Copilot for Microsoft 365

implementation framework
Overview guidance

Mar 2024
© Copyright Microsoft Corporation. All rights reserved.
 The journey to becoming AI powered

Leadership Human change Technical skills

Develop leadership capabilities to Manage the human Build and iterate technical skills
leverage AI for business outcomes transformation through robust to deliver on business results
Foundational learning user enablement programs Provide access to training
Business strategy Invest in the employee experience and experts

AI Council creation Improve the culture Manage and mitigate risk

Providing clarity and prioritization Authentically integrate feedback Improve service

management process

Responsible AI principles
 1 When you sign in with your Entra ID, the web toggle, at the top left, gives you all
the goodness of GPT-4 plus web grounding plus Commercial Data Protection –
meaning your user and business data are protected and will not leak outside the
organization.

2 Then, when you switch to the work toggle, you get graph grounding
plus Enterprise-grade Data Protection- which means that all of your data stays
inside the tenant boundary.

How everything Consider these prompts that highlight what is now possible:
・ "Can you summarize the last five emails from my boss. To be specific, look for the last five

comes together
emails from him over the last few days and stack rank them in order of most important to
least important, based on your analysis of the contents."
・ "Review my meetings this week and create 5-7 categories that describe how I am spending
my time. For each category, provide a short description and give me an approximate
As you begin your journey with Copilot for percentage of time I spent there."
Microsoft 365, the best place to start is in the ・ "Take the [Analysis for FY23] doc that XX sent me last week and the transcript of the meeting
Copilot mobile app or copilot.microsoft.com we had on that topic this afternoon and give me a set of 5 recommendations for what you
think we should do next."

3 In the apps – start with Teams and Outlook:

If you learn how and when to use Copilot in your daily apps, you'll never want to
work without it.

4 Finally, check out Copilot Studio:

In three minutes, you can create a custom copilot grounded in your data.
There's nothing like it in the market today.
 Copilot for Microsoft 365 implementation

User Enablement
Prepare organization and employees for the AI
transformation journey

Copilot essentials
checklist

Sponsor Workstreams support each other for maximum value and ROI
Copilot Scenarios
You are
here
implementation Security

Technical Readiness
Address technical deployment and optimization,
including governance, security, compliance, and
management

Leadership journey
 Essentials for Copilot success

Nominate and activate Define initial high value Define your path to
your Copilot executive scenarios and target a secure your data for
sponsors, in partnership critical mass of users compliance and
with your AI Council for rapid value peace of mind
 Copilot for Microsoft 365
Implementation executive summary

1 Get ready 2 Onboard & engage 3 Deliver impact 4 Extend & optimize

Select initial departments Lay the foundation for an Review success measures Extend to new scenarios and
for rollout with the intelligent progression of with the Copilot Dashboard transform business processes.
ENABLEMENT

Scenario Library. Target a critical AI skills with Copilot Lab. and the User survey kit.
mass of users for rapid impact.
Quantify impact including growth, Identify new high value
USER

Identify your success team Deploy training and Champion functional and cross-org
programs, engagement community cost savings and employee
Be intentional with assignment benefits scenarios
and concentrate seats Make ongoing training the standard
Build momentum with success Recognize and reward success
stories and knowledge sharing

Perform the Microsoft Prepare Microsoft 365 for Mature AI management Provide insights on service
Copilot for Microsoft 365 AI deployment with the skills through improved health and optimization
Optimization Assessment Setup Guide IT service delivery opportunities
READINESS
TECHNICAL

Address data security, Ensure appropriate Data Establish service management Design, build, and publish
governance, and data access Security controls are in place plan plugins to deliver unique
questions experiences
If needed, deploy additional Review Admin usage reports
Build shared Copilot Microsoft 365 apps and the Copilot Dashboard to Build your own copilots
implementation plan with User analyze user retention and
Enablement team engagement

Microsoft is here to help accelerate your Copilot journey with expert-led services
Copilot brings AI value across roles and
Get ready
lines of Bebusiness
intentional with seat assignments and define success criteria

Copilot brings AI value across lines of business

Review which teams have Target a critical mass of Use the Scenario Library to
high Microsoft 365 usage, users & concentrate identify top use cases and key
including Teams Meetings licenses across entire metrics you would like to
and PowerPoint​. teams​for rapid value. improve in that functional area.

