Copilot for Microsoft 365

Hi FrankDiaz, folks,

The role of marketing is to present a vision, while the role of the consumer is to evaluate its validity. While all statements made by marketing are factual, they may not encompass the entire truth. Considering that the acquisition of Copilot is a significant investment, it is of utmost importance to ensure that it is a strategic investment rather than a simple expenditure.

Here are my notes regarding the deployment of Copilot for Microsoft 365, which are not limited to the following:

First, it is required to validate the prerequisites like :

• Licences of course
• Update applications like Outlook
• Update channels (see update channels for Microsoft 365 Apps.)
• End user training
• Helpdesk readiness
• Windows 11 (not mandatory but deeply recommended)

Create a Copilot Center of Excellence - Training | Microsoft Learn

A Center of Excellence (CoE) refers to a team or shared capability within an organisation that builds and disseminates expertise on a particular technology or business practice. A CoE can play a critical role in helping companies adopt new technologies.

Some key benefits of establishing a CoE include:

• Centralised expertise.

• Accelerated adoption.
• Consistent governance.
• Improved ROI.
• Enhanced user experience.

Prepare your data for Copilot searches - Training | Microsoft Learn

Data preparation tips:

• Clean out redundant, outdated, and trivial (ROT) content.
• Organise content into logical folders and sites
• Tag files with keywords
• Standardise file names
• Consolidate multiple versions
• Promote data hygiene habits

Promote data hygiene habits

• Assign a data steward to oversee preparation and continue maintaining quality
• Document your data policies and practices related to Microsoft 365 and Copilot utilisation
• Restricted data
• Anonymization procedures
• Stewardship roles
• Employee training requirements
• Access authorisation procedures
• Monitoring practices
• Other enforceable policies
• Organisations add new data repositories as business needs change
• Users and permissions change
• Regulations and compliance requirements change

Protect your Copilot data with Microsoft 365 and Azure security tools - Training | Microsoft Learn

• Conduct an access review for sites, documents, emails and other content
• Tighten permissions on overexposed assets so only authorised users have access
• Validate that restricting access doesn't impede any users' ability to do their jobs
• Test search functionality to confirm users can only access information relevant to their roles

Kind regards,