The Microsoft Copilot Scenario Library serves as a valuable resource to help businesses harness the power of AI-driven solutions. Designed to provide customised advice for different teams and specific business needs, the library guides you in maximising the potential of Microsoft Copilot within your organisation.
Whether your goal is to boost operational efficiency, enhance team collaboration, or gain more from your existing Microsoft investments, the library offers targeted insights to help you succeed.
Copilot for Sales
Based on Microsoft research selling is getting harder with 79% of sellers saying they need to support more account and are spending 70% of their time on administrative tasks such as research, planning, generating proposals, data entry, and internal meetings.
Some of the tasks Copilot may be able to help you or your Sales team with:
Accelerate customer research and sales preparation (Microsoft Copilot only)
With changing worker expectations, multi-generational workforces, and hybrid workplaces, it’s becoming harder to keep talented people. Copilot can help to simplify access to data, improve quality, and increase creativity, resulting in improvements to essential key performance indicators.
Some of the tasks Copilot may be able to help you or your HR team with:
Analyze hiring practices
Automate benefits query management
Candidate search
Deliver insights to managers
Implement awards and recognition
Implement self-service policy questions and updates
Improve onboarding and development processes (Copilot Studio)
Improve onboarding and development processes (Microsoft 365 Copilot)
Improve organizational health metrics
Manage internal job transitions
Resolving employee issues
Streamline benefits and compensation (Copilot Studio)
Streamline benefits and compensation (Microsoft 365 Copilot)
Streamline your recruiting process (Microsoft Copilot only)
AI is transforming crucial tasks in Finance such as budgeting, forecasting, financial analysis, and corporate performance management. AI guided experiences can provide the ability to analyze vast amounts of data, utilize process-based data models to uncover valuable insights, and enhance the accuracy of financial projections.
Some of the tasks Copilot may be able to help you or your Finance team with:
Accounting document evaluation
Amendment comparisons
Analyze business performance
Analyze cashflow variances
Automate financial query management
Build a business case
Collections coordination
Contract accounting guidance
Contract management
Contract review
Financial insights
Intelligent sales forecasting
Launch a new accounting app
Optimize your financial operations (Microsoft Copilot only)
Procurement insight acceleration
Reconcile financial data to accelerate period closing
It’s more important than ever to deliver creative, high-quality content that is authentic to your brand. At the same time, cross-functional campaigns are becoming more complex to manage across new surfaces. Marketing teams must overcome the traditional communications gap between marketing and sales and marketing and product teams to develop a cohesive strategy for success.
Some of the tasks Copilot may be able to help you or your Marketing team with:
Campaign performance tracking
Collect and share product feedback
Content creation (Microsoft Copilot only)
Create a new offering
Creating a marketing Bill of Materials (Copilot Studio)
Creating a marketing Bill of Materials (Microsoft 365 Copilot)
Microsoft Copilot in Customer Service is your strategic partner to enable customer service teams. 43% of customer service reps report they were overwhelmed by the number of systems and tools needed to complete work. With Microsoft Copilot embedded directly into agents’ desktops, customer service teams can find answers fast and collaborate easily.
Some of the tasks Copilot may be able to help you or your Customer Service team with:
Assist service advisors
Boost field efficiency
Communication logging
Identify a root cause
Managing Service Agents
Respond to a customer complaint (Copilot for Service)
Respond to a customer complaint (Microsoft 365 Copilot)
Legal departments are navigating an increasingly dynamic and complex legal, regulatory, and compliance landscape. The workload is growing not just in volume, but in speed and complexity. By harnessing the power of Microsoft Copilot, legal departments can transform how they work to meet these demands and enhance the efficiency, quality, and scale of their work to deliver broad impact.
Some of the tasks Copilot may be able to help you or your Legal team with:
Develop a compliance video (Microsoft Copilot only)
Could your business benefit from the efficiencies offered by Microsoft's artificial intelligence package: Copilot? The answer is likely 'yes' - but at what risk? And, pursuing what outcome?
Computer Services has developed an advisory series to help you evaluate whether a Copilot upgrade could be right for you, and what conditions would need to be present in order to successfully implement it.
