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How to Onboard and Utilise Copilot for Microsoft 365

Managed IT ServicesMicrosoft

How to Onboard and Utilise Copilot for Microsoft 365

FrancesBonny
21/11/2024
0 min read

So, your organisation is thinking about rolling out Microsoft 365 Copilot. You’ve heard about how AI can boost productivity and transform the way teams work, but there’s probably still a lot on your mind: How do you prepare your data? How do you secure your systems?

And most importantly, how do you make sure you get the most out of this new tool? It can feel like a lot to manage, especially if you’re looking to maximise the return on your AI investment without complicating your workflows.

This guide is here to help simplify that process in 3 Steps. We’ll take you through the essential steps to set up Microsoft 365 Copilot effectively—focusing on getting your data in order, securing access, and optimising your operations to ensure everything runs smoothly.

The 3 Steps
Bringing It All Together

Adopting Microsoft 365 Copilot isn’t just about flipping a switch. It’s about setting your organisation up for success by investing the time to get your data, security, and operations in order.

When done right, Copilot can enhance productivity, free up your team’s time, and spark new levels of innovation. By centralising your data, securing access, and streamlining your operations, you’re laying the groundwork for sustainable AI success.

Need More Support?

We understand that adopting AI can feel daunting. But with the right preparation and focus on data governance, you can unlock the full potential of Microsoft 365 Copilot. The key is to start small, learn as you go, and continuously refine your approach. Remember, AI is here to help—not complicate—your work life.

Book your free Copilot consultation today, and Simoda will ensure a smooth and seamless onboarding experience.