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menu-item-object-page"><a title="Microsoft Teams for Small and Medium Business" href="/en-us/microsoft-teams/smb/">Microsoft Teams for Small and Medium Business</a></li> </ul> </li> <li class="menu-item menu-item-type-post_type menu-item-object-page"><a title="Microsoft Teams for Frontline workers" href="/en-us/microsoft-teams/frontline-workers/">Microsoft Teams for Frontline workers</a></li> <li class="menu-item menu-item-type-custom menu-item-object-custom"><a title="Public Sector Center of Expertise" href="https://wwps.microsoft.com/">Public Sector Center of Expertise</a></li> </ul> </li> <li class="no-click menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children nav-item dropdown"><a title="Solutions" href="#" class="nav-link dropdown-toggle" data-toggle="dropdown" aria-haspopup="true" aria-expanded="false" role="button" id="menu-item-33707-toggle">Solutions<span class="indicator"></span></a> <ul class="dropdown-menu"> <li class="menu-item 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Backup Storage" href="/en-us/microsoft-365-backup-storage/">Microsoft 365 Backup Storage</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page"><a title="Microsoft 365 Learning Pathways" href="/en-us/microsoft-365-learning-pathways/">Microsoft 365 Learning Pathways</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page"><a title="Microsoft Intelligent Document Processing" href="/en-us/intelligent-document-processing/">Microsoft Intelligent Document Processing</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page"><a title="Microsoft Teams App Templates" href="/en-us/microsoft-teams/app-templates/">Microsoft Teams App Templates</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page"><a title="New Employee Onboarding Solution Accelerator" href="/en-us/new-employee-onboarding-solution-accelerator/">New Employee Onboarding Solution Accelerator</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page"><a title="Partner Solution Gallery" href="/en-us/partner-solution-gallery/">Partner Solution Gallery</a></li> <li class="menu-item menu-item-type-custom menu-item-object-custom"><a title="Public Sector Innovation Library" href="https://wwps.microsoft.com/innovation-library">Public Sector Innovation Library</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page"><a title="Sample Solution Gallery" href="/en-us/sample-solution-gallery/">Sample Solution Gallery</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page"><a title="SharePoint Embedded" href="/en-us/sharepoint/embedded/">SharePoint Embedded</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page"><a title="SharePoint eSignature" href="/en-us/sharepoint-premium/esignature/">SharePoint eSignature</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page"><a title="SharePoint Look Book" href="/en-us/sharepoint-look-book/">SharePoint Look Book</a></li> </ul> </li> <li class="no-click megamenu menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children nav-item dropdown"><a title="Resources" href="#" class="nav-link dropdown-toggle" data-toggle="dropdown" aria-haspopup="true" aria-expanded="false" role="button" id="menu-item-33705-toggle">Resources<span class="indicator"></span></a> <div class="dropdown-menu megamenu" aria-labelledby="menu-item-33705-toggle"> <div class="col-sm-6 no-padding"><ul class="dropdown-items"> <li class="dropdown-item menu-item-type-post_type menu-item-object-page"><a title="Accessibility" href="/en-us/accessibility/" class="dropdown-item">Accessibility</a></li> <li class="dropdown-item menu-item-type-post_type menu-item-object-page"><a title="Adoption guides" href="/en-us/guides/" class="dropdown-item">Adoption guides</a></li> <li class="dropdown-item outbound"><a title="Azure Adoption Framework" target="_blank" href="https://azure.microsoft.com/cloud-adoption-framework/" class="dropdown-item">Azure Adoption Framework</a></li> <li class="dropdown-item menu-item-type-post_type menu-item-object-page"><a title="Case Studies" href="/en-us/case-studies/" class="dropdown-item">Case Studies</a></li> <li class="dropdown-item menu-item-type-post_type menu-item-object-page"><a title="Custom backgrounds gallery for Microsoft Teams" href="/en-us/microsoft-teams/custom-backgrounds-gallery/" class="dropdown-item">Custom backgrounds gallery for Microsoft Teams</a></li> <li class="dropdown-item menu-item-type-post_type menu-item-object-page"><a title="Demos" href="/en-us/demos/" class="dropdown-item">Demos</a></li> <li class="dropdown-item menu-item-type-post_type menu-item-object-page"><a title="Employee experience" href="/en-us/amplify-the-employee-experience/" class="dropdown-item">Employee experience</a></li> <li class="dropdown-item menu-item-type-post_type menu-item-object-page"><a title="FastTrack for Microsoft 365" href="/en-us/fasttrack/" class="dropdown-item">FastTrack for Microsoft 365</a></li> <li class="dropdown-item menu-item-type-post_type menu-item-object-page"><a title="Guidance for virtual events" href="/en-us/virtual-event-guidance/" class="dropdown-item">Guidance for virtual events</a></li> <li class="dropdown-item menu-item-type-post_type menu-item-object-page"><a title="How Microsoft does IT" href="/en-us/how-microsoft-does-it/" class="dropdown-item">How Microsoft does IT</a></li> <li class="dropdown-item menu-item-type-post_type menu-item-object-page"><a title="Leading in the era of AI" href="/en-us/leading-in-the-era-of-ai/" class="dropdown-item">Leading in the era of AI</a></li> </ul></div><div class="col-sm-6 no-padding"><ul class="dropdown-items"> <li class="dropdown-item menu-item-type-post_type menu-item-object-page"><a title="Meetings, webinars, and town halls in Microsoft