All roles & execs HR Marketing Operations IT Sales Finance

Improve meetings Cost per hire Leads created Customer retention Outstanding support tickets Number of opportunities Accelerate cash flow
Content creation Employee turnover Brand value Product time to market Application downtime Close rate Spend on ERP system
Manage daily agenda Compliance risk reduction Cost per lead Supply chain efficiencies Departmental spending Revenue per sale Risk reduction
 Onboard & engage
Lay the foundation for continuous learning and an intelligent progression of AI skills

3 Generate synergies across departments with extensibility

Advanced
Org value Streamline and automate cross-business process flows
skills

2
Departmental value Departmental Use role-specific and multi-step prompts
Extend usage to role-based processes
skills

1
Individual value Foundational Inspire quick wins to reach value tipping point
Start Master basic prompts (e.g., summarization, revision)
here skills

Start with top 10 generic skills from Use the Copilot Scenario Library Extend to line of business systems
1 2 3 Prioritize peer-to-peer learning
Copilot Lab that deliver immediate to train users on new departmental to streamline and automate for
through community engagement and
success (e.g., summarize a meeting, use cases and process improvement organizational level impacts on
knowledge sharing.
email thread)​. to impact departmental KPIs. revenue and costs.
 Top 10 to try first with Copilot for Microsoft 365
Foundational skills for new users

1 2 3 4 5
Recap a meeting Summarize an Draft email Summarize a Tell me about a
– let Copilot keep track of key email thread – personalize the tone and document topic/project
topics and action items so you – get quickly caught up to a length. – get right down to business – provide insights and
can stay focused during the long, complex email thread. by summarizing long analysis from across
meeting and avoid listening to documents and focusing multiple sources to get
the recording after. on the relevant sections. up to speed quickly.
Draft an email to [name] that
informs them that Project X is
Draft an email with notes and Click on the Summarize icon Give me a bulleted list of Tell me what's new about topic
delayed two weeks. Make it
action items from meeting key points from file organized by emails, chats, and files?
short and casual in tone.

6 7 8 9 10
Give me some Help me write … What did they say … Revise this content Translate a message
ideas for … – jumpstart creativity and write – when you vaguely remember – when you’ve got a rough – with business becoming
– boost your creativity with and edit like a pro by getting a someone mentioning a topic, draft of an idea, turn it into increasingly international, it’s
ideas for your work such as first draft in seconds. have Copilot do the research. usable text and then vary important to be able to read
agendas, product names, the length and tone. or write messages in other
social media posts, etc. languages.

Suggest 10 compelling Generate three ways What did person Rewrite with Copilot Translate the following
taglines based on file to say [x] say about topic text into French:

For more prompts, visit Copilot Lab at: aka.ms/CopilotLab

Deliver impact
Measure the impact of your Copilot investment

Microsoft Copilot Dashboard powered by Microsoft Viva

Business and IT leaders can plan their AI readiness, drive user
enablement, and measure the impact of their Copilot investment.
・ Evaluate Copilot usage across apps and by feature
・ Analyze the potential impact of Copilot across meetings, email,
chat, and documents
・ View employee sentiment about the value and benefits
・ Learn about the latest research and findings about AI

Copilot user survey kit

Survey your users to keep a pulse on how Copilot is impacting their
day-to-day and gather sentiment and impact learnings.
 Extend & optimize

Explore Expand Extend

Identify new high Understand Copilot Scale Copilot
value scenarios Studio capabilities users and skills
Gather data from service Build, automate, and Extend throughout
health reviews administer copilots organization
Prioritize via AI Council Select extensibility Identify high value user
and leadership scenarios cohorts for advanced
engagement skill building
Skill/acquire talent for Optimize usage patterns
extensibility opportunities
Microsoft Customers that buy more than 150 Copilot
seats are eligible for Microsoft co-investment in
investments to partner deployment and adoption services
through eligible Microsoft Partners.
accelerate your
time to value Eligible customers can request technical and
deployment assistance from Microsoft FastTrack.

