Copilot Business: A Smart Move for Small Teams

For a lot of small and medium-sized businesses, security and productivity seem to be at odds with each other. While teams want to move faster and embrace new AI tools like Microsoft Copilot, but they also need to protect data, keep identities safe, and stay compliant, all without going over budget, time, or skills.

The good news? Microsoft is still putting a lot of money into enterprise-grade AI and security features that come with many Microsoft 365 subscriptions. Microsoft Defender XDR and Microsoft Sentinel have both been updated recently. These updates make it easier than ever for small businesses to keep a strong security base while taking advantage of AI-powered productivity.

Microsoft’s March 2026 security updates are especially useful for businesses that want to use Copilot Business with confidence. They include unified security operations, AI-generated automation, better Copilot audit visibility, and better identity threat hunting. These capabilities directly support ADITS’ mission to help regional businesses stay productive, protected, and prepared for the future.

We break down the most important updates below and explain how they help your security and governance strategy.

1. A Unified Microsoft Defender + Cloud Security Experience

Microsoft has expanded the Defender for Cloud experience directly into the Microsoft Defender portal, giving businesses one consolidated view of their security posture across identities, endpoints, email, cloud workloads, and code environments. This merging makes things easier to run and helps businesses respond to threats more quickly.

With this change, small businesses no longer need to switch between separate portals or piece together multiple dashboards to understand risk. IT teams or managed service partners like ADITS can assess vulnerabilities, misconfigurations, and active threats all from one place.

Why this matters for small organisations

For small and medium-sized businesses (SMBs), fragmentation is often bad for security. If you miss an alert or set something up wrong, the whole organisation could be at risk of cyber attacks. A single Defender gateway gives your company:

  • One source of truth for your security posture
  • Faster visibility into issues that matter
  • Simpler governance and reporting
  • Lower operational overhead

2. AI‑Generated Security Automation in Microsoft Sentinel

The addition of AI-powered SOAR (Security Orchestration, Automation, and Response) playbook generation in Microsoft Sentinel is one of the most important things that happened this month. Security teams may use natural language to say what they want to automate, and Sentinel will build a fully working Python script with documentation and a visual workflow.

This public preview makes incident response easier, cuts down on the need for manual work, and makes ensuring that procedures are always the same. This is a big step forward for businesses that don’t have big security teams.

3. Copilot Audit Data Now Available in Microsoft Sentinel

As organisations adopt Microsoft 365 Copilot, security and governance become even more important. The new Microsoft Copilot Data Connector allows Copilot activity, including prompts, user interactions, and audit logs, to be ingested directly into Microsoft Sentinel. This data can then be used for detections, analytics, and compliance reporting.

This means businesses can finally monitor how Copilot is being used, ensure responsible AI adoption, and maintain visibility over sensitive data interactions.

For ADITS clients, this capability strengthens our governance‑led approach by enabling more structured oversight of Copilot use. We help small organisations adopt AI confidently, with the right guardrails in place.

Unlocking the Full Value of Your Existing Microsoft Stack

A key takeaway from Microsoft’s latest updates is this:

Most organisations already own the security tools they need, but they aren’t using them to their full potential.

Microsoft is not asking businesses to replace tools. Instead, they are enriching the Microsoft 365 ecosystem with AI‑driven protection, automation, and governance features designed to help organisations stay secure and resilient.

This perspective mirrors ADITS’ philosophy. Rather than overwhelming clients with new add‑ons, we help them extract maximum value from the tools they already pay for. The March 2026 Defender and Sentinel updates make that easier than ever.

How ADITS Helps Your Organisation Stay Secure with AI‑Driven Microsoft Tools

At ADITS, we help small and regional organisations strengthen their cyber security posture while supporting modern productivity tools like Microsoft 365 and Copilot Business.

Through managed security operations, CyberShield, governance reviews, and Microsoft 365 optimisation, we ensure your organisation:

  • Monitors threats across all Microsoft workloads
  • Leverages AI‑powered automation for faster response
  • Implements strong identity protection and Zero Trust principles
  • Maintains governance over AI‑generated and Copilot activity
  • Maximises the value of Microsoft 365 licensing

Whether you’re exploring Copilot or expanding your Microsoft security framework, our team ensures you’re protected, compliant, and future‑ready. To dive deeper into Microsoft tools, updates, and best practices tailored for businesses like yours, visit our Microsoft Hub, a central resource for staying informed and empowered with the latest technology insights.

Why Copilot Business is a Smart Move for Small Organisations

For many small and mid-sized business, inefficient tools can be a huge hidden drain. A few extra clicks here, another login there, suddenly your team’s spending more time navigating systems than getting real work done. When these tools don’t talk to each other, it can be frustrating. It can also create scattered data, inconsistent processes and increased exposure to security issues. 

If you’re a growing business, it’s likely you don’t need another shiny new add-on to improve efficiency. You need a connected setup that reduces complexity.  

Microsoft’s recent announcement of Copilot Business is great news for SMEs, enabling organisations to support AI adoption, productivity, security and data governance within one ecosystem.

Copilot Business Introduces Enterprise-grade AI for SMEs  

Microsoft 365 Copilot Business makes advanced AI more accessible for small and mid-sized organisations, without requiring enterprise licensing or complex deployments.  

It delivers secure, work-ready Copilot capabilities directly into the Microsoft 365 apps your team already uses every day (Word, Excel, PowerPoint, Outlook and Teams), so they can collaborate more smoothly and automate repetitive work without creating additional risks. 

For many small teams across Queensland, where resources can be stretched and team members often wears multiple hats, this can have a big impact.  

Because Copilot Business fits into your existing workflows, it can help generate and refine content, surface key information and keep projects moving, without causing your teams to lose time switching between systems. It’s also cost-effective.  

