Finance scenario: Launch a new accounting app
Available with: Microsoft 365 Copilot 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.
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.
Microsoft 365 Copilot Chat2
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.
Microsoft 365 Copilot Chat2
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.
Microsoft 365 Copilot Chat1
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.
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.
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 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 mm365copilot.com, the Microsoft 365 Copilot Chat mobile app or the Microsoft 365 Copilot Chat app in Microsoft Teams, and set toggle to “Work”.
3Copilot agents allow Microsoft 365 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.
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.
