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.

Author

Richard Huggins

Richard joined us in 1997 as an apprentice IT engineer conducting on-site installations of CAD workstations and Microsoft and Novell network environments. After a brief spell away to travel the world, he returned to work on our helpdesk supporting our CAD customers. In 2007, Richard was promoted to Support Services Manager and worked in this role until 2016 when he decided to acquire new skills and widen his IT industry knowledge and left to work as an Operational Manager for one of the UK’s Top 20 leading Information Security companies. In 2019 Richard once again returned to Symetri as Head of Support and Customer Success to further improve the Symetri customer support experience and is now responsible for the IT Solutions division.