Note: for a limited time only (until 31st March, 2026), businesses can unlock better pricing when purchasing Copilot Business with Microsoft 365 Business plans 

How does it work? Copilot in everyday use cases  

Copilot works across Microsoft apps like Outlook, Teams, Word, Excel and PowerPoint. So, it can improve productivity within your existing work processes, without adding an additional platform to the mix.  

For Queensland organisations juggling limited time and resources, Copilot can help workers reduce administrative workloads, find the right information faster, and improve the quality and consistency of everyday communication, while still respecting your access controls, permissions and security policies.  

Consider the following use case examples for different industries:  

  • NFPs – can draft funding applications faster, summarise stakeholder emails into action points, create board-ready reports from program updates and turn meeting discussions into clear next steps.
  • Medical and healthcare teams – can use Copilot to summarise internal handover notes, create patient-facing communication templates and reduce the time spent writing routine internal documentation.
  • Professional services – may use Copilot to generate draft proposals and statements of work, recap client meetings, analyse spreadsheets for trends and build polished slide decks from existing notes.  

Copilot can also support AI-powered agents, these are digital assistants that can automate repeatable workflows and tasks. For example, creating onboarding documentation, handling common customer queries, triaging internal requests or routing key approvals.  

With tools like Copilot Studio, you can tailor these agents to match the way your teams work. It makes automation more achievable for small and mid-sized businesses, without heavy development effort. 

Secure AI that respects your policies and protects your data 

AI only delivers value if your organisation can trust it. With today’s increase in data exposure risks (from cyber threats like phishing, malware, ransomware), security and governance shouldn’t be bolted onto tools after the fact, especially when AI is involved. This is not the case with Microsoft Copilot. Copilot operates safely and securely, within the boundaries you already have in place. It honours existing permissions, access rules and compliance controls, reducing the risk of sensitive information being surfaced to the wrong people. 

For SMEs, Microsoft delivers affordable, enterprise-grade protection through tools like Microsoft Defender and Microsoft Purview:  

  • Defender protects your environment against modern threats such as phishing and ransomware with built-in detection, automated investigation and rapid response –without requiring a patchwork of separate security tools.  
  • Purview supports stronger governance by helping you protect and manage sensitive information across Microsoft 365 and beyond, including what’s stored in the cloud and on premises. 

Working together, Copilot, Defender and Purview create a more secure foundation for productivity – so your business can adopt AI confidently, without compromising data privacy, governance or security. 

Next steps to adopt Copilot for your business 

Supporting your business with AI capabilities is a great way to boost productivity. But it shouldn’t be time-consuming or complex. Leveraging Copilot through a Microsoft Business plan makes AI adoption easy for Queensland SMEs, enabling your tools, data and security controls to work together within your existing environment.  

If you’re exploring Copilot for your organisation, ADITS can help you understand what’s involved and how to roll it out effectively. Get the most value with a strategic rollout plan that supports adoption and helps your people understand how to use it well. 

Visit the ADITS AI & Copilot Hub for more guidance and resources, explore our Microsoft 365 services or get in touch to discuss how we can support your organisation with secure, scalable modern work solutions. 

How to Become a Frontier Firm with Microsoft’s Agentic Business Applications

What does it take to become, what Microsoft refers to as, a “Frontier Firm”? A Frontier Firm is a forward-thinking organisation that embeds AI deeply into core day-to-day work, enriching employee experiences, customer engagement, innovation and business processes.  

Beyond simply using AI tools, Frontier Firms empower people and intelligent agents to work together and do what they do best – automating routine tasks, surfacing insights and freeing teams to focus on decisions, relationships and outcomes that move their business forward. 

Microsoft has announced a new wave of agent-driven innovations to help more organisations move to the new Frontier. It’s a shift that can enable your business to work smarter and faster, without adding complexity.  

Uplift Sales with the Sales Development Agent 

Sales teams everywhere are tasked with growing pipelines, qualifying leads faster and personalising outreach. Microsoft’s Sales Development Agent is designed to support these goals.  

This agent is the next evolution in AI-powered selling. Available via the Frontier Program, it works alongside your sales team members to handle time-intensive tasks. 

How can this improve your sales function?  

Stronger pipeline momentum 

This agent can continuously research prospects, tailor outreach and automate follows up to prevent opportunities from stalling or slipping through the cracks. 

Built to scale with your team 

Operating independently, but collaboratively, the agent functions like a sales team member, handing qualified leads over to human sellers at the right moment. 

Enterprise-grade security and governance 

Developed through Microsoft’s trusted compliance framework, it operates within defined policies, permissions and access controls to protect your data and workflows. 

The Sales Development Agent integrates with leading CRM platforms like Dynamics 365 and Salesforce, and can work seamlessly with familiar tools like Outlook and Teams. 

Microsoft’s sales teams are already using the agent to modernise sales engagement, achieving a 15.1% uplift in lead-to-opportunity conversion rates. If your organisation is looking to unlock stronger sales capacity without compromising quality, this is a clear signal of what’s possible.  

Turn “Data Storage” into “Data Action” 

Most business platforms are designed to record information. Think: customer details, transactions, interactions, approvals. Frontier Firms expect more. They’re transforming platforms into responsive systems that can trigger workflows and support decisions in real time. 

Microsoft’s Dynamics 365, built on Copilot, intelligent agents and unified data, enables you to create a true “system of action” – one that connect insights with execution. Here’s how.  

A stronger foundation for agentic workflows 

Microsoft’s recent updates to Model Context Protocol (MCP) servers across Dynamics 365 and Microsoft Power Platform strengthen these capabilities.   

