Copilot for Microsoft 365 - Prep to do BEFORE you buy
AI Summary
Summary: Co-Pilot for Microsoft 365 Release for SMBs
- Introduction
- Co-pilot for Microsoft 365 is now available for small and medium businesses.
- It integrates generative AI into Microsoft apps and a standalone chatbot.
- Initially released for larger businesses, now available for smaller quantities.
- No free trial, costs $360 per license per year, paid upfront.
- Preparation for Deployment
- Microsoft has provided a prep list for businesses to get ready for co-pilot.
- Some prep items are essential for functionality, others for risk mitigation.
- Nick Dorsi, a digital transformation consultant, reviews these prep steps.
- Deployment Steps
- Start at setup.microsoft.com and follow the readiness checklist.
- Ensure desktop apps are deployed and users are on current channels.
- Review privacy settings and set up an organizational asset library for PowerPoint.
- Users need an Enterprise ID and OneDrive for Business.
- Deploy the new Outlook client and Teams desktop client.
- Enable Loop if needed.
- Assign licenses through the admin account or purchase services if not yet bought.
- Use standard announcement to inform users about co-pilot access.
- Detailed Preparations
- Data Preparation: Organize Microsoft 365 data for appropriate user access.
- Security and Compliance: Consider upgrading licenses for better data protection.
- Adoption Process: Prepare the team for AI integration and responsible use.
- Additional Considerations
- Co-pilot leverages Microsoft Graph and a semantic index for contextual responses.
- Permissions should be reviewed to ensure data is not inadvertently shared.
- Training and adoption are crucial for effective use of co-pilot.
- Be realistic about AI capabilities and align goals with what co-pilot can actually do.
- Conclusion
- Complete necessary preparations before deploying co-pilot licenses widely.