Microsoft 365 Copilot’s Role in Streamlining Trucking Logistics

In the realm of trucking, the logistics process plays a pivotal role in ensuring the seamless movement of goods and services from the point of origin to the point of consumption. This intricate process involves meticulous planning, implementation, and control to achieve optimal efficiency.

Microsoft 365 Copilot, a game-changing solution meticulously designed to empower businesses in the trucking sector, regardless of their size or industry, to revolutionize their logistics operations. Copilot is more than just a tool; it is a strategic partner that streamlines workflows, reduces operational costs, enhances overall efficiency, and elevates customer satisfaction.

Let’s see how Copilot can streamline workflows and reduce operational costs for Truckers with the below examples.

  • For better understanding, we have attached an image below which has the expenses of the vehicle. As you are aware, Microsoft 365 Copilot is an integrated solution, so we have saved that Excel Spreadsheet in OneDrive and will ask the prompt in Copilot Business chat.Excel Spreadsheet in OneDrive - Copilot
  • Make sure the file is saved in OneDrive in your tenant:
    file saved in OneDrive in your tenant
  • Open Copilot Business Chat
    • After uploading the Excel spreadsheet to OneDrive,
    • Launch Copilot Business Chat and refer to the file (Expenses of Vehicles.xlsx) by using the forward slash (/)
      Open Copilot Business Chat
  • Choose the right file.
    • When you find the file of your choice select the file as shown in the image below:
      Choose the right excel file
  • Give the right prompt.You may now prompt copilot and pull expenditure data such as total cost spent on fuel and toll on a specific date, and much more.

Prompt Given to Copilot

Expenses of Vehicles.xlsx Analyze my recent truck-related expenses (fuel, tolls) from 2/5/2024 to 3/29/2024 and provide a breakdown of the total amount spent on each category. Additionally, calculate the total spent in all combined. The corresponding screenshot can be found below.

Prompt Given to Copilot

Output Given By Copilot

According to the data in the file “Expenses of Vehicles.xlsx”, the total amount spent on fuel and tolls for all trucks from 2/5/2024 to 3/29/2024 is as follows:

  • Fuel: $400
  • Tolls: $30.5

The total amount spent on fuel and tolls combined during this period is $430.5. Is there anything else you would like to know?

Prompt II Given to Copilot

Expenses of Vehicles.xlsx How many Trucks have sent less amount than $15 for tolls provide and the merchant’s name as well in a table format, refer to the below screenshot.

Prompt II Given to Copilot

Output Given By Copilot Based on the Prompt II

According to the data in the file “Expenses of Vehicles.xlsx” 1, the following trucks have spent less than $15 on tolls from 2/5/2024 to 3/29/2024:

Truck Name                   Amount          Merchant

The Midnight Hauler     $12.5             State Toll Authority

The Fuel Efficient          $7.5               City Bridge Authority

The Blue Oval                $10                State Toll Authority

The Volvo Viking           $8                  City Tunnel Authority

Brake Check                  $11                State Toll Authority

Is there anything else you would like to know?


Microsoft 365 Copilot isn’t just a tracking tool—it’s a strategic asset for the trucking industry. By seamlessly managing expenses and offering insightful breakdowns, it empowers businesses to confidently navigate financial complexities, gain a competitive edge, and meet evolving customer demands. With its precision in categorizing and assessing expenses, Microsoft 365 Copilot stands as an indispensable ally in optimizing financial management for sustained industry leadership.

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