Information about SharePoint, Microsoft 365, Azure, Mobility and Productivity from the Computer Information Agency
I ran Copilot across all the emails received by my M365 email agent in 2025 and used the results to create the infographic above, once again using Copilot to do it.
Remember, simply put you M365 question in the body of an email and send it to robert.agent@ciaops365.com for a detailed response within a few minutes.
https://directorcia.gumroad.com/l/flxnlj
Copilot Training & User Enablement Playbook for MSPs
Unlock the True Value of Microsoft 365 Copilot for Your Clients
The “Copilot Training & User Enablement Playbook for MSPs” is the definitive guide for Managed Service Providers who want to deliver not just Copilot deployments, but real, measurable outcomes for their clients. This comprehensive playbook empowers MSPs to transform Copilot from a shelfware add-on into a daily productivity engine—ensuring clients see rapid ROI, higher user satisfaction, and a competitive edge.
Don’t just deploy Copilot—make it indispensable.
Purchase the “Copilot Training & User Enablement Playbook for MSPs” and become the partner your clients trust to unlock the full power of AI in their workplace.
Now included with MSP AI Playbook bundle – https://directorcia.gumroad.com/l/mspaipb
See all the titles available at – https://directorcia.gumroad.com/
Video URL – https://www.youtube.com/watch?v=gyPXlI6GHCo
In this video, I walk you through my exclusive PowerShell script that transforms Microsoft 365 security management. Watch as I extract real-time security data from my Microsoft 365 tenant, summarize it, and seamlessly upload it to a custom AI Foundry agent powered by GPT-5. You’ll see how I authenticate using Azure AD, leverage model routing for the best AI analysis, and generate a detailed, actionable HTML security report—complete with risk assessments, prioritized recommendations, and remediation guides. This tool is available only to subscribers, so if you want to supercharge your Microsoft 365 security with AI automation, this is a must-watch! Drop your questions in the comments and discover what’s possible when PowerShell meets next-gen AI. See the blog post at – https://blog.ciaops.com/2026/01/22/co…
I recently provided a PowerShell script to extract M365 data for your own AI analysis. Also as part of that I provided two recommended prompts you can use to generate a report based on that data. I have now added an Essential 8 prompt you can use to generate a detailed Essential 8 analysis and report, which you an find here:
https://github.com/directorcia/Office365/blob/master/Analysis/Secure%20Score/prompt-e8.txt
You can see the result of this prompt in the images provided, which in this case was used with Copilot Researcher with Claude.
You can of course, use this prompt with any AI you prefer and just use it as a starting point and customise to suit your needs
If you have any further suggestions for prompts with this extract security data please let me know.
https://directorcia.gumroad.com/l/aisupportmsp
Ongoing AI Support & Optimization Playbook (Managed AI Services for SMB MSPs)
Introducing the Ongoing AI Support & Optimization Playbook – your ultimate guide to mastering managed AI services for SMB MSPs! This comprehensive playbook is designed to empower Managed Service Providers (MSPs) with the knowledge and tools needed to deliver continuous AI support and optimization after deploying Microsoft 365 Copilot.
Step-by-Step Guidance: This playbook offers a detailed, step-by-step guide for MSPs to ensure that AI solutions remain effective and aligned with client needs. It covers everything from technical operations to business practices, making it an invaluable resource for maintaining and enhancing AI capabilities.
Proactive Maintenance: Learn how to proactively monitor and improve AI solutions. The playbook provides insights on leveraging Microsoft’s admin tools to track user interactions, measure impact, and gather feedback. This ensures that AI tools like Copilot are always optimized and delivering value.
Business Value Delivery: Discover how to position yourself as a long-term AI partner for your clients. The playbook emphasizes the importance of engaging with stakeholders, demonstrating value, and identifying growth opportunities. This approach helps MSPs build strong, lasting relationships with their clients.
Packaging and Pricing: Get practical advice on how to package, price, and integrate AI services into your existing offerings. The playbook includes best practices for defining service scope, setting clear expectations, and choosing the right pricing model to ensure profitability.
Real-World Examples: Benefit from real-world examples and case studies that illustrate the successful implementation of AI support and optimization strategies. These examples provide valuable insights and inspiration for applying the playbook’s principles in your own business.
