Microsoft 365 Copilot

Technical Readiness Guide

Creating the AI-powered organization

Sep 2024 © Copyright Microsoft Corporation. All rights reserved.

Table of contents
 The journey to becoming AI powered
You are
here

Leadership Human change Technical skills

Develop leadership Manage the human Build and iterate technical
capabilities to leverage AI for transformation through robust skills to deliver on business
business outcomes user enablement programs results
Foundational learning Provide access to training and
Invest in the employee experts
Business strategy experience
AI Council creation Manage and mitigate risk
Improve the culture
Providing clarity and Improve service management
Authentically integrate process
prioritization feedback

Responsible AI
principles
 Microsoft 365 Copilot implementation

Human
change
Prepare organization and employees for the AI
transformation journey through user enablement
programs
Copilot
readine
ss
checkli
You Workstreams support each other for maximum value and
ROI> Deliver impact > Extend &
Copilot stSponsor are Get ready > Onboard & engage
optimize
Scenarios here
implementati Security

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

Leadership
journey
 Essentials for Copilot success

Nominate and activate Accelerate your Define your path

your Copilot executive business impact to secure your
sponsors, in by defining data for
partnership with your highest value compliance and
AI Council scenarios peace of mind
 Microsoft 365 Copilot

Implementation overview
Get ready Onboard & engage Deliver impact Extend & optimize
User Enablement
Complete User Enablement Review success measures and Extend to new high value
Workstream
Strategy training user survey results scenarios
Secure exec sponsorship,
HUMAN CHANGE

create AI Council, and define Define user experience and Conduct feedback and Deliver business process
RAI principles feedback strategy reporting analysis transformation with Copilot
Studio, plugins, and connectors
Identify success owners, Design and deploy training and Deliver extended training and
Champions, and early adopter engagement community adoption support Drive group and cross-
cohorts (Community of organizational productivity and
Practice/Champion Platform) Identify additional optimization innovation
Detail high value scenarios and scenarios
personas Launch employee Understand custom line of
communications and Champion Iterate user experience business opportunities
Be intentional with assignment program strategy
and concentrate seats
Onboard executives and user Gather and amplify success
Define success criteria, KPIs, cohorts stories
and success measurement
plan Deliver user Champions and
support staff training
Technical Readiness Ensure appropriate Data Establish service management Design, build, and publish
Workstream
READINES
TECHNICA

Security controls are in place plan Copilot extensions to deliver

Perform the Microsoft 365 unique experiences
Copilot Optimization Prepare your organization for Analyze Microsoft 365 Copilot
Microsoft 365 Copilot with usage reports and the Build your own custom agents
S

Assessment
L

setup guide: deploy Microsoft Microsoft Copilot Dashboard to

Address data security, 365 apps, if needed; assign observe user adoption,
governance, and data access licenses retention, and engagement
questions
Assign permissions by role to
Build shared Microsoft 365 provide access to the Microsoft
Copilot implementation plan 365 Copilot usage report
with User Enablement team
You
are
here
 Copilot for Microsoft 365
Readiness checklist and key resources
Get ready Onboard & engage Deliver impact Extend & optimize

Perform the Microsoft 365 Ensure appropriate Data Establish service management Design, build, and publish
Copilot Optimization Security controls are in place plan Copilot extensions to deliver
Assessment unique experiences
Prepare your organization for Analyze Microsoft 365 Copilot
READINESS
TECHNICAL

Address data security, Microsoft 365 Copilot with usage reports and the Build your own custom agents
governance, and data access setup guide: deploy Microsoft Microsoft Copilot Dashboard to
questions 365 apps, if needed; assign observe user adoption,
licenses retention, and engagement
Build shared Microsoft 365
Copilot implementation plan Assign permissions by role to
with User Enablement team provide access to the Microsoft
365 Copilot usage report

Support continuous learning and

optimization

Microsoft Adoption Copilot learning hub

RESOURCES
MICROSOF

Resources to ensure you are delivering employee Build your skills across Microsoft Copilot with industry leading online
satisfaction and business value. training and certification programs.
T

Microsoft FastTrack Copilot Dashboard

FastTrack is a Microsoft delivered benefit designed to help Measure the impact of your Copilot investment with the Copilot
you deploy Microsoft 365. Dashboard.
 First 30 days

Implementation project summary 30-60 days

Shared milestone Recurring tasks

view
Complete Select and validate initial cohort
foundational Helpdesk onboarding
learning Prepare for and conduct Service Health
Review community management Triage of daily feedback
Review
Purchase Assemble team plan Review shared support process
decision Summarize scenario and user
Share prioritized Launch training content and Launch progressive skilling recommendations
scenarios office hours content
Launch extensibility skilling content

Weeks 00 01 02 03 04 05 06 07 08 09 10 11 12

Ensure data
Share Optimization security Analyze usage reports and Prepare AI
Stakeholder Ensure reporting roles assigned
Assessment results controls are in Dashboard data Council
alignment
Deliver shared place Update support systems insights
Define comms Summarize risk, issues, and
implementation Install apps, Enhance Center of Excellence opportunities
ROB and tools
plan assign licenses
Microsoft 365 Copilot

