IT solutions
AI for Small Businesses
You do not need a big team or a huge budget to benefit from AI.
If you are juggling customer enquiries, admin, reporting, and everything in between, the right AI tools for small business can help you save time, respond faster, and run a more efficient operation without adding complexity.
At Compete366, we help SMEs adopt AI using Microsoft 365 and related Microsoft tools. That includes identifying the best use cases, setting up the right foundations, and supporting your team so AI becomes genuinely useful, not just another piece of tech to manage.
Why choose Microsoft for AI in a small business?
Microsoft is often the most straightforward route to AI adoption for SMEs because it builds on tools you may already have, such as Outlook, Teams, Excel and SharePoint. You get practical AI capability without needing multiple platforms or complicated integrations. And with low and no-code options, implementation is simple.
Works inside the tools your team already uses
Microsoft AI sits within familiar Microsoft 365 apps, so your team can use it in the flow of work. That reduces change management and helps adoption happen naturally, rather than feeling like a separate project.
Private, governed AI built for business
Small businesses still handle sensitive information. Microsoft’s approach is designed with identity, access and data handling in mind, so you can introduce AI with appropriate controls and confidence.
Practical value quickly, without heavy development
You do not need to build custom software to benefit from AI. Many SME wins come from improving how teams write, search, summarise, respond and organise information, then adding light automation where it makes sense.
A platform you can grow into
Start with a few use cases that create immediate time savings, then expand over time as confidence builds. Microsoft makes it easier to scale from everyday
Access our expertise in one of two ways:
Copilot: everyday AI that saves time
Copilot can help reduce the “busywork” that slows teams down, particularly across email, meetings, documents and reporting.
Copilot can support faster writing and editing, turning rough notes into client-ready emails, proposals or updates. It can summarise long email threads, highlight actions, and help teams respond more consistently. In Teams, it can recap meetings, pull out decisions, and create follow-up tasks. In Word, Excel and PowerPoint, it can help draft content, explore data, and build first versions faster, so your team spends less time starting from scratch.
Used well, Microsoft 365 Copilot becomes a practical daily assistant that helps a small team move faster, communicate better and stay organised.
CoPilot Studio – Create Your Own AI
Copilot Studio helps you go one step further.
Microsoft 365 Copilot is brilliant for everyday productivity, but sometimes you want AI that is tailored to your business, your services, and the questions your customers and team ask again and again.
Copilot Studio allows you to build your own copilot using a low-code or no-code approach, without needing to create a full custom app. You can design an experience that reflects how your business works, using your preferred tone of voice, processes and knowledge sources, with clear rules around what it can and cannot do.
CoPilot Studio can help you to:
Create customer-facing copilots that answer FAQs, qualify enquiries, capture key details, and route requests to the right person.
Build internal copilots for onboarding, policies, how to guides, and quick access to business information.
Connect copilots to workflows with Power Automate, so they can create tickets, update CRM records, trigger approvals, or send follow-ups.
Develop role-specific copilots for sales, customer service, and operations to improve consistency and speed
Compete366 helps you define the right use case, connect the right data, and roll it out securely so it stays accurate, compliant, and genuinely useful. If you have any ideas of what you want to automate in your business, get in touch, and we will be happy to let you know what’s possible.
AI-powered automation for SMEs: remove repetitive admin
AI becomes even more useful when it is connected to simple automation. Using tools like Power Automate, SMEs can reduce repetitive tasks and create more consistent processes without heavy development.
That could include automatically routing enquiries to the right mailbox or Teams channel, creating tasks from form submissions, sending reminders, tracking approvals, or connecting your CRM and Microsoft 365 so information flows properly. The aim is not to automate everything, but to remove the time-consuming admin that distracts your team from revenue-generating work.
Where SMEs need more advanced workflows, Azure capabilities can support secure integrations and scalable automation. For most businesses, though, the best approach is to start with a few high-impact automations and build from there.
SharePoint and OneDrive: making your business knowledge AI ready
AI is only helpful if it can find the right information.
