AI Readiness & Governance
Deploy Copilot with verified data security and role-based staff training to drive immediate adoption.
We lock down confidential SharePoint files to prevent internal oversharing, pilot key departments, and coach your team on high-impact prompt workflows.
Every business function unlocks distinct productivity multipliers with Copilot. Select a role below to preview verified prompt architectures and time-savings outcomes:
Equip commercial account executives to draft bespoke 10-page client proposals from past project documentation and email request threads in under 90 seconds.
Purchasing Copilot licenses without governance exposes sensitive internal data and leads to low employee usage.
If SharePoint permissions are loose, any employee can prompt Copilot to surface executive salaries, partner contracts, or confidential HR records.
Without role-specific prompt coaching, staff treat AI like a search engine, receive generic answers, and abandon the tool while license fees recur.
Cluttered cloud folders cause Copilot to draft client documents using superseded rate cards, obsolete templates, and draft spreadsheets.
We take businesses from licensing evaluation to an active, secure, AI-powered workforce.
M365 Prerequisites AuditCopilot requires prerequisite Microsoft 365 licensing (Business Basic, Standard, Premium, or Enterprise). We verify app update channels, Entra ID setup, and Web search integration.
SharePoint & Purview DLPWe audit SharePoint site sharing, discover files open to "Everyone except external users", restrict high-risk document folders, and configure sensitivity labels to prevent AI data leakage.
30-Day Pilot in Teams & OutlookWe roll out a structured 30-day pilot for 10–20 champions across Sales, HR, Finance, and Operations, capturing concrete time-savings benchmarks before wide-scale deployment.
Word, Excel & Teams PromptsOur trainers conduct live hands-on prompt workshops tailored to real work: drafting proposals in Word, Python/formula analysis in Excel, summarizing email threads in Outlook, and Teams meeting recaps.
Viva Insights ROI TrackingTrack actual hours saved and feature adoption using the Microsoft 365 Copilot Dashboard. Identify low-usage users for targeted refresher coaching or licence reallocation.
Monthly Microsoft AI UpdatesMicrosoft releases new Copilot features and LLM updates monthly. SmartSoft briefs your team on new capabilities, resolves admin queries, and keeps your tenant ahead.
Specific, measurable productivity transformations across core business departments.
Word + Outlook
Excel + Teams
Microsoft 365 Copilot complies with stringent enterprise security. Your proprietary data is never used to train foundational AI models.
Before any user receives a Copilot license, our certified engineers run a dedicated PowerShell permission scan across your tenant. We flag broad permissions, remove legacy anonymous links, and ensure data privacy is watertight.
Direct answers to licensing, data privacy, and rollout strategy questions.
To assign a Microsoft 365 Copilot license, users must have a base subscription of Microsoft 365 Business Basic, Business Standard, Business Premium, Office 365 E3/E5, or Microsoft 365 E3/E5. Microsoft removed the previous 300-seat minimum, allowing businesses to purchase even a single Copilot add-on seat.
Microsoft 365 Copilot is an optional add-on priced at ₹2,499 per user per month (billed annually, GST extra) or equivalent prevailing Microsoft published rates. SmartSoft provides official partner invoicing, volume assistance, and deployment support.
Copilot only accesses documents that an individual user already has permission to open. However, if your SharePoint tenant has misconfigured permissions (e.g. payroll spreadsheets stored in public company folders), Copilot can surface them. That is why SmartSoft's Permission Hygiene audit is an essential step before rollout.
No. Microsoft 365 Copilot operates under Enterprise Data Protection (EDP). Your prompts, retrieved documents, and generated responses stay strictly inside your organization's Microsoft 365 tenant and are never used to train OpenAI or Microsoft public AI models.
Book a Microsoft 365 Copilot readiness assessment. We will audit your tenant permissions, review licensing prerequisites, and build an adoption roadmap for your key departments.