Get ready
Perform the
Microsoft 365 Copilot
Optimization
Assessment
Get ready
Get ready
Perform the Microsoft 365
Copilot Optimization
Assessment
Optimization Assessment
The assessment is designed to understand your current
licensing profile, your collaboration tools, sensitive data
handling, and security controls implemented today in your
organization, helping you identify a clear path to deploying
Microsoft 365 Copilot. The assessment consists of 26 questions
and takes about 30 minutes to complete.
・ Complete the Microsoft Copilot for Microsoft 365 Optimization Assess
ment
・ Understand current licensing
・ Understand identity management
・ Understand current collaboration tools
・ Understand current data locations
・ Uncover opportunities to implement data security measures and
improve data security posture to optimize user experience with
Microsoft 365 Copilot
Address security,
governance, and
data access
questions
Get ready
 Shared activity

Address security, governance,

and data access questions
Access the IT Professional admin resources for
additional documentation and to help address
deeper questions you may have about Microsoft
365 Copilot, such as:
・ How does
Copilot with commercial data protection, AI-
powered chat for the web, work? How is it
different from Microsoft 365 Copilot?
・ Is this AI-powered chat available for
eligible Entra ID users at no additional charge?
・ How does Microsoft 365 Copilot work?
・ How does the Semantic Index work?
・ Where does my data go?
・ How do Copilot plugins and connectors work?
・ What permissions and policies should I think
about to prepare?
・ What is Microsoft’s responsible AI commitment?
・ AND MORE….
Note: For more information on AI Council and RAI, visit User Enablement Guide.
Build Microsoft 365
Copilot implementation
plan
Get ready
 Shared activity

Build an implementation plan

Use the results of the Optimization Assessment and
scenario discovery to develop a plan for
implementation of Microsoft 365 Copilot.

Questions to help develop the plan:

・ Are all the gaps in the optimization assessment
listed in the plan?
・ Have you identified the first set of employees that
would get Microsoft 365 Copilot?
・ How many licenses would you need to purchase?

・ Are there any data security questions that you

need to address?
・ Do all items have owners and due dates?

・ Have you identified key adoption steps for the first

set of prioritized scenarios?
Microsoft 365 Copilot

Onboard &
engage
Ensure appropriate Data
Security controls are in
place
Onboard & engage
 Apply appropriate Data Security controls
Get started quickly and continue to optimize along the way

Core
Restrict data oversharing and data leaks
Get started with manual labeling and policies

1 2a 3 5
Required licenses:
Office 365 E3, Microsoft 365 Business
Ready to Standard/Premium, or higher; and
Microsoft 365 YES SPP-SharePoint Advanced Management
deploy? If used,
Copilot
Optimization
disable
4 Restricted
Assessment
Deploy Microsoft OPTIMIZE SharePoint
NO 365 Copilot FURTHER
Search
Determine path AS Best-In-Class
(26 questions; 30 NEEDED
minutes) Prevent data oversharing, data leaks, and
2b detect non-compliant usage at scale with auto
labeling and policies
Enable
Restricted Required licenses:
SharePoint Microsoft 365 E5; and
SPP-SharePoint Advanced Management
Search*

*Restricted SharePoint Search will limit Copilot for Microsoft 365 experiences and organization-wide search. It is a temporary option which gives you time to address oversharing concerns while getting started on your
Copilot journey.
 Securing and governing
Microsoft 365 Copilot

Best-in-
Baseline Core
class

Microsoft 365 Copilot Microsoft 365 Copilot Microsoft 365 Copilot

+ Office 365 E3 + Microsoft 365 E3 + Microsoft 365 E5
+ SharePoint Advanced Management + SharePoint Advanced Management
Multi-factor authentication
Conditional Access Conditional Access based on identity
Audit logging risk
Manual sensitivity labels
Automatically apply sensitivity
Data loss prevention policies labels
Advanced SharePoint sitewide Automatically remove inactive
access controls and reporting content
Unified endpoint management Prevent data leak on endpoint
devices

Detect non-compliant usage

Restricted SharePoint Search

This is intended as a temporary solution to give you time

to review and audit site permissions, while implementing IMPACT
robust data security solutions from Microsoft Purview and
content management with SharePoint Advanced Restricted SharePoint Search disables organization-wide
Management. search, while allowing you to select sites that you trust.
This means users in your organization can use Copilot to
reason over:
・ Restricted SharePoint Search is designed for organizations ・ An allowed list of curated SharePoint sites set up by
particularly concerned about unintentional oversharing of admins (up to 100 SharePoint sites), honoring
content existing permissions on a site
・ Users’ OneDrive for Business, chats they are part of,
・ When enabled, Copilot experiences and organization-wide emails they send and receive, calendars to which
search are limited to a select set of SharePoint sites, as they have access, etc.
well as the individual user’s files and content ・ Files that are shared with, and accessed by users
・ Content from users’ frequently visited sites

Turning on Restricted SharePoint Search does not affect

the site’s index or associated DLP and labeling policies.
PREREQUISITES
・ Available to tenants with Microsoft 365 Copilot subscriptions
・ Activation requires Global/Tenant/SharePoint admin rights Access this blog for more info.
 Baseline
Get started with Microsoft 365 Required licenses:
Office 365 E3 or

Copilot
Follow the recommended baseline activities to proceed with Microsoft 365 Copilot higher
deployment.

