Bundles That Make Sense: Copilot Business + Microsoft 365 Plans

Why Bundles Win in the Real World

SMBs don’t want to stitch together an AI stack. They want results. The Microsoft 365 Copilot Business bundles do exactly that—combining productivity with AI and keeping security and compliance aligned with your existing Microsoft 365 posture. For partners, bundles simplify the pitch. For customers, bundles simplify procurement and deployment.

The Three Bundles

1) Microsoft 365 Business Basic + Copilot Business
Best for lean operations that primarily use web and mobile apps and rely heavily on Teams and cloud storage. Add Copilot Business to gain AI assistance right where work happens.

• ERP: $27 per user/month
• Promo: Not available (consider Copilot standalone or upgrading to Standard/Premium)

2) Microsoft 365 Business Standard + Copilot Business
Ideal for SMBs who want desktop apps, resilient collaboration, and AI-driven productivity.

• ERP: $33.50 per user/month
• Promo: $22 (10–300 seats, through Mar 31, 2026)
• Why it’s a sweet spot: Customers get full-featured productivity plus Copilot at an approachable price, making it a strategic upgrade from Basic.

3) Microsoft 365 Business Premium + Copilot Business
Perfect for security-conscious SMBs that need advanced device management, identity protection, and data governance—plus AI for productivity.

• ERP: $43 per user/month
• Promo: $32 (10–300 seats, through Mar 31, 2026)
• Add-on: Purview Suite at $5 promo (~50% off) for advanced data protection

Standalone Copilot Business

If you’re already on Microsoft 365 and want AI now, Copilot Business standalone is the simplest entry point.

• ERP: $21 per user/month
• Promo: $18 (1–300 seats, through Mar 31, 2026)
• Use case: Pilot with a subset of users (e.g., execs, sales, operations) to accelerate value discovery and build a quick win story.

Upsell and Cross-Sell Strategy for Partners

1. Lead with promo pricing:
   Start the conversation with Business Standard + Copilot ($22) or Premium + Copilot ($32). It reframes AI from “future spend” to “current value.” Tie it to a 90-day adoption plan to secure renewals and expansion.
2. Attach Purview to Premium:
   Position Purview as data protection for AI. With ~50% off, customers can take a decisive step into governed collaboration and responsible AI.
3. Offer phased paths:
   If customers are price-sensitive, begin with standalone Copilot ($18) for a pilot group. Use results to justify moving to Premium + Purview for scale, security, and governance.
4. Bundle services:
   Create a partner offer that includes setup, security baseline validation, Copilot readiness, user onboarding, and adoption coaching. Services make the bundle stick.

Customer Decision Guide

• If you use mostly web apps: Start with Basic + Copilot, but consider moving to Standard if desktop apps matter for your teams.
• If desktop apps are essential: Choose Standard + Copilot at the promo rate for maximum productivity.
• If you’re security-led or regulated: Adopt Premium + Copilot, and attach Purview. You’ll protect identities, devices, and data while enabling AI outcomes.
• If you want to test fast: Start with Copilot standalone for targeted teams; scale via bundles once value is proven.

What Good Looks Like by Day 30

• Teams can summarize meetings and action items consistently.
• Managers use Copilot to draft performance feedback and customer updates with speed and consistency.
• Sales reps generate proposal outlines and email sequences aligned with brand tone.
• Compliance teams gain confidence with labels, auditing, and access controls enforced by Microsoft 365 and Purview.

Move Now—Promos Don’t Wait

The promo window (1 Dec 2025 – 31 Mar 2026) creates urgency with real savings. Align licensing upgrades with adoption services to ensure users engage deeply with Copilot. The result? Higher satisfaction, reduced churn, and expansion.

Beyond simplicity and cost savings, these bundles unlock measurable business outcomes. SMBs that adopt Copilot Business alongside Microsoft 365 see faster turnaround on proposals, improved meeting productivity, and reduced administrative overhead. When paired with Business Premium and Purview, organizations gain not only AI-driven efficiency but also robust data governance—turning compliance from a cost center into a competitive advantage. This combination ensures that every dollar spent delivers both productivity gains and risk mitigation, making the case for bundled adoption stronger than ever.

Ready to bundle productivity with AI—and do it right?
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