Teams" href="/en-us/meetings-webinars-and-town-halls-in-microsoft-teams/" class="dropdown-item">Meetings, webinars, and town halls in Microsoft Teams</a></li> <li class="dropdown-item menu-item-type-post_type menu-item-object-page"><a title="Microsoft 365 knowledge management" href="/en-us/microsoft-365-knowledge-management/" class="dropdown-item">Microsoft 365 knowledge management</a></li> <li class="dropdown-item outbound"><a title="Microsoft 365 Roadmap" target="_blank" href="https://aka.ms/M365Roadmap" class="dropdown-item">Microsoft 365 Roadmap</a></li> <li class="dropdown-item menu-item-type-post_type menu-item-object-page"><a title="Microsoft AI Tour resources" href="/en-us/microsoft-ai-tour-resources/" class="dropdown-item">Microsoft AI Tour resources</a></li> <li class="dropdown-item menu-item-type-post_type menu-item-object-page"><a title="Microsoft Copilot Scenario Library" href="/en-us/copilot-scenario-library/" class="dropdown-item">Microsoft Copilot Scenario Library</a></li> <li class="dropdown-item menu-item-type-post_type menu-item-object-page"><a title="Modern Collaboration Architecture (MOCA)" href="/en-us/enabling-modern-collaboration/" class="dropdown-item">Modern Collaboration Architecture (MOCA)</a></li> <li class="dropdown-item menu-item-type-post_type menu-item-object-page"><a title="Mondays at Microsoft" href="/en-us/mondays-at-microsoft/" class="dropdown-item">Mondays at Microsoft</a></li> <li class="dropdown-item menu-item-type-post_type menu-item-object-page"><a title="Podcasts & Shows" href="/en-us/podcasts-and-shows/" class="dropdown-item">Podcasts & Shows</a></li> <li class="dropdown-item outbound"><a title="Remote learning in education" target="_blank" href="https://www.microsoft.com/education/remote-learning" class="dropdown-item">Remote learning in education</a></li> <li class="dropdown-item menu-item-type-post_type menu-item-object-page"><a title="Skype for Business to Microsoft Teams upgrade" href="/en-us/skype-for-business-to-microsoft-teams-upgrade/" class="dropdown-item">Skype for Business to Microsoft Teams upgrade</a></li> <li class="dropdown-item menu-item-type-post_type menu-item-object-page"><a title="Streamline end user training" href="/en-us/streamline-end-user-training/" class="dropdown-item">Streamline end user training</a></li> <li class="dropdown-item menu-item-type-post_type menu-item-object-page"><a title="Webinars" href="/en-us/webinars/" class="dropdown-item">Webinars</a></li> </ul></div> <div class="col-sm-6 no-padding"><ul class="dropdown-items"> </div> </li> <li class="no-click menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children nav-item dropdown"><a title="Training" href="#" class="nav-link dropdown-toggle" data-toggle="dropdown" aria-haspopup="true" aria-expanded="false" role="button" id="menu-item-33709-toggle">Training<span class="indicator"></span></a> <ul class="dropdown-menu"> <li class="outbound menu-item menu-item-type-custom menu-item-object-custom"><a title="AI learning hub" target="_blank" href="https://aka.ms/Learn/AI">AI learning hub</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page"><a title="Become a Service Adoption Specialist" href="/en-us/service-adoption-specialist/">Become a Service Adoption Specialist</a></li> <li class="outbound menu-item menu-item-type-custom menu-item-object-custom"><a title="Coffee in the Cloud tutorials" target="_blank" href="https://www.youtube.com/channel/UCs2IXBqperxWVe2ozrr3Gdg">Coffee in the Cloud tutorials</a></li> <li class="outbound menu-item menu-item-type-custom menu-item-object-custom"><a title="Developer training" target="_blank" href="https://docs.microsoft.com/learn/roles/developer">Developer training</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page"><a title="End user training" href="/en-us/user-training/">End user training</a></li> <li class="outbound menu-item menu-item-type-custom menu-item-object-custom"><a title="IT Pro training" target="_blank" href="https://docs.microsoft.com/learn/roles/administrator">IT Pro training</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page"><a title="Microsoft 365 Champion Program" href="/en-us/become-a-champion/">Microsoft 365 Champion Program</a></li> <li class="menu-item menu-item-type-custom menu-item-object-custom"><a title="Microsoft Community Learning" target="_blank" href="https://aka.ms/Community/Learning">Microsoft Community Learning</a></li> <li class="outbound menu-item menu-item-type-custom menu-item-object-custom"><a title="Microsoft Learn" target="_blank" href="https://docs.microsoft.com/learn">Microsoft Learn</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page"><a title="Modern Work Customer Hub" href="/en-us/customer-hub/">Modern Work Customer Hub</a></li> <li class="outbound menu-item menu-item-type-custom menu-item-object-custom"><a title="Office Quick Start guides" target="_blank" href="https://support.microsoft.com/office/office-quick-starts-25f909da-3e76-443d-94f4-6cdf7dedc51e">Office Quick Start guides</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page"><a title="Foundational user training" href="/en-us/user-training/">Foundational user training</a></li> </ul> </li> <li class="no-click menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children nav-item dropdown"><a title="Communities" href="#" class="nav-link dropdown-toggle" data-toggle="dropdown" aria-haspopup="true" aria-expanded="false" role="button" id="menu-item-33718-toggle">Communities<span class="indicator"></span></a> <ul class="dropdown-menu"> <li class="menu-item menu-item-type-custom menu-item-object-custom"><a title="Microsoft Community" href="/microsoft-community">Microsoft Community</a></li> <li class="menu-item menu-item-type-custom menu-item-object-custom"><a title="Microsoft Community Tenant" href="/microsoft-community-tenant">Microsoft