Microsoft Scenario Library Retail Optimize supply chain management

Available with: Microsoft 365 Copilot and Copilot Studio

Retail scenario: Optimize supply chain management

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Scenario

Manage the supply chain process from contracts to inventory

1. Summarize and prioritize emails

A supply chain manager receives a high volume of email daily from suppliers, customers, and colleagues containing urgent information, requests, and feedback. Some of which is time sensitive.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Benefit: Summarize and prioritize emails received. Review critical issues impacting supply and delivery.

Try in Prompt Gallery: What’s new

The supply chain manager can click on the links provided to open specific emails and quickly deal with time sensitive issues, such as customer shipment delays.

Outlook icon

Copilot in Outlook

Benefit: Use Copilot in Outlook to draft response to acknowledge delay and confirm new delivery details.  Draft email to customer on shipment changes.

Try in Prompt Gallery: Reply to an email

The next critical email is to review and sign a new purchasing agreement with a supplier. The supply chain manager must ensure they are accurate, complete, and getting the best terms.

Copilot Studio icon

Copilot Studio Agent

Benefit: Identify gaps and risks for each purchasing agreement with automated contract comparison to compare new purchasing agreements with standard agreements to identify potential conflicts or gaps.​

After completing the contract review, the updated contract must be sent back to the supplier with changes highlighted for their review and signature.

Copilot Studio icon

Copilot Studio Agent

Benefit: Send revised contract and request and track signatures using the companies e-sign app to attach the word document.

The third email requires collaboration with the marketing team on reviewing copy to showcase the features and benefits of a new product.

Microsoft Copilot icon

Microsoft 365 Copilot Chat2

Benefit: Use Copilot to review draft copy from marketing to compare with information and product description from the supplier. Use Copilot to search supplier catalog for images. Draft email to marketing with suggested changes and images.

The next item is a request for latest product forecast to ensure there is enough stock to meet customer demand without carrying too much inventory.

Copilot Studio icon

Copilot Studio Agent

Benefit: Access and analyze inventory data from various sources, such as enterprise resource planning (ERP) system, the warehouse management (WMS) system, and the point of sale (POS) system.

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

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.