Free e-book · AI & Microsoft
Get started safely with Copilot in your SMB
The value without data leaks: setup, permissions and governance
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Microsoft 365 Copilot can see everything the user can see. That is why the biggest Copilot project is rarely AI, but cleaning up permissions and data structure. This guide takes you safely from decision to rollout: prerequisites, governance, pilot group and the everyday tasks where Copilot actually saves time in a small or medium-sized business.
What you get in the material
- What Copilot can (and cannot) do day to day
- Prerequisites: licences and technical readiness
- Permissions clean-up before rollout
- Governance: Purview, sensitive data and logging
- Pilot group and measuring value
- 10 use cases that work in SMBs
Who is it for?
IT managers and business leaders in SMBs who are considering or already rolling out Microsoft 365 Copilot.
Related services and glossary entries
Would you rather talk it through directly?
The material is a starting point. A short conversation about your specific situation is often faster.