Partner Blog | Copilot monetization for SMBs: Convert renewal momentum into wins
Partners serving small and medium-sized businesses (SMBs) continue to tell us that customers are excited about AI, but they want clear guidance on what to buy, how to buy it, and how to justify the investment. For partners, this creates a critical opportunity to simplify the path to decision and translate that momentum into measurable wins. This is the third installment in our Copilot series focused on SMB monetization. Earlier posts covered how Microsoft 365 Copilot Chat introduces AI in an approachable way and how Microsoft 365 Copilot Business embeds AI into everyday work, and how agents extend AI into core processes. This month, we are focusing on the moment that matters most: converting interest into action. Stage 3: Empower & Achieve is the inflection point Stage 3 of the Microsoft Customer Engagement Methodology (MCEM), Empower & Achieve, is built for customers approaching a decision point. This is where partners can accelerate deals and create a more predictable path to conversion. As customers evaluate their options, partners can help move them forward by: Bundling Microsoft 365 Copilot Business with Microsoft 365 at renewal or upgrade moments Reducing friction with promotion kits, in-market offers, and CSP incentives Reinforcing value with ROI tools, business case builders, and customer success stories These actions help simplify decision-making while addressing the two things SMB buyers care most about: clarity and confidence. This is also where Customer Zero partners stand out. By sharing first-hand experience with Copilot, partners can bring practical insights into conversations and build the trust customers need to move forward. With the recent announcements on transitioning Microsoft 365 Business with Copilot promotion bundles into two durable SKUs, partners are well positioned to help organizations scale from intent to action, while giving organizations the controls to scale AI responsibly. Stage 3 is also where you can align go-to-market efforts to a repeatable framework. When you consistently apply the Empower & Achieve motion, you can improve conversion at renewal and upgrade moments, strengthen your value story, and create a clear on ramp to ongoing adoption and expansion. Continue reading blog herePatner Case Study | Pax8
From their early days of selling Microsoft licenses to becoming a leading cloud commerce marketplace, Pax8 has always centered their business on the Microsoft partner experience. And their future-focused, partner first approach is redefining what it means to be a modern Cloud Solution Provider (CSP). For Pax8, the next evolution of that role is the Managed Intelligence Provider (MIP)—a partner that moves beyond managing systems to orchestrating intelligence and delivering measurable business outcomes with AI. While Pax8 delivers critical value through the streamlined billing and provisioning of Microsoft licenses, they also know that real business transformation doesn’t happen just because you’ve purchased software—it happens because of everything that comes after the sale. That’s why they invested heavily in enablement, education, and professional services. And that’s why today, they’re successfully cultivating an ecosystem that drives meaningful, scalable growth for partners and customers alike. Grounded in their experience as a member of the Microsoft AI Cloud Partner Program, Pax8’s approach has changed the trajectories of organizations like Sourcepass, a US-based managed services provider (MSP). Together, Sourcepass and Pax8 are making enterprise-grade AI accessible to small and medium-sized businesses (SMBs)—but they’re going beyond traditional deployments. They’re delivering functional, agentic solutions designed to help customers realize value and support recurring service opportunities. Navigating AI adoption in the SMB reality SMBs are under constant pressure to do more with less, and the business outcomes they need the most—efficiency, strong security, scalable growth—are the exact outcomes AI can deliver. But with limited budgets, it’s hard for SMBs to justify the spend without clear proof of value—no matter how interested they might be. “SMBs hear about AI and want to be part of the wave,” said Elliott Eliason, Productivity Solution Consultant at Pax8, “but they don’t want to spend thousands without getting results back.” And once they’ve made an investment in AI, they likely lack the internal resources to operationalize it. That includes preparing data governance, validating security controls, and teaching teams new workflows. For a partner like Sourcepass, who primarily serves SMBs, this means their customers need trusted, strategic advisors who can guide them in turning AI’s potential into tangible outcomes. Continue reading here Explore all case studies or submit your own Subscribe to case studies tag to follow all new case study posts. Don't forget to follow this blog to receive email notifications of new stories!Pitch Maker Agent: Turn Copilot Chat Signals into Microsoft 365 Copilot Deals
