Preparing Copilot deployment

How to prepare your organization for Microsoft Copilot deployment?

• Microsoft Copilot
• Microsoft 365

1250 € per session, excl. VAT

In short

This training is for IT leaders and managers to audit their Microsoft 365 environment's readiness for Copilot deployment. Participants will develop a diagnostic, differentiate Copilot uses, and review sensitive document sharing. The outcome is a concrete action plan for a prudent and controlled AI integration.

Why this training?

The problem

Organizations struggle to properly assess their Microsoft 365 environment before integrating artificial intelligence tools like Microsoft Copilot.

What it costs today

Without adequate preparation, the integration of new technologies can lead to data leaks, technical malfunctions, or ineffective adoption by teams.

Why this skill

This skill is necessary to develop a clear diagnosis and a structured action plan, enabling a cautious and controlled integration of AI tools.

What you gain

The participant and the company gain reliability in managing the digital environment and autonomy for informed decision-making regarding AI.

Objectives of this training

• Distinguish between Microsoft Copilot Chat and integrated functionalities.
• Control the configuration of professional accounts and Microsoft 365 applications.
• Examine sensitive document sharing within the organization.
• Define a suitable pilot scope for AI deployment.
• Produce a preparation checklist for controlled integration.
• Develop a concrete action plan for Microsoft Copilot deployment.

Who is it for and what are the prerequisites?

Roles and tasks concerned

• IT managers responsible for Microsoft 365 infrastructures
• Microsoft 365 system administrators
• Department managers involved in new technology adoption
• Strategic decision-makers on AI integration

Prior skills

• AI Fundamentals and AI Prompting completed, or equivalent experience (a learning prerequisite, not a registration condition).
• Knowledge of core Microsoft 365 services
• Understanding of data security challenges
• Familiarity with IT governance principles
• A paid subscription to an AI solution offering the features used, the organisation’s authorisation for third-party tools, and the actual accounts and access rights.

To prepare before the session

• A computer per participant with access to relevant tools.
• A specific business case to work on during the session.
• Prior verification of necessary accounts, licenses, and authorizations.

What you will work on

1. Understand

   The participant can distinguish the different forms of Copilot usage and associate each need with the relevant license.

2. Prepare

   The participant is capable of controlling professional accounts and applications, then verifying the essential services for the chosen uses.

3. Govern

   The participant knows how to examine sensitive document sharing and define a pilot scope with the administrator.

4. Validate

   The participant is able to test user journeys and produce a preparation checklist.

What you take away

• A preparation diagnosis of the Microsoft 365 environment.
• A pilot deployment plan for Microsoft Copilot.
• Practical support materials and completed templates.
• An action plan developed during the session.

Method and assessment

• Demonstrations with explanations using a concrete case
• Guided exercises followed by application to your role
• Peer review of results and source verification
• An individual or team action plan

Assessment is formative: participants complete and review a practical case linked to the intended deliverable (A readiness assessment and pilot rollout plan). Criteria include meeting the brief, accuracy, checks performed and the ability to explain decisions. Each participant identifies an application to test in their own work.

Frequently asked questions

What concrete outcome can the team expect after this session?

The team will have a clear diagnosis of its Microsoft 365 environment. They will have a structured action plan for a careful integration of AI. This will lead to better risk management and more effective adoption of new technologies.

Who should participate in this training and what prior knowledge is needed?

IT managers, Microsoft 365 administrators, managers involved in technology adoption, and strategic decision-makers are invited. Participants should have knowledge of core Microsoft 365 services and an understanding of data security issues. Familiarity with IT governance principles is also beneficial.

What types of data or documents will be used and how will information be protected?

Fictitious or anonymized data will be used for the exercises. If real business cases are discussed, they will be treated with the utmost confidentiality. Organization-specific information will be managed within a secure and defined framework.

What exercise will be conducted on our organization's specific case?

Participants will conduct an audit of their Microsoft 365 environment. They will develop a preparation diagnosis specific to their context. A pilot deployment plan will also be designed, taking into account the organization's specificities.

What are the limitations of the presented tools and who validates the results of this approach?

AI tools, like any system, have limitations in terms of accuracy and scope of action. The approach helps identify these limitations and adapt to them. The validation of results and decisions rests with the organization's internal teams.

How does the proposed approach adapt to our organization's business and cases?

The session is designed to be flexible and adapt to the specificities of each organization. Practical exercises and the creation of the action plan are based on the participants' business cases. The approach takes into account the specificities of each sector.