Microsoft Scenario Library Retail Identify new product and supplier options

Available with: Microsoft 365 Copilot Chat

Retail scenario: Identify new product and supplier options

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Scenario

Merchandising teams can use Copilot Chat to identify new products to carry in stores.

1. Identify new product options

Ask Copilot to create a table rating potential suppliers based on a set of criteria.

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Microsoft 365 Copilot Chat1

Sample prompt: Create a table rating potential suppliers for [product/service/category] based on these criteria: [list your criteria, e.g., price, quality, delivery time, certifications].

Get help with quick research into a supplier shortlist ensure that suppliers meet your organization’s criteria for financial viability or have required certifications.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Sample prompt: Summarize the key highlights from these supplier annual reports and ESG reports. Also, identify any recent acquisitions or divestitures.

Have Copilot expedite research into potential quality and service issues by providing an assessment of customer satisfaction for the potential suppliers.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Sample prompt: Assess customer satisfaction for these suppliers [copy and paste a list] using available online sentiment and reviews.

Summarize lengthy and potentially confusing product specifications to get the required information quickly.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Sample prompt: Check if these suppliers and their products [list suppliers/products] meet our industry’s required certifications and standards. Summarize any gaps or compliance issues.

Get a first draft faster with Copilot by providing a few details and letting Copilot figure out the best way to say it by asking Copilot to draft communications such as approval requests, status emails, and supplier communications.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Sample prompt: Please draft a letter to [company name] congratulating them on their approval as a recommended vendor.

Try in Prompt Gallery: Kickstart a draft

KPIs

Opportunity to impact key functional area KPIs

Better manage costs, discounts, and pricing to improve average margins.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Ensure your marketing budget is used efficiently with research, analytics, and personalization capabilities that help you reach customers wherever they are in their shopping journey.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

How Microsoft Copilot can help employee turnover rates

Reduce time spent on shift scheduling while optimizing coverage requirements. Improve employee morale with improved communication and simplified schedule changes.
Improve quality of internal materials and processes
  • Improve job descriptions for further role clarity
  • Improve company meetings with summarization and recap
  • Completely focus during the meeting

Help customers move from ‘browse’ to ‘buy’ with personalized shopping experiences that understand context to surface the perfect product, targeted marketing campaigns that maximize the power of your marketing spend, and helpful answers in the pocket of every store associate.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Streamline processes that lead to greater customer satisfaction, from analyzing multiple data sources to understand which products to stock to ensuring product availability and answering customer questions in-store.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Provide real-time monitoring of sales, inventory, customer feedback, and staff performance across different locations and/or channels by leveraging data from various sources to quickly gain actionable insights.
Improve targeting
  • Analyze current product mix
    and cross sell success

1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.

2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.

3AI Agents allow Copilot to access your organization-specific apps. In the past this would have required an API call to get data from a system of record.

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.