Copilot for Microsoft 365

Delivery Guide

© Copyright Microsoft Corporation. All rights reserved.

Document purpose
Purpose
The purpose of this document is to provide the technical and Workshop delivery
resource(s) with an overview of the tasks and content required to deliver the
Copilot for Microsoft 365 Workshop.
This includes providing prescriptive guidance regarding core activities required to
effectively land scenarios with business decision makers. Ideally, you will come to
agreement with the customer on a targeted approach for follow-on delivery and
implementation of the plan as a specific Workshop, adding on higher margin
services attach.

Assumptions
As a facilitator preparing to deliver the Copilot for Microsoft 365 Workshop, the
document is intended to be used by field consultants with competencies in Copilot
for Microsoft 365. Consultants presenting the Workshop should use this guide to
become familiar with Workshop delivery details.

Copilot Delivery Guide 2

Table of contents
Click a section below to jump to it

Copilot Delivery Guide 4

Getting started

Copilot Delivery Guide 5

Workshop checklist and structure
01 02 03 04
Planning Assess Art of the Possible Build the Plan

 Confirm your technical skills  Complete Copilot for Microsoft  Art of the Possible Kick-Off  Complete the Build the Plan Kick-
requirements are met to deliver 365 Workshop Kick-Off meeting  AI-powered organization Off meeting
the workshop  Partner with customer input  Complete the Scenario Analysis
 Responsible AI
 Review workshop scope and to complete optimization and Prioritization meeting
 Copilot for Microsoft 365
deliverables assessment  Complete the report and
Overview
 Plan Workshop timeline  Complete the assessment review recommendations
 Unleash creativity
 Prepare the optimization and guidance  Present your findings to the
 Unlock productivity
assessment  Build the Art of the Possible customer
agenda  Uplevel skills
 Prepare and plan the customer  Follow up with the customer post-
pre-Workshop meeting  Better together Teams Premium Workshop
and Copilot in Teams
 Copilot Microsoft 365 Extensibility
 Copilot for Microsoft 365
Personas

Copilot Delivery Guide 6

Copilot for
Microsoft 365
Workshop summary

Copilot Delivery Guide 7

Copilot for Microsoft 365
adoption workstreams
Copilot for Microsoft 365 represents a unique adoption opportunity to speed time to user
satisfaction, creativity, and productivity by rapidly enabling hands-on learning directly with the
product. This accelerates a business user’s deeper understanding of what Copilot can deliver in Rapid adoption motions
their specific scenarios creating the “aha” moment that signifies personal understanding. Copilot Focus on direct enablement and “aha
Lab, available both in product (via Microsoft 365 Chat) and online, provides the tool to drive this moments” using Copilot Lab end-user with
understanding in “Copilot for You” tasks to be done. rapid learning and feedback cycles.
Additional support for broader team and organizational transformation of AI-ready scenarios,
identified during the Art of the Possible engagement and from direct business user feedback, can
be supported with deeper adoption support and engagement.

Workstreams can support each other or be standalone.

You are here

Copilot Art of the Technical Professional adoption

journey Possible and readiness
engagement
Build the Plan Workstream addresses
technical deployment For Microsoft Partners, Adoption Managers,
Stakeholders & readiness, including and MVPs – long form content to drive
Enablement Team governance, security, classic adoption approach.
compliance, and
management issues.

Copilot Delivery Guide 8

Copilot for Microsoft 365 Workshop
Designed as a three-phase workshop, the Copilot for Microsoft 365
Workshop helps customers assess their needs, prioritize Copilot scenarios,
and define an actionable roadmap.

Customer Audience
Senior BDMs, Managers, End Users, LOB Leaders, ITDMs
Partner Participants
Architects, User Experience Leads

Assess Art of the Possible Build the Plan

Define scope, identify business stakeholders, Showcase the intelligence added to Develop a plan to implement
and gather information on key business employee experiences by unleashing recommendations based on prioritized
scenarios. Complete and review readiness creativity, unlocking productivity, and scenarios. Define next steps and timeline to
assessment and guidance. leveling up skills (included in the demos). develop and implement the solution.

