金融場景： Procurement insight acceleration

下載場景指南
可用於： Copilot 金融用 （包括 Microsoft 365 的 Copilot） 場景等級：
開始使用

KPI 受到影響

Supply chain costs

價值效益

節約成本

Using Copilot to procurement insight acceleration


1. Collaborative document review​

Utilize Copilot for Finance in Excel to check for spending variances versus product deliverables.​

Excel icon

Excel 中的副駕駛

Copilot icon

Copilot for Finance (Preview)

Streamline contract review processes, Reduce manual effort, and ensure compliance.

2. Prepare for a meeting

In Outlook, use Copilot for Finance to display information about prior contracts and supplier payments to be confident you are negotiating with the latest info.

Outlook icon

Outlook 中的副駕駛

Copilot icon

Copilot for Finance (Preview)

Streamline contract review processes, Reduce manual effort, and ensure compliance.

3. Efficient meeting summaries

In the Supplier meetings, use Copilot in Teams to summarize agreements on deliverables and capabilities. Next, assign a rating based on established criteria.

Microsoft Teams icon

團隊中的副駕駛

 Improve meeting efficiency, capture essential points, and facilitate follow-up actions.

4. Interactive brainstorming

Have Copilot search data from contracts, meetings and e-mails to create a table of various suppliers organized by service delivered with a detailed assessment.

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Copilot2

Boost creativity, foster collaboration, and generate innovative solutions.

5. Customized process documentation

Use Copilot in Word to generate new supplier contract terms and recommendations for updated preferred vendor lists.

Word icon

Word 中的副駕駛

Standardize procedures, reduce errors, and empower team members with comprehensive reference material.

1訪問 Copilot： copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”
2訪問 Copilot： copilot.microsoft.com、Microsoft Copilot 行動應用程式或 Teams 中的 Copilot 應用程序，並將切換設為“工作”