Many SMEs struggle because their documents are spread across inboxes, desktops, and random folders. SharePoint and OneDrive help bring order to business content, making it easier for teams to collaborate and easier for AI to surface relevant files, answers and context.
With the right structure, permissions and governance, you can reduce duplication, improve version control, and create a stronger foundation for AI tools for small businesses that rely on accurate, accessible knowledge.
Read more about AI Solutions
We regularly share our insights about Microsoft’s artificial intelligence solutions on our blog
What our customers say
“We could see the power of generative AI for our customers, but we knew lawyers would have significant concerns around the accuracy of the content that AI generated. Our approach has been all about combining our existing proprietary, analytical AI around classification techniques and then adding this generative layer on top, providing a more augmented approach. This results in an output which the lawyer can trust, rather than risking hallucinating the output. We were looking for a partner who could help us to navigate Microsoft Azure. All of our SaaS offering is hosted on AWS so we are very familiar with that. We were looking for a partner to act as a sounding board and who could provide solid advice. From the outset, Compete366 impressed us – they demonstrated that they understood our problem, were genuinely interested in our business and offered open and honest advice.“
Your AI partner for small business adoption
At Compete366, we help small businesses adopt AI in a way that is practical, secure and easy to embed into day-to-day operations. We focus on real use cases that save time and improve how work gets done, not AI for AI’s sake.
Practical guidance that fits your team
We help you identify where AI will genuinely make a difference, and what to ignore for now. That includes quick wins within Microsoft 365, customer service improvements, and light automation opportunities.
Setup, governance and confidence-building
We make sure the foundations are right, from permissions and information structure to user guidance and rollout support. For SMEs, adoption is everything, so we keep it simple and focused.
A roadmap you can grow into
As your team’s confidence increases, we can help you expand into more tailored copilots, workflow improvements and wider automation, using Microsoft tools that scale with your business.
With Compete366 as your Microsoft partner, you can explore ai for small business with clarity and confidence, and start seeing value quickly.
Read our case studies
Discover how we’ve successfully helped small and medium-sized businesses across the UK to harness the power of AI
Why choose Compete366 as your AI Partner?
With Compete366 as your trusted Microsoft solutions partner, you gain a strategic partner focused on making automation work in the real world, helping your teams move faster, reduce manual workload, and build repeatable workflows that support growth.
Contact our Microsoft specialists
Phone or email us to find out more – or book a free, no-obligation call with our technical consultants using the contact form.
“It’s great to work with the Compete366 team, the team members are really knowledgeable, helpful and responsive. No question is too difficult for them. They have really helped us to manage our Azure costs and ensure we have the right environment. When we bring a new customer on-board we can scale up immediately via the Azure portal and quickly make environments available to our customers.”
“We also find that there’s never a heavy sales pitch from them – they are technically focused and recommend what’s right for us.”
“We had great support from the Compete366 AVD expert, who was really helpful, and guided me through options to tackle issues that arose.”
“The great thing about our AVD set up is that we have a custom set up for each project which Compete366 showed me how to do. And with the scalability and flexibility of AVD – we can meet clients’ expectations and get project users up and running more quickly.”
“We were immediately impressed with the advice that the Compete366 specialists in Azure Architecture were able to provide. This was all new to us and we really needed some external expertise that we could use to get our questions answered. The beauty of working with Compete366 is that we transferred our Azure consumption to them, and at the same time received all of their advice and guidance free of charge.”
“Working with Compete366 has been like extending our own team – they are extremely and easy to work with. Right from the outset, it was clear what was on offer – everything was presented to us in a straightforward and uncomplicated way. They also provided just the right level of challenge to our developers and saved us time and money by suggesting better ways to implement our infrastructure.”
“Compete366 were able to help us leverage some useful contacts in Microsoft. We really value the expert advice and guidance that they have offered us in setting up a highly scalable infrastructure. We are also setting in place a regular monthly meeting which will allow us to further refine our architecture and ensure we keep on track as our requirements grow and change.”
“I have been delighted with the migration, where my team worked very hard, supported by expert advice from Compete366, and achieved everything in the timescale we had set out. Compete 366 made sure that we didn’t make any expensive mistakes, and guided us through the process”