Copilot Delivery Guide 9

Copilot for Microsoft 365 Workshop

Assess (120 mins) Art of the Possible (135 mins) Build the Plan (135 mins)

Copilot for Microsoft 365 Worksh 30 mins Art of the Possible Kick-Off 15 mins Build the Plan Kick-Off 15 mins
op Kick-Off
Optimization Assessment Review 90 min AI-powered Organization 10 mins Scenario Analysis & Prioritization 60 mins
and Guidance
Responsible AI 10 mins Report & Recommendations 60 mins
Copilot for Microsoft 365 overvie 10 mins
w
Unleash Creativity 15 mins
Unlock Productivity 15 mins
Uplevel Skills 10 mins
Better Together: Teams Premium 15 mins
& Copilot in Teams
Copilot Extensibility (Optional) 15 mins
Copilot for Microsoft 365 Person 20 mins
as

Copilot Delivery Guide 10

Assess
Goal
The Assess phase introduces you to the workshop, technical
requirements for Copilot for Microsoft 365, the steps to take
to become AI ready, and builds the Art of the Possible phase.
Scope
Complete the readiness assessment and deliver the
assessment review and guidance.
We will achieve this in the following sessions:
• Identify key stakeholders
• Describe and discuss upcoming activities
• Copilot for Microsoft 365 Overview
• Research customer challenges and opportunities
• Deliver Microsoft 365 pre-workshop kick-off
• Review assessment and deliver guidance
• Prepare for the Art of the Possible workshop

Copilot Delivery Guide 11

Art of the Possible
Goal
Deliver Copilot for Microsoft 365 to leverage organizational
data to add intelligence to the workforce.
Scope
The Art of the Possible for Copilot for Microsoft 365 is a
combination of presentations and demos that will educate
and excite your organization on how to transform the
employee experience with artificial intelligence integrated
into Microsoft 365.
We will achieve this in the following sessions:
• AI-powered organization
• Responsible AI
• Copilot for Microsoft 365 Overview
• Unleash creativity
• Unlock productivity
• Uplevel skills
• Better together with Teams Premium and Copilot in Teams
• Copilot for Microsoft 365 Extensibility
• Copilot for Microsoft 365 personas

Copilot Delivery Guide 12

Build the plan
Goal
Build a plan to design and implement Copilot for Microsoft
365 experiences for your organization. You will summarize
current customer challenges surfaced by Business Decision
Makers and map them to personas.
Scope
Following the Art of the Possible, define and prioritize top
scenarios to focus on and work on developing a solution
plan.
We will achieve this in the following sessions:
• Identify scenarios based on the customer’s business decision pain points.​
• Discover personas and map them to the customer’s business challenges.​
• Provide a summary of prioritized scenarios.​
• Deliver an overall plan to pilot Copilot for Microsoft 365, next steps, and identified risks.

Copilot Delivery Guide 13

Planning your
Customer Workshop

Copilot Delivery Guide 14

Prerequisites to deliver the Workshop

Certification requirements Product Required skills

There are no certification requirements.
Primary technical skills Strong understanding of the Copilot for Microsoft 365
Technical skill requirements workloads and the current Copilot for Microsoft 365 roadmap
Intermediate understanding of Microsoft 365, Microsoft Teams,
The skill sets listed in the following table are recommended Viva, and platform capabilities, responsible AI, Microsoft 365
for members of the delivery team to successfully deliver this Security, Compliance, and Governance

Workshop.
Facilitator soft skills Experience speaking to business decision makers about
Microsoft 365 Apps capabilities
Prereading
Industry knowledge or specific business process knowledge
Review latest content located in the Copilot for Microsoft 365 relative to the customer Workshop

Adoption hub. Experience translating technical to business needs and vice

versa
Microsoft Copilot – Microsoft Adoption Group facilitation experience and skills

Copilot Delivery Guide 15

Workshop scope and deliverable

Workshop scope Deliverable,

The scope of the Copilot for Microsoft 365 Workshop is to work product Description Delivery

identify use case scenarios to solve specific business

Report and Final deliverable to the Within 2 days of Workshop
challenges, recommend a set of prioritized Copilot scenarios Recommendations customer including delivery completion
that effectively meet customer requirements, and build an of the overall plan for
copilot implementation.
actionable plan for a pilot of the scenarios. Required next steps
identification and action
The objective is to jointly create an actionable items.
implementation plan of the prioritized Copilot scenarios.

Workshop deliverable
The final deliverable is a customized document that includes
the top scenarios identified and recommendations for
enabling these scenarios with a clear solution plan, next
steps, and actions.