Product Deployment outcomes Get started activities

Microsoft 365 Evaluate data governance maturity and data security • Complete Microsoft 365 Copilot Optimization Assessment
Copilot controls • Based on the outcomes of the assessment determine your path forward

Deploy Microsoft 365 Copilot • Follow the Microsoft 365 Microsoft Copilot setup guide to proceed with the
deployment steps
• If there are any concerns about your data security, enable Restricted SharePoint
Search
• If enabled, update Restricted SharePoint Search allow list: configure up to 100
sites to be on the allow list of sites. Start with sites containing highly used
unrestricted content.
• FastTrack for Microsoft 365 can help you get started*

Copilot with Enable commercial data protection in Copilot for all • Log into Copilot on copilot.microsoft.com and flip the Work/Web toggle to Web.
commercial users in your organization See if commercial data protection is enabled (look for green Protected pill by the
user profile)
data protection • Review the Copilot with commercial data protection documentation to ensure
that commercial data protection is available for your users

*Note: Eligible customers can request technical and deployment assistance from Microsoft FastTrack.
 Required licenses: Core
Continue to the Core path as needed Office 365 E3, Microsoft 365 Business
Standard/Premium, or higher; and SPP-SharePoint
Follow the recommended activities for the Core path to further optimize data security Advanced Management
controls.

Product Deployment outcomes Core activities

Microsoft 365 If enabled, update Restricted SharePoint Search allow list Configure up to 100 sites to be on the allow list of sites. Extend to sites containing highly
Copilot used, low risk content

Microsoft Evaluate sharing controls that govern who can share and how • Ask site owners to manually review SharePoint site permissions and correct as needed
SharePoint* broadly • Ask OneDrive for Business (ODB) owners to run sharing reports in their ODB and
correct settings if needed
• Set default sharing link type on tenant, and optionally set the sharing link type on
specific sites
• Set sharing link expiration on anyone links
• Set site owner sharing approval on sensitive sites

Identify inactive sites, restrict access, and move sites to Microsoft • Implement Inactive Site Policy
365 Archive or deleted

Identify potentially overshared content, restrict site access, • Run Data Access Governance (DAG) reports
initiate site owner review • Apply RAC on sites based on DAG reports
• Manually contact top shared site owners from DAG reports and ask them to attest to
permissions and sharing configuration

Set restricted access control and block file download policies on • Apply the BlockDownloadPolicy on sensitive sites
business-critical sites • Apply the BlockDownloadPolicy on Teams Meeting Recordings
• Confirm that Microsoft Purview Audit is enabled, if not enable it
Microsoft Purview Gain visibility into how users are interacting with data in the
organization and with Microsoft 365 Copilot

Enable citations and protections for sensitive data access by Manually Label emails and documents with out-of-the-box sensitivity labels using one-click
Microsoft 365 Copilot or previously created policies

Protect sensitive information from being shared beyond its Create and deploy Data Loss Prevention (DLP) policies for SharePoint, Exchange, and
intended audience and reduce the risk of oversharing OneDrive for Business

Retain the data you need to keep and remove data that no longer Create and Configure retention policies to archive or delete content exceeding data
has business value to reduce data surface for oversharing retention guidelines or maximum retention date

Gain additional understanding of content used and shared in Use Microsoft Purview eDiscovery Content search to find email in search for in email,
Copilot interactions documents, and instant messaging conversations

*Note: Customers using Microsoft 365 Business Standard/Premium may choose to evaluate their environment with manual controls in lieu of implementing SharePoint Advanced Management capabilities
 Best-in-class
Continue to the Best-in-Class path as needed Required licenses:
Microsoft 365 E5; and SPP-
Follow the recommended activities for the Best-in-Class path to achieve top-tier SharePoint Advanced Management
security posture.