Community Tenant</a></li> <li class="menu-item menu-item-type-custom menu-item-object-custom"><a title="Microsoft Global Community Initiative" href="/microsoft-global-community-initiative">Microsoft Global Community Initiative</a></li> </ul> </li> <li class="no-click menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children nav-item dropdown"><a title="What's new" href="#" class="nav-link dropdown-toggle" data-toggle="dropdown" aria-haspopup="true" aria-expanded="false" role="button" id="menu-item-38955-toggle">What’s new<span class="indicator"></span></a> <ul class="dropdown-menu"> <li class="menu-item menu-item-type-post_type menu-item-object-page"><a title="Blog" href="/en-us/blog/">Blog</a></li> <li class="menu-item menu-item-type-post_type menu-item-object-page"><a title="Release notes" href="/en-us/release-notes/">Release notes</a></li> </ul> </li> </ul></nav> </ul> </nav> </div> </div> </div> </header> <a id="SkipToMain" class="skip-to-main" href="#main" tabindex="0">Skip to main content</a> <a href="https://aka.ms/MCAG/IPM/MA25002A" target="_blank" class="btn top-bar"> Learn directly from the experts and accelerate your AI adoption – join us at the Microsoft 365 Community Conference May 6-8. Learn more </a> <div class="clearfix"></div> <body class="scenario-template-default single single-scenario postid-92463 translatepress-en_US wpb-js-composer js-comp-ver-8.0.1 vc_responsive"> <div id="content" class="site-content"> <script src="https://ajax.googleapis.com/ajax/libs/jquery/3.6.0/jquery.min.js"></script> <style> .scenario-library .caret-toggle.open { transform: rotate(-180deg); } .main-resource .single-card .card-inner .show-details { flex: 2; padding-left: 20px; padding-top: 20px; } .main-resource .single-card .card-inner { display: flex; } .single-card .card-inner a.show-cover { flex: 1; background-size: contain!important; } .single-card .card-inner { display: flex; } .modal-video iframe { border: none; } </style> <main id="main" class="single-page main-resource scenario-library single-scenario" role="main"> <div class="page-content"> <div class="sec-padding"> <div class="pseudo-container"> <div class="col-sm-3 col-left" id="sidebar"> <div id="nav-department"> <h2>Functional areas</h2> <div class="content-card box-shadow rounded list-holder"> <div class="single-department-card"> <h3><a href="/en-us/copilot-scenario-library/communications/">Communications</a> <span class="caret-toggle" data-target="parent-83772"></span></h3><div class="child-posts" id="parent-83772" style="display: none;"><ul><li><a href="/en-us/copilot-scenario-library/communications/authoring-an-internal-comms-post/">Authoring an internal communications post</a></li><li><a href="/en-us/copilot-scenario-library/communications/conduct-a-media-interview/">Conduct a media interview</a></li><li><a href="/en-us/copilot-scenario-library/communications/drafting-social-media-copy/">Drafting social media copy (Microsoft Copilot only)</a></li><li><a href="/en-us/copilot-scenario-library/communications/preparing-a-blog-post/">Prepare a blog post</a></li></ul></div> </div> <div class="single-department-card"> <h3><a href="/en-us/copilot-scenario-library/customer-service/">Customer Service</a> <span class="caret-toggle" data-target="parent-83793"></span></h3><div class="child-posts" id="parent-83793" style="display: none;"><ul><li><a href="/en-us/copilot-scenario-library/customer-service/assist-service-advisors/">Assist service advisors</a></li><li><a href="/en-us/copilot-scenario-library/customer-service/boost-field-efficiency/">Boost field efficiency</a></li><li><a href="/en-us/copilot-scenario-library/customer-service/communication-logging/">Communication logging</a></li><li><a href="/en-us/copilot-scenario-library/customer-service/identify-a-root-cause/">Identify a root cause</a></li><li><a href="/en-us/copilot-scenario-library/customer-service/managing-service-agents/">Managing Service Agents</a></li><li><a href="/en-us/copilot-scenario-library/customer-service/respond-to-a-customer-complaint-copilot-for-service/">Respond to a customer complaint (Copilot for Service)</a></li><li><a href="/en-us/copilot-scenario-library/customer-service/respond-to-a-customer-complaint-copilot-for-microsoft-365/">Respond to a customer complaint (Microsoft 365 Copilot)</a></li></ul></div> </div> <div class="single-department-card"> <h3><a href="/en-us/copilot-scenario-library/finance/">Finance</a> <span class="caret-toggle" data-target="parent-71352"></span></h3><div class="child-posts" id="parent-71352" style="display: none;"><ul><li><a href="/en-us/copilot-scenario-library/finance/accounting-document-evaluation/">Accounting document evaluation</a></li><li><a href="/en-us/copilot-scenario-library/finance/amendment-comparisons/">Amendment comparisons</a></li><li><a href="/en-us/copilot-scenario-library/finance/analyze-business-performance/">Analyze business performance</a></li><li><a href="/en-us/copilot-scenario-library/finance/analyze-cashflow-variances/">Analyze cashflow variances</a></li><li><a href="/en-us/copilot-scenario-library/finance/automate-financial-query-management/">Automate financial query management</a></li><li><a href="/en-us/copilot-scenario-library/finance/build-a-business-case/">Build a business case</a></li><li><a href="/en-us/copilot-scenario-library/finance/collections-coordination/">Collections coordination</a></li><li><a href="/en-us/copilot-scenario-library/finance/contract-accounting-guidance/">Contract accounting guidance</a></li><li><a href="/en-us/copilot-scenario-library/finance/contract-management/">Contract management</a></li><li><a href="/en-us/copilot-scenario-library/finance/contract-review/">Contract review</a></li><li><a href="/en-us/copilot-scenario-library/finance/financial-insights-and-risk-management/">Financial