Microsoft Copilot logoAs Microsoft Copilot approaches its launch, it’s crucial for organisations to ensure a smooth transition by prioritising data preparation. Copilot, powered by large language models and the Microsoft Graph, promises to revolutionise productivity and collaboration. However, improper data preparation could lead to unauthorised access to sensitive information. In this blog, we’ll explore what it is and its potential use cases, the consequences of inadequate data readiness and the stages outlined by Microsoft 365 for a successful transition.

What is Microsoft Copilot? Discover Its Powerful Capabilities

Microsoft Copilot is an innovative feature that interacts with your organisation’s data, generating personalised experiences and streamlining information retrieval. With Copilot, you can accelerate catch-up by pulling together data from various sources, ensuring crucial details are not missed. Moreover, in applications like Word, Copilot assists in effortless content creation, writing entire documents like business proposals using content from recent files.

Consequences of Improper Data Preparation for Microsoft Copilot Switch

Improper data preparation can pose significant risks for organisations adopting Microsoft Copilot. Rushing into the switch without meticulous planning may lead to unauthorised access to sensitive or restricted data, potentially compromising data security and privacy. To avoid such pitfalls, investing time and effort in data readiness is paramount.

To prevent issues, consider the following:

  1. Data Security and Privacy Concerns: Ensure data access controls and policies are in place to prevent unauthorised access to sensitive information.
  2. Inaccurate or Irrelevant Search Results: Properly organise and optimise data to ensure Copilot provides relevant and accurate search results.
  3. Unintended Data Exposure: Avoid potential data exposure by ensuring Copilot only surfaces information to authorised users.
  4. Inefficient Information Retrieval: Organise data to facilitate efficient information retrieval, maximising the benefits of Copilot.
  5. Increased Workload on IT and Support Teams: Thoroughly test Copilot with a pilot group before organisation-wide implementation to identify and address potential issues.

An Informative Guide to a Smooth Transition

This insightful video from Microsoft Mechanics called “How to Prepare for Microsoft 365 Copilot” provides valuable information on the essential steps needed to ensure a secure and smooth transition.

Stages Outlined by Microsoft 365 for a Smooth Transition

Microsoft 365 has outlined essential stages to ensure a successful and secure transition to Copilot:

Get Your Information Ready for Search

  1. Ensure your organisation has established appropriate information access controls and policies.
  2. Utilise tools like Microsoft Purview’s Information Protection and data classification controls to identify and manage sensitive information.
  3. Implement automated controls to prevent oversharing and maintain data security.

Prepare the Prerequisites

  1. Check that all the required apps and services are in place for the complete Copilot experience.
  2. Ensure that your organisation has the necessary Microsoft 365 Enterprise licenses for Copilot.
  3. Verify access to Microsoft 365 Apps for Enterprise, Web Experiences, Azure Active Directory, OneDrive files, Outlook app, Microsoft Teams apps and the new Microsoft Loop experience.

Assign Copilot Licenses

  1. Use the new Microsoft 365 Copilot setup guide in the admin centre to streamline the license assignment process.
  2. Assign licenses to users while also ensuring they have the required Microsoft 365 Enterprise licenses. (Be aware that additional charges apply)
  3. Consider sending an email announcement to guide users with getting started information across all the apps.

By diligently working through these stages, your organisation can harness the full potential of Microsoft Copilot while safeguarding your valuable data. Embracing Copilot with a well-prepared approach will undoubtedly pave the way for enhanced productivity and collaboration in your workplace.

Preparation: Get Expert Assistance from Your Account Manager

Contact your Pisys account manager to receive personalised support in preparing for Microsoft Copilot. Let us guide you towards a seamless transition for enhanced productivity and collaboration.

For more information on Microsoft Copilot, either email us at or call 01792 464748 to talk to our team.