MSP FIELD NOTES / 01 · FREE WHITEPAPER
Before AI touches a client tenant
A client wants AI connected to their business systems. Start with what it may see, what it may change and how you will check the result.
Six pages. Practical checklists. A clear next step.
A clear boundary before the first connection.
01 / SCOPE
Map the permissions
Separate knowledge access, identity, approvals and execution. Includes a Microsoft 365 permission map.
02 / TEST
Test the uncomfortable cases
Check wrong-customer requests, missing approvals, duplicates and revoked access before expanding the pilot.
03 / DELIVER
Make the result visible
Give the service owner a simple evidence record and a handover the client can understand.
FROM TECHNICAL CHAMPION TO SERVICE OWNER
Give the engineer a plan the client can trust.
Use the six-page guide to scope one AI service, review its controls and make a clear pilot decision.
Examples include Microsoft 365, SharePoint, Teams and MCP. Check the actual permissions and app capabilities in your environment.
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