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Microsoft 365 Copilot for
Small and Medium Business

No matter your business size, you need to deliver value to customers, find creative ways to attract more customers, and provide exceptional service. Copilot can help you connect with and grow your customer base, build your brand, and scale your business securely with AI integrated into familiar Microsoft 365 tools, whether in the office, at home, or on the go.

Copilot for SMB Success Kit

Your one-stop guide to successfully deploy and onboard Microsoft 365 Copilot for Small and Medium Businesses.

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Join live webinar trainings or watch them on-demand and learn how to get the most out of Copilot.

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Leadership

Ensure you leverage leadership to help actively drive change through decision-making, conflict management, and communication with employees.

Ensure they understand the ABCs:

A Active, visible and consistent participation
B Build a coalition with their executive peers
C Communicate directly with employees to support landing the change

Executive Sponsors should:

Help the project team identify and prioritize their top business needs. Encourage shared planning between user enablement and technical implementation teams.
Play a role in communicating the vision to leaders across the organizations.
Actively participate in and use the Copilot capabilities to help drive and reinforce enablement.
Promote the enablement program. Studies show engage employees are 2.6x more likely to fully support a successful AI transformation.

Executive Sponsors may:

Lead or participate in the organizational AI Council.
Have purchasing authority for licenses or services from supporting suppliers.
Be directly accountable for Microsoft 365 or broader digital workplace initiatives.

Copilot SMB Success Kit Business Leaders Guide to AI Adoption The art and science of working with AI

Target Scenarios

Identifying your target scenarios and business challenges you want to tackle with Copilot can help you easily define your flight crew and success metrics to track the impact Copilot.

Leverage the Copilot Scenario Library to see how Copilot can help your various business functions
Use the worksheets in the Copilot SMB Success Kit to help you identify your flight crew
MS-4007: Discover how to drive enablement of Microsoft 365 Copilot in your organization

Technical Readiness

Microsoft 365 Copilot is built on our existing commitments to data security and privacy, enabling you to always stay in control. It inherits all your existing Microsoft 365 security, privacy, identity, and compliance requirements, so you can be confident that people only see what they have permission to access. 

Leverage the Microsoft 365 Copilot setup guide (link pending) to help get your tenant ready for Copilot
Use the checklists in the Copilot SMB Success Kit to check existing policies and settings

User Enablement

Use the provided onboarding and training resources to help familiarize your users with Microsoft 365 Copilot and learn how to get the most out of it.

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For organizations: Generate synergies across departments with extensibility. Streamline and automate cross-business process flows.

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For teams: Use role-specific and multi-step prompts. Extend usage to role-based processes.

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For users: Inspire quick wins to reach value tipping point. Master basic prompts (e.g. summarization, revision).

The Copilot SMB Success Kit includes template emails you can send to your users
Additional resources are available in the User Onboarding Kit
Encourage users to sign up for user webinar trainings (Microsoft 365 Copilot license required)

Add Copilot to your existing subscription

Copilot is designed to benefit everyone in an organization. With the expansion of availability to small and medium businesses, you can now purchase Microsoft 365 Copilot as an add-on to your subscription for $30 per user per month if you are using either Microsoft 365 Business Standard or Microsoft 365 Business Premium.

Learn more about licenses