IT scenario: Assisted device acquisition

Download scenario guide
Available with: Microsoft 365 Copilot and Copilot Studio Scenario level:
Extend

KPIs impacted

NSAT

IT management costs

Value benefit

Cost savings

Employee experience

Using Copilot for assisted device acquisition


1. Access device purchase app

Using a Teams app access a custom copilot agent built with Copilot Studio that assists users in selecting and ordering a new device.

Copilot Studio icon

Copilot Studio Agent

Activity: In Teams open the Device Selection and Purchase app

2. Answer usage questions

Answer a series of questions about typical usage patterns. The bot determines follow up questions based on the responses given.

Copilot Studio icon

Copilot Studio Agent

Activity: Answer questions from the bot about applications used, mobility requirements, meeting requirements, etc.

3. Review recommendations

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.

Copilot Studio icon

Copilot Studio Agent

Activity: Review the suggested devices and select the one that is most preferred.

4. Place order

After the selection is made, the app initiates the ordering process, which includes an approval process.

Copilot Studio icon

Copilot Studio Agent

Activity: Place the order in the app.

5. Manager approval

The app sends an email to the user’s manager with the order information and a link to approve.

Copilot Studio icon

Copilot Studio Agent

Activity: The manager uses the link to open the Teams app and approve the order.

6. Tracking shipment

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.

Copilot Studio icon

Copilot Studio Agent

Activity: Use the Device Selection and Purchase app to track progress on the device delivery.

1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.

2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.

3Copilot agents allow Microsoft 365 Copilot to access your company-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.