Copilot for Microsoft 365 is a powerful tool that can help transform business processes and drive innovation in employee experiences. However, to get the most out of this tool, it is important to pay attention to prerequisites and governance, proper user adoption, and the importance of change management.

This session will cover Microsoft’s adoption framework as it applies to the introduction of Copilot for Microsoft 365, providing use cases and real-world examples to help you understand the scale of the impact of AI in supporting your day-to-day operations.

In terms of prerequisites and governance, it is important to complete the Copilot for Microsoft 365 optimization assessment to understand your current environment and content security controls, address any specific questions you may have about generative AI, and move forward with developing an implementation plan based on the assessment findings and initial scenario discovery.

In terms of successful user adoption, it is important to focus on content management, meeting required prerequisites, assigning licenses, and implementing Copilot for Microsoft 365. At this stage, if necessary, we provide recommendations on how to reduce the risk of oversharing by enabling limited SharePoint search.

The importance of change management cannot be overstated. Peer learning is a powerful tool for user enablement. Leverage this skill in your organization by creating or extending an internal Champion program. Champions will complement your help desk and support systems, acting as trusted advisors to their peers through communities on Viva Engage, and through educational content on use cases and optimal prompting techniques through Viva Learning and interactive workshops on Teams.

Progress tracking, and timely course adjustments, will be supported by the Copilot Dashboard and insights gathered through Viva Insights and Viva Pulse.