MCP servers act as secure, configurable connectors between your business data and the AI agents you build, using tools like Microsoft Copilot Studio. This means: 

  • agents can access the right data, from the right system, at the right time 
  • workflows span platforms  
  • AI-driven actions remain governed, secure and auditable.   

By standardising how agents interact with business data, MCP creates a universal capabilities (not limited by platforms) for intelligent automation that can scale across your entire environment. 

Smarter Sales and Service Workflows with Dynamics 365 

For organisations using Dynamics 365 Sales and Customer Service, MCP reduces friction between AI agents and the tools your teams rely on every day.  

Agents can now operate more naturally across workflows such as: 

  • lead research, engagement and qualification 
  • case handling, escalation and resolution. 

These recent integrations enable sales and service teams to move faster, without switching between systems or duplicating effort. 

Making ERP Data Useful in the Moment 

Most organisations store huge amounts of operational data in their ERP system for finance, inventory, purchasing or projects. The challenge is that this information often sits in the background, only accessible through reports or at a later date.  

The latest updates to Dynamics 365 changes this.  

AI agents can now securely access ERP functions and insights as work is happening, not days or weeks later.  

This means your organisation can respond to issues, opportunities or changes in real time – for example, to address cash flow pressures, supply constraints or operational bottlenecks. 

Essentially, this enables: 

  • faster decisions based on live operational data 
  • less manual reporting and fewer hand-offs between teams 
  • greater confidence for your team, knowing insights are current and accurate.   

Importantly, this intelligence is delivered without compromising controls or compliance. Your finance and operations teams stay in control, even with these automated capabilities. 

Turn Everyday Business Apps into AI-Powered Helpers 

Many organisations use Power Apps to manage internal processes. Perhaps you’re currently using them for approvals, data capture, requests or workflows.  

Until now, these apps have largely relied on people to initiate actions. But with new agent capabilities, those same apps can now be triggered automatically by AI.  

Agents can submit forms, request approvals, retrieve information or move processes forward on your behalf. This can help your organisation: 

  • create faster internal processes with fewer delays 
  • reduce administrative load on teams 
  • establish greater consistency in how tasks are completed 

Crucially, this doesn’t remove control. Business and IT teams decide what actions agents are allowed to access.

Get Answers from Your Data in Plain Language 

Instead of switching between systems or relying on complex searches, you can now ask questions in everyday language and receive clear, real-time answers based on business data. 

With Dataverse, you don’t need to know where information lives or how systems are structured. You can simply ask about what you need, and the system responds with accurate, up-to-date answers.   

Note: Behind the scenes, governance and permissions still apply, so people only see what they’re authorised to access. 

For business leaders, this can reduce dependency on specialists, speed up decision-making and make data more accessible across your organisation, without sacrificing control or accuracy. 

What this looks like in practice 

Organisations are already putting these capabilities to work.  

One financial operations platform, for example, has developed an agentic solution using Microsoft Foundry. Integrated with Dynamics 365 Business Central and Microsoft Teams, it streamlines employee expense management, reducing manual effort and maintaining financial controls. 

Become a Frontier Firm  

If you’re motivated to become a Frontier Firm, embed AI tools in a way that genuinely reduces friction, supports your people, enables innovation and helps your business become more productive and efficient.  

Agentic applications and AI-powered workflows don’t replace teams. But they are changing how works gets done.  

Determine the best opportunities for your organisation by understanding where intelligent automation can add the most value, and how to introduce it safely, responsibly and in line with your current systems. 

Start with the right use cases, implement strong governance and establish clear connections between technology and business outcomes. 

Interested to learn how agentic capabilities can support your business? ADITS can help you assess readiness, identify opportunities and align these technologies with your wider IT and security strategy. 

Find out more about our Microsoft services, or get in touch to discuss what these new capabilities could look like for your business. 

How GPT-5 is Transforming Microsoft 365 Copilot for Work

GPT-5 has arrived in Microsoft Copilot and Copilot Studio, providing a smarter, more flexible way to get work done.  

Built to think across different types of tasks, GPT-5 helps Copilot respond faster to routine needs and dive deeper when a problem calls for careful reasoning. 

Prioritising speed for simple tasks, and depth for more complex tasks  

Microsoft has paired GPT-5’s advanced capabilities with Copilot’s work-focused experience. Rather than using a single one-size-fits-all model, Microsoft Copilot now evaluates each prompt and selects the most appropriate GPT-5 variant for the job.  

For straightforward requests (like quick clarifications, short summaries or simple edits) Copilot leans on the high-throughput GPT-5 path so you get concise answers quickly.  

For open-ended questions or tasks that require multi-step thinking, Copilot routes the task to GPT-5’s deeper reasoning mode. In this mode, it can create a plan, gather context and verify conclusions before returning fuller, more reliable responses. 

This gives you support from smarter assistant that can adapt more quickly to tasks; fast when speed matters, and more deliberate where accuracy and nuance are important.  

When and how you can start using GPT-5 in Copilot 

If you’re already using Microsoft 365 Copilot, GPT-5 is available now. It’s ready to work across your everyday applications (Outlook, Teams, Word, Excel, etc.) and draw on your emails, documents, calendar and meeting notes to deliver contextualised responses. 

You may notice a new “Try GPT-5” button inside Copilot Chat. Select this option to switch to GPT-5 and unlock its latest reasoning capabilities.  

try-gpt5

GPT-5 in Copilot Studio 

You can also use GPT-5 in Copilot Studio, Microsoft’s easy-to-use platform for building custom agents.  

Custom agents, powered by GPT-5, can handle more sophisticated tasks, like multi-step workflows and detailed processes.  