Continuous Optimization: Ensure that AI tools like Microsoft 365 Copilot remain effective and up-to-date, providing ongoing value to your clients.
Enhanced Client Relationships: Position yourself as a strategic AI partner, not just a technician, by delivering continuous improvement and innovation.
Increased Revenue: Identify upsell and expansion opportunities to grow your recurring revenue through managed AI services.
Comprehensive Support: Offer a clear support channel for AI-related issues, ensuring that your clients receive timely and effective assistance.
The Ongoing AI Support & Optimization Playbook is a must-read for any MSP looking to excel in the rapidly evolving AI landscape. By following the guidance provided, you can transform a one-time AI deployment into a long-term, profitable service that continuously delivers value to your clients 1.
Don’t miss out on this essential resource – get your copy today and take your AI support services to the next level!
Now included with MSP AI Playbook bundle – https://directorcia.gumroad.com/l/mspaipb
See all the titles available at – https://directorcia.gumroad.com/
My 10 hour virtual training is now available on demand from:
https://directorcia.gumroad.com/l/mccpitpro
Turn Microsoft Copilot from “nice to have” into a practical, revenue‑driving capability. Flight School: Mastering Copilot for IT Pros is an immersive, live online program designed for IT professionals and MSPs, delivered over a focused cohort so you get hands‑on practice, real examples, and repeatable patterns you can apply the same day. It runs as a multi‑day virtual training specifically crafted for IT Pros and Managed Service Providers, with a strong emphasis on practical usage and adoption in Microsoft 365 environments.
What sets this course apart: every session is built around real Microsoft 365 tenant scenarios—security, governance, AI agent workflows, and user adoption—so you leave with a simple, repeatable framework, not just theory.
IT administrators, solution architects, and consultants rolling out Copilot across Microsoft 365 tenants.
MSP owners and engineers building Copilot-powered offerings for SMB customers.
Technology leaders responsible for security, compliance, and change management in Microsoft 365.
By the end of Flight School you will be able to:
Explain the practical AI stack for Microsoft 365—data → security → search → identity/licensing → Copilot/agents—and use it to make sound, risk‑aware implementation decisions.
Harden your tenant for AI by aligning service‑level and item‑level security, data labelling, and DLP so Copilot respects access boundaries.
Use Copilot Chat effectively (history, memory, attaching files from OneDrive/SharePoint) and apply prompt books and prompt engineering techniques that non‑technical users can follow.
Leverage advanced Copilot agents (Researcher, Analyst), Notebooks, Admin Copilot, and SharePoint/Channel agents to automate research, reporting, and routine admin work.
Design an adoption plan for SMB tenants: licensing choices, enablement, tips for Teams/Outlook/SharePoint usage, and how to package Copilot services in an MSP offering.
Instructor‑led online cohort (multi‑day) with focused, practical sessions.
Session recordings and downloadable resources so you never miss a step.
Hands‑on demonstrations using Microsoft 365 tenants, showing exactly how to configure, test, and measure results.
Recommended setup: a Microsoft 365 Copilot–enabled tenant is ideal to follow along with internal data scenarios (emails, files, Teams, SharePoint).
Session 1 – The AI Stack for Microsoft 365
Foundations of the AI stack, security posture, governance, search, licensing, identity, and how Copilot fits.
Session 2 – Copilot Chat, Memory & Prompt Books
Practical workflows, attaching tenant data, creating re‑usable prompt books, and using Loop for collaborative artefacts.
Session 3 – Security, Compliance & Internal Data
Item‑level protection, data labelling, DLP, safe access to internal content, and when to choose paid Copilot capabilities.
Session 4 – Notebooks & Agents
Researcher and Analyst agents, Admin Copilot, SharePoint and Channel agents in Teams, and automation patterns you can adopt immediately.
Cohorts are delivered as a structured multi‑day virtual training for IT Professionals and MSPs—clear, practical, and built for real‑world use.
Flight School sessions are delivered by Robert Crane, a long‑time Microsoft 365 educator and the principal behind CIAOPS, who routinely leads live community sessions and training across Microsoft 365 and Copilot.