insights</a></li><li><a href="/en-us/copilot-scenario-library/finance/intelligent-sales-forecasting/">Intelligent sales forecasting</a></li><li><a href="/en-us/copilot-scenario-library/finance/launch-a-new-accounting-app/">Launch a new accounting app</a></li><li><a href="/en-us/copilot-scenario-library/finance/optimize-your-financial-operations/">Optimize your financial operations (Microsoft Copilot only)</a></li><li><a href="/en-us/copilot-scenario-library/finance/procurement-insight-acceleration/">Procurement insight acceleration</a></li><li><a href="/en-us/copilot-scenario-library/finance/reconcile-financial-data-to-accelerate-period-closing/">Reconcile financial data to accelerate period closing</a></li><li><a href="/en-us/copilot-scenario-library/finance/update-a-guidance-document/">Update a guidance document</a></li></ul></div> </div> <div class="single-department-card"> <h3><a href="/en-us/copilot-scenario-library/human-resources/">Human Resources</a> <span class="caret-toggle" data-target="parent-71348"></span></h3><div class="child-posts" id="parent-71348" style="display: none;"><ul><li><a href="/en-us/copilot-scenario-library/human-resources/analyze-hiring-practices/">Analyze hiring practices</a></li><li><a href="/en-us/copilot-scenario-library/human-resources/automate-benefits-query-management/">Automate benefits query management</a></li><li><a href="/en-us/copilot-scenario-library/human-resources/candidate-search/">Candidate search</a></li><li><a href="/en-us/copilot-scenario-library/human-resources/deliver-insights-to-managers/">Deliver insights to managers</a></li><li><a href="/en-us/copilot-scenario-library/human-resources/implement-awards-and-recognition/">Implement awards and recognition</a></li><li><a href="/en-us/copilot-scenario-library/human-resources/implement-self-service-policy-questions-and-updates/">Implement self-service policy questions and updates</a></li><li><a href="/en-us/copilot-scenario-library/human-resources/improve-onboarding-and-development-processes-copilot-studio/">Improve onboarding and development processes (Copilot Studio)</a></li><li><a href="/en-us/copilot-scenario-library/human-resources/improve-onboarding-and-development-processes/">Improve onboarding and development processes (Microsoft 365 Copilot)</a></li><li><a href="/en-us/copilot-scenario-library/human-resources/improving-organizational-health-metrics/">Improve organizational health metrics</a></li><li><a href="/en-us/copilot-scenario-library/human-resources/managing-internal-job-transitions/">Manage internal job transitions</a></li><li><a href="/en-us/copilot-scenario-library/human-resources/resolving-employee-issues/">Resolving employee issues</a></li><li><a href="/en-us/copilot-scenario-library/human-resources/streamline-benefits-and-compensation-copilot-studio/">Streamline benefits and compensation (Copilot Studio)</a></li><li><a href="/en-us/copilot-scenario-library/human-resources/streamline-benefits-and-compensation/">Streamline benefits and compensation (Microsoft 365 Copilot)</a></li><li><a href="/en-us/copilot-scenario-library/human-resources/streamline-your-recruiting-process/">Streamline your recruiting process (Microsoft Copilot only)</a></li><li><a href="/en-us/copilot-scenario-library/human-resources/update-policy-document/">Update a policy document</a></li></ul></div> </div> <div class="single-department-card"> <h3><a href="/en-us/copilot-scenario-library/information-technology/">Information Technology</a> <span class="caret-toggle open" data-target="parent-71355"></span></h3><div class="child-posts" id="parent-71355"><ul><li><a href="/en-us/copilot-scenario-library/information-technology/assisted-device-acquisition/">Assisted device acquisition</a></li><li><a href="/en-us/copilot-scenario-library/information-technology/build-analytics-within-fabric/">Build analytics within Fabric</a></li><li><a href="/en-us/copilot-scenario-library/information-technology/conduct-a-multi-cloud-vulnerability-impact-assessment/">Conduct a multi-cloud vulnerability impact assessment</a></li><li><a href="/en-us/copilot-scenario-library/information-technology/conduct-a-security-script-analysis/">Conduct a security script analysis</a></li><li><a href="/en-us/copilot-scenario-library/information-technology/conduct-a-vulnerability-impact-assessment/">Conduct a vulnerability impact assessment</a></li><li><a href="/en-us/copilot-scenario-library/information-technology/create-a-project-plan/">Create a project plan</a></li><li><a href="/en-us/copilot-scenario-library/information-technology/draft-a-product-strategy-document/">Draft a product strategy document</a></li><li><a href="/en-us/copilot-scenario-library/information-technology/procure-new-it-solution/">Evaluate and purchase a new IT solution</a></li><li><a href="/en-us/copilot-scenario-library/information-technology/streamline-service-adoption/">General IT prompts (Microsoft Copilot only)</a></li><li><a href="/en-us/copilot-scenario-library/information-technology/guidance-on-network-upgrade-script/">Guidance on network upgrade script</a></li><li><a href="/en-us/copilot-scenario-library/information-technology/it-helpdesk-chatbot/">IT helpdesk agent</a></li><li><a href="/en-us/copilot-scenario-library/information-technology/it-scenario-license-allocation-and-usage/">License allocation and usage</a></li><li><a href="/en-us/copilot-scenario-library/information-technology/manage-application-installations/">Manage application installations</a></li><li><a href="/en-us/copilot-scenario-library/information-technology/it-scenario-manage-device-health/">Manage device health</a></li><li><a href="/en-us/copilot-scenario-library/information-technology/draft-a-product-strategy-document-2/">Onboard and train