AI Agents, AI Automation, AI Consulting, Business Development, Copilot, For CFOs, For Controllers, For COOs, For Owners, Workflow Automation
How Does a Copilot Consultant Integrate Microsoft 365 for SMBs?
Microsoft 365 Copilot promises to summarize emails, draft documents, and surface insights—but without proper data governance, role-based training, and workflow integration, SMBs see low adoption and zero ROI. A Copilot consultant maps your existing processes (email triage, proposal drafting, meeting prep), configures M365 security policies, trains users on practical prompts, and measures productivity…


