Session

From Pilot to Scale: What Enterprise Customers Learn After Deploying Microsoft 365 Copilot

Many organizations launch Microsoft 365 Copilot with a successful pilot only to struggle when they attempt to scale it across the enterprise. The challenge isn’t Copilot itself; it’s everything Copilot exposes: overshared content, unclear governance boundaries, uneven readiness, and adoption that outpaces controls.

In this session, we’ll share lessons learned from real enterprise Copilot deployments, focusing on what customers consistently discover after the pilot phase. We’ll start with why Copilot outcomes are tightly coupled to your existing Microsoft 365 permissions and information architecture, and how oversharing quickly becomes visible once users start prompting across documents, emails, chats, and sites. We’ll walk through the practical approach enterprises take to address this gaining visibility into overshared content, fixing excessive permissions, and selectively restricting Copilot access to sensitive information where required.

From there, we’ll explore how organizations transition from “Copilot enabled” to Copilot governed. This includes setting guardrails using Microsoft 365 security and compliance controls, monitoring Copilot interactions for risk signals, and understanding how audit and investigation concepts apply to Copilot usage and AI generated content.

Finally, we’ll look at what changes when organizations scale: managing who can access Copilot and agents, introducing lifecycle thinking for agents, and using usage and impact signals to guide expansion decisions rather than gut feel. The goal is to move from a successful pilot to a repeatable, defensible, and scalable Copilot program without slowing innovation

Satish Upadhyaya

Satish Upadhyaya | Microsoft Workplace Transformation Consultant - Managed Services for Microsoft 365

Toronto, Canada

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