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Understanding Copilot For MSPs (EP 999)

Understanding Copilot For MSPs (EP 999)

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Summary

 This conversation with Brian Weiss starts with Copilot, but it quickly becomes an honest look at how unprepared most of us are for AI inside client environments. I talk about being just like my customers—dabbling in random AI tools—while Brian lays out what it actually takes to make Copilot useful: modern workplace, SharePoint/OneDrive, sane file structures, and real governance instead of “S: drive chaos.” We also get into the reality that Copilot isn’t just “another ChatGPT,” it’s an ecosystem of role-based copilots that only work as well as the data and structure we give them. We dig into Purview (including the fact that many of us already have basic capabilities in Business Premium and never turned them on), sensitivity labels, DLP, and why chain of custody should be every MSP’s go-to phrase with law firms and other regulated clients. Brian also shares how his team is going Microsoft‑first with Dynamics, Business Central, and custom agents so AI can sit on top of their PSA, finance, and security data instead of being yet another disconnected tool. It’s a real-world, practical roadmap for MSPs trying to move from “AI curiosity” to actual AI strategy. Chapters: 01:39 AI: The New Frontier03:39 Copilot Adoption Challenges05:46 Data Governance and AI08:08 Document Management Dilemmas09:35 The Leadership Gap12:17 Understanding AI Readiness14:14 Training and Adoption Failures18:30 Security and Leadership Expectations23:04 Client AI Implementation Strategies25:06 Exploring Copilot Variants27:36 The Role of AI in Security34:02 Managing Data Sensitivity37:28 The Strategic Advisor's Role44:49 Upcoming AI Panel Discussion49:09 Closing Thoughts and Episode 1000 Preview Guest: Brian Weiss, ITECH Solutions: Website: https://www.itech-solutions.comLinkedIn: https://www.linkedin.com/in/brianjweiss Shout-outs: Carolyn Healey, (Copilot / AI strategist, independent): –https://www.linkedin.com/in/carolynhealeyBob Coppedge, Simplex-IT: https://www.linkedin.com/in/rlcoppedge/Pinar Ormeci: https://www.linkedin.com/in/pinarormeci/ Companies / Vendors / Products Mentioned: TekStack: https://www.tekstack.com/Pax8: https://www.pax8.comLexful: https://www.lexful.comChannelPro Network: https://www.channelpronetwork.com MSSP Alert: https://www.msspalert.com ChatGPT (OpenAI): https://chatgpt.com Claude (Anthropic Claude): https://claude.ai === SPONSORS: Livestream Partner, ThreatLocker: https://www.itbusinesspodcast.com/threatlockerTechnology Partner, NetAlly: https://www.itbusinesspodcast.com/netally/Technology Partner: Bvoip: https://www.itbusinesspodcast.com/bvoipTravel Partner: TruGrid: https://www.itbusinesspodcast.com/trugridDigital Partner, Designer Ready: http://itbusinesspodcast.com/designerready === SHOW MUSIC: Item Title: Upbeat & Fun Sports Rock Logo Item URL: https://elements.envato.com/upbeat-fun-sports-rock-logo-CSR3UETAuthor Username: AlexanderRufire Item License Code: 7X9F52DNML === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.
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