Exercise: Compare supplier agreements using Copilot in Word
Microsoft Copilot in Word is an AI assistant that can help sales professionals work more efficiently and effectively. With Copilot in Word, salespeople can create, edit, and summarize documents with ease. It can also help them personalize customer interactions and streamline their workflow with AI support.
Copilot in Word can help salespeople build strong relationships with their customers, take actions based on insights, and close deals faster. It can also help salespeople transform text into tables, or provide suggestions for ways to rewrite content. Copilot in Word can bring in specific information from other documents into your content, generate summaries, ask questions about your document, and even provide ideas about specific topics.
In this training exercise, you provide Copilot in Word with three supplier agreement documents. You then ask it to create a report that compares the terms and conditions negotiated with each customer. You also ask Copilot to provide recommendations for renegotiating each agreement.
During this exercise, notice how easy it is to have Copilot regenerate a new version of the report. When you're not satisfied with one version, you just select a Regenerate button to have Copilot create a different version of the document, all within a matter of seconds.
Exercise
You're the new Sales Manager for Northwind Traders, a supplier of various grocery and beverage products. You're concerned about the supplier agreements that are currently in place with several of Northwind's top customers. Your predecessor negotiated these agreements, so you aren't familiar with the terms and conditions that were previously agreed upon with these customers. You plan to use Copilot in Word to compare the supplier agreements and create a report that compares the results and provides recommendations for future agreements.
To access the supplier agreements, you must first download the files, and then copy them to your OneDrive account. Copilot can only access files on a OneDrive account. In this exercise, you access the files in Copilot by selecting them from the Most Recently Used (MRU) list. For the files to appear in the MRU list, you must open and close each one.
Perform the following steps to generate your speech using Copilot in Word:
Select the following links to download the three supplier agreements:
Once the downloads are complete, open File Explorer and copy the files from your Downloads folder to a folder in your OneDrive account.
In this exercise, you access the documents from the Most Recently Used file list. To get the files to appear in the MRU list, open each document and then close it. Open and close each of the three files in your OneDrive account.
In Microsoft 365, open Microsoft Word and then open a new blank document.
In the Draft with Copilot window that appears at the top of the blank document, enter the following prompt:
I'm the Sales Manager for Northwind Traders, a supplier of various grocery and beverage products. Please create a report that compares the supplier agreements for three of our customers. Provide a recommendation on contract renewals that can provide Northwind Traders with more favorable terms. The supplier agreements for these three customers are attached. Thank you!
You now must attach the three supplier agreements to the prompt. In the Draft with Copilot window, select the Reference your content button. In the drop-down menu that appears, if the Contoso Supplier Agreement appears in the list of files, select it. Otherwise, select Browse files from cloud, select the Contoso Supplier Agreement from the Recent file list, and then select the Attach button. Note how the file is displayed in the prompt.
Repeat the prior step for both the Tailwind Traders Supplier Agreement and the Wide World Importers Supplier Agreement. At this point, links to all three files should be included in the prompt.
Select Generate. At this point, Copilot extracts the pertinent information from the three supplier agreements drafts a report comparing them.
After reviewing the speech, you aren't pleased with the results. You would like to see Copilot try again and generate a new version. In the Copilot window that appears at the end of the document, select the Regenerate button, which appears next to the Keep it button. You can repeat this step as many times as necessary until Copilot creates a version of this report that you approve. For this exercise, repeat this step several times to see the various formats that Copilot delivers. Also note how some information may be included in one version of the report that's not in others.
Once you're satisfied with a version of the report, select the Keep it button.
Once you're done with this document, save it to your OneDrive, so you can close this tab in your Microsoft Edge browser.