Microsoft 365 Copilot, a groundbreaking new tool, that will be rolling out to the SMB space in 2024 is set to revolutionize how organizations interact with their data. Leveraging large language models that interface with your data, Copilot aims to streamline user experiences by providing personalized and contextually relevant content, ultimately reducing the time and effort required to access vital information and complete tasks.
To get ready for a Microsoft 365 Copilot implementation, follow these crucial steps:
Ensure your security your organization's security is in order by securing your Microsoft tenant as well as make sure your information is ready for search by implementing "Just Enough Access" permissions. This best practice is essential for optimizing data accessibility, whether or not you plan to deploy Microsoft 365 Copilot.
Prioritize the setup of Microsoft 365 Copilot prerequisites, including the correct operation of Microsoft cloud apps and services for users with Copilot access. This step ensures a seamless Copilot experience and enhances overall efficiency in data utilization. You can find more detailed information on the technical requirements here.
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Admins should assign Microsoft 365 Copilot licenses to users and groups to grant them access to Copilot features. Proper licensing is a crucial step in enabling users to leverage the full capabilities of Copilot within the Microsoft 365 environment.
After preparing and implementing Copilot, focus on driving user adoption. This involves planning for a structured rollout, encouraging users to share their experiences, establishing internal champions who can provide support and assistance, and conducting end user training sessions to ensure your team knows how best to use Copilot.
In this video, Jeremy Chapman, Director of Microsoft 365, shares more about the key steps to prepare your company for Microsoft Copilot.