Preparing for Microsoft 365 Copilot: A Step-by-Step Guide

This great video below from Microsoft Mechanics offers a comprehensive guide on how to prepare for Microsoft 365 Copilot, covering essential steps to ensure a smooth implementation process. By following these instructions, administrators will learn how to set up the necessary apps and services, establish information access controls and policies, assign licenses to users, and manage access to add-ins and APIs.

7 steps towards getting ready.

1. Setting Up Apps and Services: The crucial steps to set up the required apps and services for Microsoft 365 Copilot. This includes configuring and integrating the necessary components within the Microsoft 365 ecosystem.
2. Establishing Information Access Controls and Policies: Microsoft Mechanics emphasise the importance of defining and implementing robust information access controls and policies. This ensures that appropriate permissions and restrictions are in place to safeguard sensitive data and maintain compliance.
3. Assigning Licenses to Users: Proper license assignment is crucial for a successful implementation. The video provides guidance on how to assign the necessary licenses to users, ensuring they have the appropriate access and features required for Microsoft 365 Copilot.
4. Managing Access to Add-Ins and APIs: To enhance functionality and customisation, it is important to manage access to add-ins and APIs. The video covers best practices for enabling or restricting access based on organizational requirements.
5. Information Protection: Information protection encourages administrators to explore Microsoft's comprehensive suite of information protection tools and features, ensuring data security and compliance.
6. Engaging with Microsoft FastTrack Services: To receive additional support and guidance engage with Microsoft FastTrack Services. These services can assist in planning, deployment, and adoption of Microsoft 365 Copilot, ensuring a successful implementation.
7. Establishing a Center of Excellence: The video promotes the establishment of a center of excellence within the organisation. This central hub helps drive adoption, educate users, and monitor the progress of Microsoft 365 Copilot implementation, leading to better results and increased efficiency.

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