Executive Summary Customers are already using free Copilot Chat at scale, but adoption is often ungoverned and disconnected from the Microsoft 365 workloads where measurable productivity and risk controls live. The Pitch Maker Agent (BETA) helps partners convert Partner Center Copilot growth opportunity signals into customer-ready narratives—reducing pitch preparation from days to minutes and improving consistency across stakeholders (replace with your measured baseline). What it enables (partner outcomes) Turn raw usage signals into an executive business case with clear opportunity, risk, and next steps. Standardize value conversations across IT and business buyers while keeping customer context specific. Accelerate conversion from exploration to governed deployment by anchoring on Microsoft 365 workloads. Why it’s different Evidence-led: uses Partner Center Copilot growth opportunities (ASPX) signals rather than generic prompts. Buyer-ready: outputs a structured narrative (not a feature list) designed for executive alignment and action. Inputs required Partner Center Copilot growth opportunities export (all columns) for the target customer. The Opportunity: From AI Exploration to Enterprise Direction The move from free Copilot Chat to Microsoft 365 Copilot is a timing advantage: customers have intent and familiarity, but need a governed path that ties AI to real work in Teams, Outlook, Excel, and beyond. Advisory gap: translate usage metrics into business insight executives can fund. Governance gap: balance opportunity with security, compliance, and lifecycle controls. Workflow gap: connect AI usage to measurable outcomes inside Microsoft 365 workloads. How the Agent Works (BETA) The Agent follows a simple, repeatable flow to generate an executive-ready pitch narrative from Partner Center Copilot growth opportunity signals. See the agent in action below. In three steps Upload the Partner Center Copilot growth opportunities export (all columns). Run the Agent to translate usage signals into a customer-specific executive narrative. Use the generated business case, recommendations, and next steps in the customer conversation. What the Output Enables Translate Partner Center signals into a fundable business case, faster. Improve executive alignment by presenting opportunity, risk, and plan in one narrative. Increase repeatability across accounts with a consistent structure and messaging. The figure below illustrates how the Agent turns usage signals into a concise, executive-ready pitch narrative and action plan. Figure 1. From Copilot Chat signals to an executive pitch narrative and next-step plan. For customers, the conversation shifts from features to outcomes—clear productivity impact, role-based change, and risk-aware governance. Deployment and Execution The Agent is delivered as a solution package and deployed through Copilot Studio with a straightforward publish-and-run flow. Prepare Partner Center ASPX export (all columns) and validate sensitivity labels. Import the solution package into Copilot Studio. Verify dependencies, publish the Agent, and enable access in Microsoft 365 Copilot and Teams. Run the guided pitch flow by uploading customer data and capturing the narrative output. The run guide provides step-by-step visuals for data preparation, import, publication, and how to use the output in customer conversations. Why This Matters for Partner Practices The Pitch Maker Agent (BETA) supports a repeatable value motion: identify opportunity, align stakeholders, and move customers from experimentation to governed Microsoft 365 Copilot adoption. Higher conversion: clearer executive rationale anchored in evidence and outcomes. Lower effort: less time drafting, more time on discovery and delivery. Better governance: built-in prompts to address risk, readiness, and controls early. Call to Action This week: 15-minute start Locate the solution package and run guide in the Agent folder. Deploy the Agent in Copilot Studio and publish to Microsoft 365 Copilot/Teams. Export Partner Center Copilot growth opportunities data and validate sensitivity labels. Upload the dataset and generate a customer-specific executive pitch narrative. Resources Helpful links to learn more and access supporting materials: Partner Center Copilot growth opportunities data GitHub repository Overview: Run guideIntroducing new security and compliance add-ons for Microsoft 365 Business Premium
