Finance scenario: Launch a new accounting app

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Available with: Copilot for Microsoft 365 Scenario level:

KPIs impacted

Reduce spending

Value benefit

Cost savings

Employee experience

Using Copilot to launch a new accounting app

1. Recap meeting

Catch up on a missed meeting where a new financial work tool was demoed to the department.

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Copilot in Teams

Action: Review the main topics discussed.

2. Discover documents

Ask Copilot to identify all documents associated with the new financial tool and summarize the relevant documents to be used in a self-serve training presentation.​

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Example prompt: Summarize the relevant documents and topics associated with the new tool.

3. Create training document

Have Copilot generate a training outline and draft content associated with the tool documentation.​

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Example prompt: Draft a training document for the specified audience that covers topics associated with user onboarding and adoption.

4. Brainstorm FAQs

Use Copilot to create an FAQ section to address potential blockers and common issues a new user may encounter. Add this to the Word document.​

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Example prompt: Brainstorm frequently asked questions for a new financial work tool.

5. Generate a training presentation

Turn the Word document into a great training presentation including relevant visualizations and images.​

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Copilot in PowerPoint

Example prompt: Create a presentation from [tooltraining.docx]. Then, add an image of the process to illustrate the workflow.

6. Draft an email

Solicit feedback from a small group of users to refine the training presentation.​

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Copilot in Outlook

Example prompt: Drafting with Copilot: draft an email notifying users of the new training content and ask them for feedback by the end of the week.

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”.

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.