new users</a></li><li><a href="/en-us/copilot-scenario-library/information-technology/outage-user-communications/">Outage user communications</a></li><li><a href="/en-us/copilot-scenario-library/information-technology/perform-a-security-incident-investigation/">Perform a security incident investigation</a></li><li><a href="/en-us/copilot-scenario-library/information-technology/tech-engagement-health/">Tech engagement health</a></li><li><a href="/en-us/copilot-scenario-library/information-technology/update-technology-strategy/">Update technology strategy</a></li></ul></div> </div> <div class="single-department-card"> <h3><a href="/en-us/copilot-scenario-library/legal/">Legal</a> <span class="caret-toggle" data-target="parent-83780"></span></h3><div class="child-posts" id="parent-83780" style="display: none;"><ul><li><a href="/en-us/copilot-scenario-library/legal/develop-a-compliance-video/">Develop a compliance video (Microsoft Copilot only)</a></li><li><a href="/en-us/copilot-scenario-library/legal/legal-strategy-development/">Legal strategy development</a></li><li><a href="/en-us/copilot-scenario-library/legal/licensing-agreement-negotiation/">Licensing agreement negotiation</a></li><li><a href="/en-us/copilot-scenario-library/legal/quicker-contract-review-copilot-studio/">Quicker contract review (Copilot Studio)</a></li><li><a href="/en-us/copilot-scenario-library/legal/quicker-contract-review-copilot-for-microsoft-365/">Quicker contract review (Microsoft 365 Copilot)</a></li><li><a href="/en-us/copilot-scenario-library/legal/quicker-legal-guidance/">Quicker legal guidance</a></li></ul></div> </div> <div class="single-department-card"> <h3><a href="/en-us/copilot-scenario-library/marketing/">Marketing</a> <span class="caret-toggle" data-target="parent-71250"></span></h3><div class="child-posts" id="parent-71250" style="display: none;"><ul><li><a href="/en-us/copilot-scenario-library/marketing/campaign-performance-tracking/">Campaign performance tracking</a></li><li><a href="/en-us/copilot-scenario-library/marketing/collect-and-share-product-feedback/">Collect and share product feedback</a></li><li><a href="/en-us/copilot-scenario-library/marketing/content-creation/">Content creation (Microsoft Copilot only)</a></li><li><a href="/en-us/copilot-scenario-library/marketing/create-a-new-offering/">Create a new offering</a></li><li><a href="/en-us/copilot-scenario-library/marketing/creating-a-marketing-bill-of-materials-copilot-studio/">Creating a marketing Bill of Materials (Copilot Studio)</a></li><li><a href="/en-us/copilot-scenario-library/marketing/creating-a-marketing-bill-of-materials-copilot-for-microsoft-365/">Creating a marketing Bill of Materials (Microsoft 365 Copilot)</a></li><li><a href="/en-us/copilot-scenario-library/marketing/product-launch/">Product launch</a></li><li><a href="/en-us/copilot-scenario-library/marketing/streamline-market-research-and-strategy/">Streamline market research and strategy</a></li><li><a href="/en-us/copilot-scenario-library/marketing/targeted-campaigns/">Targeted campaigns</a></li></ul></div> </div> <div class="single-department-card"> <h3><a href="/en-us/copilot-scenario-library/operations/">Operations</a> <span class="caret-toggle" data-target="parent-83530"></span></h3><div class="child-posts" id="parent-83530" style="display: none;"><ul><li><a href="/en-us/copilot-scenario-library/operations/conduct-a-business-review/">Conduct a business review</a></li><li><a href="/en-us/copilot-scenario-library/operations/create-change-management-plan/">Create a change management plan</a></li><li><a href="/en-us/copilot-scenario-library/operations/create-a-supplier-rfp/">Create a supplier RFP</a></li><li><a href="/en-us/copilot-scenario-library/operations/executing-a-project-review/">Execute a project review</a></li><li><a href="/en-us/copilot-scenario-library/operations/simplifying-tasks-for-operations-employees/">Simplify tasks for operations employees (Microsoft Copilot only)</a></li></ul></div> </div> <div class="single-department-card"> <h3><a href="/en-us/copilot-scenario-library/sales/">Sales</a> <span class="caret-toggle" data-target="parent-71178"></span></h3><div class="child-posts" id="parent-71178" style="display: none;"><ul><li><a href="/en-us/copilot-scenario-library/sales/accelerate-customer-research-and-sales-preparation/">Accelerate customer research and sales preparation (Microsoft Copilot only)</a></li><li><a href="/en-us/copilot-scenario-library/sales/create-an-unsolicited-proposal/">Create an unsolicited proposal</a></li><li><a href="/en-us/copilot-scenario-library/sales/create-personalized-offers/">Create personalized offers</a></li><li><a href="/en-us/copilot-scenario-library/sales/improve-customer-meetings/">Improve customer meetings</a></li><li><a href="/en-us/copilot-scenario-library/sales/make-a-pitch-copilot-for-sales/">Make a customized pitch (Copilot for Sales)</a></li><li><a href="/en-us/copilot-scenario-library/sales/make-a-customized-pitch-copilot-for-microsoft-365/">Make a customized pitch (Microsoft 365 Copilot)</a></li><li><a href="/en-us/copilot-scenario-library/sales/post-sale-customer-insights/">Post-sale customer insights</a></li><li><a href="/en-us/copilot-scenario-library/sales/quicker-customer-response-and-crm-updates/">Quicker customer response and CRM updates</a></li><li><a href="/en-us/copilot-scenario-library/sales/respond-to-an-rfp/">Respond to an RFP</a></li><li><a href="/en-us/copilot-scenario-library/sales/targeted-prospecting/">Targeted prospecting</a></li></ul></div> </div> </div> <h2>Industry scenarios</h2> <div class="content-card box-shadow rounded list-holder"> <div class="single-department-card"> <h3><a href="/en-us/copilot-scenario-library/education/">Education</a> <span