Product Deployment outcomes Best-in-Class activities

Microsoft 365 Copilot If enabled, update Restricted SharePoint Search allow list • Configure up to 100 sites to be on the allow list of sites. Extend to sites
containing restricted content, after validating permissions are set correctly

Disable Restricted SharePoint Search to allow full Copilot Once all the data security concerns are addressed, disable Restricted
experience SharePoint Search

Microsoft SharePoint Perform periodic reviews of oversharing reports, restrict Run DAG reports on a periodic basis and apply RAC to sites that appear to be
access as appropriate overshared

Perform periodic reviews of inactive sites, and take action Apply inactive sites policy and review resulting report

Perform periodic reviews of Change History reports to Run the change history report and investigate changes to sharing in sites
discover when oversharing occurs

Microsoft Purview Apply a baseline protection to documents and containers • Set a default sensitivity label on SharePoint Online document libraries to
(Microsoft 365 Groups, Microsoft Teams Sites) without the protect documents without content inspection
need for content inspection or manual labeling • Use Sensitivity labels to protect content in Teams, Groups and SharePoint
sites
Dynamically protect sensitive information from being shared • Create, deploy, and regularly evaluate Teams DLP Policies
beyond its intended audience and reduce the risk of • Create, deploy, and regularly evaluate Endpoint DLP Policies
oversharing on across instant messages and user endpoints. • Create Adaptative Protection policies to automatically assign DLP policies
based on the users identified risk level
Automatically protect sensitive data access by Microsoft 365 • Automatically apply sensitivity labels to content in
Copilot for based on recommended conditions. SharePoint, OneDrive, and Exchange
• Automatically apply sensitivity labels to content within Office apps
Automatically retain or dispose of documents based on their Automatically apply retention labels to content that match specific conditions
content
Detect sensitive data and non-compliant content in Copilot Create Communication Compliance policies to regularly evaluate interactions
interactions with Microsoft 365 Copilot
Preserve, collect, review, analyze, and export Copilot Use eDiscovery Premium to
interactions search for and optionally delete Copilot interactions
Prepare your
organization for
Microsoft 365 Copilot
with setup guides
Onboard & engage
 Shared activity

Readout to the Deliver a readout on the prioritized

shared team activities for data security controls
based on the selected deployment
path
Validate user cohorts prior to
assignment of licenses
Onboard & engage: Setup guides
Set up Microsoft 365 Copilot

1. Quick start – this guide helps you accelerate

Microsoft 365 Copilot for onboarding, with step-by-step
guidance to fulfill the core requirements for Microsoft
365 Copilot. New features include Restricted SharePoint
Search (RSS).

2. Foundations+ – this guide is the next step in your

customer’s Copilot onboarding process and includes
core recommendations to support Copilot readiness
and full-scale adoption.

3. Advanced configurations – advanced

configurations provide best in class security, privacy,
and data protection recommendations for Microsoft 365
E5.

‌ hese guides may be completed individually or in

T
sequence, so administrators can choose the path that
best suits their organization’s needs.
 Onboard & engage: Deploy apps/configure
channel
Deploy Microsoft 365 apps to Business Users
Deploy required apps
To seamlessly integrate with Microsoft 365 Copilot, you are required to
deploy the following applications for your users:
・ Word, Excel, PowerPoint, new Outlook for Windows
・ Microsoft Teams, OneDrive, SharePoint, Exchange

Configure Channel
To use Microsoft 365 Copilot, Microsoft 365 apps must run on Current
Channel or Monthly Enterprise Channel. Follow this guidance to
configure the default update channel. Support options are available to
help you make the most of Microsoft 365 Copilot*!

・ Develop a list of users who will receive apps

・ Map the users to the apps
・ Deploy apps using the built-in tool in admin center or customer’s
preferred method. For additional information, watch these videos
on how to deploy Microsoft 365 apps
・ For more information on the implementation process, please see
Deployment guide for Microsoft 365 apps

*Note: Engage your Microsoft Account Technical Specialist (ATS) or Customer Success Account Manager (CSAM) to discuss the support
options available to you.
Leverage App Assure if you encounter in application
compatibility issue moving to a monthly update
channel!
Microsoft 365 Copilot application compatibility promise
Microsoft is committed to ensuring your apps work when moving to Monthly Enterprise Channel to take
advantage of Microsoft 365 Copilot. If you encounter any issues, App Assure will help you remediate them!

Help customers Included as part of your Customers get a direct

troubleshoot root cause license, this service is at line of communication to
and resolve app no additional cost Microsoft product
compatibility issues engineering teams

Questions? Email: [email protected] | Submit a Request for Assistance | For more information visit
aka.ms/AppAssure
Onboard & engage: Assign licenses
License your Business Users

Assign licenses
Based on the results of the Optimization Assessment and
scenario discovery, the appropriate licenses need to be
assigned to the select set of end users.

・ Based on the adoption plan, develop a list of users who will

receive the licenses first. A few data points to keep in mind:
1. Analyze departments with the highest Microsoft 365 usage
data, and based on that analysis start enabling entire teams
within Marketing, Sales, or HR
2. Use the Scenario Library to identify top use cases and the key
metrics you would like to improve in your functional area
・ Use the setup guide to assign required licenses to users or
customer’s preferred method. You can
assign and unassign licenses for users on the Licenses page
under the Active users page.
 Pinning Microsoft Copilot
Encourage your organization to use Copilot by pinning it to the navigation bar of the Microsoft
365 apps.