Simply select GPT-5 as your agent’s model to enable deeper reasoning and richer, more adaptive outputs. 

Researcher in Copilot  

While GPT-5 has made Copilot smarter and more capable for day-to-day tasks, Researcher steps in when work requires serious depth. 

Researcher is designed for moments you need comprehensive analysis, evidence, synthesis and context across a broad set of sources. It can gather and analyse information from your organisation’s data and the web, and combine it into a structured, well-reasoned output. 

It’s a go-to tool for work that requires methodical, multi-source reasoning, like in-depth reports, analyses and board-ready insights.   

Not heard of Researcher? Find out more in this video:

Try GPT-5 for yourself 

The best way to understand GPT-5’s impact in Microsoft 365 Copilot is to see how it can handle your work. Here are a few practical prompts you can try to experience its range of capabilities.  

1. Understand your communication and working style

Try a prompt for personal development, or to prepare for a performance review:   

Review my recent chats and emails to summarise my communication style, core values, strengths, weaknesses, skills and areas I can improve professionally.

2. Catch up and plan ahead

If you’ve been away and need to quickly get up to speed in a team project:   

Summarise the latest updates on [project/initiative] and outline three clear next steps I should take this week.

3. Turn data into decisions

Convert raw data into actionable recommendations: 

Use the attached customer feedback spreadsheet to create a concise executive summary that highlights key themes and where to focus next quarter’s investment.

4. Refine a key document

Produce polished reports, proposals or customer documents:   

Review the attached project plan and suggest three improvements that would make it stronger. Include reasoning for each and sample text I can use.

5. Capture lessons learned

Finalise projects and set a clear direction:  

Reflect on our recent [project or event]. Summarise what worked well, what could improve next time. Draft a short ‘lessons learned’ summary for the team. 

Start using GPT5 in Copilot  

GPT5 is now live in Microsoft Copilot, ready to deliver smarter, context-rich responses across your emails, documents, meeting notes and more. It’s also available via the web for users without a Copilot license.  

Start experiencing the full potential of Microsoft 365 Copilot. Discover how ADITS’ Microsoft services can help you leverage Copilot and GPT5 to work smarter.

Meet Microsoft Copilot’s New Researcher and Analyst Agents

Two powerful new Microsoft Copilot agents are now available to all users with a Microsoft 365 Copilot licence, and they’re built to change the way you work. 

The new Researcher and Analyst agents are designed to take on the kind of complex, time-consuming tasks that often slow teams down. Until now, these tools were only available through Microsoft’s early access program, but they’re now included in Microsoft 365 Copilot for general use. 

Work Smarter, Research Faster with Microsoft Copilot’s Researcher Agent 

Microsoft Copilot Researcher is ideal for tackling multi-step research projects and quickly generating reliable insights. It draws on OpenAI’s deep research capabilities, combined with Microsoft’s advanced search and orchestration tools, to deliver high-quality answers faster. In practice, that means less time spent digging through documents or sourcing information, and more time to focus on achieving your organisation’s mission. 

Turn Data into Insights with Microsoft Copilot’s Analyst Agent 

Analyst brings the capabilities of a skilled data scientist directly into Microsoft 365 Copilot, making it easier to explore, interpret and act on your organisation’s data.  

Analyst can help you turn raw numbers to actionable insight in minutes, for example, to:  

  • understand donor trends 
  • track program performance 
  • identify service gaps. 

It uses advanced reasoning models and step-by-step logic to break down complex data problems and deliver high-quality answers, similar to human analytical thinking, even running Python behind the scenes to handle more advanced queries. (You can even review the code it’s using, so you’re never left guessing how it got there.) 

Early users have used Analyst to explore patterns in customer behaviour, identify underused services and derive insights that drive smarter decision-making. 

Getting Started Is Easy, As These Agents Are Already Built Into Copilot 

If you’re already using Microsoft 365 Copilot, there’s no extra setup required. Researcher and Analyst are ready to go.  

Both agents are pre-pinned in the Copilot app, making them easy to access whenever you need them.  

Users can run up to 25 combined queries a month, and language support continues to grow. Researcher is currently available in 37 languages, while Analyst supports eight and counting. 

Admins can manage access and settings through the Microsoft 365 admin centre, while users can dive in right away using the built-in sample prompts, so you don’t have to start from a blank page. 

Of course, you can tailor your own prompts to fit your organisation’s unique needs. For example, you might ask Researcher to help you create a summary table of key program milestones over the past five years, listing the milestone, date achieved and community impact.   

This flexibility means you can get detailed, customised insights without starting from scratch every time. 

Start Exploring Researcher and Analyst in Copilot Chat Today 

This latest update delivers powerful AI tools right at your fingertips, to help you work smarter and faster every day. With Researcher and Analyst, expert insights and data-driven answers are just a few clicks away.  

If your organisation has a Microsoft 365 Copilot license, now is the perfect time to try these agents in Copilot Chat and discover how they can transform your workflows. 

Microsoft Copilot Researcher and other Microsoft Copilot agents can help your organisation save time, uncover insights and stay focused on what matters most. Visit our AI & Copilot Hub to explore what you can achieve with Microsoft Copilot.

5 Ways Microsoft Copilot Can Help You Deliver Exceptional Customer Service

Microsoft Copilot is one of the most advanced, innovative AI-powered tools available, designed to seamlessly enhance productivity in Microsoft 365. With the ability to streamline operations, improve customer service and drive more meaningful customer interactions, it’s a game-changer for businesses looking to elevate their customer experience. 

To start using Copilot and take advantage of its incredible benefits, you’ll need a Microsoft 365 Business Premium subscription.  

Let’s discuss the top five ways your business can leverage this incredibly powerful tool to deliver exceptional customer experiences. 

