Copilot for Microsoft 365 Readiness: 2-Hours Briefing

Calian Digital Solutions

This briefing ensures your organization is ready to leverage Copilot for Microsoft 365, offering insights for enhancing productivity and streamlining your suite.

Microsoft 365 Copilot integrates advanced AI capabilities directly into the Microsoft 365 suite, enhancing productivity and efficiency for users. By leveraging Azure OpenAI language models and underlying Microsoft Azure services, Microsoft 365 Copilot assists with a range of tasks, from drafting documents to managing schedules, within familiar Microsoft applications such as Word, Excel, Outlook, and Teams. Our professional services are designed to help your organization get started with or extend the use of Microsoft 365 Copilot, providing the expertise, capabilities, and support needed to fully leverage its potential within your business workflows. 

Some of its key features include:

1. AI-Powered Assistance:

  • Content Generation: Drafts emails, documents, and presentations with minimal input.
  • Data Insights:Analyzes data in Excel, generates summaries, and creates visualizations.
  • Meeting Summaries:Provides concise meeting notes and action items from Teams meetings.

2. Seamless Integration:

  • Embedded AI: Works within Word, Excel, Outlook, Teams, and other Microsoft 365 apps without the need for additional installations.
  • Contextual Suggestions: Offers relevant suggestions based on the context and content of your work.

3. Enhanced Productivity:

  • Task Automation: Automates routine tasks like scheduling meetings, setting reminders, and sorting emails.
  • Collaboration Tools: Facilitates collaboration by suggesting edits, generating real-time feedback, and summarizing shared documents.

4. Security and Compliance:

  • Data Privacy: Ensures that user data is handled with utmost confidentiality and adheres to Microsoft’s stringent security protocols.
  • Compliance: Complies with industry standards and regulations, ensuring safe and lawful use of AI capabilities.

Integration & Configuration: 

1. Pre-Requisites:

  • Licenses: Copilot for Microsoft 365 needs Microsoft 365 E3 or E5 for Enterprise, A3 or A5 for Faculty, or Microsoft 365 Business Standard or Premium.
  • Microsoft Entra-based accounts: All users must have Entra-based accounts to authenticate. Legacy local accounts that can't authenticate to the cloud limit Copilot for Microsoft 365 functionality.

2. Current Microsoft 365 Implementation:

  • Microsoft Purview: Evaluate DLP, AIP, Sensitive Label policies
  • Just-In-Time-Access: Evaluate Privileged Identity Management
  • SharePoint Site & OneDrive: Evaluate permissions and provision OneDrive space to collaborate on content.

3. Configuration & Customization:

  • Assign Add-On License: Purchase & assign licenses
  • Auditing: Develop plan to audit Copilot data
  • Customization: Configure custom controls for Copilot to personalize experience
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