Get started on your Copilot journey with

expert-led services through Microsoft Unified.
 Next steps

Leadership Human change Technical skills

Form your AI Council Identify User Enablement Leader Identify technical leaders

Participate in Microsoft Executive Engage with legal, security, and Onboard technical partners
AI Learning Series business leaders
Prepare for policy review
Prioritize competitive advantages Plan for Works Council
engagement*
Conduct talent and resource review
Onboard user enablement partners

*applicable to organizations with business entities in Works Council governed locations

 Implementation Summary Guide for Leaders

Copilot Success Kit User Enablement Guide

Accelerate your path to value Technical Readiness Guide

Business Leaders Guide to AI Adoption

Accelerating Copilot enablement with Microsoft Viva

Additional resources and templates:

・ Get ready – Scenario Library, Optimization Assessment,
implementation plan template
・ Onboard & engage – Community and Champion guide,
onboarding email kit with onboarding and training email
templates, approved graphics and usage guidance, Business User
one-pagers
・ Deliver impact – Copilot Dashboard guidance
 Copilot Lab
A comprehensive learning resource that helps everyone begin their Copilot
journey with confidence and grow with Copilot.

Get started Build new Achieve more

with ease AI skills together
Find prompt inspiration directly in your Discover what’s possible with Copilot Explore our curated selection of
favorite Microsoft 365 apps or visit the and learn prompting fundamentals to suggested prompts or create, save, and
Copilot Lab website for a full collection of create effective prompts on your own share prompts of your own to help you
training videos, helpful articles, and ready- and unlock the magic of Copilot. and your team get more done and tackle
made prompts to get started quickly. any project or task at hand.

Get started today: aka.ms/Copilotlab

 Copilot for Microsoft 365 training platforms
Microsoft 365
Microsoft Learn Viva Learning Technical Documentatio
n Learning Pathways
・ Free, on-demand training content ・ Requires additional licensing ・ Official and authoritative technical ・ Free, customizable, and on-demand
for developing skills through guidance from Microsoft learning solution built on SharePoint
・ Employee learning in the flow of
interactive modules and learning and integrated into Teams
work with Teams integration ・ Regularly updated with the latest
paths
information ・ Easy to provision from the SharePoint
・ Recommend and share content, and
・ Master core concepts at your speed Online Provisioning Service
track completion ・ Topics include planning and
and on your schedule
readiness, getting started, security, ・ Create your own training playlists
・ Enable social learning
・ Track your training progress and privacy, and compliance, and more to meet the unique needs of your
completions, earn achievements ・ Content includes pre-made playlists organization
・ Step-by-step exercises guiding of how-to articles and videos ・ Content is provided through a
learners through common Copilot ・ Regularly updated with latest Microsoft online content catalog so
prompts and use cases content the content on your site is
automatically updated
・ Learner knowledge checks included
throughout training content

Downloadable assets for customization available at adoption.microsoft.com/copilot

 Understanding the User Journey
Getting to “Aha!”

Feel
When can How can
I use it? I get help?

How will How does this Act Think

Why should How can I do What’s
I use it? change my
I care? more? next?
experience?
How will
WE use it?
The Think-Act-Feel framework is
How can I share
my success?
grounded in decades of research
showing a whole human understanding
– including feelings – is critical to
How can I enhance my business outcomes.
profession
with this? Building on this framework we
understand that delivering accelerated
change is based on trust.

An aha moment is defined as “a moment of sudden insight or discovery”.