Beyond customer service, Copilot has a wide range of applications across industries. Explore practical, real-world examples in our article: 7 Ways to Work Smarter (Not Harder) with Microsoft Copilot. 

1. Deliver More Personalised Service Offerings

Microsoft Copilot leverages AI to analyse customer data, including preferences, past interactions and specific needs. Consider how valuable it could be to tap into this valuable information to create tailored service offerings, personalised bundles or exclusive features that speak directly to each customer.  

Offering tailored solutions is a great way to make your customers feel heard and understood.  

Relevant recommendations deliver more personalised services to customers, with the potential to lead to higher satisfaction and adoption. This level of attention can build loyalty, positive feedback and turn customers into long-term advocates. 

2. Optimise Service Processes and Workflows 

Microsoft Copilot can enable your teams to streamline service delivery processes, automate repetitive, everyday tasks and improve efficiency behind the scenes. By doing the heavy lifting, it can facilitate faster, more reliable customer service. It also allows your team to focus on more complex issues, reducing errors, speeding up response times and improving overall efficiency.  

In optimising your service processes, consider too, the value of Copilot’s integration capabilities and scalability.  

Integration with Existing Tools

Copilot integrates seamlessly with other Microsoft 365 tools like Teams and Outlook, enhancing service delivery by centralising customer data and communication.  

Your teams can quickly access customer data and insights from the tool they’re already using, reducing response times, improving accuracy of customer interactions – without having to switch between multiple apps. 

For instance, imagine one of your employees meets with a client via Microsoft Teams to address an issue. Copilot can automatically generate a summary of the meeting, capturing key points and action items. This summary can then be shared with relevant teams (e.g., product support) within Teams for quick follow-up. Copilot can also use Outlook to track follow-up emails and deliver timely, personalised customer communications.  

Scalability

As your business grows, Copilot can scale with you, by adapting to increasing service demands, without sacrificing efficiency.  

By automating more tasks and optimising workflows, Copilot helps ensure that your service delivery remains fast, reliable and cost-effective, no matter how large your team or customer base becomes. 

3. Facilitate Seamless Information Flow and Collaboration 

Microsoft Copilot has the power to improve communication and collaboration across your teams, such as sales and finance. How? It acts as a centralised source of information to streamline workflows. This keeps all your teams on the same page to deliver more cohesive, efficient customer experiences. 

The value of creating a seamless flow of information reduces friction for customers, and better allows them to receive consistent, unified service from team members, no matter their department.  

The result: stronger, more positive customer relationships.   

4. Gather and Analyse Service Feedback More Effectively 

Microsoft Copilot makes it easier to collect targeted feedback from your customers, about specific aspects of your service. It can analyse this data to identify areas for improvement – whether that be your service delivery process or the service itself.  

Your teams can use these valuable insights to make informed decisions, adjustments and improvements.  

By analysing feedback, Copilot facilitates continuous improvement of your service quality, based on direct customer input. This enables your business to stay responsive and provide relevant services according to your customers’ needs. 

5. Provide More Personalised Communication Around Service Updates and Changes

Microsoft Copilot can enable your business to craft personalised communications about service updates, outages or new features, so your customers receive timely, relevant information. 

It can tailor messaging based on customer profiles and past interactions – so your business can communicate in a way that’s clear, and meaningful for individual customers.  

This approach improves transparency, keeps your customers informed and reduces frustration during service-related events. When customers feel well-informed, they’re more likely to stay engaged. And your business is more likely to retain their trust.  

Best Practices to Optimise Service Delivery with Copilot 

To maximise the value of Microsoft Copilot, start by understanding your service delivery model and identifying where AI can have the greatest impact. Here are some key best practices to keep in mind: 

  • Integrate Copilot strategically – incorporate it into your existing service delivery workflows for smoother adoption and better results.
  • Ensure data accuracy and use AI responsibly – keep privacy, compliant integration and security top-of-mind. 

Stay on top of AI and data governance. Download your free copy of our eBook, Step into AI: Your Playbook for Secure and Compliant Integration.  

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  • Train your service teams – educate them about how to use Copilot’s capabilities effectively to enhance their workflows.
  • Regularly monitor Copilot’s impact on service quality metrics – confirm it’s meeting your goals.
  • Maintain a human-centered approach – use Copilot as a tool to augment, not replace, the human element in your service delivery. 

Use these considerations and best-practice recommendations to optimise Copilot’s potential and elevate your service delivery. 

Ready to explore how Microsoft Copilot and AI can transform your business? Visit our AI Hub to stay up to date with the latest insights, and sign up so you never miss an update. 

3 Practical Ways for SMBs to Purchase Microsoft 365 Copilot

Artificial Intelligence (AI) has changed the way we live and revolutionised the way businesses operate. AI tools like Microsoft 365 Copilot have become great equalisers for small and medium-sized businesses (SMBs), offering them greater opportunities for efficiency and innovation  than ever. 

As AI enables SMBs to compete with larger enterprises, Microsoft further levels the playing field through three new ways for SMBs to purchase Copilot. This article explores these practical purchasing options – let’s dive into the details so you can soon power up your business through Copilot. 

 

1. Flexible Monthly Billing

Microsoft has a new monthly billing option for annual term subscriptions. This flexible payment plan allows spreading the cost of a Copilot subscription over twelve months, rather than paying a larger lump sum upfront. 

Better Cash Flow Management 

This option can help your cash flow. By breaking down the annual cost into manageable monthly payments, you can better align your business expenses with your revenue streams. Budgeting for it can be more predictable and less stressful, especially for organisations with fluctuating incomes. 

