How we’re using Microsoft 365 to reduce merchant QBR prep from hours to minutes

Hi Champions,

I wanted to share a practical adoption pattern we have been working on for account teams that prepare recurring customer or merchant business reviews.

One workflow we kept seeing was quarterly business review prep: an account manager starts with a CSV or TSV export, then manually rebuilds similar scorecards, summaries, PowerPoint slides, and follow-up notes for many accounts. It is important work, but a lot of the prep is repetitive.

We built https://marketplace.microsoft.com/en-us/product/WA200010195as a Microsoft 365 agent to explore how much of that workflow can stay inside the tools business users already use.

The current workflow is:

- Start from a merchant performance export in CSV or TSV format, either from OneDrive or pasted directly in chat.

- Generate executive QBR scorecards for one merchant or multiple merchant accounts in a batch.

- Include payments-oriented metrics such as transaction volume, authorization rate, top decline reason, chargeback rate, interchange downgrade, and loyalty spend lift.

- Create a PowerPoint scorecard for each account.

- Organize the run in OneDrive with an index, per-account status, and an optional ZIP bundle.

- Draft a follow-up email that the user can review and send from Outlook.

The adoption lesson for us has been that Copilot and agents land best when the workflow is narrow, familiar, and already painful. “Prepare this quarter’s account reviews from the export I already have” is much easier for business users to understand than a broad AI promise.

I would be interested to hear how other Champions are approaching similar recurring review workflows. Are your teams using Microsoft 365 Copilot or agents for business-review prep, customer success workflows, sales/account planning, or operational reporting?

For anyone curious, the app is listed on Microsoft Marketplace here: https://marketplace.microsoft.com/en-us/product/WA200010195.