Loading...

Microsoft 365 Copilot - Small Business Guide to Set Up Copilot

Microsoft 365 Copilot - Small Business Guide to Set Up Copilot

Take a look at how wave two of Microsoft 365 Copilot can specifically help your small business by leveraging the secure application of generative AI with your work data. Use it to author presentations and content, reduce digital debt to focus on what’s important as you engage with customers, and automate everyday tasks and processes. For IT, see how to light up Microsoft 365 Copilot in your tenant, and get tips and resources for onboarding your organization.

Mary David Pasch, Principal Product Manager for Microsoft 365 Copilot, joins Jeremy Chapman to share how to use Copilot to save time, drive productivity, and foster stronger connections with your customers.

 

► QUICK LINKS:
00:00 - Microsoft 365 Copilot Small Business Guide
00:53
- Save time
02:14 - Privacy & safety
05:03 - How Microsoft 365 Copilot can assist you
06:24 - Work smarter, improve skill sets
08:13 - Create custom experiences
08:48 - Enable Copilot and onboard users
10:28 - How to apply Copilot to specific areas in your company
12:18 - Guidance & resources
14:07
- Wrap up 

 

► Link References

Watch our whole series at https://aka.ms/CopilotSMBMechanics

Check out our show on preparing for Copilot at https://aka.ms/SMBOversharingMechanics

See how to create custom experiences at https://aka.ms/Wave2Mechanics

Use role-based scenario guidance at https://aka.ms/AIforAll

Get a Success Kit at https://aka.ms/CopilotSMBSuccesskit

Sign up for or watch Quickstart Training at https://aka.ms/QuickStartCopilot 

 

► Unfamiliar with Microsoft Mechanics? 

As Microsoft's official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft.

• Subscribe to our YouTube: https://www.youtube.com/c/MicrosoftMechanicsSeries

• Talk with other IT Pros, join us on the Microsoft Tech Community: https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog

• Watch or listen from anywhere, subscribe to our podcast: https://microsoftmechanics.libsyn.com/podcast

 

► Keep getting this insider knowledge, join us on social:

• Follow us on Twitter: https://twitter.com/MSFTMechanics 

• Share knowledge on LinkedIn: https://www.linkedin.com/company/microsoft-mechanics/

• Enjoy us on Instagram: https://www.instagram.com/msftmechanics/

• Loosen up with us on TikTok: https://www.tiktok.com/@msftmechanics

Published on:

Learn more
Microsoft Mechanics Podcast
Microsoft Mechanics Podcast

Made for tech enthusiasts and IT professionals. Expanded coverage of your favorite technologies across Microsoft; including Office, Azure, Windows and Data Platforms. We'll even bring you broader topics such as device innovation with Surface, machine learning, and predictive analytics.

Share post:

Related posts

Updates available for Microsoft 365 Apps for all channels

We’ve released updates to the following update channels for Microsoft 365 Apps: Current Channel Monthly Enterprise Channel Semi-Annual E...

20 hours ago

Self-nomination as a community expert in Viva Engage communities

Self-nomination for community experts in Viva Engage will be available from early to mid-July 2025. Members can request to become experts via ...

20 hours ago

Microsoft Copilot (Microsoft 365): Say “Hey Copilot” to activate voice conversations with the Microsoft 365 Copilot app on Windows

With the Microsoft 365 Copilot app on Windows, say “Hey Copilot” to activate real-time voice conversations with Copilot. The wake word keeps y...

20 hours ago

Microsoft Copilot (Microsoft 365): Copilot Chat now supports more file types in search grounding

We are expanding the file types supported in Copilot Chat to align with the Microsoft Search experience. Product Release phase General Availab...

20 hours ago

Microsoft Copilot (Microsoft 365): Recent activity is part of Copilot’s dynamic document snapshot in Word

Select the Activity tab within the Copilot summary at the top of a document for a summary of recent comments and changes. Choose a time window...

20 hours ago

Microsoft Teams: Edit and manage Teams Town Hall instances in Outlook

Organizers and co-organizers can now easily edit the details of Teams Town Hall instances. A direct link to the Teams Town Hall edit page is n...

20 hours ago

Microsoft Copilot (Microsoft 365): Recent activity is part of Copilot’s dynamic document snapshot in Word

Select the Activity tab within the Copilot summary at the top of a document for a summary of recent comments and changes. Choose a time window...

20 hours ago
Stay up to date with latest Microsoft Dynamics 365 and Power Platform news!
* Yes, I agree to the privacy policy