class="caret-toggle" data-target="parent-97035"></span></h3><div class="child-posts" id="parent-97035" style="display: none;"><ul><li><a href="/en-us/copilot-scenario-library/education/agile-budget-management/">Agile budget management</a></li><li><a href="/en-us/copilot-scenario-library/education/assessment-formulation/">Assessment formulation</a></li><li><a href="/en-us/copilot-scenario-library/education/district-wide-reporting-and-communication/">District-wide reporting and communication</a></li><li><a href="/en-us/copilot-scenario-library/education/dynamic-course-orchestration/">Dynamic course orchestration</a></li><li><a href="/en-us/copilot-scenario-library/education/efficient-policy-drafting/">Efficient policy drafting</a></li><li><a href="/en-us/copilot-scenario-library/education/monthly-board-meeting-management/">Monthly board meeting management</a></li><li><a href="/en-us/copilot-scenario-library/education/workforce-planning/">Workforce planning</a></li></ul></div> </div> <div class="single-department-card"> <h3><a href="/en-us/copilot-scenario-library/energy-and-resources/">Energy and Resources</a> <span class="caret-toggle" data-target="parent-102330"></span></h3><div class="child-posts" id="parent-102330" style="display: none;"><ul><li><a href="/en-us/copilot-scenario-library/energy-and-resources/accelerate-health-and-safety-inspections/">Accelerate health and safety inspections</a></li><li><a href="/en-us/copilot-scenario-library/energy-and-resources/assisted-alarm-investigation/">Assisted alarm investigation</a></li><li><a href="/en-us/copilot-scenario-library/energy-and-resources/make-faster-trading-decisions/">Make faster trading decisions</a></li><li><a href="/en-us/copilot-scenario-library/energy-and-resources/resolve-equipment-issues-faster/">Resolve equipment issues faster</a></li><li><a href="/en-us/copilot-scenario-library/energy-and-resources/streamline-electric-vehicle-charging-business-development/">Streamline electric vehicle charging business development</a></li><li><a href="/en-us/copilot-scenario-library/energy-and-resources/streamline-permitting/">Streamline permitting</a></li></ul></div> </div> <div class="single-department-card"> <h3><a href="/en-us/copilot-scenario-library/financial-services/">Financial Services</a> <span class="caret-toggle" data-target="parent-96900"></span></h3><div class="child-posts" id="parent-96900" style="display: none;"><ul><li><a href="/en-us/copilot-scenario-library/financial-services/ai-assisted-broker-portfolio-management/">AI-assisted broker portfolio management</a></li><li><a href="/en-us/copilot-scenario-library/financial-services/banking-financial-advisory-support-system/">Banking financial advisory support system</a></li><li><a href="/en-us/copilot-scenario-library/financial-services/conduct-company-research/">Conduct company research</a></li><li><a href="/en-us/copilot-scenario-library/financial-services/create-a-quote/">Create a quote</a></li><li><a href="/en-us/copilot-scenario-library/implement-know-your-customer-kyc-regulations/">Implement Know Your Customer (KYC) regulations</a></li><li><a href="/en-us/copilot-scenario-library/financial-services/issue-a-policy/">Issue a policy</a></li><li><a href="/en-us/copilot-scenario-library/financial-services/process-a-claim/">Process a claim</a></li><li><a href="/en-us/copilot-scenario-library/financial-services/produce-daily-market-reports/">Produce daily market reports</a></li><li><a href="/en-us/copilot-scenario-library/financial-services/speed-credit-memo-generation/">Speed credit memo generation</a></li></ul></div> </div> <div class="single-department-card"> <h3><a href="/en-us/copilot-scenario-library/government/">Government</a> <span class="caret-toggle" data-target="parent-97019"></span></h3><div class="child-posts" id="parent-97019" style="display: none;"><ul><li><a href="/en-us/copilot-scenario-library/government/enable-budget-adherence/">Enable budget adherence</a></li><li><a href="/en-us/copilot-scenario-library/government/enhance-hybrid-courtrooms/">Enhance hybrid courtrooms</a></li><li><a href="/en-us/copilot-scenario-library/government/improve-citizen-access-to-services/">Improve citizen access to services</a></li><li><a href="/en-us/copilot-scenario-library/government/improve-communications/">Improve communications</a></li><li><a href="/en-us/copilot-scenario-library/government/improve-procurement-cycle-time/">Improve procurement cycle time</a></li></ul></div> </div> <div class="single-department-card"> <h3><a href="/en-us/copilot-scenario-library/healthcare/">Healthcare</a> <span class="caret-toggle" data-target="parent-96948"></span></h3><div class="child-posts" id="parent-96948" style="display: none;"><ul><li><a href="/en-us/copilot-scenario-library/healthcare/clinical-trials/">Clinical trials</a></li><li><a href="/en-us/copilot-scenario-library/healthcare/curate-member-education-materials/">Curate member education materials</a></li><li><a href="/en-us/copilot-scenario-library/healthcare/departmental-meeting/">Departmental meeting</a></li><li><a href="/en-us/copilot-scenario-library/healthcare/drug-research/">Drug research</a></li><li><a href="/en-us/copilot-scenario-library/healthcare/enhance-clinician-efficiency/">Enhance clinician efficiency</a></li><li><a href="/en-us/copilot-scenario-library/healthcare/manage-appeals/">Manage appeals</a></li><li><a href="/en-us/copilot-scenario-library/healthcare/medical-conference-perspectives-creation/">Medical conference – perspectives creation</a></li><li><a href="/en-us/copilot-scenario-library/healthcare/optimize-workforce-planning/">Optimize workforce planning</a></li><li><a href="/en-us/copilot-scenario-library/healthcare/organize-and-manage-research-knowledge/">Organize and manage research knowledge</a></li><li><a