Small and medium businesses (SMBs) are under pressure like never before. Cyber threats are evolving rapidly, and regulatory requirements are becoming increasingly complex. Microsoft 365 Business Premium is our productivity and security solution designed for SMBs (1–300 users). It includes Office apps, Teams, advanced security such as Microsoft Defender for Business, and device management — all in one cost-effective package. Today, we’re taking that a step further. We’re excited to announce three new Microsoft 365 Business Premium add-ons designed to supercharge security and compliance. Tailored for medium-sized organizations, these add-ons bring enterprise-grade security, compliance, and identity protection to the Business Premium experience without the enterprise price tag. Microsoft Defender Suite for Business Premium: $10/user/month Cyberattacks are becoming more complex. Attackers are getting smarter. Microsoft Defender Suite provides end-to-end security to safeguard your businesses from identity attacks, device threats, email phishing, and risky cloud apps. It enables SMBs to reduce risks, respond faster, and maintain a strong security posture without adding complexity. It includes: Protect your business from identity threats: Microsoft Entra ID P2 offers advanced security and governance features including Microsoft Entra ID Protection and Microsoft Entra ID Governance. Microsoft Entra ID protection offers risk-based conditional access that helps block identity attacks in real time using behavioral analytics and signals from both user risk and sign-in risk. It also enables SMBs to detect, investigate, and remediate potential identity-based risks using sophisticated machine learning and anomaly detection capabilities. With detailed reports and alerts, your business is notified of suspicious user activities and sign-in attempts, including scenarios like a password-spray where attackers try to gain unauthorized access to company employee accounts by trying a small number of commonly used passwords across many different accounts. ID Governance capabilities are also included to help automate workflows and processes that give users access to resources. For example, IT admins historically manage the onboarding process manually and generate repetitive user access requests for Managers to review which is time consuming and inefficient. With ID Governance capabilities, pre-configured workflows facilitate the automation of employee onboarding, user access, and lifecycle management throughout their employment, streamlining the process and reducing onboarding time. Microsoft Defender for Identity includes dedicated sensors and connectors for common identity elements that offer visibility into your unique identity landscape and provide detailed posture recommendations, robust detections and response actions. These powerful detections are then automatically enriched and correlated with data from other domains across Defender XDR for true incident-level visibility. Keep your devices safe: Microsoft Defender for Endpoint Plan 2 offers industry-leading antimalware, cyberattack surface reduction, device-based conditional access, comprehensive endpoint detection and response (EDR), advanced hunting with support for custom detections, and attack surface reduction capabilities powered by Secure Score. Secure email and collaboration: With Microsoft Defender for Office 365 P2, you gain access to cyber-attack simulation training, which provides SMBs with a safe and controlled environment to simulate real-world cyber-attacks, helping to train employees in recognizing phishing attempts. Additionally automated response capabilities and post-breach investigations help reduce the time and resources required to identify and remediate potential security breaches. Detailed reports are also available that capture information on employees’ URL clicks, internal and external email distribution, and more. Protect your cloud apps: Microsoft Defender for Cloud Apps is a comprehensive, AI-powered software-as-a-service (SaaS) security solution that enables IT teams to identify and manage shadow IT and ensure that only approved applications are used. It protects against sophisticated SaaS-based attacks, OAuth attacks, and risky interactions with generative AI apps by combining SaaS app discovery, security posture management, app-to-app protection, and integrated threat protection. IT teams can gain full visibility into their SaaS app landscape, understand the risks and set up controls to manage the apps. SaaS security posture management quickly identifies app misconfigurations and provides remediation actions to reduce the attack surface. Microsoft Purview Suite for Business Premium: $10/user/month Protect against insider threats Microsoft Purview Insider Risk Management uses behavioral analytics to detect risky activities, like an employee downloading large volumes of files before leaving the company. Privacy is built in, so you can act early without breaking employee trust. Protect sensitive data wherever it goes Microsoft Purview Information Protection classifies and labels sensitive data, so the right protections follow the data wherever it goes. Think of it as a ‘security tag’ that stays attached to a document whether it’s stored in OneDrive, shared in Teams, or emailed outside the company. Policies can be set based on the ‘tag’ to prevent