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5 Ways MSPs Will Boost SMBs Using MS365

Without technology supporting end-user communications and productivity, remaining competitive in the IT industry will be challenging. But productivity needs to be much more than just a buzzword in today’s workplace—without it MSPs lack the agility and mobility they need to succeed. MS365 offers all this and much more!


You are probably already aware of and implementing the core functionalities of Microsoft 365. Unquestionably, not having to switch between different vendors’ apps helps MSPs in so many ways:

  • save time
  • simplify deployment
  • cut tech support and IT management challenges
  • budget consistently with one invoice for one solution

Yet there are many more means in which Microsoft 365 helps run a small business more effectively and efficiently – here are 5 ways:

#1 Automate Processes

Powered by machine learning and artificial intelligence (AI), Microsoft 365 allows MSPs to automate work processes. The solution allows users to quickly and securely automate the mundane and repetitive. All it takes is using low-code, drag-and-drop tools, or prebuilt connectors.

In addition, processing forms with automation can be a real time-saver. For example, you might use Power Automate to detect text in PDFs, which can then cue follow-up actions. A business that spends hours scanning paper to digital could save a lot of effort this way.

#2 Enable Online Booking

Another tool to help save time, Microsoft Bookings promises “a simpler way to organize schedules and manage appointments.” Bookings integrates appointment settings with Microsoft 365 or Office 365 calendars.

Customers appreciate the ease of finding available date and time slots, and its avoidance of double-booking. You can also specify information needed upfront or assign certain staff to different bookings.

#3 Streamline Chat

Everyone is accessible with Microsoft Teams. The platform allows users to chat, call, or engage in video calls – all from one central location. Of equal importance, Teams also keeps documents, chat history, and meeting notes at the ready.

With the Teams instant messenger program it is now easier than ever to:

  • keep people in the loop
  • reduce email clutter
  • make decisions faster
  • communicate and collaborate wherever you are!

As an added bonus, the Teams Chat option also helps bring people together, even if they’re working remotely. Its variety of GIFs, stickers, and emojis help share personality and boost morale.

#4 Use Online Whiteboard

Touted as a “collaborative digital canvas,” Microsoft 365’s Whiteboard helps small businesses collaborate and brainstorm – wherever people work.

Here are some ways to use its exciting features:

  • a digital pen or text objects to add content
  • sticky notes to convey ideas and provide feedback
  • selecting and moving objects to organize tasks or ideas
  • highlighting and annotating
  • creating diagrams and process flows with shapes, lines, and text
  • uploading images to improve engagement

#5 Amp up Data Analytics

Any small business can grow more data-driven with Power BI. This Business Intelligence tool enables business owners to find and share meaningful insights. Hundreds of data visualizations, built-in AI capabilities, and prebuilt or custom connectors reduce analytical complexity. In addition, the Excel integration makes reporting smoother, too.

Be sure to check out 5 ways an MSP offers better business tech.



In this webinar, Dustin Puryear, Autotask expert and MSP industry veteran, will show you how to set up Kanban boards in Autotask, integrate them with your workflow rules, and how to get the most out of them.

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