Accessible to Any Size Business 

The monthly billing option also makes Microsoft Copilot more accessible to a broader range of businesses. Smaller organisations that thought the upfront cost was prohibitive can now afford to invest in this powerful AI tool. As access to Copilot is democratised, more businesses can harness AI to enhance their operations and competitiveness. 

Empowering Organisations Like Nonprofits 

Consider a small nonprofit organisation looking to integrate AI into their operations. With the monthly billing option, they can manage their finances more effectively while still benefiting from Microsoft Copilot for small business. This allows them to enhance their services and streamline administrative tasks without financial strain. 

Free Microsoft 365 Licences and Discounts for NFPs 

Not-for-profit (NFP) organisations have a few more advantages waiting for them. Explore them in this FREE eBook Unlock Your M365 Benefits to Multiply Your Mission Impact. This resource will also show you how to use innovative technologies for non-profit work.

 

2. Self-Service Purchase

There is now a self-service purchase option for Microsoft 365 business users. With this feature, you can purchase Copilot directly through your existing Microsoft 365 account. Although this eliminates the need for lengthy procurement processes or third-party involvement, we recommend you discuss with your IT provider before enabling Copilot. 

AI Convenience Unlocked 

The convenience of this option is simply invaluable. Businesses can easily access this Microsoft artificial intelligence tool and start using Copilot almost immediately. This eliminates the delays often associated with traditional purchasing methods. 

Control Over Your Copilot Purchase 

This option can provide you direct control over your AI software acquisition. It speeds up your purchasing process, allowing your business to respond swiftly to your changing needs. It also lifts the administrative burden on IT departments. 

Example in Medical & Healthcare Services 

Imagine a healthcare provider aiming to enhance productivity and patient care. With the self-service purchase option, they can quickly acquire Microsoft 365 Copilot. They can then integrate AI-driven insights into their daily operations ASAP. This allows them to streamline administrative tasks, improve patient scheduling, and enhance overall efficiency – no complex procurement procedures needed. 

 

3. In-App Purchases and Licence Requests

Microsoft’s new feature allowing in-app purchases and licence requests for Copilot is designed to enhance user convenience and efficiency. This enables businesses to purchase licences directly within the applications they are already using, without interrupting their workflow. 

Seamless Integration 

You can acquire the necessary licences without leaving an application, ensuring that your work is not disrupted. This integration simplifies the purchasing process, making it more intuitive and user-friendly. 

Improved Efficiency 

Doing in-app purchases saves both time and effort. You won’t have to navigate through multiple platforms or contact external vendors, because you can speedily obtain the tools you need. This efficiency translates to more time spent on productive tasks and less on administrative overhead. 

Empowering Educational Institutions 

For example, a school can swiftly equip their staff to allow them to manage student records more effectively, and streamline communication. 

By the way, did you know that Copilot can help to estimate the costs of introducing new courses in a training or educational institution? Read about it in 7 Ways To Work Smarter (Not Harder) With Microsoft Copilot, and find out how Microsoft’s AI tool is being used in various sectors and industries.

 

Microsoft 365 Copilot Can Help Your Business Fly 

In summary, Microsoft has introduced three innovative ways for SMBs to purchase Copilot: flexible monthly billing, self-service purchase, and in-app purchases and licence requests. Now, businesses of any size have greater flexibility, convenience, and efficiency. This makes it easier to integrate AI into their operations.  

Explore these new purchasing options and discover how Microsoft 365 Copilot can steer your business forward and upward. Our team is always ready to help you. 

 GET IN TOUCH WITH ADITS NOW

Nonprofits Get 15% Off Microsoft 365 Copilot

In power-boosting news, Microsoft has announced a 15% discount on Microsoft 365 Copilot for eligible nonprofits. This is a rare opportunity for organisations to take advantage of Microsoft’s AI-powered assistant – and do much more with less resources. 

Copilot is designed to enhance productivity and streamline operations. It is the perfect tool for not-for-profit (NFP) organisations dedicated to making a difference but with budget and employee constraints. So, how can this offer help you achieve your mission more efficiently? 

 

Microsoft Copilot Can Transform Your Nonprofit Operations

Microsoft 365 Copilot naturally integrates with your existing Microsoft 365 applications, such as Word, Excel, PowerPoint, Outlook, and Teams. It can help you draft documents, generate insights from data, and summarise meetings and emails. These can save heaps of time, allowing your team to focus on what truly matters — your mission. 

What else can a nonprofit do with Microsoft’s AI assistant?

Enhance Donor Communications

Microsoft 365 Copilot can help you create personalised messages for donors and volunteers, ensuring your communications are impactful and engaging. This can build stronger relationships and increase support for your cause. 

Streamline Grant Proposals 

Writing compelling grant proposals can be time-consuming. Copilot assists in drafting and refining these documents, in a faster and more efficient way. The chance of securing funding would also increase. 

Boost Online Presence 

Maintaining an active online presence is crucial for nonprofits. Copilot can generate content and images, helping you keep your website and social media channels updated with minimal effort. 

Improve Meeting Efficiency 

With Copilot, you can be more engaged in meetings and quickly catch up on the ones you miss. It summarises key points and action items, ensuring you stay on top of your tasks. 

Visualise Program Data 

Copilot helps visualise and analyse your data in Excel, making it easier to understand and act on insights. This is particularly useful for tracking donations, volunteer hours, and program outcomes. 

Create Custom AI Assistants 

Using Microsoft Copilot Studio, you can build custom AI assistants that integrate directly into your systems of record using thousands of prebuilt data connectors. These assistants can help volunteers find resources quickly, visualise organisational data, and respond to constituents in real-time. (Copilot Studio comes with Microsoft 365 Copilot.) 

