Finance scenario: Optimize your financial operations (Microsoft Copilot only)
Available with: Microsoft Copilot Scenario level:
KPIs impacted
Reduce spend
Risk management
Value benefit
Cost savings
Employee experience
Use Copilot to optimize your financial operations
1. Automate workflows
Use Microsoft Copilot to write a python script to automate tedious tasks like data collection.
Copilot Chat
Prompt: Write a python script to mine data from various websites.
2. Financial analysis
Save time by asking Copilot for ideas of how to perform complex financial analyses.
Copilot Chat
Prompt: How should I structure a valuation of a retired manufacturing facility?
3. Stay up-to-date with news and trends
Make sure you’re caught up with the latest industry news and trends by asking Copilot for a summary.
Copilot Chat
Prompt: Generate a summary that provides insights into the current state of the steel industry based on recent financial news, stock market data, and economic indicators.
4. Gather competitor information
Prompt Copilot to compare product capabilities to perform an accurate Total Cost of Ownership analysis for a product pricing update.
Copilot Chat
Prompt: Create a table comparing the capabilities of Product X and Product Y.
5. Communicate insights
Relay key insights to your audience by using Copilot to generate content like reports, investments summaries, financial briefs, and more.
Copilot Chat
Prompt: Generate an investment summary based on the annual report on this web site. Simplify the financial jargon and be sure to include information on key risks and performance metrics.
6. Due diligence
Prompt Copilot to identify potential acquisition targets in specific geographies.
Copilot Chat
Prompt: Provide a list of likely acquisition targets in the retail industry in Asia and give the reasons why they are on the list.
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.
