Knowledge base

November 06, 2024

How to Prepare for Microsoft 365 Copilot.

Microsoft 365 Copilot is poised to transform the way we work. With powerful AI capabilities integrated into tools like Word, Excel, and Outlook, Copilot offers an intuitive experience that takes productivity to a new level. But how do you make sure your organization is ready for this innovative tool?

Here are some key steps you can take to get the most out of Microsoft 365 Copilot:


1. Understand the Basics of Copilot 🧠

Before getting started with Copilot, it is crucial to have a good understanding of how this AI assistant works:

  • Built-in AI: Copilot uses advanced language models to create documents, provide insights, and even summarize meeting notes.
  • Contextual intelligence: It can extract information directly from your work context, which means your data and security become even more important.

2. Data Governance Must Be Number One đź”’

One of Copilot’s biggest advantages is its access to all your data within Microsoft 365. But that also brings challenges:

  • Security and Compliance: Verify that your data complies with applicable regulations. Ensure that sensitive information remains protected.
  • Managing Access: Who gets access to which features of Copilot? Governance ensures that only the right people get access to the right data.

3. Train Your Team 🏋️‍♂️

New technologies can sometimes be overwhelming. Invest in training to ensure your team can use Copilot effectively:

  • Workshops and Training: Arrange training sessions to familiarize employees with Copilot’s features.
  • Culture of Adoption: Encourage a culture of experimentation so that everyone can get the most out of the AI tool.

4. Evaluation and Adjustment đź“Š

You’re never really “done” with technology. Evaluate regularly how Copilot is being used and adjust your strategy accordingly:

  • Collect feedback: Ask users what works well and where improvement is needed.
  • Optimization: Make sure your Microsoft 365 configuration remains optimized as the tool evolves.

Governance is the Key 🗝️

The importance of governance cannot be overemphasized. Without a well-defined governance policy, the benefits of Copilot can be overshadowed by security risks and compliance issues. Make sure you have a robust framework that covers all aspects of data management, security, and user rights. Need help implementing governance within Microsoft 365? Contact ALTA-ICT for expert advice and support. Our experts will be happy to help you build a solid foundation for the secure and efficient use of Microsoft 365 Copilot.


Here’s how to make sure your organization stays safe and productive! 💡

Want to know more?

Get in touch
Microsoft 365 Copilot