Use-case library
    FP&A / Plan-to-Perform · Microsoft Copilot

    Build a business case

    Assemble a project brief and financials to support an investment decision.

    CopilotRevenueRisk & ControlExtend effortCFO
    What changed

    Copilot drafts the project brief from emails, research, and ERP data pulled via agents; Copilot for Finance runs the variance analysis and a PowerPoint agent produces the executive deck.

    Try it

    Illustrative demo

    Worked example of "Build a business case" on synthetic data — edit the inputs to tailor it. Edit the inputs to tailor the output — it's baked synthetic data, so nothing leaves your browser until you run it live.

    Synthetic demo company (a ~$5B high-growth US AI SaaS) — swap in any name to tailor the output.

    What this run should concentrate on.

    Copy prompt & open Microsoft 365 Copilot
    Copilot surfaces used
    Copilot in ExcelCopilot for FinanceCopilot in TeamsPowerPoint AgentAI Agent + ERP
    Example prompts

    Click any prompt to copy it and open Microsoft 365 Copilot in a new tab — paste it in (Ctrl/Cmd+V) and tailor it to your own data before you run it.

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