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Download Our Free Microsoft Copilot Adoption Guide
1 Apr 2026

Download Our Free Microsoft Copilot Adoption Guide

Jay Ball, Flotek
Jay Ball
Chief Executive Officer

Why SMEs should adopt Microsoft Copilot

Microsoft Copilot is an AI assistant built into the Microsoft 365 apps your team already uses. It's the product of Microsoft's long-running partnership with OpenAI, the company behind ChatGPT, which launched in 2022.

Microsoft has embedded OpenAI's language models directly into Word, Excel, PowerPoint, Outlook and Teams. Because Copilot works inside tools your team already knows, businesses have been able to put it to use for a wide range of tasks without changing how they work day to day.

Unlike ChatGPT and other consumer AI tools, Copilot is built for enterprise use. It complies with GDPR and the EU Data Boundary, and more businesses are adopting it because of the productivity gains and return on investment it delivers.

If you've been hearing about Copilot but aren't sure where to start, we've put together a full adoption guide to walk you through it.

What you get with our free guide

We wrote this guide specifically for UK small and medium-sized business owners and their teams. It takes about 15 minutes to read, and you can have it in your inbox straight away.

It runs to nine pages and covers what you actually need to know to get started with Copilot - no technical documentation, no marketing spin.

How AI tools have evolved

The guide covers where it all began: OpenAI was founded over a decade ago, which drew Microsoft's attention and led to a major investment in developing the technology. Understanding this background should help settle any concerns you have about bringing AI into your workplace.

Copilot vs other AI tools

We cover what Copilot actually offers integration with Microsoft 365, data analysis, document drafting and explain the differences between the free and enterprise versions. You'll also see why it's the stronger choice compared with other AI tools on the market.

Common security issues to avoid

Adopting Copilot requires a security review of your Microsoft 365 tenancy first. The guide explains why this step matters for your data security, and how to avoid misconfigurations and security risks before switching Copilot on.

A complete step-by-step adoption journey

This isn't a one-day training session. We've built a step-by-step framework with three different ways to get your team trained, starting from just £45 per person.

How to get started with Copilot adoption

Fill in your details below and we'll email you the guide instantly it's free, with no catch. You can also hear directly from business owners and team members in our Copilot training testimonials about what Copilot has done for their teams.

Flotek can support your Copilot adoption end to end, including Microsoft 365 & Azure integration. Fill out the form, get the guide, and start the process with Flotek.

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Further reading: ChatGPT 5 for Business | What You Need to Know

What is in Flotek's Copilot adoption guide?

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A practical guide for SMEs on getting started with Microsoft Copilot, from readiness and security to rollout and staff adoption.

Is Microsoft Copilot GDPR compliant?

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Copilot is built for business use, complies with GDPR and the EU Data Boundary, and works within your Microsoft 365 security settings.

How do I download the Copilot adoption guide?

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Fill in the form on the page and the guide will be sent to you.

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