From M365 MSP to M365 E7 MSP: Your Playbook is Here
This document outlines how Microsoft 365 partners can leverage their existing M365 expertise to offer Copilot services. It emphasizes that Copilot readiness is an extension of current data governance practices like oversharing remediation and MFA enforcement. Partners with established security and governance services have a significant competitive advantage. The playbook structures the Copilot journey into five phases: Assess, Activate, Adopt, Optimize & Govern, and Extend with Agents, integrating seamlessly into existing operational cadences. It proposes a tiered "Good/Better/Best" commercial packaging model for Copilot services, targeting different buyer personas. The document highlights the importance of governance and security, particularly addressing the risk of amplified oversharing with Copilot. It introduces AgentOps as a high-margin service for workflow automation beyond basic Copilot assistance. Recommendations for the next 30 days include internal piloting, defining a readiness checklist and service catalogue, and targeting existing managed customers. The core message is to treat Copilot readiness as a data governance exercise to unlock recurring revenue and deepen customer relationships.