 

Boosting Efficiency, Savings, and Impact with Microsoft 365 Copilot 

By leveraging the power of AI, your organisation can achieve greater efficiency, save costs, and ultimately make a bigger impact.  

Increased Productivity 

By automating routine tasks, Copilot allows your crew and volunteers to focus on high-impact activities. This can lead to a huge increase in productivity and operational efficiency. 

Cost Savings 

Streamlining AI use through Copilot reduces the need for third-party services and other AI tools, potentially decreasing technology costs by at least 50%. 

Enhanced Employee Retention 

When staff spend less time on mundane tasks, they are more likely to feel satisfied and engaged in theirat work. This can increase staff retention by up to 18%. 

 

How to Take Advantage of This Offer 

Don’t miss this opportunity to enhance your nonprofit’s operations with Microsoft 365 Copilot. To buy Microsoft 365 Copilot, you need a separate licence for a qualifying Microsoft 365 plan.  

Nonprofit customers can switch to the discounted Microsoft 365 Copilot subscription at renewal. If you want to add new licenses before renewal, you can start a new subscription. 

The offer is available to all eligible nonprofit customers worldwide where Microsoft 365 Copilot is sold on CSP. There is no minimum purchase needed, and no limit on the number of licences. To learn more, reach out to ADITS today:

Ask Us About Microsoft 365 Copilot

Embrace the future of nonprofit work with Microsoft 365 Copilot today! 

Supercharge Your Team with Copilot Actions

Microsoft has unveiled exciting new features for Microsoft 365 Copilot. These include Copilot Actions, new agents, and tools designed to empower teams – transforming how organisations operate while enhancing efficiency and productivity.  

Time-Saving Automation Can Streamline Your Operations  

Copilot Actions are designed to automate everyday repetitive tasks, so your crew can spend more time on strategic initiatives. With simple, fill-in-the-blank prompts, you can set and forget tasks such as summarising daily action items, gathering inputs for weekly newsletters, or preparing for customer meetings by summarising recent interactions.  

This automation not only saves time but also ensures consistency and accuracy in routine operations. Here are some specific use cases: 

Personalised Client Communications 

Financial services rely heavily on timely and accurate communication with clients. Copilot Actions can automate the creation of personalised client updates, ensuring relevant and engaging communications. This can lead to improved client satisfaction and retention. 

Streamlined Compliance Reporting 

Compliance is critical across many industries. Copilot can assist in generating and refining compliance reports, reducing the time and effort required to meet regulatory requirements. This ensures that your organisation remains compliant at any given time. 

Improved Meeting Efficiency 

Copilot can summarise key points and action items from meetings, ensuring that nothing is missed, and follow-ups are timely. This feature is useful for keeping track of discussions and decisions made during client meetings or internal strategy sessions. 

Simplified Data Analysis & Visualisation 

Copilot can help analyse your data, providing insights for informed decision-making. Whether it’s tracking market trends or analysing client portfolios, Copilot’s data visualisation capabilities make it easier to understand and act on complex information. 

 

Master the Magic Behind Copilot Actions 

Here are the simple steps involved in most Copilot Actions applications:

1. Data Collection

As your access permissions allow, Copilot gathers relevant data from your systems, such as databases, transaction records, meeting notes, and other sources. Your prompt can be something like “Gather client transaction records from the past month” or “Retrieve all meeting notes from the last quarter.”

2. Content Generation

Copilot drafts the necessary content, whether it’s reports, summaries, updates, or visualisations. Use a prompt like “Draft a compliance report based on the latest audit logs” or “Create a summary of the recent client meeting.” 

3. Review and Edit

Your team reviews the generated content, making any necessary adjustments to ensure accuracy and relevance. You can still input a prompt like “Review the draft report for accuracy” or “Edit the meeting summary to include key action items.” 

4. Automated Refinement

Copilot refines the content based on feedback, incorporating any changes to ensure it meets your standards. You might use the prompt “Incorporate feedback into the compliance report” or “Refine the client update based on the latest data.” 

5. Final Approval and Distribution

Approve the finalised content for distribution to the relevant stakeholders, whether clients, regulatory bodies, or internal teams. Your prompt could be “Approve the final compliance report for submission” or “Send the updated client summary via email.” 

 

What You Can Get from Copilot’s New Features 

Your team can achieve tremendous benefits and make a bigger impact with the power of AI. 

Improved Productivity 

Copilot automates routine tasks, enabling your employees to focus on high-value tasks. This shift can significantly boost productivity and operational efficiency. 

Cost Efficiency 

By streamlining operations, Copilot can potentially decrease technology expenses by minimising reliance on third-party services and other AI tools. 

Enhanced Security 

The Copilot Control System can provide your IT team with the tools to manage Copilot and agents securely. This ensures that your organisation’s data is protected while leveraging the benefits of AI. 

 

New Copilot Agents Do Real-Time Language Interpretation and More 

Microsoft has also introduced new agents that unlock SharePoint knowledge, provide real-time language interpretation in Teams meetings, and automate employee self-service. These agents are designed to enhance collaboration and streamline workflows, making it easier for your team to access and share information. 

 

Copilot Studio to Manage Your Agents 

Copilot Studio allows teams to create, manage, and connect agents to Copilot. This platform provides a centralised location for developing and deploying AI solutions tailored to your organisation’s needs. 

 

Microsoft Copilot’s Performance Multiplied 

Microsoft has significantly improved Copilot’s performance, with responses now twice as fast and satisfaction nearly three times higher. These enhancements ensure that your team can rely on Copilot for quick and accurate assistance. 

 

Next Step to Innovation with Microsoft 365 Copilot 

Grab the opportunity today to enhance your IT operations with Microsoft 365 Copilot’s new features. Find out how you they can help your business.

