Blog: Preparing for Copilot (5 things)
Preparing for Copilot

the top five things you can do

Artificial intelligence (AI) is becoming a growing part of Modern Work, and with Microsoft 365 Copilot, you can seamlessly bring AI into your workflow. Our last blog introduced Copilot and how it can help you, and now we’re sharing the top five things you can do to prepare your organization to adopt it.

5. Ensure your licensing can support Copilot

Before you dive into the world of Microsoft Copilot, you need to review your Microsoft licensing to make sure it’s compatible. Microsoft 365 Copilot is available as an add-on for Microsoft 365 E3/E5, A3/A5 faculty, Office 365 E3/E5, Office 365 A3/A5 faculty, as well as Business Standard/Business Premium, and users must possess an Entra ID (formerly Azure Active Directory) account. Additionally, running Windows Copilot requires you to use Windows 11 as your operating system.

4. Enhance your data

Copilot utilizes the data you provide. Therefore, data quality is the backbone of Copilot. Optimizing your data is essential to ensure Copilot can operate in the most productive and helpful way. Administrators should run the Data Prep Report, which not only creates an AI-generated summary of data quality but also assigns an overall grade and offers valuable insights to help you improve.

3. Develop best practices & guidelines

Every organization will find different ways to use Copilot, and it’s important to develop best practices and guidelines for how employees should utilize the technology. Create a comprehensive guide for end-users that defines how Copilot can be used within their workflows. It may also be necessary to provide ongoing training to ensure that Copilot is being properly leveraged in your organization.

2. Update your security practices

Security is always crucial, especially when it comes to introducing new technologies into your organization. Copilot is designed to draw from all information that each user has access to, so it is important to avoid oversharing content throughout your organization. Utilizing SharePoint’s automated access review can help you make sure your organization is limiting permissions and avoiding oversharing.

1. Utilize the Microsoft Copilot Dashboard

Leveraging the Microsoft Copilot Dashboard in Viva Insights can help make deployment easier and ensure that you are getting the most out of Copilot. The dashboard can provide actions that help your organization learn how to deploy AI and gain insights into the impact Copilot has. The dashboard includes ways to help you assess your readiness, drive adoption, measure impact, and understand sentiment around Copilot.

Are you prepared for Copilot?

Getting your organization ready to embrace Copilot can seem intimidating, but keeping up with changing trends in workplace technology can ensure that your organization not only adapts but thrives in the evolving landscape. To learn more about how your organization can prepare, optimize data, enhance security, and develop best practices for Copilot, download a free copy of our Copilot Readiness Checklist, or contact us today.