By default, Copilot is not

pinned to the navigation
bar. Users will be asked
if they want to pin
Copilot.
Administrators can
change this behavior by
selecting an option for
pinning Microsoft
Copilot to the
navigation bar:

Learn more about pinning Copil

ot
Assign
permissions by
role (usage
reports)
Onboard & engage
Onboard & engage: Assign permissions by role
Assign usage report permissions

The Microsoft Copilot 365 usage report allows you to interpret how
ready your organization is to adopt Microsoft 365 Copilot.

The following roles can see the report: Global admins, Exchange
admins, SharePoint admins, Reports reader, Teams admins, User
Experience Success Manager. For more details, read our
documentation here.

・ Develop a list of users who will have permissions to read the

Microsoft 365 Copilot usage report
・ Assign permissions to the identified users
Microsoft 365 Copilot

Deliver
impact
Establish a
service
management
plan
Deliver impact
Deliver impact: Establish service management
plan
Establish forum for continuous service improvement

Establishing a service management plan empowers IT Performance

and User Enablement teams to:

1. Periodically review health and business value of the AI

transformation journey
Risk Feedback
2. Conduct periodic assessments of governance, security, and mitigation analysis
user enablement practices

3. Identify opportunities for expansion and further optimization

of key Microsoft 365 Copilot user experiences
Service Health
Reviews components

Roadmap Incident
planning review
・ Access the admin documentation for the latest technical
requirements, policies, and reporting
・ Join the Copilot community to connect with experts and Success
community members
・ Participate in Copilot Ask Microsoft Anything events
stories

36
 Shared activity

Shared deliverable: Service Health Reviews

A Service Health Review (SHR) is a systematic process of
evaluating the current state and future needs of IT services
Feedback in an organization.
Performance
analysis The purpose of an SHR is to identify the strengths and
weaknesses of IT services (in this case Copilot
implementation), as well as the opportunities and threats
that may affect their delivery and value.
An SHR provides recommendations for improving IT service
management, governance, user enablement, and
Incident Success alignment with business goals.
review stories SHRs foster a transparent and collaborative partnership
between business leaders, user enablement specialists,
and IT professionals.
Recommended practices include:
・ SHR Chair is the Copilot Success Owner
・ Conducted monthly, moving to quarterly, once onboarding cohorts
Roadmap Risk are complete
・ Includes service feedback and top issues from User Enablement
planning mitigation staff
・ Core focus on data-driven fact finding, scenario identification,
learning,
and improvement in a blame-free environment
・ SHRs are opportunities for leadership skill building
・ SHRs provide data for AI Council review
Analyze usage
reports
Deliver impact
 Shared activity

Deliver impact: Access usage reports

Interpret the Microsoft 365 Admin Center Usage Report

The Microsoft 365 Copilot usage report includes two sections:

Readiness and Usage.

In the Readiness section, you can review technical eligibility,

license assignment, and users who are in a strong position to
get value from Microsoft 365 Copilot.

In the Usage section, you can view a summary of Microsoft 365

Copilot adoption with visibility into users’ last Microsoft 365
Copilot activity.

Interpret the Readiness section by analyzing assigned and

available Copilot licenses, how many users are technically eligible,
and how many are in a strong position to get value from Microsoft
365 Copilot.
If needed, you can export the report data into an Excel .csv file by
selecting the Export link. This exports the Microsoft 365 Copilot last
activity data of all users and enables your identified report readers
to do simple sorting, filtering, and searching for further analysis.
 Shared activity

Deliver impact: Analyze usage reports

Interpret the Microsoft Copilot Dashboard data
In the Readiness tab, you assess your organization’s overall readiness for
Copilot rollout based on technical eligibility requirements and overall
Microsoft 365 app usage.

In the Adoption tab, you track user adoption trends per Microsoft 365 app and
understand how employees are using Copilot features.

In the Impact tab, you gain visibility into total Copilot assisted hours, time
savings and behavioral changes between active Copilot users and non-Copilot Readiness
users.

The Learning tab provides information research around the impacts of AI on

workplace productivity.

・ Instruct users to access the Copilot Dashboard in Teams or web app

to analyze the tabs
・ Analyze Readiness, Adoption, and Impact tabs
・ Follow the instructions on the Impact tab under Sentiment section to
deliver a survey to users
・ Upload the survey results through the Microsoft 365 admin center to
have them displayed in the Microsoft Copilot Dashboard
・ Analyze insights on how users feel about the AI assistance they receive
from Copilot
・ Use the Copilot Dashboard metrics eBook to help understand and
interpret the data Adoption Impact
Microsoft 365 Copilot

Extend & optimize

Design, build, and
deploy custom
agents
Extend & optimize
 Shared activity

Extend & optimize: Design, build, and deploy

custom agents
Design and build custom agents
To enhance the Microsoft 365 Copilot experience and cater to
specific business requirements, you can create agents through
connectors and plugins. Microsoft 365 Copilot Studio allows you to
customize Copilot to work the way you need:
1. Quickly and easily create your own conversational agents for
customers or employees with an intuitive low-code tool
2. Connect Copilot to your data in CRM, ERP, HCM, and more using
1000+ Copilot connectors
3. Ground Copilot in your business data by enabling pre-built
Copilot extensions from the store
4. Configure Copilot responses to specific questions on topics like
compliance, HR policies and more

