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/

Need to Know podcast–Episode 359

I am joined by Andrew and Tim from Sherpatech to discuss updates and new challenges in the insurance market. If you missed last year’s episode you’ll find it here Episode 338 – Ensure to Insure. We discuss what impact AI is likely to have and how the insurance market is shaping up for 2026. I also have a few interesting updates and information from the Microsoft cloud for this first episode of 2026. So listen along and enjoy!

Brought to you by www.ciaopspatron.com

you can listen directly to this episode at:

https://ciaops.podbean.com/e/episode-359-reinsurance/

Subscribe via iTunes at:

https://itunes.apple.com/au/podcast/ciaops-need-to-know-podcasts/id406891445?mt=2

or Spotify:

https://open.spotify.com/show/7ejj00cOuw8977GnnE2lPb

Don’t forget to give the show a rating as well as send me any feedback or suggestions you may have for the show.

Resources

Explore the tools, communities, and content mentioned in this episode:

Show Notes

‘AI adoption is accelerating, but confidence is collapsing’: The more workers use AI, the less they trust it. Baby boomers show a 35% drop

Data Security Posture Management for AI | Microsoft Community Hub

GitHub Copilot CLI

Bringing work context to your code in GitHub Copilot – Microsoft for Developers

PowerShell script to extract M365 security data for your own AI analysis – CIAOPS

Essential 8 AI report via PowerShell – CIAOPS

Unlocking Microsoft 365 Security: How I Automated AI-Powered Risk Analysis with PowerShell

YouTube

Microsoft and Mercedes-AMG PETRONAS F1 Team unite to drive innovation from factory to circuit – Source

Microsoft OneDrive, a year in review: AI-powered file management and smarter collaboration

Demystifying Exchange Online Mailbox Quotas | Microsoft Community Hub

SherpaTech

Insurance Health Check

MSP/ IT Professional Insurance Quote and Policy portal

Insurance Checklists

Unlocking Microsoft 365 Security: How I Automated AI-Powered Risk Analysis with PowerShell

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…

Essential 8 AI report via PowerShell

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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

Screenshot 2026-01-25 112919

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.

CIA Brief 20260124

image

Exchange Online Public Folder Data and Retention Questions –

https://techcommunity.microsoft.com/blog/exchange/exchange-online-public-folder-data-and-retention-…

Inside the takedown of RaccoonO365: How Phishing-as-a-Service fuels ransomware’s engine –

https://www.microsoft.com/en-us/corporate-responsibility/topics/cybersecurity/stories/raccoono365/

Inside the takedown of RaccoonO365: How Phishing-as-a-Service fuels ransomware’s engine –

https://www.microsoft.com/en-us/corporate-responsibility/topics/cybersecurity/stories/raccoono365/

Ford builds trust across global operations with Microsoft Defender –

https://www.youtube.com/watch?v=55tcTDO1Sbw

Microsoft and Mercedes-AMG PETRONAS F1 Team unite to drive innovation from factory to circuit –

https://news.microsoft.com/source/2026/01/22/microsoft-and-mercedes-amg-petronas-f1-team-unite-to-d…

Microsoft Security success stories: Why integrated security is the foundation of AI transformation –

https://www.microsoft.com/en-us/security/blog/2026/01/22/microsoft-security-success-stories-why-int…

Message Trace Support Using Graph API is now in Public Preview –

https://techcommunity.microsoft.com/blog/exchange/message-trace-support-using-graph-api-is-now-in-p…

Automating Microsoft Sentinel: A blog series on enabling Smart Security –

https://techcommunity.microsoft.com/blog/microsoftsentinelblog/automating-microsoft-sentinel-a-blog…

Microsoft OneDrive, a year in review: AI-powered file management and smarter collaboration –

https://techcommunity.microsoft.com/blog/microsoft365insiderblog/microsoft-onedrive-a-year-in-revie…

After hours

Free climbing in Greenland – https://www.youtube.com/watch?v=ep-xRQDTiOg

Editorial

If you found this valuable, the I’d appreciate a ‘like’ or perhaps a donation at https://ko-fi.com/ciaops. This helps me know that people enjoy what I have created and provides resources to allow me to create more content. If you have any feedback or suggestions around this, I’m all ears. You can also find me via email director@ciaops.com and on X (Twitter) at https://www.twitter.com/directorcia.

If you want to be part of a dedicated Microsoft Cloud community with information and interactions daily, then consider becoming a CIAOPS Patron – www.ciaopspatron.com.

Watch out for the next CIA Brief next week

PowerShell script to extract M365 security data for your own AI analysis

blog

I wrote about how I have now integrated PowerShell and AI recently:

https://blog.ciaops.com/2026/01/22/combining-powershell-and-ai-for-m365-security-analysis/

In that example, I use my own agent developed in Azure AI Foundry to analyse security data extracted from Microsoft 365. In there I did offer free access to the script and my Foundry AI agent for analysis. However, I do appreciate that many people are hesitant to allow a ‘foreign’ AI system to evaluate private M365 security data.

Therefore, I have created another script that will simply extract your M365 security data and put it into a local JSON file that you can then upload to your own AI for analysis. You will find that script at:

https://github.com/directorcia/Office365/blob/master/Analysis/Secure%20Score/o365-secure-score-extract.ps1

and the documentation is here:

https://github.com/directorcia/Office365/wiki/Extract-Microsoft-365-Secure-Score-information

To use this script you need to have the PowerShell Graph module installed and use an account that has appropriate access to M365 security information.

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When run, you’ll see it extract the security from various places in the tenant as shown above.

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It will then save that information to a local file as shown above.

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In this case you’ll see that I used the –compact option to two data files. The normal one, which is around 8MB and a smaller one around 234KB. The reason for this is that I found in my testing that many AI systems don’t support large file uploads (M365 Copilot does but). So the smaller one can work with those limited systems.

Once you give your AI system of choice access to the data file by uploading it, you can then use any prompt you wish to analyse the data. Here are some prompts I have created you can use. A long one:

https://github.com/directorcia/Office365/blob/master/Analysis/Secure%20Score/prompt-long.txt

and a shorter one:

https://github.com/directorcia/Office365/blob/master/Analysis/Secure%20Score/prompt-short.txt

I have uploaded my test data into a variety of AI systems but have gotten the best results from M365 Copilot Researcher and Analyst:

Screenshot 2026-01-23 075229

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My original script does the extraction and the uploading for you together, but this new script now allows you to do just the extraction and then take that data and use any AI system or prompt you wish.

I have also created a number of additional scripts that extract as well as analyse a variety of other M365 services such as Exchange, SharePoint Entra Id and more. These are available to CIAOPS Patrons.

If you find a great prompt to use with this extracted data, let me know and I’ll share it so everyone can benefit.