Checklist

How to prepare your Microsoft 365 for Copilot and Agents

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Ever since Microsoft Copilot rolled out for customers in November 2023, organizations have been scrambling to safeguard their data.

Copilot uses organizational content in Microsoft 365 - such as users’ calendars, emails, chats, documents, contacts, and more. It is important for organizations to prepare thoroughly for Copilot adoption, particularly from a security and compliance perspective, to fully leverage this AI technology's capabilities. 

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This is what you can expect from our checklist:

  • Identify your organization’s Copilot readiness.
  • understand the best practices when implementing Copilot.
  • learn in simple steps how to make the most out of the tool.

During the pandemic, when organizations rapidly adopted cloud collaboration tools, governance came into the picture only after applications had been purchased, deployed, and used. The same seems to be happening with the adoption of AI tools such as Microsoft Copilot.

With this free checklist, we want to get you on your way towards a robust governance framework to protect organizational data and ensure teams can freely collaborate.’’

Team_Bubble_Matt-150x150-May-18-2023-06-47-55-4703-PM
Matthias Einig
Microsoft MVP and CEO at Rencore