information about the customer to better understand the contract.​

2. Create a brief

Ask Copilot to gather information about the customer to better understand the contract.

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Copilot2

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Copilot in Word

Ask Copilot to gather information about the customer to better understand the contract.

3. Summarize the contract

Prompt Copilot for relevant accounting considerations and perspective based on the customer scenario.​

Provide accounting guidance and recommendations for the customer scenario in the [scenario.docx]​.

4. Collaborate with team

Use Copilot in Loop to collaborate with colleagues to build on the preliminary list of accounting considerations.​

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Copilot in Loop

Brainstorm additional accounting considerations for the customer scenario.​

5. Prep for a meeting

Use Copilot in PowerPoint to generate a presentation with the finalized accounting guidance for the customer scenario.​

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Copilot in PowerPoint

Create a presentation from file [scenario.docx] that summarizes the team’s recommendations. ​

6. Create an email with response

Draft an email to your manager with Copilot in Outlook summarizing key recommendations.​

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Copilot in Outlook

Draft an email with a concise summary of key recommendations. ​

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”