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View downloadsManufacturing scenario: Production planning
Download scenario guideAvailable with: Microsoft 365 Copilot and Copilot Studio Scenario level:
KPIs impacted
Production downtime
Supply chain performance
Value benefit
Cost savings
Increase revenue
Using Copilot for production planning
1. Sales forecast
Summarize sales forecast and export to Copilot Pages. Tag sales, marketing, and other supply team members to review demand for respective product lines/ products.
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Benefit: Facilitates seamless collaboration and feedback from sales, marketing, and supply teams, leading to more accurate and aligned demand forecasts.
2. Forecast adjustments
Use Copilot to summarize insights from various teams and adjust the forecast based on key feedback and suggested changes.
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Benefit: Ensure forecasts remain accurate and relevant by integrating insights and feedback from various teams and reducing the need for extensive manual revisions.
3. Inventory planning
Share inventory plans on Copilot Pages and invite feedback from manufacturing, warehouse, procurement, and other supply teams on constraints and their ability to fulfil the supply plan.
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Benefit: Improves supply chain efficiency by incorporating feedback from key departments, helping to identify and mitigate potential supply constraints early maintaining just-in-time inventory levels.
4. Production scheduling
Ask Copilot to produce a production schedule based on committed orders, inventory levels, and employee availability.
Benefit: Efficiently schedule production runs to maximize profitability.
5. Production planning
Review and update the production schedule with the operations teams and develop a final plan.
Copilot in Teams
Benefit: Enhances planning by capturing key decisions and creating actionable plans, ensuring clear accountability and timely execution.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Copilot at copilot.microsoft.com, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.
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.
