Getting started with Microsoft Copilot

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: Prepare and secure your environment

To get the full benefit of Copilot it is crucial that your Microsoft 365 environment is properly configured and secured.

• Review and adjust permissions: Ensure that users only have access to the information they need. Copilot can only access data that the user is authorized to access, but it is important to avoid accidental sharing of sensitive information.

• Implement security measures: Use features such as sensitivity labels and data protection policies to protect sensitive information. This will help prevent confidential data from being shared with unauthorized persons.

• Ensure technical compatibility: Verify that your Microsoft 365 apps are up to date and that network settings allow Copilot to function optimally. This includes allowing the necessary domains and protocols.

Having a well-prepared and secure environment is a prerequisite for Copilot to deliver value without compromising data security.

Step 2: 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 3: Motivate use 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 4: 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.

Would you rather start with inspiration and insight? Download our webinar on AI and Microsoft Copilot, where we share concrete examples, common pitfalls and how to succeed.