Copilot Delivery Guide 16

Planning the Workshop timeline

Planning the Copilot for Microsoft 365 Workshop involves Activity Suggested timeline
gathering information from the customer, assembling
content, and planning the timeline. Partner with customer complete assessment T-2 weeks

Adequate knowledge of the customer’s short- and long-term

Review assessment T-1 week
goals, usage scenarios, and proper planning will help make
for a successful Workshop. T-1 week
Prepare slide decks and required
This section provides guidance to gather information and documentation

prepare the required deliverables.

Practice presentations T-1 week

Suggested pre-Workshop timeline

Deliver Workshop T-0 week
The planning phase suggested timeline is presented here for
guidance.

Copilot Delivery Guide 17

The Copilot for Microsoft 365
Workshop Kick-Off meeting

This meeting helps you to introduce the optimization

assessment and set expectations and logistics for the onsite Onsite delivery
or virtual Workshop.
Make sure the customer can provide a
The meeting also acts as a pre-Workshop introduction that meeting area with a whiteboard and larger
helps you become familiar with the customer sponsor or display or projector so everyone can see the
sponsors for the Workshop. presentation and demonstration.
The meeting enables the customer to schedule the
Virtual delivery
appropriate people to attend specific topics during the
presentation. This should be a range of stakeholders from Make sure you schedule a meeting in
business decision makers to technical leads. advance, have good internet connectivity,
and are prepared for the remote delivery of
It is critical to the success of this Workshop to get a range of
the immersive experience and all sessions.
viewpoints involved. Ensure that the customer has chosen a
time where the attendees’ schedules are clear so they can
maximize the benefit of the Workshop.

Copilot Delivery Guide 18

Construct Copilot for Microsoft 365
Workshop Kick-Off agenda

You can modify the agenda used for the customer-facing Sample agenda
pre-Workshop meeting. This offering’s basic requirements
should be documented along with any identified risks. Time Topic

Construct agenda 10:00 AM – 10:10 AM Introductions

You will create a delivery agenda in consultation with the

10:10 AM – 10:25 AM Workshop overview
customer. This Workshop can be customized per customer
• Goals
requirements, you must plan the activities decided within the • Scope
Workshop timeframe and share the agenda with the • Outcomes
customer in advance.
To the right is a sample schedule for the Copilot for Microsoft 10:25 AM – 10:45 AM Stakeholder availability and schedule

365 Workshop Kick-Off agenda. It is designed to be a

10:45 AM – 10:50 AM Customer requirements and tools necessary for
starting point, please modify, as necessary. conducting Workshops

10:50 AM – 11:00 AM Expectations and next steps

Copilot Delivery Guide 19

Identify and engage
appropriate roles

• It’s important to identify and engage appropriate roles for

the Copilot for Microsoft 365 Workshop to understand
customer business priorities and focus on scenarios that
are high-valued.
• We recommend the following customer roles to attend this
Workshop:
– Project Executive Sponsor – Business Decision Makers
(CFO, CMO, COO) who can sign off on proposed
scenarios and personas
– Change Management, business liaisons, and
knowledge workers – integral to a successful adoption,
content providers, end user, feedback is critical
– CIO, ITSM, Enterprise Architects – to provide
architecture guidance and insights; to provide technical
guidance and insights into currently deployed
technologies
– Project Manager/Coordinator – to provide overall
Workshop project management tasks, end-to-end project
management
Copilot Delivery Guide 20
Conduct the
Workshop

Copilot Delivery Guide 21

Assess

Once the customer has confirmed the workshop, it is

recommended that either you, the Partner, or the Customer
complete the optimization assessment before the kickoff
meeting.
The assessment
The purpose of the evaluation is to collect important
information that is required for creating workshop materials
and to gain a complete understanding of the customer’s
current challenges and environment.
Once you have completed the self-guided optimization
assessment, the results will be sent to you via email. If you
complete the assessment, please send the results to me.
https://aka.ms/CopilotOptimizationQuestionnaire
The guidance
Provide guidance to your customer on steps to take to get
the most out of Copilot for Microsoft 365. Leverage the
resources in the report and other Microsoft resources.
Copilot Delivery Guide 22
Art of the Possible & Build the Plan

The suggested timeframes to cover the Art of the Possible &

Build the Plan in two-days is shown in the table, but these
phases can be spread across several days. Additional
schedules are included in the respective kick-off decks.
Customize the Art of the Possible and Build the Plan phases
schedule based on the optimization assessment and pre-
Workshop meeting. The Workshop is interactive, and some
topics may require significant time in whiteboarding and
discussions.

