Microsoft 365 Copilot - Getting Started Workshop

The engagement covers essential readiness activities and helps an initial group of users to adopt the core personal productivity capabilities of Microsoft 365 Copilot, including Copilot Chat and Copilot in Office apps.

Microsoft 365 Copilot is a Generative AI-powered service designed to enhance user efficiency and productivity within Microsoft 365 applications. Microsoft 365 Copilot is unique, in that it works with commercial data only within the bounds of the Microsoft 365 tenant and is protected within the context of the Microsoft 365 Graph.

Key Microsoft 365 Copilot Features and Functionality:

• Microsoft 365 Copilot works seamlessly with popular Microsoft 365 apps like Word, Excel, PowerPoint, Outlook, and Teams.
• It helps users draft, summarize, and answer questions within the context of their work. For instance, in Word,
• Copilot can assist in creating, understanding, and editing documents, while in Excel, it can suggest formulas and insights about data
• Microsoft 365 Copilot also enables businesses to customise Copilot capability and automate business processes by using extensibility functions such as Copilot Agents, Copilot Connectors and build custom Copilots with Copilot Studio

The engagement delivers against a number of readiness and adoption elements including:

Copilot Readiness

• Pre-requisite evaluation
• An optional CSAT tenant and environment evaluation
• Technical readiness review

User Adoption Readiness

• Copilot Adoption
• Getting Started Adoption
• Pilot Technical Scope

The Copilot Getting Started engagement is designed to support a small-scale pilot of Microsoft 365 Copilot, to help the customer assess functionality and benefits, and to inform subsequent investment and planning decisions.

The engagement includes planning activities with the customer project team, best practice guidance for technical and data readiness, onboarding and adoption support for users, and activities to evaluate the pilot. The pilot covers core productivity capabilities of Microsoft 365 Copilot, excluding Agents or role-based Copilots.

The Copilot Getting Started Engagement is delivered remotely using workshop-style sessions via Microsoft Teams:

The service will cover a number of key areas: Planning Technical & data readiness *Optional CSAT environment Assessment Technical Readiness Review Pilot user onboarding session Getting Started Adoption Enablement Pilot check-in session Pilot review

Please Note: The Copilot Getting Started Engagement is optimised for a 5-user pilot, (up to a maximum of 15 users).

For larger numbers we recommend creating separate user cohorts (max. 15 users) for the onboarding and check-in sessions and for the technical & data readiness activities. These can be delivered at an additional cost to the customer.