5 Ways SMB's Can Leverage Co-Pilot for Microsoft 365

How Microsoft Co-Pilot streamlines workflows?

1. Microsoft Co-Pilot can suggest text responses and complete sentences, or draft entire emails and presentations based upon your initial input.
2. Microsoft Co-Pilot automates repetitive tasks and streamlines work effort by offering intelligent suggestions.
3. Microsoft Co-Pilot provides context-aware guidance and suggestions whilst working within your Microsoft 365 applications and can significantly reduce the learning curve for new employees.
4. Microsoft Co-Pilot can help Project Managers to develop comprehensive project plans and automate progress reports.
5. Microsoft Co-Pilot can help Finance and Accounting teams automate data entry tasks and improve data analysis.

Getting Started with Microsoft Co-Pilot and important considerations before purchasing and implementing the add-on:

• Ensure you on are on an eligible Microsoft 365 plan that allows co-pilot, please refer to the following link: Microsoft Copilot for Microsoft 365—Features and Plans | Microsoft 365
• Check your permissions and security and what data Co-Pilot is likely to interrogate.
• Create and define usage policies for the use of Co-Pilot and AI for your organisation.
• Explore and experiment Co-Pilot before user adoption.
• Prior to rolling out, it is recommended that an adoption plan is put in place for user engagement to customise responses within the Co-Pilot Studio, if required.
• Initiate a training plan for your employees and let then let them loose.