Copilot Delivery Guide 23

Creating the Report and
Deliverable,
work product Description Delivery

Recommendations report & Proof of Report and Final deliverable to the Within 2 days of Workshop

Execution Recommendations customer, including

delivery of the overall plan
for a solution pilot.
completion

The output of the Copilot for Microsoft 365 Workshop Required next steps
identification and action
provides you with a solution plan for the customer’s items.
prioritized scenarios along with personas, identified
sponsors, KPIs, risks, and next steps. POE The customer is required to Within 2 days of
sign this POE that contains Workshop completion
The objective is to jointly create an actionable roadmap to summary of outcomes from
the modules delivered
achieve the prioritized scenarios.

Expected deliverable
The final deliverable is the Proof of Execution. It is
recommended to create a Report and
Recommendations artifact. This artifact should include areas
to address opportunities in the optimization report, identify
top scenarios, and provide recommendations for enabling
these scenarios with a clear roadmap, next steps, and actions.
An overview of the deliverables can be found in the table to
the right. Below is a cheat sheet for the Proof of Execution

Copilot Delivery Guide 24

Delivery completion

• The Copilot for Microsoft 365 Workshop is completed

when you conduct the final presentation and distribute the
Proof of Execution (POS). This presentation should be
attended by the Business Sponsor and the key
stakeholders, with the following agenda:
– Review the project scope and goals and discuss the
Workshop output.
– Present Report and Recommendations with a set of
identified scenarios, next steps, and risks identified.
– Gather feedback about the how the Workshop was
delivered and about this Workshop.
– Discuss next steps and other follow-up activities.
– Have the customer complete the Workshop survey.
The Report and Recommendations presentation and POE
should be handed to the customer.

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Workshop modules
deep dive

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Copilot for Microsoft

365 Workshop Kick-Off
Preparation Objectives
60 minutes The Copilot for Microsoft 365 Workshop Kick-Off aims to:
Delivery • Discuss the overall Copilot Workshop.
30 minutes
• Confirm stakeholder availability and schedule.
• Discuss customer requirements and tools necessary for conducting the Workshop.
Summary • Expectations and next steps.
The Copilot for Microsoft 365 Workshop Kick-Off Preparation
gives the opportunity to discuss the overall Copilot
Workshop. Prior to delivering, the facilitator will need to familiarize themselves with:
• The overall Workshop format of the Copilot for Microsoft 365 Workshop.

Deliverables
The deliverables of the Copilot for Microsoft 365 Workshop Kick-Off module are defined as:
• Agenda and participants’ confirmation.

Customer resources Partner resources

• BDM Managers • Microsoft 365 Architect
• LOB Leaders • Microsoft 365
• ITDMs Consultants

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Assess

Copilot Delivery Guide 28

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Objectives re
m
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The aim is to communicate requirements and review the assessment, identifying gaps for optimization. du
le
This is a starting point to determine if a more in-depth partner delivered assessment is required. This
module includes the following elements:
Assessment Review and • Review of optimization assessment results report that is emailed after completion of the Copilot

Guidance Optimization Questionniare - aka.ms/CopilotOptimizationQuestionnaire

• Identify the blockers for Copilot for Microsoft 365 and resolution.
• Provide guidance to your customer on steps to take to get the most out of Copilot for Microsoft 365.
Preparation
Leverage the resources in the report and other Microsoft resources.
60 minutes • Determine path to address Security Gaps:
Delivery – Position the data security and compliance capabilities the customer currently owns in ME3/ME5.
Leverage Microsoft resources for additional guidance on how to discover and protect data, apps,
90 minutes
endpoints, and identification.
Summary – If customer is on ME3 and requires premium data security and compliance capabilities and you are a
The Assessment Review and Guidance module qualified security and compliance partner, conduct a data security workshop and consult with the
provides an opportunity for the customer to learn the Microsoft account team.
location of Copilot for Microsoft 365 guidance, to ask – If customer is on ME3 and requires premium data security and compliance capabilities and you are
questions to get their environment ready for AI, and not a qualified security and compliance partner, consult with the Microsoft account team.
to review and gain clarity on the optimization Preparation
assessment and results.
Prior to delivering the Assessment Review and Guidance, the facilitator will need to familiarize
themselves with:
• The overall Workshop format of the Copilot for Microsoft 365 Workshop.
• Complete the assessment with customer input aka.ms/CopilotOptimizationQuestionnaire
• Reviewing resources included in the Next Steps section of this guide.
Customer resources Partner resources
• ITSM • Microsoft 365 Architect Deliverables
• CISO • Microsoft 365 The deliverables of the Assessment Review and Guidance module are defined as:
Consultants • Deeper understanding of the technical requirements.
• Sharing of knowledge on where to go for added technical guidance.
• Review of the optimization assessment results to increase understanding on fits and gaps.
• Identification of next steps to fill gaps.
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Art of the Possible