・ Determine the path forward for extensibility with our decision guide
・ Try Teams toolkit with Teams AI Library at aka.ms/TryTeamsToolkit
・ Don't miss a thing! Express your interest to receive an alert when
extending M365 Copilot with Copilot extensions built with Microsoft
Copilot Studio is in Public Preview and try it out yourself. Sign up here:
aka.ms/TryCopilotAgents
・ To learn more, go to
Extend Microsoft Microsoft 365 Copilot | Microsoft Learn
Build your own
agents
Extend & optimize
Extend & optimize: Build your own agents
Microsoft 365 Copilot Studio
Copilot Studio in a Day
½ day to 1 (one)-day hands-on workshop for subject matter experts and
business users, covering the breadth of Microsoft Copilot Studio.

The goal is for customers to:

・ Have enough experience with the product to be able to understand the
value and features currently in preview and how they could begin to use
it
・ Understand how Copilot Studio differentiates from the competition and
become Copilot Studio advocates in their organization
・ Know what the next steps are to learn more about Copilot Studio and
become part of the community
・ To develop your own copilot for high-value scenarios

・ The latest workshop materials are published on GitHub at aka.ms/

CopilotStudioWorkshop
・ Access the learning path at aka.ms/CopilotStudioTraining
・ Sign up and attend Copilot Studio in a day events at aka.ms/
CopilotStudioInADay
・ Check for latest content on Microsoft Power Platform Partner Hub
 Customers that buy more than 150 Copilot
seats are eligible for Microsoft co-
investment in
Microsoft partner deployment and adoption services
through eligible Microsoft Partners.

investments to
accelerate Eligible customers can request technical
and deployment assistance from

your time to Microsoft FastTrack.

value Get started on your Copilot journey with

expert-led services through
Microsoft Unified.
Copilot resources on Microsoft Adoption
One site for all your Copilot needs

https://adoption.microsoft.com/copilot
・ Resources by role
・ Interactive Scenario Library
・ Product announcements and news
・ Links to all other Microsoft sites
・ Extended links for Small/Medium business,
Copilot in Sales, Microsoft Viva, and more

Take the Class!

Earn your User Enablement badge &
validate your skills with MS-4007
available today!
 Skilling
Copilot Scenario
Copilot brings AI value across roles and lines of business
Library
Copilot brings AI value
across lines of business

Use the Scenario Library to identify top use cases

and business metrics you would like to improve in that
functional area.

Library PPT deck:

https://aka.ms/CopilotScenarioLibrarySlides
All roles &
HR Marketing Operations IT Sales Finance
execs
Improve meetings Cost per hire Leads created Customer retention Outstanding support Number of Accelerate cash flow
Content creation Employee turnover Brand value Product time to market tickets opportunities Spend on ERP
Manage daily Compliance risk Cost per lead Supply chain Application downtime Close rate system
agenda reduction efficiencies Departmental spending Revenue per sale Risk reduction
https://aka.ms/Copilot/
ScenarioLibrary
 Microsoft 365 Copilot

Additional skilling experiences

Microsoft
Copilot Academy Copilot learning hub

• Centralized location to • Free, on-demand training

help with the basics of content
Copilot learning and for skill development
upskilling, pulling the • Step-by-step exercises guiding
best content from learners through common
available free Microsoft Copilot prompts and use cases
sources
• Training content by role
• Structured content in
• Short training videos to quickly
easily consumable
level up your work and gain new
learning paths curated
skills
by Microsoft experts
• Develop your AI
interaction skills from
your Viva Learning app

in Teams or webapp

Downloadable assets for customization available at

adoption.microsoft.com/copilot
 Microsoft 365 Copilot

Training and documentation by phase

Get ready Onboard & engage Deliver impact Extend & optimize
Copilot Experiences Explained User Experience Strategy tem Empower your workforce with Modern Collaboration Architect
plate Microsoft 365 Copilot Use Case ure
User Enablement

VIDEO DOCS COURSE DOCS

(11 mins) s people-centric scenario

guidance
(7 business group use cases)
ARTICLE Leading in the Era of AI: TOOL
Creating an AI Council Copilot Lab COURSE

(including app specific guidance) Craft effective prompts for Micr

osoft 365 Copilot
COURSE Discover how to drive enable ARTICLE
(2 hrs)
ment of Microsoft 365 Copilot Leading in the Era of AI: ARTICLE
in your organization It’s about Trust
(2.5 hrs) Get better results with
ARTICLE
Copilot Prompts
Learn about Copilot prompts ARTICLE