data oversharing, ensuring sensitive files are only accessible to the right people. Microsoft Purview Data Loss Prevention (DLP) works in the background to stop sensitive information, like credit card numbers or health data, from being accidentally shared with unauthorized people Microsoft Purview Message Encryption adds another layer by making sure email content stays private, even when sent outside the organization. Microsoft Purview Customer Key gives organizations control of their own encryption keys, helping meet strict regulatory requirements. Ensure data privacy and compliant communications Microsoft Purview Communication Compliance monitors and flags inappropriate or risky communications to protect against policy and compliance violations. Protect AI interactions Microsoft Purview Data Security Posture Management (DSPM) for AI provides visibility into how AI interacts with sensitive data, helping detect oversharing, risky prompts, and unethical behavior. Monitors Copilot and third-party AI usage with real-time alerts, policy enforcement, and risk scoring. Manage information through its lifecycle Microsoft Purview Records and Data Lifecycle Management helps businesses meet compliance obligations by applying policies that enable automatic retention or deletion of data. Stay investigation-ready Microsoft Purview eDiscovery (Premium) makes it easier to respond to internal investigations, legal holds, or compliance reviews. Instead of juggling multiple systems, you can search, place holds, and export information in one place — ensuring legal and compliance teams work efficiently. Microsoft Purview Audit (Premium) provides deeper audit logs and analytics to trace activity like file access, email reads, or user actions. This level of detail is critical for incident response and forensic investigations, helping SMBs maintain regulatory readiness and customer trust. Simplify Compliance Management Microsoft Purview Compliance Manager helps track regulatory requirements, assess risk, and manage improvement actions, all in one dashboard tailored for SMBs. Together, these capabilities help SMBs operate with the same level of compliance and data protection as large enterprises but simplified for smaller teams and tighter budgets. Microsoft Defender and Purview Suites for Business Premium: $15/user/month The new Microsoft Defender and Purview Suites unite the full capabilities of Microsoft Defender and Purview into a single, cost-effective package. This all-in-one solution delivers comprehensive security, compliance, and data protection, while helping SMB customers unlock up to 68% savings compared to buying the products separately, making it easier than ever to safeguard your organization without compromising on features or budget. FAQ Q: When will these new add-ons be available for purchase? A: They will be available for purchase as add-ons to Business Premium in September 2025. Q: How can I purchase? A: You can purchase these as add-ons to your Business Premium subscription through Microsoft Security for SMBs website or through your Partner. Q: Are there any seat limits for the add-on offers? A: Yes. Customers can purchase a mix of add-on offers, but the total number of seats across all add-ons is limited to 300 per customer. Q: Does Microsoft 365 Business Premium plus Microsoft Defender Suite allow mixed licensing for endpoint security solutions? A: Microsoft Defender for Business does not support mixed licensing so a tenant with Defender for Business (included in Microsoft 365 Business Premium) along with Defender for Endpoint Plan 2 (included in Microsoft 365 Security) will default to Defender for Business. For example, if you have 80 users licensed for Microsoft 365 Business Premium and you’ve added Microsoft Defender Suite for 30 of those users, the experience for all users will default to Defender for Business. If you would like to change that to the Defender for Endpoint Plan 2 experience, you should license all users for Defender for Endpoint Plan 2 (either through standalone or Microsoft Defender Suite) and then contact Microsoft Support to request the switch for your tenant. You can learn more here. Q: Can customers who purchased the E5 Security Suite as an add-on to Microsoft 365 Business Premium transition to the new Defender Suite starting from the October billing cycle? A: Yes. Customers currently using the Microsoft 365 E5 Security add-on with Microsoft 365 Business Premium are eligible to transition to the new Defender Suite beginning with the October billing cycle. For detailed guidance, please refer to the guidelines here. Q: As a Partner, how do I build Managed Detection and Response (MDR) services with MDB? A: For partners or customers looking to build their own security operations center (SOC) with MDR, Defender for Business supports the streaming of device events (device file, registry, network, logon events and more) to Azure Event Hub, Azure Storage, and Microsoft Sentinel to support advanced hunting and attack detection. If you are using the streaming API for the first time, you can find step-by-step instructions in the Microsoft 365 Streaming API Guide on configuring the Microsoft 365 Streaming API to stream events to your Azure Event Hubs or to your Azure Storage Account. To learn more about Microsoft Security solutions for SMBs you can visit our website.Partner Blog | Partner-led momentum, broader availability for SMB: Microsoft 365 Business with Copilot