href="/en-us/copilot-scenario-library/healthcare/simplify-prior-authorizationpa/">Simplify prior authorization(PA)</a></li><li><a href="/en-us/copilot-scenario-library/healthcare/speed-claims-processing/">Speed claims processing</a></li></ul></div> </div> <div class="single-department-card"> <h3><a href="/en-us/copilot-scenario-library/manufacturing/">Manufacturing</a> <span class="caret-toggle" data-target="parent-96826"></span></h3><div class="child-posts" id="parent-96826" style="display: none;"><ul><li><a href="/en-us/copilot-scenario-library/manufacturing/assist-field-service-advisors/">Assist field service advisors</a></li><li><a href="/en-us/copilot-scenario-library/manufacturing/contract-lifecycle-management/">Contract lifecycle management</a></li><li><a href="/en-us/copilot-scenario-library/manufacturing/improve-factory-operations/">Improve factory operations</a></li><li><a href="/en-us/copilot-scenario-library/manufacturing/improve-factory-safety/">Improve factory safety</a></li><li><a href="/en-us/copilot-scenario-library/manufacturing/new-product-ideation-and-research/">New product ideation and research</a></li><li><a href="/en-us/copilot-scenario-library/manufacturing/optimizing-asset-management/">Optimizing asset management</a></li><li><a href="/en-us/copilot-scenario-library/manufacturing/perform-factory-maintenance/">Perform factory maintenance</a></li><li><a href="/en-us/copilot-scenario-library/manufacturing/production-planning/">Production planning</a></li><li><a href="/en-us/copilot-scenario-library/manufacturing/recall-management/">Recall management</a></li><li><a href="/en-us/copilot-scenario-library/manufacturing/simplify-tasks-for-plant-employees/">Simplify tasks for plant employees</a></li><li><a href="/en-us/copilot-scenario-library/manufacturing/supplier-quality-optimization/">Supplier quality optimization</a></li><li><a href="/en-us/copilot-scenario-library/manufacturing/supplier-rfp/">Supplier RFP</a></li></ul></div> </div> <div class="single-department-card"> <h3><a href="/en-us/copilot-scenario-library/nonprofit/">Nonprofit</a> <span class="caret-toggle" data-target="parent-106188"></span></h3><div class="child-posts" id="parent-106188" style="display: none;"><ul><li><a href="/en-us/copilot-scenario-library/nonprofit/grant-management/">Grant management</a></li><li><a href="/en-us/copilot-scenario-library/nonprofit/improve-onboarding-and-development-processes/">Improve onboarding and development processes</a></li><li><a href="/en-us/copilot-scenario-library/nonprofit/manage-the-donor-pipeline/">Manage the donor pipeline</a></li><li><a href="/en-us/copilot-scenario-library/nonprofit/marketing-campaign-planning-and-design/">Marketing campaign planning and design</a></li><li><a href="/en-us/copilot-scenario-library/nonprofit/new-program-launch/">New program launch</a></li><li><a href="/en-us/copilot-scenario-library/nonprofit/optimize-program-performance/">Optimize program performance</a></li><li><a href="/en-us/copilot-scenario-library/nonprofit/optimize-staff-and-volunteer-planning/">Optimize staff and volunteer planning</a></li></ul></div> </div> <div class="single-department-card"> <h3><a href="/en-us/copilot-scenario-library/retail/">Retail</a> <span class="caret-toggle" data-target="parent-96848"></span></h3><div class="child-posts" id="parent-96848" style="display: none;"><ul><li><a href="/en-us/copilot-scenario-library/retail/craft-targeted-marketing-campaigns/">Craft targeted marketing campaigns</a></li><li><a href="/en-us/copilot-scenario-library/retail/create-personalized-shopping-journeys/">Create personalized shopping journeys</a></li><li><a href="/en-us/copilot-scenario-library/retail/implement-adaptive-pricing/">Implement adaptive pricing</a></li><li><a href="/en-us/copilot-scenario-library/retail/improve-customer-service-and-info-discovery/">Improve customer service and info discovery</a></li><li><a href="/en-us/copilot-scenario-library/retail/improve-merchandising-decisions/">Improve merchandising decisions</a></li><li><a href="/en-us/copilot-scenario-library/retail/improve-store-associate-operations/">Improve retail store operations</a></li><li><a href="/en-us/copilot-scenario-library/retail/improve-store-associate-management/">Improve store associate management</a></li><li><a href="/en-us/copilot-scenario-library/retail/maximize-store-performance/">Maximize store performance</a></li><li><a href="/en-us/copilot-scenario-library/retail/optimize-supply-chain-management/">Optimize supply chain management</a></li><li><a href="/en-us/copilot-scenario-library/retail/reduce-sourcing-compliance-risk/">Reduce sourcing compliance risk</a></li><li><a href="/en-us/copilot-scenario-library/retail/streamline-market-research-and-strategy/">Streamline market research and strategy</a></li><li><a href="/en-us/copilot-scenario-library/retail/track-marketing-campaign-performance/">Track marketing campaign performance</a></li></ul></div> </div> </div> <div class="content-card no-border" id="download-library"> <h3> Looking for <br class="desktop-only">downloadable content? </h3> <p> Download our functional scenario kits, scenario guides, and day in the life guides to accelerate your Copilot implementation. </p> <a href="/copilot-scenario-library/downloads" class="btn">View downloads</a> </div> </div> </div> <div class="col-sm-9 col-right">  <div class="pseudo-header main-card content-card no-hover"> <p id="breadcrumbs"> <span><a href="/">Home</a></span> / <span><a href="/copilot-scenario-library">Microsoft Copilot Scenario Library</a></span> / <span><a href="/en-us/copilot-scenario-library/information-technology/">IT</a></span> / <span class="breadcrumb_last" aria-current="page">Assisted device acquisition</span> </p> <h1><span class="accent"> IT scenario: </span> Assisted