Microsoft 365 Copilot for SME leaders: save time and decide on the rollout

One day (7 hours) to use Copilot in your own work as a business owner, then decide, with figures, whether to extend it to your team.

DAI-COPILOT-PME · 1 day · from €590 excl. VAT per participant

At a glance

Reference: DAI-COPILOT-PME
Duration: 1 day (7 hours)
Format: On site or live online, open session (leaders from several SMEs) or in-house
Group size: 3 to 6 participants
Price: Open session: from €590 excl. VAT per participant. In-house: from €1,500 excl. VAT per day (up to 6 participants).
Lead time: 2 to 4 weeks.
Trainer: Taha Daanoun, AI and data expert, trainer for about ten years, master’s degree in mathematical engineering and data science
Certificate: given to each participant at the end of the course, stating the objectives and the assessment results

Lead Copilot adoption in your SME by using it yourself and deciding on its rollout with clear figures.

By the end of the course, you will be able to:

Explain what Copilot brings to an SME, its limits and the licence options available.
Use Copilot for leadership tasks: emails, quotes, minutes, job ads, sales content.
Analyse their figures in Excel with Copilot (sales, cash flow, margins) and summarise them.
Prepare a client or bank presentation in PowerPoint with Copilot.
Set simple usage and confidentiality rules for their company (GDPR, customer data, EU AI Act).
Estimate the time saved and the cost of a rollout, and decide which roles to extend it to.

Designed for the business owner who does everything: sales, finance, HR, communication.

Audience: owners, managing directors and partners of small and medium-sized businesses (fewer than 250 employees), freelancers.
Prerequisites: everyday use of Microsoft 365 (Outlook, Word, Excel). No AI knowledge.
Technical prerequisites: a Microsoft 365 work account. A Copilot licence is recommended; otherwise a demo licence or Copilot Chat is used and some steps are shown by the trainer.
Needs assessment: questionnaire before the session (business, company size, time-consuming tasks, Microsoft setup) and a 15-minute phone call.
Tailoring: exercises use your real tasks as a leader (quotes, follow-ups, dashboard, hiring).

The day follows an SME leader’s typical week and ends with a costed rollout decision.

Time	Session	Activity
9:00 – 9:30	Welcome and needs check Each person’s time-consuming tasks, expectations	Entry quiz
9:30 – 10:15	Copilot for an SME How it works, data used, Copilot Chat or full licence, costs	Demo + first prompts
10:30 – 12:30	Sales and customer relations Emails and follow-ups in Outlook, quotes and proposals in Word, Teams meeting summaries	Exercise: from customer request to quote
13:30 – 14:30	Running the business by the numbers Sales, cash flow and margin analysis in Excel	Exercise on an anonymised company file
14:30 – 15:15	Presenting and hiring Client or bank presentation in PowerPoint, job ad, job description	Guided work
15:30 – 16:00	Ground rules Customer data, GDPR, EU AI Act, one-page usage policy	Writing your own policy
16:00 – 16:45	Deciding on the rollout Time saved, licence costs, priority roles	Individual decision grid
16:45 – 17:00	Assessment and wrap-up Exit quiz, review, satisfaction	Final self-assessment

Microsoft plans and prices change often: they are checked before each session.

Hands-on teaching on your real documents, anonymised if needed.

Methods: demos, exercises on your own cases, peer exchange between leaders, writing a usage policy and a decision grid.
Materials provided: PDF handout, 30 ready-to-use prompts for leaders, usage policy template, return-on-investment calculator.
Technical setup: one computer per participant with Microsoft 365; projector and Wi-Fi on site; Teams online.
Support: AI and data expert trainer, reachable by email for 30 days after the session; reply within 2 business days.

Learning is measured with quizzes and two concrete outputs: the usage policy and the decision grid.

When	Tool	What is measured
Before	Questionnaire + 15-minute call	Business, needs, setup
Start of session	Entry quiz (10 questions)	Starting knowledge
During	Corrected exercises	Objectives 2 to 4
End of session	Exit quiz, usage policy, decision grid	Objectives 1, 5 and 6
End of session	Satisfaction survey	Satisfaction
3 months later	Follow-up survey	Actual use and rollout decision made

Each participant receives a certificate of completion stating the objectives and the assessment results.

Enrol up to 10 business days before the session; access within 2 to 4 weeks.

How to enrol: request through the contact form, call, quote, training agreement, invitation.
Lead time: 2 to 4 weeks.
Price: Open session: from €590 excl. VAT per participant. In-house: from €1,500 excl. VAT per day (up to 6 participants).
Disability: the course is accessible to people with disabilities. The disability contact reviews each need, with Agefiph support if needed.
Disability contact: Taha Daanoun, through the contact form (mention “accessibility” in your message).
Contact: Taha Daanoun, Datanai SASU (Data & AI Organization), through the contact form. We reply within one business day.

To go further:

Tell us about your team and your goals. We reply within one business day with a tailored proposal.