Operations scenario: Create a supplier RFP​

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Available with: Copilot For Sales (includes Copilot for Microsoft 365) and Copilot Studio Scenario level:

KPIs impacted

Improve efficiency​

Reduce risk

Value benefit

Cost savings

Employee experience

Using Copilot to create a supplier RFP

1. Review previous RFPs​

Use Microsoft Copilot in Word to summarize earlier RFPs and generate a list of required items sorted ​by category.​

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Copilot in Word

Benefit: Get started quickly by analyzing previous RFPs.

2. Gather information

Prompt Copilot to summarize the requirements from existing documentation. ​

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Benefit: Rapidly pulling information from lengthy documents can save time.

3. Research questions

Prompt Copilot to suggest RFP questions, enhanced with a custom RFP repository built with Copilot Studio.​

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Copilot Studio

Benefit: Using defined content to answer customer questions ensures accuracy of the responses.

4. Review requirements with team​

Copilot in Teams generates a list of talking points, questions, and ideas during the meeting with your team. ​

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Copilot in Teams

Benefit: Don’t miss any updates by asking Copilot for all the suggestions made during the meeting.

5. Revise RFP

Use Copilot in Word to revise the document to make it more focused on what matters the most. ​

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Copilot in Word

Benefit: Quickly make responses more readable to improve the quality of the RFP.

6. Communicate response

Prompt Copilot in Outlook to draft an email to the potential suppliers with a summary of the RFP. ​

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Copilot in Outlook

Benefit: Quickly create professional emails that are concise and more likely to be read and can lead to higher close rates.

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.