Getting started with Microsoft Copilot

Despite the availability ofavailable resources are struggling some companies encounter obstacles when implementing Microsoft Copilot. Its use tends to be limited to a small group within the organization that only performs basic tasks. As a result, the full capacity of the tool is not utilized. This trend can be broken through careful training and a well thought out implementation strategy. This will improve understanding and broaden the use of Copilot throughout the organization.

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How can your organization benefit from Microsoft Copilot?

Copilot acts as a digital assistant that can streamline many of your daily tasks. From summarizing meetings in Microsoft Teams to helping you create content for your emails in Outlook, Copilot can Copilot save you both time and energy.

Step 1: Activation of your license

Once you've invested in Microsoft Copilot, the journey begins with activating your license. This is a simple step that only requires you to log in to your Microsoft 365 admin panel. After that, you then follow the license activation wizard to ensure that users within your organization can access the new tool.

Step 2: Motivate usage across the organization

A common obstacle is that use is limited to a small group, to broaden use you should:

  • Hold training sessions:It takes time to learn and integrate this new way of working, organize sessions where you showcase the features and benefits. Teach users how to formulate effective questions to Copilot to get relevant and useful answers.
  • Create user guides:Distribute step-by-step guides that illustrate how Copilot can solve common tasks.
  • Offer support:Set up a help desk or support team that can answer questions and help streamline the work process.

Step 3: Customized solutions and automation

One of Copilot's biggest advantages is its ability to adapt to individual user needs. As well as acting as the user's personal assistant for repetitive tasks. Demonstrate through examples how Copilot can help with email management, meeting notes and document processing. Making it easier for users to see the direct value in their everyday lives. If you want tips from our experts, you can watch ourfree webinarfor a guide through Copilot.

What we at Upheads offer

Finally, to make the transition as smooth as possible, we offer afree demowhere we show Copilot live and answer your questions. You also have the option to book aworkshopwhere our experts will guide you through every step of the implementation and ensure you get the maximum value from your investment.

Written by:

Robert Veberg

Product Development & Assurance Lead

040 - 626 75 81 robert.veberg@upheads.se

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