New publication–Monitoring and Reporting Microsoft Copilot Usage

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https://directorcia.gumroad.com/l/monrepcop

Unlock the Power of Microsoft Copilot: The Ultimate Monitoring & Reporting Guide for SMBs

Are you a Managed Service Provider (MSP) or IT professional seeking to maximize your Microsoft Copilot investment for small-to-medium business tenants?

Discover the definitive resource: Copilot Monitoring and Reporting for SMB Tenants.

Why This Guide Is a Must-Have
  • Step-by-Step Mastery: Learn exactly how to monitor, track, and report on Copilot usage with clear, actionable instructions—no guesswork, just results.

  • Role-Based Security: Implement best practices for administrative roles, ensuring secure and compliant access to Copilot data.

  • License Optimization: Use readiness reports and user activity analytics to assign, reclaim, and optimize Copilot licenses for maximum ROI.

  • Adoption Insights: Leverage AI Adoption Score and advanced metrics to drive digital transformation and boost user engagement.

  • Comprehensive Reporting: Export usage data, build custom dashboards in Power BI, and harness Viva Insights for executive-level analytics.

  • Security & Compliance: Enforce MFA, apply conditional access, and utilize Purview Audit Logs to safeguard sensitive information.

  • Proven MSP Workflows: Follow weekly, monthly, quarterly, and annual checklists to maintain peak Copilot performance and compliance.

What You’ll Achieve
  • Accelerate Copilot Adoption: Identify high-value users, deploy licenses strategically, and monitor real-time usage trends.

  • Transform Data into Decisions: Analyze prompts, agent usage, and app-specific metrics to inform training and business outcomes.

  • Stay Ahead of Risks: Proactively manage security, compliance, and governance with expert-recommended best practices.

  • Drive Business Value: Correlate Copilot usage with ROI, streamline reporting, and empower stakeholders with actionable insights.

Who Should Buy This Guide?
  • MSPs supporting Microsoft 365 tenants

  • IT administrators and consultants

  • Business leaders driving AI adoption

  • Anyone responsible for Copilot deployment, monitoring, or reporting


Don’t miss out on the essential guide trusted by professionals to unlock the full potential of Microsoft Copilot.
Purchase your copy today and transform how you manage, monitor, and report Copilot usage for your organization!

Now included with MSP AI Playbook bundle – https://directorcia.gumroad.com/l/mspaipb

See all the titles available at – https://directorcia.gumroad.com/

New publication–Copilot Training & User Enablement Playbook for MSPs

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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.

What’s Inside?
  • End-to-End Enablement Program: Step-by-step instructions for designing and delivering a structured Copilot training and change management program, including interactive workshops, ongoing coaching, and promotional strategies.

  • Ready-to-Use Collateral: Templates for reference guides, cheat sheets, workshop agendas, and communication materials that can be quickly customized for any client.

  • Proven Adoption Tactics: Practical advice on driving mindset shifts, securing executive sponsorship, and celebrating early wins to build momentum and sustain usage.

  • Pricing Models & Service Bundles: Clear guidance on how to package, price, and position your training services for maximum value and recurring revenue.

  • AI Center of Excellence Blueprint: A roadmap for offering ongoing support, Q&A clinics, and advanced user enablement as a premium retainer service.
Why Purchase This Playbook?
  • Accelerate Client ROI: Ensure your clients realize the full value of their Copilot investment—studies show that structured training and change management dramatically increase productivity and adoption rates.

  • Differentiate Your MSP: Stand out from competitors who simply “drop off” technology. This playbook positions you as a strategic partner, not just a software reseller.

  • Drive Real Outcomes: Move beyond installation to deliver tangible business results—like reduced document prep time, improved collaboration, and a culture of innovation.

  • Reusable, Scalable Assets: Save time and boost margins with ready-made, customizable materials and a repeatable delivery model.

  • Future-Proof Your Offering: Stay ahead with up-to-date best practices, ongoing support models, and strategies for evolving client needs.
Who Should Buy?
  • MSPs seeking to add high-value, high-margin services to their portfolio.

  • IT consultants and trainers responsible for Microsoft 365 Copilot rollouts.

  • Organizations that have deployed Copilot but struggle with low user adoption.


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/

New publication–Ongoing AI support & Optimization Playbook for MSPs

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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.

Why Read This Playbook?
  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

Key Benefits
  • 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/

New publication available

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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/

Introduction to Copilot Notebooks

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Unlock the power of AI-driven productivity with Microsoft 365 Copilot Notebooks!
Are you ready to transform the way you organize, analyze, and create? This comprehensive beginner’s guide reveals how Copilot Notebooks—Microsoft’s revolutionary AI-enhanced workspace—can become your personal project brain, helping you work smarter, not harder.