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Art of the Possible

Kick-Off Objectives
Preparation Set the schedule and attendance of the Art of the Possible modules:
15 minutes • Confirm the scope of the Art of the Possible.
• Create the meetings required for each session with:
Delivery – Appropriate attendees per session.
15 minutes – Any room or resources required per session.
• Align expectations and timelines.
Summary
The session is intended to set the schedule and Preparation
attendance for the Art of the Possible portion of the Prior to delivering the Art of the Possible Kick-Off, the facilitator will need to familiarize
Workshop. themselves with the:
• Overall Workshop format of the Copilot for Microsoft 365 Workshop.
• Presentation contents.

Deliverables
The deliverables of the Art of the Possible Kick-Off are defined as:
• Confirmed schedule with attendee list for the Workshop.
• Record any changes to Workshop scope in accordance with your change management process.
Customer resources Partner resources • These deliverables will serve as input to the next steps.
• Project Lead • Teams
• Project Manager Architect/Consultant
• Executive Sponsor • Workshop Manager

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AI-Powered
Organization
Preparation
15 minutes Objectives
The objectives reiterate the Microsoft Work Trend Index in the following areas:
Delivery
• Discuss components of the AI-powered organization.
10 minutes • Present key findings that organizations need to invest in AI-driven solutions to stay competitive and
Summary workers need to develop new skills to take advantage of the opportunities
AI presents.
The new performance equation will showcase the key
findings of a study and the actions the customer Preparation
should take based on those findings.
Prior to delivering the new performance equation:
• Familiarize yourself with the Microsoft Work Trend Index.

Deliverables
The deliverables of the AI-Powered Organization module are defined as:
• Deeper understanding of work trends.

Customer resources Partner resources

• BDM Managers • Microsoft 365 Architect
• End Users • Microsoft 365
• LOB Leaders Consultants
• ITDMs

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Responsible AI
Objectives
Preparation
This section serves as a guide for how to approach external marketing communications based on
10 minutes terminology, tone, and our approach at Microsoft to Responsible AI. The audience for this deck is
Delivery customers. The goal of this presentation is to cover:
10 minutes • Why Responsible AI matters and the potential AI has for today and tomorrow.
• Our approach to Responsible AI.
Summary • Examples of Responsible AI in action along with sharing some of those learnings with customers and
The module will show why Responsible AI matters partners.
and Microsoft’s approach to Responsible AI.
Preparation
Prior to delivering Responsible AI:
• In order to direct participants to additional information, become familiar with aka.ms/
ResponsibleAIResources.

Deliverables
The deliverables of the Responsible AI module are defined as:
• Deep understanding of Microsoft’s approach to Responsible AI.
Customer resources Partner resources
• BDM Managers • Microsoft 365 Architect
• End Users • Microsoft 365
• LOB Leaders Consultants
• ITDMs

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Copilot for Microsoft

365 Overview Objectives
Preparation The objective is to provide an overview of Copilot for Microsoft 365 by discussing:
10 minutes • Natural Language.
Delivery
• Access to business content and in the business context.
• Comprehensive approach to security.
10 minutes • How Copilot is embedded across Microsoft 365 Apps.
Summary Preparation
The Copilot for Microsoft 365 Overview will illustrate Prior to delivering:
the building blocks of Copilot and how the output
from Copilot is grounded in the organization’s data • Familiarize yourself with product announcements. Watch the event’s recording and read the blog
and context. post.
• Review Frequently Asked Questions.

