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Prepare Your Microsoft Tenant for Copilot AI

Prepare Your Microsoft Tenant for Copilot AI

Expert MSP services to ensure your Microsoft 365 environment is optimised, secure, and ready for AI-powered productivity with Copilot.

Learn the Process
Why Proper Copilot Preparation Matters
Without proper preparation, Copilot may access inappropriate data, provide inaccurate responses, or create security risks.

Enhanced Security

Ensure sensitive data is properly protected and access controls are configured correctly.

Improved Performance

Optimise data organisation and governance for better Copilot responses and accuracy.

User Adoption

Proper training and preparation ensures maximum ROI from your Copilot investment.

9 Steps to Prepare Your Environment for Microsoft 365 Copilot
Our comprehensive approach ensures your organisation is ready for AI-powered productivity.
1

Assess Microsoft 365 Adoption

Review usage of SharePoint, OneDrive, Exchange Online, and Teams. Identify where your data is stored and how it's accessed.

SharePoint Analysis Usage Metrics Data Mapping
2

Audit Data Locations

Map out all data sources including Microsoft 365 services, third-party SaaS apps, and on-premises storage.

Microsoft Defender Data Discovery External Sources
3

Review Data Governance Policies

Check for sensitivity labels, retention policies, and sharing permissions using Microsoft Purview.

Sensitivity Labels Retention Policies Microsoft Purview
4

Secure Sensitive Data

Ensure sensitive data is labelled and protected. Limit Copilot's access using SharePoint Restricted Search and role-based controls.

Data Protection Access Controls Conditional Access
5

Configure Microsoft Graph Connectors

Connect external data sources to Microsoft 365 so Copilot can access them securely when needed.

Graph Connectors External Data Secure Integration
6

Establish Access & Compliance Policies

Set up compliance, DLP, and access policies to ensure only authorized users can access Copilot features and data.

Compliance DLP Access Policies
7

Deploy Enablement Tools

Add tools like Prompt Buddy for sharing AI prompts in Teams and Copilot Adoption Hub with training resources.

Prompt Buddy Adoption Hub Training Resources
8

Educate and Train Users

Provide comprehensive training on responsible AI use, creating effective prompts, and using Copilot across Microsoft 365 apps.

AI Training Prompt Engineering User Education
9

Monitor and Measure

Track adoption metrics and user feedback. Assess ROI and identify opportunities for broader rollout.

Adoption Metrics ROI Analysis Continuous Improvement

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