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Home / Enablement Hub / Events and Webinars / On Demand Webinars / AI, Agents & Automation: What SMBs Need to Know Now

AI, Agents & Automation: What SMBs Need to Know Now

Watch Now

Join Jahan Sheikh from Microsoft for a webinar tailored to IT leaders who want to stay ahead of the curve.

This webinar session unpacks the latest AI innovations and show you how to leverage Microsoft Copilot and Agents to drive productivity, streamline operations, and future-proof your business.

Watch the webinar, download the presentation slides and read on for more information!

What we cover:

What we cover:

  • AI Insights into the Future of Work with Agents – Understand how agents are reshaping workflows and decision-making.
  • Copilot Chat vs M365 Copilot – Learn the key differences between the two and when to use each for maximum impact.
  • All things Agents – Discover why Agents matter, from low-code to pro-code use cases.

 

  • Copilot Studio LIVE Demo – See real SMB scenarios in action, including automation examples.

This webinar will give you practical insights and tools to take the next step with Copilot in your business and equip you to better help your customers.

 

AI Insights and Agents at Work (pdf 3.64 MB)
Helping customers to leverage Microsoft Copilot Chat, for free

Helping customers to leverage Microsoft Copilot Chat, for free

As managed service providers (MSPs), one of the biggest opportunities right now is guiding customers safely, simply, and with purpose into the world of AI.

Microsoft’s free version of Copilot Chat is the perfect entry point. It enables users to explore what AI can do inside an environment they already trust, with no new platforms, extra logins, or added costs.

The free version of Copilot Chat offers your customers an easy, low-risk way to experience the value of AI right where they work every day. It’s now built directly into Microsoft 365 apps like Word, Excel, PowerPoint, and Outlook, meaning users can access AI-powered help at no extra cost, without any complicated setup or deployment.

Opening the door to everyday AI

This seamless integration removes barriers to AI adoption and means Copilot Chat is simply there, waiting to help, whenever users need it.

  • Draft and refine content faster, from emails and proposals to meeting notes and reports.
  • Summarise long documents, web pages, or email threads instantly.
  • Generate ideas, outlines, and action plans based on prompts or existing documents.
  • Translate, rephrase, or simplify text to improve communication.
  • Find information across Microsoft 365 and the web in one place.

There’s no training required. Copilot Chat is intuitive, accessible, and available to anyone with a Microsoft account, making it the ideal way to help customers take their first confident steps with AI.

Integrated into everyday work

Integrated into everyday work

One of the standout benefits of Copilot Chat is how naturally it fits into the Microsoft 365 apps your customers already rely on. Whether users are drafting a section in Word, reviewing a spreadsheet in Excel, or catching up on emails in Outlook, Copilot Chat is always by their side. The chat is context-aware, understanding what users are working on and tailoring responses to their current tasks.

Need details from another file while chatting with Copilot? Just type a quick command in the chat to search OneDrive, no need for manual uploads or switching apps. Users can even reference multiple files or drop in images for richer conversations. This in-app experience means less friction, greater efficiency, and a more natural way for users to get help, brainstorm, or find information.

Powered by cutting-edge AI

Under the bonnet, Copilot Chat is powered by Microsoft’s latest GPT-5 model, delivering even more advanced and fluent responses than before.

Copilot now produces longer, more structured, and highly accurate answers, helping users get deeper insights and spend less time editing drafts or explanations.

Importantly, the free Copilot Chat experience is not a watered-down version; it’s running the same top-tier AI model that powers Microsoft’s premium Copilot, giving every user access to world-class technology from day one.

New features and a roadmap for growth

New features and a roadmap for growth

Microsoft continues to evolve Copilot Chat, adding visible new features that make it even more useful in daily work. Users can now:

  • Brainstorm and draft collaboratively on “Pages”, the persistent canvases within the chat for working through ideas with AI.
  • Input more detailed prompts with an expanded chat area, making complex tasks a breeze.
  • Generate and share images directly in chat, thanks to built-in image creation tools, no design skills needed.

Perhaps most exciting for MSPs and their customers is the emergence of AI agents within Copilot Chat.

These specialised assistants can handle particular tasks or connect with external systems (such as pulling reports or analysing data).

Advanced agent features are set to become more accessible with the full Copilot for Microsoft 365 offering. While not included in the free version of Copilot Chat, users will get a glimpse of what’s possible, laying the groundwork for future upgrades as organisations mature in their AI journey.

Security and Trust as standard

Security and Trust as standard

Your customers already trust Microsoft with their data and daily workflows.

Copilot Chat builds on that trust by operating within Microsoft’s enterprise-grade, secure, and compliant cloud environment, backed by Enterprise Data Protection (EDP).

By providing an approved, secure AI solution, you help customers avoid the risks of “shadow AI” and ensure they’re using tools that meet organisational and regulatory standards.

With Copilot Chat:

  • Data stays within the customer’s tenant boundary. Copilot Chat does not store prompts or responses outside your organisation’s Microsoft 365 environment.
  • Governed by the same compliance framework as Microsoft 365, including GDPR, ISO 27001, and other industry standards.
  • Role-based access and admin controls ensure that only authorised users can enable advanced features like agents.
  • EDP guarantees that sensitive business information is never used to train the underlying AI models, reducing risk and maintaining confidentiality. All data stays protected within the customer’s tenant boundary and is governed by the same compliance framework as the rest of Microsoft 365.

 

The benefits for your customers, and you

The benefits for your customers, and you

Encouraging customers to try the free version of Copilot Chat is about more than just boosting productivity. It’s a strategic first step in their AI journey, allowing them to:

  • Build familiarity and confidence using AI in day-to-day work.
  • Experience real efficiency gains that demonstrate tangible value.
  • Understand how Copilot fits naturally into their existing Microsoft environment.
  • Reduce risk by staying within a secure, compliant framework rather than experimenting with unapproved tools.

For MSPs, this opens the door for deeper Copilot conversations. Once customers experience the impact of AI firsthand, it’s far easier to explore how Copilot for Microsoft 365 can extend those capabilities across Teams, Outlook, Word, and Excel. Success stories like project managers saving hours on status reports or sales teams brainstorming market insights can make AI real and tangible for everyone.

Looking ahead: start simple, grow with confidence

Introducing Copilot Chat is the easiest way to help customers start their journey into AI, securely and confidently. It helps them get comfortable, see results, and get ready for what’s next. Best of all, as Microsoft continues to innovate—with features like agents and even deeper app integration—your customers will be well-positioned to take advantage of new capabilities as they’re released.

For you as an MSP, Copilot Chat is the perfect conversation starter. It leads naturally to advanced Copilot solutions when customers are ready to go further. By helping them take that first step with a secure, integrated, and powerful AI tool, you’re setting them up for success in the AI-powered workplace of the future.

Let’s help our customers step through that gate, embracing AI in their daily work with confidence and a sense of possibility.

Related tags:
Age of AIPartner BusinessProductivityModern WorkData and AIMicrosoft
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