Why This Guide Is a Must-Have for Every Microsoft 365 User
  • Supercharge Your Workflow:
    Learn how to gather content from Word, Excel, PowerPoint, PDFs, emails, and more into a single, organized notebook. No more hunting for scattered files—Copilot Notebooks centralize everything you need for any project.

  • AI-Powered Insights at Your Fingertips:
    Discover how to ask Copilot questions about your collected materials and receive instant, context-aware answers. Whether you need a summary, trend analysis, or a draft report, Copilot delivers tailored results based on your actual content—not generic web searches.

  • Automate Tedious Tasks:
    Say goodbye to manual note-taking and repetitive documentation. Let Copilot turn meeting notes into action lists, summarize long email threads, or draft proposals in seconds, freeing you to focus on what matters most.

  • Boost Collaboration and Creativity:
    Share notebooks with colleagues, co-author in real time, and leverage AI to keep everyone aligned. Copilot Notebooks are designed for seamless teamwork and creative brainstorming.

  • Stay Ahead with Audio Overviews:
    Unique to Copilot Notebooks, generate AI-narrated audio summaries of your projects—perfect for reviewing information on the go or multitasking.

  • Step-by-Step, Beginner-Friendly:
    This guide walks you through setup, best practices, and real-world use cases (data analysis, task automation, documentation), making it easy for anyone to get started—no technical expertise required.

Empower yourself to work faster, smarter, and more creatively.

Get your copy of the “Microsoft 365 Copilot Notebooks: Beginner’s Guide” today and unlock a new era of productivity!

I would always appreciate you supporting my work by purchasing a copy (nominate your own price) here:

https://directorcia.gumroad.com/l/bgcn 

and don’t forget all my other publications can be found here:

https://directorcia.gumroad.com/

Unlock New Revenue with AI: The Ultimate Playbook for MSPs Serving SMBs

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Transform your MSP business and your clients’ success with “AI as a Revenue Stream for SMB-Focused MSPs: A Step-by-Step Playbook.”
My comprehensive guide reveals how Managed Service Providers (MSPs) can harness the power of AI—especially Microsoft 365 Copilot—to create profitable, recurring revenue streams while delivering real, measurable value to small and mid-sized business clients.

What’s Inside:

  • Proven Strategies: Learn how to build in-house AI expertise, develop marketable service offerings, and position your MSP as the go-to AI advisor for SMBs.
  • Actionable Playbooks: Step-by-step instructions for AI readiness assessments, Copilot pilot deployments, custom AI solution development, and ongoing managed AI services.
  • Real-World Examples: Discover practical use cases, pricing models, and packaging ideas that have driven success for forward-thinking MSPs.
  • Marketing & Sales Tactics: Get tips on educating your market, overcoming AI skepticism, and using demos and case studies to close deals.
  • ROI-Focused Guidance: Master value-based pricing, SaaS-style subscriptions, and how to clearly demonstrate the business impact of AI for your clients.

Why This Guide?

  • Written by industry experts with deep Microsoft 365 and AI experience.
  • Packed with checklists, templates, and ready-to-use service packages.
  • Designed for immediate action—whether you’re just starting with AI or looking to scale your offerings.

Perfect for:

  • MSPs and IT consultants serving small and mid-sized businesses.
  • Business owners seeking to future-proof their services and boost client retention.
  • Anyone looking to monetize AI and Microsoft Copilot in the real world.

Don’t let your MSP get left behind.
Download “AI as a Revenue Stream for SMB-Focused MSPs” and start building your next growth engine today!

As a Boxing Day sale, I’m offering this publication for free in exchange for your joining my email list. To get your copy just provide your details here:

https://forms.office.com/r/T4ZSWhquJ8

and will be emailed out to you. This offer is valid until 1/1/2026.

I would always appreciate you supporting my work by purchasing a copy (nominate your own price) here:

https://directorcia.gumroad.com/l/airevenue

and don’t forget all my other publications can be found here:

https://directorcia.gumroad.com/

All the best for the holidays.

Incident Response Plan with M365BP Publication

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I’ve just finished off a new publication – Incident Response Plan with Microsoft 365 Business Premium. The details are:

Executive Summary

This playbook provides a comprehensive, step-by-step approach for responding to security incidents in Microsoft 365 Business Premium environments. It follows the NIST incident response lifecycle and integrates Microsoft’s best practices for cloud security. The plan is designed to help organizations minimize damage, protect sensitive data, restore operations quickly, and meet legal and regulatory requirements.

Key Components

Length = Over 90 pages

Quick Start Guide

  • Emergency Checklist: Immediate actions for newly discovered incidents, with a printable 1–2 page checklist for high-pressure situations.
  • Decision Tree: Rapid classification of incident severity (Critical, High, Medium, Low) to guide response urgency.