device acquisition</h1> <div class="scenario-content"> </div> <a href="https://adoption.microsoft.com/files/copilot-scenario-library/Microsoft-Copilot-scenario-for-IT_Assisted-device-acquisition.pptx" download class="btn btn-accent btn-download" title="Download scenario guide">Download scenario guide</a> <br clear="all"> <span class="available-with"><strong>Available with:</strong> Microsoft 365 Copilot and Copilot Studio</span> <span class="scenario-level"><strong>Scenario level:</strong> <div class="levels"> <span class="single-level active"></span> <span class="single-level active"></span> <span class="single-level active"></span> <span class="level-label">Extend</span> </div> <br> </div> <div id="benefits" class="content-card main-card no-hover kpis-impacted"> <h2> KPIs impacted </h2> <div class="row-benefits"> <p> <strong>NSAT</strong> </p> <p> <strong>IT management costs</strong> </p> </div> </div> <div id="benefits" class="content-card main-card no-hover value-benefit"> <h2> Value benefit </h2> <div class="row-benefits"> <p> <strong>Cost savings</strong> </p> <p> <strong>Employee experience</strong> </p> </div> </div> <div id="actions" class="main-card content-card no-hover"> <h2>Using Copilot for assisted device acquisition</h2> <br> <div class="single-action"> <h3> 1. Access device purchase app </h3> <p class="desc">Using a Teams app access a custom copilot agent built with Copilot Studio that assists users in selecting and ordering a new device.</p> <div class="product-list"> <div class="single-product"><img src="/wp-content/uploads/2024/03/icon-copilot-studio.png" alt="Copilot Studio icon"><p>Copilot Studio Agent</p></div> </div> <div class="outcome"><p>Activity: In Teams open the Device Selection and Purchase app</p> </div> </div> <div class="single-action"> <h3> 2. Answer usage questions </h3> <p class="desc">Answer a series of questions about typical usage patterns. The bot determines follow up questions based on the responses given.</p> <div class="product-list"> <div class="single-product"><img src="/wp-content/uploads/2024/03/icon-copilot-studio.png" alt="Copilot Studio icon"><p>Copilot Studio Agent</p></div> </div> <div class="outcome"><p>Activity: Answer questions from the bot about applications used, mobility requirements, meeting requirements, etc.</p> </div> </div> <div class="single-action"> <h3> 3. Review recommendations </h3> <p class="desc">The app interprets the responses and uses additional information like the person’s role to provide a selection of a few applicable devices from the preapproved vendor list with their capabilities and pricing.</p> <div class="product-list"> <div class="single-product"><img src="/wp-content/uploads/2024/03/icon-copilot-studio.png" alt="Copilot Studio icon"><p>Copilot Studio Agent</p></div> </div> <div class="outcome"><p>Activity: Review the suggested devices and select the one that is most preferred.</p> </div> </div> <div class="single-action"> <h3> 4. Place order </h3> <p class="desc">After the selection is made, the app initiates the ordering process, which includes an approval process.</p> <div class="product-list"> <div class="single-product"><img src="/wp-content/uploads/2024/03/icon-copilot-studio.png" alt="Copilot Studio icon"><p>Copilot Studio Agent</p></div> </div> <div class="outcome"><p>Activity: Place the order in the app.</p> </div> </div> <div class="single-action"> <h3> 5. Manager approval </h3> <p class="desc">The app sends an email to the user’s manager with the order information and a link to approve.</p> <div class="product-list"> <div class="single-product"><img src="/wp-content/uploads/2024/03/icon-copilot-studio.png" alt="Copilot Studio icon"><p>Copilot Studio Agent</p></div> </div> <div class="outcome"><p>Activity: The manager uses the link to open the Teams app and approve the order.</p> </div> </div> <div class="single-action"> <h3> 6. Tracking shipment </h3> <p class="desc">The app places the order with the device supplier and confirms the order and delivery data with the user via email. The user can track progress on the order via the app.</p> <div class="product-list"> <div class="single-product"><img src="/wp-content/uploads/2024/03/icon-copilot-studio.png" alt="Copilot Studio icon"><p>Copilot Studio Agent</p></div> </div> <div class="outcome"><p>Activity: Use the Device Selection and Purchase app to track progress on the device delivery.</p> </div> </div> </div> <div class="footnotes"> <p> <small>1</small>Access Copilot at <a href="https://copilot.microsoft.com">copilot.microsoft.com</a> or the Microsoft Copilot mobile app and set toggle to “Web”.</p> <p><small>2</small>Access Business Chat at <a href="https://copilot.microsoft.com">copilot.microsoft.com</a> or the Microsoft Copilot mobile app and set toggle to “Web”.</p> <p><small>3</small>Copilot 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. </p> <p> 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. </p> </div> </div> </div> </div> </div> </main> <div class="share-page"> <div class="container"> <h3> Share this page </h3> <ul class="single-social-icons"> <li> <a data-toggle="tooltip" role="link" data-placement="top" title="Share on Microsoft Teams" aria-label="Share on Microsoft Teams" target="_blank" class="teams-share" href="https://teams.microsoft.com/share?href=https://adoption.microsoft.com/en-us/copilot-scenario-library/information-technology/assisted-device-acquisition/&referrer=adoption.microsoft.com" target="blank"><span class="share-icon"></span><span class="share-label">Share on Microsoft Teams</span></a> </li> <li> <a data-toggle="tooltip" role="link" data-placement="top" title="Share on Bluesky" aria-label="Share on Bluesky" target="_blank" class="bluesky-share" 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