Deliverables
The deliverables of the module are defined as a:
• Deeper understanding of the underlying components of Copilot for Microsoft 365.
• Realization that Copilot for Microsoft 365 output is grounded in business data and in the context of
the business.
Customer resources Partner resources
• BDM Managers • Microsoft 365 Architect
• End Users • Microsoft 365
• LOB Leaders Consultants
• ITDMs

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Unleash Creativity Objectives

Preparation The objective is to demonstrate how Copilot unleashes creativity. In this section, we will discuss the
following topics:
15 minutes
• Copilot in Word
Delivery • Copilot in PowerPoint
15 minutes • Copilot in Excel

Summary Preparation
The unleash creativity module will illustrate how to Prior to delivering the unleash creativity module, the facilitator will need to familiarize
harness Copilot’s power so end users never start from themselves with:
scratch. • The steps to deliver a live demo
• Backup video demos

Deliverables
The deliverables of the unleash creativity module are defined as:
• Understanding how customers enable workers with Copilot for Microsoft 365 to increase their
creativity.
• Deeper understanding of practical applications of Copilot for Microsoft 365 in Word, PowerPoint, and
Customer resources Partner resources Excel.
• BDM Managers • Microsoft 365 Architect
• End Users • Microsoft 365
• LOB Leaders Consultants
• ITDMs

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Unlock Productivity Objectives

Preparation The objective is to demonstrate how Copilot unlocks productivity. In this section, we will discuss the
30 minutes following topics:

Delivery • Copilot in Outlook

• Copilot in Teams Meetings
15 minutes
• Copilot in Teams Chat and Loop
Summary
Preparation
The unlock productivity module will illustrate how
Prior to delivering the unlock productivity module, the facilitator will need to familiarize
Copilot summarizes actions for end users and
themselves with:
optimizes their time.
• The steps to deliver a live demo
• Backup video demos

Deliverables
The deliverables of the unlock productivity module are defined as:
• Understanding how Copilot for Microsoft 365 enables end users to increase their productivity.
• Deeper understanding of practical applications of Copilot for Microsoft 365 in Outlook, Teams
Meetings, and Teams Chat and Loop.
Customer resources Partner resources
• BDM Managers • Microsoft 365 Architect
• End Users • Microsoft 365
• LOB Leaders Consultants
• ITDMs

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Uplevel Skills
Objectives
Preparation
The objective is to demonstrate how Copilot uplevels skills. In this section, we will discuss the following
15 minutes
topics:
Delivery • Copilot for Microsoft 365
10 minutes • Client meeting in Microsoft Copilot
• Strategy in Microsoft Copilot
Summary • Status update in Microsoft Copilot
The uplevel skills module will show how Copilot will
enable end users to be better at what they are good Preparation
at and master what they have yet to learn. Prior to delivering the uplevel skills module, the facilitator will need to familiarize themselves with:
• The steps to deliver a live demo
• Backup video demos

Deliverables
The deliverables of the uplevel skills module are defined as:
• Understanding how Copilot for Microsoft 365 enables workers to increase their productivity.
• Deeper understanding of practical applications of Copilot for Microsoft 365.
Customer resources Partner resources
• BDM Managers • Microsoft 365 Architect
• End Users • Microsoft 365
• LOB Leaders Consultants
• ITDMs

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Better Together ul
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Teams Premium and

Copilot in Teams Objectives
Preparation The objective is to demonstrate the better together story for Copilot in Teams and Teams Premium. In
15 minutes this section, we will discuss the following topics:
Delivery • Advanced AI in Microsoft Teams and when to use Intelligent Recap and when to use Copilot in Teams.
• Discussion of the current way to accomplish tasks and the new way to accomplish the same tasks
15 minutes
leveraging the advanced AI in Microsoft Teams.
Summary • Copilot in Teams and Teams Premium better together story.
The better together: Teams Premium and Copilot in Preparation
Teams module will illustrate the advanced AI in
Prior to delivering the better together Teams Premium and Copilot in Teams module, the facilitator will
Microsoft Teams and the better together story for
need to familiarize themselves with:
Copilot in Teams and Teams Premium.
• Contents and notes.
• Check Transform for any updates to content Copilot in Teams and Teams Premium.