Notable Features

  • Checklists and Templates: Ready-to-use forms for incident logs, evidence collection, communications, and insurance claims.
  • Technical Guidance: PowerShell scripts and portal instructions for investigation and remediation.
  • Compliance Alignment: Guidance for GDPR, HIPAA, CCPA, and other regulatory notifications.
  • Continuous Improvement: Emphasis on regular drills, lessons learned, and updating the plan after incidents.

Intended Outcomes

  • Swift, organized response to security incidents.
  • Minimized business disruption and data loss.
  • Compliance with legal and regulatory requirements.
  • Improved cyber resilience through ongoing training and process refinement.

Like my last publication:

Implementing ACSC Essential Eight Maturity Level 3 with Microsoft 365 Business Premium publication

You can get your copy by heading over to my Ko-Fi at:

https://ko-fi.com/ciaops

and leaving me a one time tip for whatever you feel it is worth I’ll then email you a copy. Also ensure you include a message letting me know you want this particular publication

Note – All CIAOPS Patrons receive all my publications for free as part of their subscription. The benefits of membership.

Implementing ACSC Essential Eight Maturity Level 3 with Microsoft 365 Business Premium publication

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I’ve developed a new publication called – “Implementing ACSC Essential Eight Maturity Level 3 with Microsoft 365 Business Premium”. Here is the summary:


This guide is designed for small and medium business managed service providers (MSPs) aiming to achieve ACSC Essential Eight Maturity Level 3 (ML3) using Microsoft 365 Business Premium. ML3 is the highest standard of cyber resilience recommended by the Australian Cyber Security Centre (ACSC), focusing on proactive defense against sophisticated cyber threats and regulatory compliance.


  • The Essential Eight are eight interlocking security controls: Application Control, Patch Applications, Configure Office Macro Settings, User Application Hardening, Restrict Administrative Privileges, Patch Operating Systems, Multi-Factor Authentication (MFA), and Regular Backups.
  • ML3 requires proactive, defense-in-depth measures, rapid patching, advanced identity management, and centralized logging.
2. Microsoft 365 Business Premium as the Foundation
  • Integrates productivity tools with enterprise-grade security (Intune, Entra ID, Defender for Business, Purview).
  • The new Microsoft Defender Suite for Business Premium (formerly E5 Security add-on) provides advanced features like privileged identity management, threat hunting, and extended data retention.
3. Implementation Guidance for Each Control
  • Application Control: Use Windows Defender Application Control (WDAC) to prevent unauthorized code/drivers. Requires hardware support (TPM 2.0, VBS).
  • Patch Management: Enforce rapid patching for applications and OS, automate updates via Intune, and use Defender Vulnerability Management for monitoring.
  • Restrict Admin Privileges: Separate admin accounts, enforce least privilege, use Entra Privileged Identity Management (PIM), and centralize logging.
  • MFA: Only phishing-resistant, cryptographically bound factors (FIDO2, smartcards, Windows Hello for Business) are permitted at ML3.
  • Macro & Application Hardening: Block macros from the Internet, enforce signed macros, remove legacy components (IE11, old .NET), and apply Attack Surface Reduction rules.
  • Regular Backups: Use Microsoft Purview for retention, Azure Backup for non-M365 workloads, and test restores regularly.
  • Governance: Continuous compliance monitoring with Purview Compliance Manager, Sentinel, and regular audits.
4. Business & Operational Benefits
  • Enhanced security, regulatory compliance, operational efficiency, business continuity, and competitive advantage.
5. Licensing & Cost Considerations
  • ML3 can be achieved with Business Premium plus the Defender Suite add-on.
  • The guide provides a staged implementation plan (gap assessment, MFA rollout, patching, advanced controls, continuous improvement).

Conclusion

Achieving ML3 with Microsoft 365 Business Premium and the Defender Suite delivers measurable improvements in security, compliance, and resilience. The guide provides step-by-step instructions, best practices, and references to Microsoft documentation for each control area. Continuous improvement, regular training, and staying current with ACSC/Microsoft updates are emphasized for ongoing compliance and protection.


There is lots that I could keep adding to this publication but I’m going to throw it out there and see whether people find value before I invest more time in it. Currently the report is 31 pages in total.

I have also decided on a different distribution method this time as well. If you want a copy head over to my Ko-Fi at:

https://ko-fi.com/ciaops

and leave me a one time tip for whatever you feel it is worth I’ll email you a copy. Also ensure you include a message letting me know you want the publication.

If you then provide me feedback on the publication, such as how it can be improved or any errors you find, I’ll then send you the next version for free when it becomes available.

This seems to me to be the easiest way to determine whether it is worth my time investing more effort to improve the document.

Let’s see.