Preparing your business for Microsoft 365 Copilot involves more than just switching on AI. To use Copilot safely and effectively, organisations need the right data, security, and governance foundations in place.
Key readiness steps include ensuring Microsoft 365 permissions are correctly configured, sensitive data is properly labelled or restricted, and users are protected with strong identity security such as multi-factor authentication. Businesses should also define clear AI usage guidelines so that staff understand when and how AI tools should be used.
By preparing your environment first, Copilot can deliver real productivity gains while reducing data exposure, compliance risks, and unintended information sharing.
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