Edit a Copilot prompt to

make it your own
ARTICLE

Share your best prompts

Technical Readiness

Prepare your organization for Get started with Microsoft 365 Microsoft 365 Copilot Docum Extend Microsoft 365 Copilot
COURSE Microsoft 365 Copilot COURSE Copilot DOCS entation DOCS
(1.5 hrs) (2 hrs)
Copilot Dashboard implemen Create agents with Microsoft C
VIDEO How Microsoft 365 Copilot wor VIDEO Admin steps to get ready for Mi DOCS
tation COURSE opilot Studio
ks crosoft 365 Copilot (4 hrs)
(11 mins) (46 secs)
VIDEO
DOCS COURSE Optimize and extend Microsoft
How to get ready for Microsoft Apply principles of Zero Trust to 365 Copilot
365 Copilot (9 mins) Microsoft 365 Copilot (1 hr)
DOCS
Data, Privacy, and security for
DOCS
Enable users for Microsoft 365 COURSE
Extend and manage Microsoft
Microsoft 365 Copilot Copilot Copilot Studio
agents (2 hrs)
DOCS
Microsoft 365 Copilot requirem COURSE

ents Build connectors and plugins f

or Microsoft 365 Copilot
(3 hrs)
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 36
 ChatGPT vs. Copilot for Microsoft 365: What's the differ 5
ence? • Data, privacy, and security for Azure OpenAI Service
• Role-based access control
How Copilot works • User permissions and permission levels in SharePoint
Server
• How Copilot for Microsoft 365 works: Microsoft
Mechanics video • Customer Lockbox requests
• Semantic Index for Copilot • Microsoft 365 isolation controls
• Microsoft Graph • Data Protection Addendum
• Microsoft Graph connectors
• Additional copilot experiences across the Microsoft
Cloud
 Microsoft Dynamics 365 Copilot
 Copilot in Power Platform
 Microsoft Security Copilot
 GitHub Copilot

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, One
Drive, and Teams
• Microsoft Compliance
• Transcription Management in Copilot for Microsoft 365
• Service Trust Portal
Responsible AI
• Compliance offering definitions
• Responsible AI core principles
• General Dat Protection Regulation (GDPR)
 Videos
 Full summary
 Documentation
 Short summary
• Microsoft Responsible AI Standard
Security
• Governing AI: A Blueprint for the Future
• Configure usage rights for Azure Information Protectio
n (AIP)
• Universal Licensing Terms for Online Services
• Data Protection Addendum
• Isolation and Access Control in Microsoft 365
MICROSOFT 365 COPILOT TECHNICAL READINESS

Modern Management
of Microsoft 365
Apps
The importance of monthly update channels
Microsoft 365 Apps | update channels
Choosing the right update channel that best fits the needs of your organization
More than 75% of commercial devices are using a monthly update channel today!

Copilot Recommended for

ready! Enterprise
Current Channel (CC) Monthly Enterprise Channel (MEC) Semi-Annual Enterprise Channel
(SAEC)

t!
General-purpose General-purpose Non-human devices,
devices, any type apps, large specialized and

il o
and size enterprises business-critical
organization workloads

p
Most current Office features, The latest features on a For select devices in an org

Co
latest security value, and predictable monthly cadence, where end-users are not present
performance improvements additional tools and controls to conduct specialized &
as soon as they are ready automation tasks

o
All new features, security
value, and performance

N
improvements shipped once a
month

Overview of update channels for Microsoft 365 Apps | Microsoft Le Channels explained | YouTub
arn e
Modern management: Monthly Enterprise
Channel Drive
Benefits
rs

• Ensures great fundamentals across • 70% of helpdesk claims eliminated

performance, reliability, compliance, and
• Increased quality – 6+ months
accessibility
faster fixes
• The most secure experiences
• Better diagnostics for supportability
• Minimize incidents and disruptions
• Performance increases (~15% vs
• Modern tools to empower end-users to SAEC*, ~50% vs Office 2019)
do their best work
• Security features 6+ months faster
• The best modern, connected, and
• Higher end user satisfaction (NPS
collaborative experiences
+~3%)
• Alignment with industry best practices
• Modern Management: Safety nets
for agility
+ insights (rollback, pause, exclusion
dates, servicing profiles, apps health,
inventory)
Myths vs reality: semi-annual enterprise
channel
Microsoft 365 Apps is a cloud service. It is recommended that you stay up to date with the latest features like
other productivity apps (Teams, OneDrive, Edge). Semi-annual is intended for non-human devices and is unique
to the Windows client apps. Web, mobile, and macOS all run on monthly.

