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
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.
Related posts
Microsoft Teams: Teams Rooms Builder in the Pro Management portal
Teams Rooms Builder, launching worldwide in June 2026 in the Teams Rooms Pro Management portal, is a visual tool for IT admins to design and s...
Microsoft 365 Usage Analytics Power BI template app will be retired
The Microsoft 365 Usage Analytics Power BI template app will be retired, with new downloads ending June 1, 2026, and support ending August 1, ...
Microsoft Teams: Profanity filter disabled by default for live captions
Microsoft Teams will disable the profanity filter by default for live captions starting mid-June 2026, improving caption accuracy and accessib...
New entry points for “Create pages with AI in SharePoint”
Copilot in SharePoint expands AI-assisted page and news post creation with new entry points at the Publish landing page and Site Template Gall...
Support for disabling file previews in Microsoft Teams
Microsoft Teams will add a user-level setting to disable file previews, enabled by default. Rolling out June 2026, this applies per user and p...
Assign open shifts in Microsoft Teams Shifts
Microsoft Teams Shifts introduces “Assign open shifts,” allowing managers to auto-assign open shifts based on availability, time o...
Microsoft Teams: Queues app on phone devices
Soon, the Queues app will be generally available for agent experiences on Teams certified phone devices. The intuitive interface and real-time...
Microsoft Copilot (Microsoft 365): Declarative agents with Actions available in GCC High and DoD
Declarative Agents with Actions enable Microsoft 365 Copilot to take real-world actions by invoking APIs, plugins, and enterprise workflows di...
Microsoft Copilot (Microsoft 365): Support for MCP Agents with Interactive UI Widgets in Government Clouds
Feature description: Model Context Protocol (MCP) based agents in Microsoft 365 Copilot Chat will now be able to surface rich, interactive UI ...