 Microsoft Copilot & AI Powered Solutions

7 Ways to Work Smarter (Not Harder) with Microsoft Copilot

Can you imagine making 100 copies of a 100-page document entirely by hand, with just pen and paper?

That’s what we would be doing if not for digital duplicators, photocopiers, and scan-to-print devices. Those machines have made document reproduction much faster and easier, as inventions and tools do.

One recently popular tool is AI. We have seen the likes of ChatGPT and DALL-E, and more yet are coming. In business, Microsoft Copilot is emerging as a highly useful digital assistant. How exactly can Copilot help you work smarter? Look at these specific ways.

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1. Proposal Generation in a Legal Services Firm

Let’s say you are a lawyer in an estate law firm, and you need to prepare a consulting proposal for a client. You can use Microsoft 365 Copilot in Word to draft the proposal. Just provide information such as the client’s name, the purpose of the proposal, the services you are offering, its benefits, and a call to action.

After Copilot generates the document, you can review and make changes. You may also ask Copilot to check your grammar, spelling, and punctuation and offer suggestions to improve your writing.

You could even have Copilot help you to format the document according to the best practices in your industry. Use it to suggest and apply styles, headings, bullet points, tables, charts, and images to your proposal.

Before submission, use Copilot to share your proposal with your colleagues and get feedback and suggestions. It can help you to track changes, comments, and revisions and keep your document up to date.

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2. Data Analysis & Visualisation for Nonprofit Resource Allocation

If your non-profit needs to decide about resource allocation in, say, promoting disability rights, you can use Copilot to gather and process data for your basis.

Also use Copilot to help you:

  • Collect data from a variety of sources that you specify
  • Check the data for errors and inconsistencies
  • Use a tool like Excel to analyse your data and identify patterns
  • Generate charts/data visualisations for clearer presentation
  • Check the data for errors and inconsistencies
  • Create a report and a presentation to communicate the results

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3. Patient Report Writing for a Healthcare Provider

Periodic patient reports are a regular task for healthcare professionals. A medical specialist can use Microsoft Copilot to automate report generation, summarising a patient’s medical history, current medications, treatment plans, and patient progress updates.

The report writer can ask Copilot for help in:

  • Collecting data from electronic health records (EHRs), billing systems, and databases
  • Instructing Copilot how to create the report, using a JavaScript or Python script
  • Actual report generation
  • Filing the reports and sharing with relevant personnel

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4. Chatbots for a Financial Services Business

If your organisation offers financial services, chances are you will often receive queries and customer support requests. You can use Copilot for:

  • Training chatbots to answer common customer questions and about your offerings
  • Providing real-time support to your customer support staff, including finding relevant and accurate information, drafting standard responses, and resolving issues speedily
  • Generating reports and analytics about customer interactions, to identify and address areas for improvement in customer support

lawyer

5. Legal Document Templates Generation

Lawyers, legal secretaries, and paralegals can get smart with Microsoft Copilot when creating templates for non-disclosure agreements, wills, trusts, and other documents. Just identify the templates that you need, then provide Copilot with relevant data such as your business name, address, and contact information.

You may use a Copilot script to specify how to generate the legal document templates. You could then run the script, review the templates, proofread and improve them. Copilot can also assist in formatting your document templates and, if needed, convert documents from Word into PDF or HTML which could be easier to share and use.

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6. Marketing Campaign Automation for Non-Profit Fundraising Program

If you work in a non-profit organisation aiming for increased donor engagement, improved efficiency, and better fundraising campaign insights, Copilot can assist you in several ways:

Generating Personalised Email Campaigns

Marketing staff can tap Copilot to generate personalised email campaigns for donors and potential donors. This can help increase open rates and click-through rates.

Creating Social Media Posts

Copilot can be used to create social media posts tailored to the interests of target supporters. This can increase engagement on social media and even drive more traffic to your website.

Segmenting Donor Lists

Fundraising staff can use Copilot to segment donor lists based on factors like donation history, interests, and demographics. This can help you to target donor audiences more effectively.

Tracking Campaign Results

Copilot can help executive staff track the results of campaigns, including email open rates, click-through rates, and social media engagement. These can help you improve on future campaigns.

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7.Financial Modelling & Analysis (FMA) in Education & Training

If a private training institution is proposing a new set of courses, they can do an FMA to make decisions – about launching the courses, for resource allocation, and to find out the financial impact on the organisation. In particular:

  • Copilot can be used to analyse data (e.g., government reports, industry surveys, and social media) to identify the potential market for new courses. For example, Copilot can help identify fast-growing industries and develop new courses that will train students for jobs in those industries.
  • Copilot can help to estimate the costs of new courses, including course materials development, hiring instructors, and marketing the courses. Copilot can also be used to estimate the potential revenues and recommend the tuition fee rates.
  • Copilot can be used to evaluate the financial impact of new courses on the overall business. For instance, Copilot can help estimate the increase in revenue, the increase in course costs, and the impact on the overall profit margin.
  • Copilot can help in creating reports and presentations that communicate the financial benefits of new courses to stakeholders. For one, Copilot could be used to show how new courses can increase revenue and achieve strategic goals.

Microsoft 365 Copilot: Your Smart AI Assistant

Can you imagine how efficient and productive your organisation can become with Microsoft Copilot compared to without it?

The tool will be available from the 1st November 2023 to Microsoft 365 customers on a Business Enterprise agreement for an extra $30 USD per user per month. For related information, you may reach out to ADITS right now. For other practical technology guides, you may check out our free business IT resources. Whether you’re in Brisbane, Townsville, or beyond, we’re here to help you navigate your IT needs with confidence.