An Essential Guide to SMB Selling with Microsoft 365 & Copilot Business
AI Business Solutions (ABS)
Security
Power your business with secure AI integrated into your flow of work (Frontier)
Run your business securely (Core)
Scale business processes with agent-powered finance (Core)
Beginner
Microsoft 365 Business PremiumMicrosoft 365 Business Premium
Microsoft 365 CopilotMicrosoft Copilot

An Essential Guide to SMB Selling with Microsoft 365 & Copilot Business

Learn how to confidently position Microsoft 365 Copilot Business in customer conversations. This sales-ready course helps Microsoft partners understand where Copilot Business fits within the Microsoft SMB portfolio, the business challenges it addresses, how it differs from other Copilot offerings, and when it should be recommended. You'll also explore common SMB scenarios, competitive positioning, SKUs, pricing and licensing considerations, how Copilot bundles differentiate the platform, key value messages to accelerate SMB adoption and drive successful customer engagements.

1.5 hours(Suggested: 1 days, 1.5h/day)SalesSales Ready

MS Course ID: 00962

Last Updated: Jul 31, 2026

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Target Audience

Sales professionals, Business Development Managers

Pre-requisites

Familiarity with Microsoft 365 Copilot

Related Certifications

MS-900

Course Syllabus

1

What we’ll cover

• SMB challenges and opportunity
• Microsoft 365 Business - What’s included?
• Added value with Microsoft 365 Business Premium
• Enhance SMB security with Business Premium
• Improve SMB productivity with Business Premium
• SKUs, Pricing and Licensing
• Microsoft 365 Business with Copilot bundles
• Microsoft 365 Business Premium differentiator
• Extend your platform with add-ons
• Adopt AI with confidence with Microsoft 365 Copilot Business
• Microsoft 365 Copilot Business-Features, pricing and promotions
• Total Economic Impact - M365 Business
• Upsell opportunity and seller guidance
• Speaking SMB Language for better selling - GTM guidance
• Customer evidence
• Partner Resources
90 mins
Lecture

What You'll Learn

Understand core concepts and best practices
Hands-on experience with real-world scenarios
Learn from certified Microsoft experts
Prepare for relevant certifications
Access to lab environments
Post-training support and resources

Course Details

Duration
1.5 hours
Level
Beginner
Role
Sales
Readiness Stage
Sales Ready
Audience Segment
SMB
FY27 Key Workload (Frontier)
M365 Copilot Business + Copilot Studio + MS IQ
FY27 Key Workload (Core)
M365 Business Premium + W365
Course Stage
Available
Hands-on Labs
No

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