IT scenario: Onboard and train new users
Available with: Microsoft 365 Copilot Scenario level:
KPIs impacted
NSAT
Adoption
IT management costs
Value benefit
Employee experience
Cost savings
Using Copilot to onboard and train new users
1. Adoption Plan
Write a proposal with an adoption plan of a new product for the organization.
Copilot in Word
Sample Prompt: Write a proposal to my leadership with a request for them to approve the proposed adoption plan for “Viva Goals.”
2. Sign Offs
Request sign-offs from leadership on adoption plan.
Copilot in Outlook
Sample Prompt: Draft an email to request sign-off for the “Viva Goals” Adoption Plan.
3. Compliance
Consider required compliance tasks when rolling out a new product.
Copilot in Loop
Sample Prompt: Create a list of general compliance tasks to do when rolling out a new product.
4. Scenario Library
Help users onboard to a product with a list of suggested hero scenarios, best practices, and prompts.
Business Chat1
Sample Prompt: Create a list of hero scenarios and suggested prompts for “HR” professionals my organization to use Copilot in “Viva Goals.”
5. Readiness Assets
Create a FAQ list about a product so users can leverage these learnings.
Copilot in Word
Sample Prompt: Create a set of FAQs about “Viva Goals” that an end user who is new to using “Viva Goals” would find helpful.
6. Training Collection
Suggest a list of training materials to users for them to upskill on a new product that is recommended or assigned to users in Viva learning.
Copilot in Viva Learning
Sample Prompt: Create a learning collection about “Viva Goals.”
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.
