Complete Guide to Microsoft Copilot for SMBs

What Is Microsoft Copilot?

Microsoft Copilot is your AI-powered assistant built into Microsoft 365, among the tools your team already uses; Word, Excel, Outlook, Teams, and more. It uses large language models (LLMs) to understand context and generate intelligent outputs in real time.

Think of it like ChatGPT, but fully integrated into your Microsoft 365 environment, with access to your documents, emails, and business data (depending on permissions). This combination, makes Microsoft Copilot a very powerful tool. But not all businesses know how to get the most out of it. This is why we created our guide to Microsoft Copilot for SMBs. 

Some key features of Microsoft Copilot:

    • Generating summaries of long emails and meetings
    • Writing first drafts of documents or replies
    • Analyzing Excel spreadsheets using plain language
    • Creating presentations and reports automatically

⚠️ Note: Microsoft 365 Copilot requires specific licensing.

Microsoft Copilot and Microsoft Teams are a great combination
Microsoft Copilot and Microsoft Teams are a great combination

Why Copilot is great for SMBs

Small and mid-sized companies face pressure to do more with less. Labor shortages, rising costs, and digital complexity are squeezing productivity.

Copilot offers a clear ROI by:

    • Freeing up hours of repetitive work
    • Helping teams work smarter, not harder
    • Democratizing access to AI without needing new tools

And the best thing? You reduce AI hallucination risks for free because Copilot is automatically grounded in your Microsoft Teams & SharePoint data!

For SMBs, this means:
✅ You can create automatic summaries from your digital meetings
✅ Your HR team can create agents that answer 90% of employees questions
✅ Your employees can get productive with writing documents or creating presentations
✅ Your support team can summarize and escalate tickets faster

How to Get Started With Copilot

But, like with a lot of new technical innovations, productivity gains are heavily dependent on user adoption. You can buy all the shiny tools you want, but if your employees are not using them you might be facing mediocre results.

Besides user adoption, the state of your current Microsoft 365 environment can be a blocker for success. If your documents are a mess and there are different versions of documents scattered all over the place, you can be sure that Copilot can have a hard time coming up with the right answers.

So, how to ensure success? Here is our checklist:

Checklist for SMBs:

    1. Get your licenses sorted. Microsoft 365 Business Standard or E3/E5 license. Read our guide on licensing to get started.
    2. Ensure your data governance (Teams, OneDrive, SharePoint) is in place. Tip: a SharePoint based intranet or knowledge base will help you get more out of Copilot.
    3. Assign ambassadors or AI advocates inside your teams. Try to pick tech-curious people and influential people.
    4. Provide a proper training to your ambassadors. When they are able to get the most out of Copilot, others will follow. This will be your adoption boost.

Internal Roles to Involve:

    • IT: Licensing, identity, permissions

    • HR & Communication: Training and change management

    • Business: Identifying use cases per team

⚠️ Note: Management adoption plays a huge role in change management. If management is not leading the charge in adopting AI, your results will suffer.

Our Copilot Services at Maiju

We specialize in helping SMBs adopt Copilot fast. Our training and adoption program will help you get more out of Microsoft Copilot. If your company is struggling with Copilot adoption or is not yet seeing the benefits of Copilot, we can help you out. You can find our full overview of Microsoft Copilot services here.

Copilot Readiness Audit

In this audit we will make an assessment on your basics. How well are people using Microsoft 365. What is the state of governance. What type of results can be expected, based on your business and employees.

In just a few days, we will give you a full report on your Copilot readiness. This report not only contains our assessment results, it is also filled with practical tips ánd an adoption roadmap that fits your business.

Hands-On Team Training

If you want to get more out of Microsoft Copilot, we are your support. Our training programs for total beginners and existing users will help every attendee get more out of Microsoft Copilot.

Ongoing optimization

AI adoption is not defined by a single moment. It is a process that requires a good start and constant optimization. We can help you analyze Copilot behavior and make practical recommendations that will help you get the most out of Copilot.

✅ Unlike big consultancies, we work lean and fast, and we actually build, not just advise.

Frequently Asked Questions

Is Copilot available in Dutch?
Yes, Copilot supports Dutch for both input and output in most tools, although quality may vary based on phrasing.

How secure is Copilot?
Data stays within your Microsoft 365 environment. No data is used to train Microsoft’s public models.

Do I need new software?
No. Copilot lives inside the Microsoft tools you already use, like Outlook, Word, Excel, and Teams.

What’s the difference between Copilot and ChatGPT?
ChatGPT is a standalone AI tool that can help users get more productive. ChatGPT is however not aware of the specific context of your business. Copilot is integrated, secure, and understands your business context.

Get Productive with Microsoft Copilot

Are you interested in getting started with Microsoft Copilot? We hope this Guide to Microsoft Copilot for SMBs helped you get some ideas.

We provide a free consult for businesses who are just getting started with Microsoft Copilot. Just contact us to book a free 30-min meeting. 

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