Small and medium-sized businesses (SMBs) are entering a new phase of AI adoption. It is no longer defined by experimentation. It is about moving from individual use cases to everyday, scalable impact as organizations move toward Frontier Transformation. Recent findings from the 2026 Work Trend Index Annual Report reinforce what many partners are already seeing with customers. 58% of AI users say they are already producing work they couldn’t a year ago, and 66% report spending more time on higher-value work as AI takes on execution. For partners serving SMB customers, this marks a clear inflection point. The opportunity is to move beyond access to AI and focus on empowering SMBs to scale and operationalize it by simplifying buying conversations, driving more predictable renewals, and building on existing services around AI-powered productivity and secure operations. These trends are already starting to be reflected across our partner ecosystem. In December, we introduced Microsoft 365 Copilot Business to streamline AI adoption for SMBs and support a clearer partner-led motion. Partners who were early adopters validated strong and growing demand. This momentum signals a broader shift in how work is evolving. AI delivers the most value when it is embedded in the everyday flow of work and surrounded with the right security, governance, and business context built in from day one. SMB customers want a straightforward buying experience, predictable renewals, and a consistent way to deploy across users and locations without adding complexity. Building on that momentum, we are evolving our approach to unlock more partner-led opportunities with new SKUs built for the way SMB customers buy and renew. They give partners an always-on offer that can be standardized across accounts and carried confidently into renewal conversations. What is launching on July 1 Starting July 1, 2026, we are transitioning the promotional bundles into two durable SKUs, available at the current promotional price point, giving partners a more consistent and scalable way to drive adoption and renewal opportunities with customers. Microsoft 365 Business Standard with Copilot: $23.50/user/month 1 (1–300 seats, annual subscription with annual billing) Microsoft 365 Business Premium with Copilot: $32/user/month (1–300 seats, annual subscription with annual billing) We are also launching a new 25% promotional offer on Microsoft 365 Business Basic plus Microsoft 365 Copilot Business ($21/user/month, 1–300 seats, for annual subscription with annual billing), available through December 31, 2026. This provides a clear entry point for Business Basic customers who would like to get started with Copilot. In addition, the current 15% promotional offer on Microsoft 365 Copilot Business ($18/user/month, 1–300 seats, for annual subscription with annual billing) has also been extended through December 31, 2026, providing partners with more opportunities to scale AI adoption and build pipeline. We encourage partners to lead with Microsoft 365 Business Standard with Copilot or Business Premium with Copilot as integrated offerings for productivity, AI, and security, designed to support partner-led SMB conversations. Microsoft 365 Business Basic, Standard, and Premium also remain available as standalone plans for customers who prefer to purchase Copilot separately. This gives you flexibility to meet customers where they are. Continue reading hereHelp Shape the Future of Microsoft Teams for Small and Medium Businesses
Have you ever wished Microsoft Teams worked just a little better for the way your SMB customers run their business? Maybe you've thought: “It would be great if Teams could do this…” “This workflow would be so much simpler if…” “Why isn’t there a feature for…?” Now’s your chance to directly influence what comes next. Microsoft is inviting Small and Medium Business (SMB) partners to join the Teams SMB Partner Advisory Council (PAC) — a simple, low-effort way to share real-world feedback with the product team and help shape the Teams roadmap for SMB customers. What is Teams SMB PAC? Our Teams SMB Partner Advisory Council (PAC) brings together a Microsoft partners who: Work with SMB customers implementing Teams Have insights into the challenges SMBs face when adopting collaboration tools Want to help improve the products they rely on Through monthly virtual sessions, participants get the opportunity to: ✅ Preview upcoming features and improvements ✅ Provide feedback during