Introduction
Microsoft 365 Copilot is an AI-powered productivity tool that integrates with Microsoft Graph and Microsoft 365 Apps to provide real-time intelligent assistance. This module examines the key tasks that administrators must complete as they prepare for Microsoft 365 Copilot. These tasks include implementing SharePoint Advanced Management tools, configuring the Microsoft 365 security and compliance controls to protect your Microsoft 365 Copilot data, assigning Copilot licenses, and using Copilot agents to extend Microsoft 365 Copilot. You also explore how to drive Copilot adoption throughout your organization with a Copilot Community of Practice.
Scenario
Contoso is excited to roll out Microsoft 365 Copilot across the organization. As a first step, it plans to ensure that it meets all prerequisites. It then plans to establish a Copilot Center of Excellence to develop implementation policies, provide training, monitor usage, and continuously improve its Microsoft 365 Copilot deployment. Contoso already implemented stringent data protection policies in its Microsoft 365 and Azure ecosystem, which Microsoft 365 Copilot automatically uses. However, it does plan to add more security features, including Microsoft Entra Privileged Identity Management and SharePoint Advanced Management, to help Microsoft 365, Azure, and Microsoft 365 Copilot prevent oversharing.
Contoso wants to empower its staff to use Microsoft 365 Copilot to help complete their tasks faster, collaborate more efficiently, and unlock their productivity. It looks forward to realizing the benefits of artificial intelligence, while safeguarding data integrity. Contoso sees Microsoft 365 Copilot as an optimal solution that can augment human capabilities with AI, leading to greater efficiency, collaboration, and insights that can help drive the company's continued growth.
Learning Objectives
This module covers the following topics:
- Prerequisites for Microsoft 365 Copilot
- Implement SharePoint Advanced Management tools
- Getting started with the implementation process
- Preparing for the launch of Microsoft 365 Copilot
- Key data preparation tips
- Extending Microsoft 365 Copilot
- Driving Copilot adoption
Goals
The goal of this module is to help administrators prepare for the launch of Microsoft 365 Copilot by ensuring their organizations meet the necessary prerequisites, implement the tool correctly, and prepare their data for search. The module also explores how to develop Copilot agents that can customize and extend Microsoft 365 Copilot with more knowledge and skills. You should learn about the various types of agents that are available, and the scenarios for which each type is intended.
You should also learn how to drive Copilot adoption by performing the steps outlined in the Microsoft 365 Copilot Adoption Playbook. If you follow the steps in this playbook, you have a framework to help prioritize the areas with the highest potential impact first, optimize your time to value, manage change, and scale when the time is right. These steps should also help you gain buy-in at every level of your organization so you can build an AI-centric culture, which is the true secret to gaining a competitive edge with this technology.