Microsoft Copilot

Microsoft Copilot, useful applications, clear boundaries.

Microsoft Copilot for SMEs: choose a first use case, check licences and document permissions, train your teams and evaluate the quality of the results they obtain.

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Suitable tools. Local support. A team close to you.

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An electronic chip illustrates artificial intelligence applications.

Choose a specific task before a licence.

Copilot can be considered for preparing a draft, summarising information or helping find relevant work material. For an SME in French-speaking Switzerland, a first project benefits from a recurring task whose output can be checked.

Define the documents involved, who reviews the response and what would count as a useful improvement. Our approach to artificial intelligence in business can help scope the pilot. The aim is to test a use case in your environment, without announcing productivity gains before they have been observed.

Assisted drafting

Test Copilot for preparing drafts from a clear brief, then have a person check facts, tone and commitments before using the content with a client or including it in a business document.

Information summaries

Evaluate Copilot on summaries of authorised documents, compare the result with the original information and record omissions or errors to measure the verification work required before relying on that particular use.

Document search

Try Copilot for finding work information within the available scope, using current documents with identified owners, then check sources and answers with the users who need that information for their day to day tasks.

Application context

Check the applications accessible through the proposed Copilot offering and the data involved, then select a recurring task to test in your environment before assuming that demonstrated functions suit every employee and workflow.

Agents and connections

Review Copilot agents and their connections to other services separately, check requested permissions and applicable terms, and identify uses that may involve consumption billing before introducing them into an authorised business workflow.

Sources and review

Train Copilot users to examine sources and reject a doubtful answer, then measure the quality achieved and the time needed for review before deciding whether to expand the rollout to additional employees.

How we support you.

From initial scoping to ongoing support, the agreed work and each party’s responsibilities are defined with you before implementation.

Migration and transition

Prepare data, accounts and cutover stages, with testing and a rollback plan.

Configuration and deployment

Configure tools and integrate them into your environment within the agreed scope.

Security and access

Define permissions, available protections and useful checks.

Governance and organisation

Clarify workspaces, responsibilities, sharing rules and team practices.

Backup and continuity

Check data protection needs and prepare recovery procedures.

User support

Support adoption and agree ongoing assistance suited to your employees.

Solutions suited to your sector.

We start with your teams’ needs, business applications and organisational constraints.

A well-managed environment.

Tools alone are not enough. Ongoing management, access and documentation need to remain clear over time.

Access and security

Roles, permissions and protections suited to the agreed scope.

Continuity

Identified dependencies, with backup and recovery arrangements to prepare.

User management

Documented joiners, leavers and changes in responsibility.

Monitoring and records

Accessible configuration, licence and upcoming renewal records.

Understand your options before deciding.

Uses, limitations and frequently asked questions: the points to clarify when preparing your project.

Distinguish experiences and their conditions.

The current Microsoft Copilot overview distinguishes experiences by data grounding, application integration and licensing. The names Microsoft 365 Copilot and Microsoft 365 Copilot Chat may still appear during the transition to Microsoft Copilot and Microsoft Copilot Chat.

This page concerns business use. Before purchasing, check the exact offering, account used, available applications and any consumption-based charges. A demonstration does not prove that every feature shown will be available in your environment or to every employee. Confirm the capabilities needed for the chosen pilot rather than relying on the product name.

Prepare documents and permissions.

A Copilot project should include a review of access to work information. According to Microsoft's privacy documentation, responses operate within the user's permissions. Overly broad access therefore remains a problem to address beforehand.

Review the relevant SharePoint spaces, outdated documents and external sharing. Start with a limited collection, named owners and guidance on permitted information. Agents and connections to other services need a separate review of permissions and terms. Keep that review tied to the actual pilot, rather than granting wide access in anticipation of possible future uses.

Evaluate quality before deciding what comes next.

Use representative situations in the pilot and define criteria before testing. Record response quality, the time needed for checking, errors encountered and tasks that remain simpler without assistance.

Training should show people how to frame a request, inspect sources and reject an uncertain answer. Sunitech can scope workshops, tests and a review of findings; wider deployment then depends on results and priorities. IT governance defines who approves use cases, monitors licences and updates internal rules. Include examples that did not work, so the decision reflects limitations as well as successful demonstrations.

Can Copilot see every company folder?

It should not be treated as a way to bypass permissions. However, where an employee already has overly broad access, assistance can make that information easier to discover. Checking groups, links and ownership remains essential. Testing with several user profiles helps examine the boundaries of the selected scope and identify access that needs correction.

Are our documents used to train the models?

For the relevant business services, Microsoft states that prompts, responses and data accessed through Microsoft Graph are not used to train foundation models. Still check the experience in use and the terms of additional agents or services. This does not remove the need to define permitted data and control access.

Can we send an answer without reviewing it?

Generated output may contain errors, omissions or an unsuitable interpretation. A person should validate facts and context before using it in customer communications, commercial commitments or sensitive documents. Measure that checking effort during the pilot: a fast answer is useful only when reviewing it remains practical for the task and its consequences.

Microsoft sources

Why work with Sunitech on your Microsoft Copilot project?

Advice and solution selection

Review of your needs, comparison of options and clearly explained priorities.

Deployment and integration

Preparation, configuration, testing and coordination with the relevant providers.

Support and development

Agreed support scope, documentation, licences and next steps.

A project? A question?

Let’s discuss your needs.

An initial conversation to understand your situation and decide on the next steps together.

Contact us
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  • Review of your environment
  • Understanding your business challenges
  • Guidance and recommendations
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Let’s talk about your IT.

Tell us what you need. We will take the time to understand your situation.

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Our expertisePractical IT solutions tailored to SMEs in French-speaking Switzerland. One team to secure, maintain and develop your IT.Our approachWe take the time to understand your situation so we can recommend suitable, lasting solutions focused on results.SectorsEvery sector has its constraints. We adapt tools, security and support to the way your business works.About usSunitech supports businesses in French-speaking Switzerland with reliable IT, a personal approach and a long-term view.ResourcesOur articles and practical guides help you understand the IT topics that affect your business and prepare for your next decisions.IT auditAn initial review to understand your environment and define priorities. The scope, deliverables and schedule are agreed with you.ContactNeed support, have a project or a question? 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