Microsoft 365 Copilot
Microsoft 365 Copilot training and rollout for UK SMEs
Get Copilot working safely across Outlook, Teams, Word and Excel. We check your data is ready, train each role on what to ask, and stay with you until it becomes a daily habit.
Read the Copilot for SMEs case study →What’s included
- Readiness and permissions check
- Role-based training
- Prompt libraries
- Champions, clinics and governance
What we do
Everything you need to make Copilot stick
Readiness and permissions check
Copilot can see whatever each user can see. We review SharePoint, OneDrive and Teams sharing so oversharing is fixed before Copilot surfaces it, and check licences and settings are in order.
Role-based training
Short, hands-on sessions built around real tasks for each team, from finance and sales to operations and leadership. People practise on their own work, not generic demos.
Prompt libraries
Ready-to-use prompts for Outlook, Teams, Word and Excel: triaging a busy inbox, recapping meetings, drafting proposals from existing files and making sense of spreadsheets.
Champions, clinics and governance
We train internal champions, run adoption clinics after go-live and give you a plain-English usage policy: what Copilot is for, what to check and what stays out.
How it works
A clear, step-by-step approach
- 1
Discovery call
We learn how your teams work, which licences you have and where time is being lost.
- 2
Readiness check
We review permissions, sharing and settings, then agree a pilot group.
- 3
Train and equip
Role-based sessions, prompt libraries and champions ready to support colleagues.
- 4
Adopt and review
Clinics after go-live, a usage policy, and a review of what to extend next.
Who it’s for
- UK SMEs with Copilot licences but little day-to-day use
- Businesses deciding whether Copilot is worth rolling out
- Teams that live in Outlook, Teams and Office documents
- Owners and IT leads who want it done safely
What you come away with
- Staff who know what to ask Copilot and how to check its answers
- Sensitive files locked down before Copilot can surface them
- A shared prompt library that grows with your team
- Internal champions who keep momentum going
FAQs
Common questions
Do we need Copilot licences before we start?
No. We can help you decide whether Copilot fits, who should get it first and what needs to be in place before you buy. If you already have licences, we start with the readiness check and training.
Is our data safe with Copilot?
Copilot works within your existing Microsoft 365 permissions, so each person only sees what they could already open. The real risk is old oversharing, which is exactly what our readiness check finds and fixes before rollout.
What if people try it once and then stop?
That is the most common Copilot problem. Role-based prompts, internal champions and follow-up clinics are there to turn a first try into a habit.
How is the training delivered?
In short, practical sessions grouped by role, scheduled around the working day. We agree the format on the discovery call, from a single-team pilot to a company-wide rollout.
Ready to make Copilot pay off?
Book a discovery call and we’ll show you where Copilot can help your teams first.
Book a discovery call