Deliverables
The deliverables of the module are defined as:
• A deep understanding of the new ways to complete a task.
• An understanding of when to use which AI in Teams and when to leverage both together.
Customer resources Partner resources
• BDM Managers • Microsoft 365 Architect
• End Users • Microsoft 365
• LOB Leaders Consultants
• ITDMs

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Copilot for Microsoft

365 Extensibility
Objectives
Preparation The objective is to demonstrate the Copilot for Microsoft 365 Extensibility story. We will discuss the
15 minutes following topics:
Delivery • Overview
• Microsoft 365 Plugins
15 minutes
• Third-Party Plugins
Summary
Preparation
Copilot for Microsoft 365 Extensibility…
Prior to delivering the Copilot for Microsoft 365 Extensibility module, the facilitator will need to
familiarize themselves with:
• Contents and notes

Deliverables
The deliverables of the module are defined as:
• A deep understanding of the ways to extend Copilot for Microsoft 365.
• An understanding of when to use plugins to pull Line of Business data into Copilot.

Customer resources Partner resources

• BDM Managers • Microsoft 365 Architect
• End Users • Microsoft 365
• LOB Leaders Consultants
• ITDMs

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Copilot for Microsoft Objectives

365 Personas The objective is to discuss a "Day in the Life" for the Copilot for Microsoft 365 Personas module. In this
section, we will discuss the below personas. Partner, feel free to adjust based on customer’s need.
Preparation • Executive
10 minutes • Human Resources
• Finance
Delivery • Marketing
20 minutes • IT
• Operations
Summary • Sales
The Copilot for Microsoft 365 Personas module walks
through the practical application of Copilot for Preparation
Microsoft 365 in a “Day in the Life" in top personas. Prior to delivering the Copilot for Microsoft 365 Personas module, the facilitator will need to familiarize
themselves with:
• Contents and notes
• Become familiar with the Copilot for Microsoft 365 Scenario Library and identify use cases relevant for
your customer. This is the deck that you will present during this module:
Copilot for Microsoft 365 Customer Scenarios.

Deliverables
The deliverables of the module are defined as:
Customer resources Partner resources
• An understanding of practical uses of Copilot for key personas. Plant seeds for a future scenario
• BDM Managers • Microsoft 365
discovery Workshop.
• End Users Architects
• LOB Leaders • Microsoft 365
• ITDMs Consultants

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Build the Plan

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Build the Plan

Kick-Off Objectives
The objective of the Build the Plan Kick-Off module is to set the schedule and attendance for the Build
Preparation the Plan phase. Meeting invites and agendas should be sent out to meeting attendees based on the
results of this meeting:
15 minutes
• Confirm the scope of the Build the Plan phase.
Delivery • Confirm all resources required for the sessions.
15 minutes • Create the meetings required for each session with appropriate attendees per session.
• Secure any room or resources required per session.
Summary • Align expectations and timelines.
This session is intended to set the schedule and
attendance for the Build the Plan portion of the Preparation
Workshop. Prior to delivering the Build the Plan Kick-Off, the facilitator will need to familiarize
themselves with:
• The overall Workshop format of the Copilot for Microsoft 365 Workshop.
• The customer and their organizational structure. Make sure you research any previous workshops
your organization has delivered to the customer.
• Prepare the presentation contents.

Deliverables
The deliverables of the Build the Plan Kick-Off call are defined as:
Customer resources Partner resources
• Confirmed schedule with attendee list for the Workshop.
• BDM Managers • Microsoft 365 Architect
• End Users • Microsoft 365
• LOB Leaders Consultants
• ITDMs

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Objectives
Scenario Analysis The objective of the Scenario Analysis and Prioritization module is to identify the customer’s use cases.

and Prioritization
The module will discuss the following topics:
• Identify pain points
Preparation
• Map personas to challenges
• Define use case scenarios
60 minutes • Capture success criteria
Delivery • Choose the strongest scenario
• Capture current apps
60 minutes • Introduce roadmap
Summary
Preparation
The required Scenario Analysis and Prioritization
Prior to delivering the Scenario Analysis and Prioritization module, the facilitator will need to familiarize
module is the fundamental discovery exercise for
themselves with:
facilitators and customers to identify use case
scenarios and personas. Prioritize the most important • The overall Workshop format of the Copilot for Microsoft 365 Workshop.
scenarios to proceed with further development and • The customer and their organizational structure. Make sure you research any previous workshops
implementation plans. This is a very interactive your organization has delivered to the customer.
session where you might want to go back to the • Review the Copilot for Microsoft 365 persona Copilot for Microsoft 365 Customer Scenarios.for
guided simulations to showcase how Copilot for personas and jobs to be done that may be relevant for your customer. Add into the job roles as seed
Microsoft 365 can meet customer needs. data.

