Microsoft Copilot - Scenario Library

---

---

Microsoft Scenario library is a collection of pre-built customisable workflows which are highly essential for organisations using Copilot. Whether you are an IT administrator, business user or developer, this Scenario library will help you to figure out how to best use the Copilot in your daily tasks. Basically the library contains real-life scenarios and templates where certain prompts are written in a certain order, to make sure Copilot gives out the best information in proper format.

In this chapter, we'll explain everything you need to know about the Scenario library, how to set it up and how to get started and customise the scenario to get all your specific needs.

Understanding the Copilot Scenario Library

The Copilot Scenario Library is a treasure of pre-defined and customizable scenarios, which can correspond to several business functions. These scenarios range from simple document creation tasks to advanced data processing and automated workflows.

Some common scenario categories include −

• Technology − Here, the scenario library is determined based on technology and related IT sectors. For example, scenarios like generating reports, invoices, presentations, etc. primarily based on the technology fields.
• Departments − In this case, Microsoft has divided scenarios which generally occur in small or large departments or organisational sectors where there is a need for more business-related tasks.

Downloadable Content −

• Functional Scenario Kit (Kit with comprehensive slide deck)
• Scenario Guides
• Day in The Life Guides

How the Scenario Library Works?

Scenario library works with the automation and integration of Copilot with other Microsoft 365 applications like Word, PowerPoint, Excel, Teams, Outlook, etc. Copilots AI engine processes and executes different tasks based on the provided prompts from the Scenario Library. Hence, these pre-loaded workflows simplify complex tasks into simpler ones.

Where to Download the Copilot Scenario Library?

To get started with the Scenario Library, visit the official Microsoft website: Download the Microsoft Copilot Scenario Library. Make sure you have the necessary permissions and subscriptions to download and access the library.

Setting Up Your Environment to Use the Scenario Library

Prerequisites for Access

Here are some prerequisites that you need to have for using Scenario Library −

• Microsoft 365 Subscriptions − It is important that you have an active Microsoft 365 subscription so that it can include Coplot, Power Automate, Power BI. etc.
• Permissions − You'll need appropriate admin permissions also so that you can install and modify scenarios. This is important especially when you're working in an enterprise environment.
• PowerShell & Graph API − Microsoft Graph API is also very crucial for setting up automation and integration of external data to your organisational workflow, for your custom and advanced use of Scenarios.

How to Download and Install the Scenario Library?

Follow these steps to download and install the Scenario Library −

Step 1 − Visit the official Microsoft Copilot Scenario Library page and click the download link.

Step 2 − Install any prerequisite software (like Power Automate and PowerShell) if necessary.

Step 3 − Follow the installation wizard, which will guide you through configuring the Scenario Library in your Microsoft 365 environment.

Step 4 − Set up API permissions to integrate data sources like Microsoft Graphs or external databases.

Once installed, the library will be accessible from within your Microsoft 365 apps, allowing you to start exploring the available scenarios immediately.

Exploring Pre-Built Scenarios

The pre-built scenarios in the library are ready-to-use workflows that cover a variety of business needs. You can automatically generate sales reports by pulling data from Excel or Power BI. Copilot will populate the data into a Word or PowerPoint template, saving you hours of manual work.

Suppose you have raw data in Excel. With a pre-built scenario, Copilot can process that data, analyse it using Power BI, and present the results in a digestible formatready for your next big meeting.

You can also modify a workflow scenario for automatically generating customer support tickets, etc. Just you need to implement Copilot prompts with modification and decision logic and you are ready to go.

Types of Scenarios

Here are the Scenarios provided by Microsoft in Scenario Library for your custom implementation in your organisation.

Human Resources

• Analyse hiring practices
• Automate benefits query management
• Candidate search
• Deliver insights to managers
• Improve onboarding and development processes (Copilot for Microsoft 365)
• Improve onboarding and development processes (Copilot Studio)
• Improve organisational health metrics
• Manage internal job transitions
• Resolving employee issues
• Streamline benefits and compensation (Copilot for Microsoft 365)
• Streamline benefits and compensation (Copilot Studio)
• Streamline your recruiting process (Microsoft Copilot only)
• Update a policy document

Marketing Communications

• Authoring an internal comms post
• Conduct a media interview
• Drafting social media copy (Microsoft Copilot only)
• Prepare a blog post

Sales

• Accelerate customer research and sales preparation (Microsoft Copilot only)
• Create an unsolicited proposal
• Create personalised offers
• Improve customer meetings
• Make a customised pitch (Copilot for Microsoft 365)
• Make a customised pitch (Copilot for Sales)
• Post-sale customer insights
• Quicker customer response and CRM updates
• Respond to an RFP
• Targeted prospecting

Legal

• Develop a compliance video (Microsoft Copilot only)
• Legal strategy development
• Licensing agreement negotiation
• Quicker contract review (Copilot for Microsoft 365)
• Quicker contract review (Copilot Studio)
• Quicker legal guidance

Information Technology

• Create a project plan
• Draft a product strategy document
• Evaluate and purchase a new IT solution
• General IT prompts (Microsoft Copilot only)
• Guidance on network upgrade script
• IT helpdesk chatbot
• Manage application installations
• Onboard and train new users
• Outage user communications
• Tech engagement health
• Update technology strategy

Finance

• Accounting document evaluation
• Amendment comparisons
• Automate financial query management
• Build a business case
• Collections coordination
• Contract accounting guidance
• Contract management
• Contract review
• Financial insights
• Launch a new accounting app
• Optimise your financial operations (Microsoft Copilot only)
• Procurement insight acceleration
• Update a guidance document

Customer Service

• Boost field efficiency
• Communication logging
• Identify a root cause
• Managing Service Agents
• Respond to a customer complaint (Copilot for Microsoft 365)
• Respond to a customer complaint (Copilot for Service)

Operations

• Conduct a business review
• Create a change management plan
• Create a supplier RFP
• Execute a project review
• Simplify tasks for operations employees (Microsoft Copilot only)

Marketing

• Campaign performance tracking
• Collect and share product feedback
• Content creation (Microsoft Copilot only)
• Create a new offering
• Creating a Marketing Bill of Materials (Copilot for Microsoft 365)
• Creating a Marketing Bill of Materials (Copilot Studio)
• Product launch
• Streamline market research and strategy
• Targeted campaigns

Building Custom Scenarios

Building custom scenarios is where Copilot really shines. You can start by identifying the task you want to automate or the problem you want to solve. Lets say for example, your target is to streamline data reporting from your organisation. Heres how you can create a custom scenario −

Step 1 − Define the problem. For example, you want to generate a weekly sales report without manual data entry.

Step 2 − Identify your data sources, such as Excel spreadsheets or SharePoint lists.

Step 3 − Write custom prompts for Copilot, instructing it to pull data, process it, and present it in a report.

Step 4 − Integrate workflows from Power Automate to process and schedule these reports.

Step 5 − Test the scenario with real data, making any necessary adjustments to improve accuracy.

The Scenario Library doesnt work in isolation. It integrates seamlessly with other Microsoft tools like Teams, Azure, SharePoint, and Dynamics 365, providing even more functionality.

Whether you're working with pre-built scenarios or building custom workflows, Copilot offers endless possibilities for increasing efficiency and accuracy across your organisation. You can integrate it with Microsoft tools like Teams, Power Automate, and Azure. The Scenario Library provides a flexible, scalable solution for tackling any business challenge. So why wait? Explore the Scenario Library today and unlock new possibilities for your workflows.