
Microsoft Copilot for SMBs: A Practical Guide
Artificial intelligence is transforming the way businesses operate — and Microsoft Copilot is at the center of this evolution. For small and medium-sized businesses (SMBs), Copilot offers a practical way to streamline operations, improve decision-making, and empower employees through familiar Microsoft tools.
In this article, we explore how Microsoft Copilot works in Dynamics 365 and Microsoft 365, and how SMBs can start leveraging it today through solutions like Start&Go™ Business Central from AlfaPeople.
What Is Microsoft Copilot?
Microsoft Copilot is an AI-powered assistant integrated into apps like Outlook, Excel, Word, Teams, and Dynamics 365 Business Central. It uses natural language and data intelligence to:
• Automate repetitive tasks
• Summarize content
• Generate documents and presentations
• Offer data-driven recommendations
• Improve collaboration and communication
Unlike standalone AI tools, Copilot is embedded directly in the applications your team already uses — reducing the need for training and increasing adoption.
3 Ways SMBs Can Use Copilot Today
1. Copilot as a Personal Assistant
Keep your team focused on high-impact work by automating day-to-day tasks:
• Summarize Teams conversations or meeting notes
• Draft follow-up emails and status reports
• Highlight action items from documents or chats
2. Copilot as a Business Advisor
Make smarter decisions faster with AI-generated insights:
• Analyze sales performance or financial trends
• Compare customer engagement across channels
• Visualize data with auto-generated PowerPoint presentations or Excel charts
3. Copilot as a Process Orchestrator
Drive operational efficiency with real-time intelligence:
• Identify delays in month-end close
• Recommend automation for recurring finance tasks
• Track compliance updates and security risks
By combining these roles, Microsoft Copilot becomes an indispensable tool for business leaders and front-line teams alike.
Why Copilot + Business Central = Smart Move for SMBs
Dynamics 365 Business Central with Copilot gives SMBs a unified platform for finance, sales, operations, and service — with intelligent automation at every step.
Key advantages include:
• Seamless integration with Microsoft 365
• Reduced app switching and task duplication
• Embedded AI capabilities without custom development
• Scalable architecture for future growth
Copilot is available natively in Business Central, which means you can activate it without additional software layers — and start seeing results faster.
Train Your Team with Start&Go Business Central
AlfaPeople’s Start&Go™ Business Central helps SMBs get the most from Microsoft Dynamics 365 Business Central by:
• Tailoring use cases to each department
• Providing onboarding and training
• Ensuring your business data is AI-ready
• Supporting adoption with expert guidance
With over 4,000 successful implementations, AlfaPeople makes Copilot not just accessible — but truly impactful for growing businesses.
Download the Free Guide: AI-Powered Cloud Technology for SMBs
Get our free eBook: Adopting AI-powered cloud technology — An SMB’s guide to growing faster with Start&Go for Microsoft Dynamics 365 Business Central.
Explore how Copilot enhances your ERP experience with:
• Automation that saves time
• Insights that drive growth
• Tools your team already knows
Make Copilot Work for Your SMB
Microsoft Copilot for SMBs is more than a productivity booster — it’s a game-changer. When paired with Business Central and the right implementation partner, Copilot becomes a strategic asset for any growing business.
Let AlfaPeople show you how to activate the full power of AI — starting today.