Operations scenario: Create a supplier RFP
Available with: Microsoft 365 Copilot and Copilot Studio Scenario level:
KPIs impacted
Improve efficiency
Reduce risk
Value benefit
Cost savings
Employee experience
Using Copilot to create a supplier RFP
1. Review previous RFPs
Use Microsoft Copilot in Word to summarize earlier RFPs and generate a list of required items sorted by category.
Copilot in Word
Benefit: Get started quickly by analyzing previous RFPs.
2. Gather information
Prompt Copilot to summarize the requirements from existing documentation.
Microsoft 365 Copilot Chat2
Benefit: Rapidly pulling information from lengthy documents can save time.
3. Research questions
Prompt Copilot to suggest RFP questions, enhanced with a custom agent for an RFP repository built with Copilot Studio.
Copilot Studio Agent
Benefit: Using defined content to answer customer questions ensures accuracy of the responses.
4. Review requirements with team
Copilot in Teams generates a list of talking points, questions, and ideas during the meeting with your team.
Copilot in Teams
Benefit: Don’t miss any updates by asking Copilot for all the suggestions made during the meeting.
5. Revise RFP
Use Copilot in Word to revise the document to make it more focused on what matters the most.
Copilot in Word
Benefit: Quickly make responses more readable to improve the quality of the RFP.
6. Communicate response
Prompt Copilot in Outlook to draft an email to the potential suppliers with a summary of the RFP.
Copilot in Outlook
Benefit: Quickly create professional emails that are concise and more likely to be read and can lead to higher close rates.
1Access Microsoft 365 Copilot Chat at m365copilot.com or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web".
2Access Microsoft 365 Copilot Chat at mm365copilot.com, the Microsoft 365 Copilot Chat mobile app or the Microsoft 365 Copilot Chat app in Microsoft Teams, and set toggle to “Work”.
3Copilot 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.
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.