• There are no plans to ship Copilot with SAEC (Link 1, Link 2, Link 3)
Copilot will be available for SAEC • The speed at which Copilot evolves makes it ineligible for SAEC

• Non-blocking issues can stay unfixed for 6-12 months on SAEC

SAEC is more reliable • Issues are detected and fixed up to 5 months faster on monthly channels

• All channels have the same exposure to known vulnerabilities

Monthly update channels are less secure • Monthly update channels benefit from having access to the latest security
features sooner
• Regardless of channel, staying current requires updating at least once a
SAEC only needs to update once every 6 month
months • The difference is not when an update installs, but what is included in the
update (e.g., security, quality, and features)
• Higher end user satisfaction on MEC (NPS +~3%)
Users cannot absorb monthly feature • SAEC delivers lump-sum feature releases, CC and MEC are incremental
updates • Update Under Lock minimizes user disruption

• Leverage Delivery Optimization for Microsoft 365 Apps to minimize WAN

Monthly channel updates will kill my usage
network • Monthly updates are small and incremental, see update size
• It was in the past, before we worked with customers to design MEC
• MEC is recommended for Enterprise, SAEC is designed for non-human
SAEC is recommended for Enterprise devices
• CC and MEC are the leading update channels for Enterprise customers
MICROSOFT 365 COPILOT TECHNICAL READINESS

Modern Management
of Microsoft 365
Apps
Making the move to monthly
 Best practices: moving to monthly
No need to reinvent the wheel, leverage tried and true update methodologies

Unscheduled; released weekly 1. Define your user personas and leverage faster update
Beta
Unsupported insider channel channels to validate new features and changes before broad
Channel
Use to validate new features in active deployment
development Beta or
CC Current
Insiders

Changes added based on feedback and

(Preview) Channel MEC SAEC
quality
Non-
Early Broad
Pioneers human
adopters userbase
Current Unscheduled; multiple releases every month devices
Channel Supported until the next version is released
(Preview) Use to preview new features that are about to
ship 2. For broad deployment, implement custom rollout waves,
Changes added based on feedback and controlling which users go first, while giving sufficient time to
quality pause and rollback if the need arises

Wave 1
Unscheduled; multiple releases every month (UV) Wave 2 Wave 3 Wave 4
Current
Supported until the next version is released 1-10%
Channel 10-15% of 10-15% of All remaining
Recommended for users that want the latest on representatio
users users devices
Production

release n
7 days 1-5 days 1-5 days
Changes added in 4-8 weeks

3. Confidently move to a monthly update channel to take advantage

Monthly Scheduled; release on Patch Tuesday of Microsoft 365 Copilot apps while knowing App Assure will help
Enterpris Supported for 60 days remediate any app compatibility issues:
e Channel Recommended for enterprise customers http://aka.ms/AppAssure
 Confidently use Microsoft 365 Copilot with App
Assure
Confidently move to Monthly Enterprise Channel or Current Channel to take
advantage of Microsoft 365 Copilot while knowing your apps will just work.
Microsoft is committed to ensuring your apps work with the latest versions of our
software. If you encounter any app compatibility issues, App Assure will help
remediate them at no additional cost!

App Assure helps Customers get a direct

Included as part of
customers line of communication
your license, this
troubleshoot, root to Microsoft product
service is at
cause and resolve engineering teams
no additional cost
app compatibility
issues

Questions? Email: [email protected] | Submit a Request for assistance | For more information visit
aka.ms/AppAssure
Management tools for Microsoft 365 Apps
Planning your update management strategy
• There are multiple tools available for managing Microsoft 365 Apps
• Microsoft recommends Cloud Update for managing Microsoft 365 Apps across your organization

Microsoft Windows Configuration

Planning Group Policy Cloud Update
Intune Autopatch Manager
TCO Medium Medium Low High Low

Enterprise controls Lightweight Lightweight Lightweight Extensive Enterprise Ready

Commercial,
Commercial,
Supported enclaves Commercial Commercial GCC, GCC-H, Commercial
GCC, GCC-H
DoD, AG More than
27% more Less than 1% 6hrs

The benefits
of Cloud Update
apps updated at install errors saved per week
the end of the detected using troubleshooting
month automation updates
The benefits of cloud update
Microsoft 365 Apps admin center (config.office.com)

Rich data insights Automatic updates Channel Custom waves

that keep you that keep your apps management enable you to
informed about the up to date with the simplifies the task of customize your
Microsoft 365 Apps least amount of effort changing update rollout and define
across your channels and which users goes first
organization prevents
configuration drift

Update validation Pause your Exclusion windows Rollback offers a

enables you to deployments at any enable you to safety net, enabling
validate the latest time, for as long as schedule updates you to rollback to the
build before you you need around critical freeze previous build with
reach broad periods flexible targeting
deployment
 ・ Learn more about the requirements for Microsoft 365 Copilot

・ Follow the blog series on What’s new in Copilot to keep up to date

on the latest news
・ Learn more about the benefits of using Monthly Enterprise Channel
in this Forrester study
・ Read the change update channels guide for directions on managing

Next steps & update channels across multiple technologies

・ Learn more about the Microsoft 365 Apps admin center and the

resources features available with Cloud Update

・ Follow our guide for Cloud Update to get started

・ Watch these short tutorial videos about the latest features in Cloud
Update

・ Check out our other deployment and servicing videos for Microsoft
365 Apps

・ Work with App Assure to unblock your app compatibility issues