Deliverables
Customer resources Partner resources The deliverables of the Scenario Analysis and Prioritization module are defined as:
• BDM Managers • Microsoft 365 Architect • Deeper understanding of the customer’s current challenges
• End Users • Microsoft 365 • Document the findings from this discussion on the provided slides
• LOB Leaders Consultants • Those findings will be used in the Report and Recommendations presentation
• ITDMs

Copilot Delivery Guide 43

 Objectives Co
The Copilot for Microsoft 365 Workshop Report and Recommendations POE presentation is a re
m
mandatory deliverable and must be completed at the end of the Workshop. It is the primary od
Report and deliverable that records the results from the workshop. ul
e

Recommendations Proof Preparation

Prior to delivering the Report and Recommendations POE presentation, the facilitator leading the
of Execution (POE) meeting will need to:
• Complete the required Engagement Results slide: Which area(s) did you focus, Customer
Preparation stakeholders/ attendees, Summary of the top challenges or pain points, summary of the
60 minutes recommendations mapped to copilot solutions, next steps
• Distribute the Report and Recommendation POE in advance to confirm alignment on results with
Delivery key stakeholders
60 minutes • If in depth review with customer is required, suggest to develop a separate Reports and
Recommendation presentation for purpose
Summary
The required Report and Recommendations module Deliverables
is the culmination of the Workshop effort. The goal of The deliverable is considered completed when:
this session is to present your findings from the
• The Report and Recommendations and POE is delivered to the customer.
entire Workshop. The slides composed from the
• Submit POE for payment
previous sessions in the Build the Plan phase can be
used as content for this presentation and aid you in
development of the recommendations.

Customer resources Partner resources

All project team • Microsoft 365 Architect
• Microsoft 365
Consultants

Copilot Delivery Guide 44

Copilot readiness hub & community

Visit the Copilot hub at adoption.microsoft.com/copilot

Deployment, adoption, and usage guidance for Microsoft Copilot

Ask questions and get answers in our community

aka.ms/M365CopilotCommunity

Copilot Delivery Guide 45

 Thank you.

Copyright © 2023 Microsoft Corporation. All rights reserved.

Links to learn more (1 of 2)

Copilot Readiness Hub Privacy

• Microsoft’s privacy policy
What is Copilot? • Microsoft Privacy Statement
 Introducing Copilot for Microsoft 365 • Trust Center data protection and privacy
 The Copilot System • Data, privacy, and security for Copilot for Microsoft 365
 ChatGPT vs. Copilot for Microsoft 365: What's the difference? • Data, privacy, and security for Azure OpenAI Service
How Copilot works • Role-based access control
• How Copilot for Microsoft 365 works: Microsoft Mechanics video • User permissions and permission levels in SharePoint Server
• Semantic Index for Copilot • Customer Lockbox requests
• Microsoft Graph • Microsoft 365 isolation controls
• Microsoft Graph connectors
• Additional copilot experiences across the Microsoft Cloud
 Microsoft Dynamics 365 Copilot
 Copilot in Power Platform
 Microsoft Security Copilot
 GitHub Copilot
 Copilot in Microsoft Stream
Links to learn more (2 of 2)

Data residency and storage How to prepare for Copilot for Microsoft 365
• EU Data Boundary • Learn about Microsoft feedback for your organization
 Website • Manage Microsoft feedback for your organization
 Blog • How to manage Microsoft Search
 Documentation • Microsoft 365 Product Terms
Compliance • Content management and security in SharePoint, OneDrive, and Te
ams
• Microsoft Compliance
Responsible AI
• Service Trust Portal
• Responsible AI core principles
• Compliance offering definitions
 Videos
• General Dat Protection Regulation (GDPR)
 Documentation
 Full summary
• Microsoft Responsible AI Standard
 Short summary
• Governing AI: A Blueprint for the Future
Security
• Configure usage rights for Azure Information Protection (AIP)
• Universal Licensing Terms for Online Services
• Isolation and Access Control in Microsoft 365