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Microsoft Copilot for MSPs

Secure, Integrated AI with Copilot

Microsoft Copilot is quickly becoming indispensable in many workplaces, delivering enhanced productivity and reduced admin. For MSPs there’s far bigger value: delivering secure rollout, change management, tailored automations via Copilot Agents, ongoing optimisation and measurable business outcomes. In short, Copilot is a platform you can sell services around – not just incremental licence revenue.

Good for clients

  • Higher productivity, faster outcomes – fewer routine tasks, faster meeting notes, quicker drafting and decision support.
  • Better information flow & consistency – meeting summaries and action items reduce missed actions and improve collaboration across distributed teams.
  • Smarter use of data – Copilot can turn spreadsheets, chats and documents into insights (quick analyses, charts, executive summaries) that non-technical staff can act on.

Great for MSPs

  • New, recurring revenue stream – Copilot isn’t cheap and once people start using it, they very rarely want to lose it.
  • Customer stickiness and differentiation – value added preparation and optimisation services support your role as a strategic partner.
  • Upsell and cross-sell – adjacent services (security, backups, analytics, training, automation) naturally follow a Copilot implementation.
MSP computer with Microsoft Copilot

Microsoft 365 Copilot Business

Microsoft 365 Copilot Business is a new SKU designed for SMB tenants up to 300 seats, providing the full premium Copilot experience at a more accessible price point.

Copilot Business is available as a standalone add-on or as part of new Microsoft 365 Business bundles, giving MSPs flexible ways to introduce AI aligned to customer budgets and renewals.

  • Brings generative AI into the M365 apps we use every day

  • AI-powered chat grounded in business data

  • Enterprise-grade security, privacy and compliance

  • Available as an add-on or bundled with Microsoft 365 Business plans

  • Enables MSPs to upsell, differentiate and guide customers on AI readiness

  • Gives SMBs a practical, competitive boost through integrated, work-focused AI

Microsoft 365 Copilot: practical applications that improve productivity

The logical starting place to help clients realise Copilot’s value is embedded in daily tools. Each of these is an entry point for MSPs to offer packaged services: pilot templates, prebuilt prompts, adoption playbooks and custom integrations to CRM, PSA or ERP systems.
Microsoft Teams

Notes & action points

Automatic meeting summaries, prioritised action items and follow-ups that can feed task systems or ticketing.
Microsoft outlook

Email drafts & reply suggestions + email thread summaries

Drafts, suggested replies and context-aware follow-ups that save time and standardise messaging.

Summaries and TL;DRs for long threads – ideal for executives and time-poor staff.

Microsoft Powerpoint

Quick drafts and storyboarding

Rapid slide creation from brief prompts, with images and talking points to speed proposal and pitch work.
Microsoft Excel

Data analysis & charts

Natural-language queries to generate analyses, detect trends, create charts and suggest formulas – accelerates insight generation for non-analysts.

WEBINAR ON DEMAND

Leveraging Microsoft 365 Copilot for Productivity

Microsoft Copilot is your secret weapon for getting things done. In this helpful webinar packed with insights for busy professionals, discover how Copilot can transform your productivity, helping reclaim hours each week.
Watch Now

Copilot Considerations for MSPs: Security, Permissions and Risk

By building these key considerations and mitigations into your service offering, you minimise client risk and create differentiated managed services.

It’s always a good idea to start small: run a scoped pilot, measure outcomes, adjust policies and scale with governance templates and playbooks.

Data access & classification

Ensure only approved data sources are accessible.

DLP & content controls

Integrate Microsoft Purview / DLP policies.

Audit, logging & monitoring

Capture usage logs, prompt history and anomalous activity where appropriate.
Governance & policy-1

Governance & policy

Define acceptable use and escalation paths for suspicious outputs.
User training & adoption-1

User training & adoption

Train users on prompt hygiene & how/when to verify outputs.
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WEBINAR ON DEMAND

Preparing for Microsoft Copilot - Data Security

In this technical enablement session, we cover Microsoft Copilot pre-deployment assessments and prerequisites to prepae customers for Copilot.
Watch Now

Copilot Agents – what they are and why they matter

Copilot Agents are autonomous or semi-autonomous assistants built on Copilot capabilities. They let you automate repeatable workflows across apps and systems like an onboarding agent that prepares accounts, creates welcome documents and sets training tasks; a sales agent that compiles bid decks, extracts CRM notes and schedules follow-ups; a finance agent that generates monthly variance reports and highlights irregularities.

Packaging agent creation + managed monitoring as a subscription is a high-value offer for clients who want automation but lack internal expertise.

How We Can Help

Manage Protect helps MSPs turn Copilot into revenue and happy customers through practical, hands-on support:

Marketing & co-selling

White labelled pitch decks, landing pages, demo scripts and campaign assets to accelerate lead gen. Joint sales calls and technical demos to close deals faster.

Training & enablement

Technical workshops for deployment, admin configuration and governance; user adoption playbooks, admin cheat sheets and train-the-trainer sessions for client rollout.

Security & governance expertise

Templates for DLP integration, tenant configuration, audit playbooks and compliance checklists to reduce client risk.

Connection to experts

Access to certified consultants, Copilot agent builders, prompt experts, and partner engineering resources for complex integrations and custom work.

Get started with Microsoft Copilot

  • No lock in contracts
  • Technical support from certified experts
  • Client education & events