Understanding Copilot For MSPs (EP 999)

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 Frontier
• 03:39 Copilot Adoption Challenges
• 05:46 Data Governance and AI
• 08:08 Document Management Dilemmas
• 09:35 The Leadership Gap
• 12:17 Understanding AI Readiness
• 14:14 Training and Adoption Failures
• 18:30 Security and Leadership Expectations
• 23:04 Client AI Implementation Strategies
• 25:06 Exploring Copilot Variants
• 27:36 The Role of AI in Security
• 34:02 Managing Data Sensitivity
• 37:28 The Strategic Advisor's Role
• 44:49 Upcoming AI Panel Discussion
• 49:09 Closing Thoughts and Episode 1000 Preview

Guest: Brian Weiss, ITECH Solutions: 

• Website: https://www.itech-solutions.com
• LinkedIn: https://www.linkedin.com/in/brianjweiss

Shout-outs: 

• Carolyn Healey, (Copilot / AI strategist, independent): –https://www.linkedin.com/in/carolynhealey
• Bob 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.com
• Lexful: https://www.lexful.com
• ChannelPro Network: https://www.channelpronetwork.com 
• MSSP Alert: https://www.msspalert.com 
• ChatGPT (OpenAI): https://chatgpt.com 
• Claude (Anthropic Claude): https://claude.ai 

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