Managed IT Services

Copilot is Enterprise-grade AI for Small Business

Post by
Net Friends Icon
Susanna Perrett

In a small business, employees wear many hats. The reality of a lean team means employees are often stretched thin, dedicating limited time to routine administrative tasks instead of high-value, growth-focused work.

The good news? Enterprise-grade AI is no longer reserved for large corporations.

Microsoft Copilot for Microsoft 365 Business is a powerful, cost-effective partner designed to level the playing field for small and medium businesses (SMBs). If your team already relies on the Microsoft 365 ecosystem (Word, Excel, Outlook, Teams), integrating Copilot is transformative.

Copilot is the secure, seamless leap into the world of AI. Your existing tools will be supercharged, and your team will be able to focus on what matters most.

The ROI is Clear: An employee earning $50,000 per year only needs to save 15 minutes of administrative time per week for the Copilot subscription to pay for itself.

Seamless Integration: The Power of Context

One of the most compelling reasons to choose Copilot is its native integration with the Microsoft 365 suite. This is not a separate application your team has to learn or switch to, it is an AI that lives right inside the apps they use most.

Copilot presents no new learning curve for employees, as it functions seamlessly as an assistant integrated directly within familiar interfaces like Word and Outlook.  

The true power, however, lies in its ability to leverage your organizational data. Copilot connects to your company's entire data ecosystem, including documents, emails, meetings, and all data residing within your Microsoft 365 (M365) environment. This contextual awareness is essential for achieving significant time savings, allowing the AI to perform complex tasks, such as drafting a proposal in Word by utilizing content from an existing PowerPoint presentation, or efficiently summarizing a customer's history from an extensive email thread within Outlook.

Unlocking Exponential Productivity

Studies have shown that Microsoft 365 Copilot can deliver an ROI ranging up to 353% over three years by saving an average of 9 hours per user per month on routine tasks. This time can be redirected toward strategy, customer service, and growth initiatives.

1. Content Creation and Curation

  • In Word and PowerPoint: A marketer can generate the first draft of a blog post or a client presentation in minutes by simply prompting Copilot to "create a 1,000-word product description based on the notes from our last team meeting and this Excel sheet of features." This significantly accelerates content creation, allowing small teams to produce the high volume of content needed to compete.
  • In Excel: For the small business owner who is not a data analyst, Copilot in Excel is a breakthrough. You can use natural language prompts like "show me the quarterly sales trend for the top five products and highlight any inventory risks" to instantly create formulas, analyze data, and generate charts, turning raw data into actionable business intelligence.

2. Mastering Communication and Meetings

  • In Outlook: Email management is a massive time sink. Copilot can summarize long email threads, draft professional replies with suggested actions, and help you get to "inbox zero" faster.
  • In Teams: Never miss a critical detail from a client meeting again. For recorded and transcribed Teams meetings, Copilot instantly generates meeting recaps, highlights key decisions, and outlines action items with assigned owners. This eliminates the need for manual note-taking and ensures follow-up is prompt and accurate, reducing the time spent catching up on what was missed by up to four times.
A key benefit of Copilot is the creation of strategic capacity. When employees are freed from drafting emails, summarizing meetings, and manually analyzing data, they are empowered to transition from operational functionaries to strategic contributors. This shift allows teams to dedicate their collective bandwidth to high-impact initiatives.

Risks of Public AI

AI security is an important consideration. While the easy accessibility of public AI tools is tempting, they introduce security risks, particularly concerning the exposure of proprietary and confidential corporate data.

Public AI platforms operate by sending user prompts and potentially uploaded data to external, third-party servers for processing. User data submitted to public models is often used to train those models. A recent study noted that over 60% of employees who use public Generative AI tools admit to inputting sensitive or proprietary company data, sometimes even unknowingly. This means critical business intelligence, customer lists, or financial projections could become part of an external AI's knowledge base, effectively exposing it.

Public Generative AI Tool Statistic

Ease of access fuels Shadow AI, where employees use unsanctioned tools outside the purview of the IT department, bypassing established security controls. This lack of visibility makes incident response nearly impossible. Creating a custom and internal, stand-alone AI solution with enterprise-grade security is prohibitively complex and costly, placing it out of reach for most small to mid-sized businesses.

Copilot for Enterprise AI Security

Copilot is specifically engineered to address these security challenges by inheriting and enforcing your existing M365 security, compliance, and privacy settings. This approach eliminates the risks associated with external, public-facing AI.

Copilot operates within the strict boundaries of your M365 tenant, ensuring that data is never used to train external models.

Least Privilege Access: If an employee cannot open a file, Copilot cannot access or summarize that file for them.

Data Containment: The data flow is securely managed entirely within the Microsoft cloud ecosystem. This removes the risk of sensitive company data being exposed or accidentally shared with unauthorized external parties.  

While public AI introduces significant data exposure risks and fosters Shadow AI, Copilot for Microsoft 365 fundamentally solves these security concerns by operating securely within your M365 tenant. By enforcing your existing policies and containing data, Copilot moves beyond risk mitigation to become a platform for secure innovation.

Do More with Less

Copilot delivers a powerful dual advantage: productivity by shifting your team from repetitive tasks to high-impact, creative work, and enterprise-grade security by operating safely within your existing M365 environment, eliminating the risks of public AI. This unique combination allows you to make smarter decisions, accelerate time-to-market, and drive growth with confidence. Your business can embrace the AI revolution today, secure and ready for success.

Ready to transform your small business operations?

The best way to understand Copilot’s impact is to see it applied to your specific challenges. We encourage you to book a discovery meeting with a Net Friends expert today to discuss a secure, high-impact implementation tailored to your team.

If you're still in the research phase, deepen your understanding with these articles and tools:  

Follow us on LinkedIn.

Take IT Off Your To-Do List.

Tech holding you back? Losing productivity to downtime?
Discover how we can simplify your tech and free up your time, contact us today.

At Net Friends, we believe in the power of human expertise. While we leverage AI to enhance our content and processes, all blog posts are written and edited by our knowledgeable staff. You can trust you are getting insights directly from our team.

Contact our IT
Support Center 24/7

Option 1: Call (919) 680-3763
Option 2: Email - request@netfriends.com
Option 3: Complete the form below
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

If your support issue requires immediate assistance, please call our office. Email & web form submissions are only reviewed during business hours.