Some feedback received so far from attendees:
I’ve just completed a five‑day Copilot course, and I can honestly say it has been a game‑changer for the way I work. Over the week, Rob shared an incredible range of practical tools, tips, and resources that will not only help me boost productivity but also streamline my daily tasks with best‑practice approaches.
What impressed me most was how immediately applicable everything was. I’m already seeing how these new skills will dramatically reduce the amount of time I spend sitting in front of a computer entering data—freeing me up to focus on higher‑value work. The sessions were clear, insightful, and genuinely empowering.
A huge thank you to Rob for delivering such a valuable and engaging program. I’d highly recommend this course to anyone looking to work smarter, not harder.
Rob’s training is well worth the investment not only from a $ perspective, but from the time invested. Over the course of 5 days I’ve been able to glean a huge amount of things that I “thought I knew” and use them better. Can’t wait to review the recordings to see what else I can do. Thanks Rob.
In this video, we’ll walking you through exactly how your small or mid-sized business can navigate the new world of Microsoft 365 Copilot licensing. If you’ve been wondering how to bring generative AI into your daily workflow without overspending, I’ve got you covered.
We’ll start by breaking down the two main entry points: the free Copilot Chat and the full Microsoft 365 Copilot paid add-on. I’ll show you how Copilot Chat acts as a secure, enterprise-grade assistant that can brainstorm and summarise documents right from your web app or Teams.
If you’re ready for deeper integration, we’ll dive into what you get for the $30 USD per user monthly fee, including how it works directly inside Word, Excel, PowerPoint, and Outlook. You’ll see how the paid version leverages your internal emails, files, and meetings to provide contextual help that the free version simply can’t match.
We’ll also cover:
• How to assign licenses to specific “power users” to save costs.
• The advanced features in Excel like natural language querying and Python analysis.
• How Teams users can get real-time meeting summaries and action items.
• Important security and permission protocols that ensure your sensitive data stays protected.
• Step-by-step advice on how to pilot and scale these tools within your organisation.
Whether you are just starting to experiment or are ready for a full rollout, this guide will help you ensure a smooth and secure AI transformation for your business.
https://directorcia.gumroad.com/l/copilotequiv
Mapping “ChatGPT Capabilities” to Microsoft 365 Copilot Equivalents
Unlock the Power of AI Productivity: Mapping ChatGPT Capabilities to Microsoft 365 Copilot
Are you a small business owner or professional eager to harness the full potential of AI in your daily workflow? This essential guide demystifies the differences and synergies between ChatGPT and Microsoft 365 Copilot, showing you how to achieve every productivity hack with enterprise-ready tools you already own.
What’s Inside:
Feature-by-Feature Comparisons: Discover how ChatGPT’s most popular features—custom instructions, persistent memory, voice and vision modes, data analysis, and more—map directly to Microsoft 365 Copilot’s built-in capabilities across Word, Excel, Outlook, Teams, and PowerPoint.
Practical Guidance: Step-by-step instructions make it easy for non-technical users to enable and master Copilot, with troubleshooting tips and real-world examples.
Security & Privacy Insights: Learn why Copilot’s integration with your Microsoft 365 environment offers superior data protection and compliance for business users.
Comprehensive Tables & Visuals: Instantly see which Copilot features match your favorite ChatGPT tricks, with clear notes on licensing, differences, and best practices.
Extend & Automate: Explore how plugins, connectors, and Power Platform automations let you customize Copilot for your unique business needs—no coding required.
Why Buy This Guide?
Save Time: Stop searching for answers—find out exactly how to use Copilot to draft documents, analyze data, manage emails, schedule meetings, and more.
Boost Productivity: Leverage AI to automate routine tasks, generate insights, and collaborate smarter—directly within the Microsoft 365 apps you use every day.
Stay Secure: Make informed decisions about AI adoption with clear explanations of privacy, licensing, and compliance.
Future-Proof Your Workflow: Get ahead of the curve with up-to-date information on Copilot’s evolving features, plugin ecosystem, and integration roadmap.
Whether you’re new to AI or a seasoned tech enthusiast, this publication is your roadmap to mastering Microsoft 365 Copilot and transforming the way you work.
See all the titles available at – https://directorcia.gumroad.com/
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