early stages of product development ✅ Share what’s working well — and what isn’t ✅ Highlight real-world business scenarios that should be better supported ✅ Influence priorities for SMB-focused innovation in Teams This isn’t a sales call or a support channel — it’s a direct line to the Teams product team. What’s the Commitment? We know you are busy. That’s why participation is designed to be: Flexible – Virtual meetings combined with async conversation Low effort – No prep required for most sessions Conversational – Small-group discussions, not presentations Most sessions are informal and focused on understanding how Microsoft can better support you and your SMB customers. Your input helps ensure we build features that reflect how SMBs actually work — not just how software assumes they do. Why Join? Participants often tell us that one of the biggest benefits of joining the PAC is the opportunity to: Get early visibility into what’s coming next Understand where Teams development is headed Provide feedback that directly reaches the team building the product Help shape experiences that impact SMB customers worldwide Your perspective matters — and it can directly shape the future of Teams for SMB. Trusted by partners across regions including EMEA, APAC, and North America. Interested in Participating? If you'd like to be considered for the Microsoft Teams SMB Partner Advisory Council, simply fill out this short interest form: 👉 Express your interest to join the Teams SMB Advisory Board Once submitted, our team will review your response and follow up with more information on next steps.Help Shape the Future of Microsoft Teams for Small and Medium Businesses
Have you ever wished Microsoft Teams worked just a little better for the way your business operates? Maybe you've thought: “It would be great if Teams could do this…” “This workflow would be so much simpler if…” “Why isn’t there a feature for…?” Now’s your chance to directly influence what comes next. Microsoft is inviting Small and Medium Business (SMB) customers and partners to join our Customer Advisory Board (CAB) and Partner Advisory Council (PAC) for Microsoft Teams SMB. These groups give you a simple, low-effort way to share real-world feedback with the product team — and help guide the Teams roadmap for SMBs. What are CAB and PAC? Our SMB advisory programs bring together a small group of customers and partners who: Use Teams in their day-to-day business operations Work with SMB customers implementing Teams Have insights into the challenges SMBs face when adopting collaboration tools Want to help improve the products they rely on Through monthly virtual sessions, participants get the opportunity to: ✅ Preview upcoming features and improvements ✅ Provide feedback during early stages of product development ✅ Share what’s working well — and what isn’t ✅ Highlight real-world business scenarios that should be better supported ✅ Influence priorities for SMB-focused innovation in Teams This isn’t a sales call or a support channel — it’s a direct line to the Teams product team. What’s the Commitment? We know SMB leaders, IT decision-makers, and partners are busy. That’s why participation is designed to be: Flexible – Virtual meetings combined with async conversation Low effort – No prep required for most sessions Conversational – Small-group discussions, not presentations Most sessions are informal conversations focused on understanding your business needs and how Teams can better support them. Your input helps us build features that actually reflect how SMBs work — not just how software thinks they should. Why Join? Participants often tell us that one of the biggest benefits of joining CAB or PAC is the opportunity to: Get early visibility into what’s coming next Understand where Teams development is headed Provide feedback that directly reaches the team building the product Help shape experiences that impact SMB customers worldwide Whether you're an SMB customer using Teams internally or a partner working with SMB clients, your perspective matters. Interested in Participating? If you'd like to be considered for the Microsoft Teams SMB Customer Advisory Board or Partner Advisory Council, simply fill out this short interest form: 👉 Express your interest to join the Teams SMB Advisory Board Once submitted, our team will review your response and follow up with more information on next steps.Join us May 6: Learn how Microsoft Teams is helping SMBs thrive
Running a small or medium-sized business means wearing every hat at once — sales lead, customer support, IT admin, and marketing team, often before lunch. The tools you rely on need to keep up without getting in the way. That's exactly the conversation we're hosting next week. On Wednesday, May 6, the Microsoft Teams SMB product team is going live for a focused 40-minute session designed specifically for small and medium businesses. What you'll learn Angela Chin, Principal PM Manager on the Teams SMB team, will walk through the latest updates in Microsoft Teams built with smaller businesses in mind: Get going faster — onboarding improvements that take SMBs from sign-up to collaboration in minutes. Deeper customer connections — features that turn Teams into a front door for your customers. Effortless cross-business collaboration — work with vendors, contractors, and partner businesses as naturally as your own team. Bring your questions Connect directly with the Teams SMB product team, ask questions, and share feedback that shapes the roadmap. Who should attend SMB owners and operators, IT pros supporting smaller businesses, partners and consultants, and anyone evaluating Teams. Save your seat Wednesday, May 6, 2026, 8:05–8:45 AM PT. Free to attend. 👉 Register here
Teams Customer Connect: Now available globally in 26 languages
We're excited to announce that Customer Connect web chat in Microsoft Teams (previously called Live Chat) is now available globally, supporting 26 languages and bringing seamless customer engagement to businesses worldwide. For small and medium-sized businesses, every customer interaction matters. Whether someone discovers your business through a Google search, a social media post, or a friend's recommendation, the moment they land on your website is critical. With Customer Connect in Teams, you can now connect with these potential customers instantly no matter where your business is based in the world. A better way to connect with customers Your website is often the first-place potential customers interact with your business. When they have questions, waiting hours or days for an email response isn't ideal – neither for them nor for you. Customer Connect let you respond instantly to website visitors directly within Teams. No more switching tools. What's new with global availability With support for 26 languages, businesses can now provide customer support no matter where you operate. Whether you are based in Tokyo, São Paulo, or Berlin, you can set up Customer Connect to interact with customers in your preferred language. Supported languages Czech, Danish, German, English (Canada), English (United Kingdom), English (United States), Spanish (Chile), Spanish (Spain), Spanish (Mexico), French (Canada), French (France), Hungarian, Indonesian, Italian, Japanese, Korean, Norwegian Bokmål, Dutch, Polish, Portuguese (Brazil), Portuguese (Portugal), Swedish, Thai, Vietnamese, Chinese Simplified (China), Chinese Traditional (Taiwan) Key capabilities Simple setup Add the Customer Connect chat widget to your website in minutes. Configure your welcome message, set your availability, and you're ready to start conversations. Native Teams integration Chats appear alongside your regular Teams conversations. All customer interactions are automatically tracked and organized in Teams channels and Microsoft Lists, giving your team full visibility into every conversation. Customers can also book appointments directly with members of your team, making it easy to schedule follow-ups or provide high touch support. Getting started If you're already using Microsoft 365 Business, Customer Connect is included - no additional licensing required. To enable Customer Connect: Open the Admin app in Teams Configure your Customer Connect chat widget settings Add the chat widget to your website Start receiving and responding to customer chats in Teams Learn more Set up Customer Connect for your business Start a discussion with us Microsoft Teams - Small Business CommunityTeams SMB at Microsoft 365 Community Conference
We are looking forward to meeting SMBs and SMB partners attending the Microsoft 365 Community Conference next week. 📅 Learn more about the conference and register today. We have a wonderful lineup of Teams SMB-focused events: 🎤 Teams SMB Breakout Session – Deepening Customer Connections for Your SMB Through Teams Learn about the latest ways Teams is making it easier for SMBs to get started, deeply connect with their customers, and collaborate effectively with other businesses. Thursday, 9:00 AM – 9:45 AM | Oceana Grand 10 (Pacific Resort) ⚡ Teams SMB Lightning Talk – How Teams Helps SMBs Build Real Customer Connections Deep dive into how live chat in Teams is helping SMBs build stronger customer connections. Wednesday, 3:15 PM – 3:35 PM | Microsoft Booth in the Expo Hall 🤝 SMB Meet and Greet Meet other SMBs, SMB partners, and members of the Teams SMB product team. Make a connection, share feedback, and grab some swag stickers made with SMBs in mind. Wednesday, 11:30 AM – 12:30 PM | Caicos 1 🗣️ Teams SMB Roundtables Shape the future of Teams SMB by sharing your feedback and insights. Tuesday, 2:45 PM and Thursday, 10:00 AM | Java Sea 1 (Pacific Resort) 🏢 SMB Office Hours Meet product team members focused on improving Microsoft 365 for SMBs. Share feedback, ask questions, and make connections. Check the conference app for the latest times and venues. Wishing you safe travels to Orlando — see you there!
