Microsoft 365 Copilot

Your AI assistant for work

Unleash creativity
Unlock productivity
Uplevel skills
 Content

03 Introduction

04 The role of Microsoft 365 Copilot in a modern working environment

07 Get your organization ready

11 Is your organization ready for Microsoft 365 Copilot?

16 Six tips for successfully using Microsoft 365 Copilot in your company

19 Customers Stories
Telia
MAIRE
Wallenius

27 Resources

2
“ Arguably the most powerful

“
productivity tool on the planet

Will the use of artificial intelligence (AI) It’s a regular occurrence in the workplace:
impact a lot in the company? Or are we You’re working in PowerPoint to create
talking about a trend that is currently being a compelling, data-driven pitch deck for
hyped and will then level off at some point? a new potential client. Finding the right
AI solutions are currently finding their background information and figures can take
way more and more into companies, their a lot of time. Microsoft 365 Copilot helps
processes and business activities. The last you do this, pulling relevant research from
major revolution in the world of work was other documents you’ve already created to
not so long ago: the switch to remote, hybrid highlight the key topics of your pitch.
and flexible working models was significantly What might have taken hours in the past
driven and supported by Microsoft thanks is done in no time at all.
to innovations such as Microsoft Teams.
Or imagine returning from a week-long
And even now, Microsoft is a pioneer when it
holiday and trying to check your emails.
comes to how AI solutions are fundamentally
With Microsoft 365 Copilot in Outlook,
changing the way we work.
clearing a cluttered inbox is a task that
Imagine a workforce fuelled by a only takes a few minutes, so you can
combination of irreplaceable human quickly get back to being productive.
ingenuity and the innovative capabilities
Join us on an exciting journey through the
of a secure, easy-to-use AI system. With
world of Microsoft 365 Copilot, from the
the right tools and the right mindset, any
early days of preparation to the exciting
organisation can make the transition to an
moment of launch. Be inspired and learn
AI-enabled workforce. That’s exactly what
how Microsoft 365 Copilot changes the
Microsoft 365 Copilot is – nothing less than
rules of the game while always keeping an
“arguably the most powerful productivity
eye on your data security.
tool on the planet”.

3
The role of Microsoft 365 Copilot
in a modern working environment

4
Microsoft 365 Copilot is far more than just a
tool; it is a powerful productivity tool that is
seamlessly integrated into everyday life and can
be used in applications such as Word, Excel
and PowerPoint. It doesn’t take over the work
of content production, but boosts it with
productivity-enhancing support, powerful
tools and intelligent insights. A unique feature
is the ability to interact with Microsoft 365
Copilot through natural voice commands,
enabled by the innovative Microsoft 365 Chat
in Teams. This feature uses organizational data
from calendars, emails, chats, documents,
meetings and contacts to complete tasks that
were previously unimaginable. For example,
Microsoft 365 Copilot can generate a product
strategy update on demand based on
information from meetings, emails and
chat histories.

5
Top 10 to try first with Microsoft 365 Copilot
Foundational skills for new users

Recap a meeting
1 Give me some ideas for
6
Let Microsoft 365 Copilot keep track of key Boost your creativity with ideas for your work
topics and action items so you can stay focused such as agendas, product names, social media
during the meeting and avoid listening to posts, etc.
the recording after.
Suggest 10 compelling taglines based
Draft an email with notes and action on file
items from meeting

Summarize an email thread

2 Help me write …
7
Get quickly caught up to a long, complex Jumpstart creativity and write and edit like
email thread. a pro by getting a first draft in seconds.

Click on the Summarize icon Generate three ways to say [x]

Draft email
3 What did they say …
8
When you vaguely remember someone
Personalize the tone and length.
mentioning a topic, have Microsoft 365 Copilot
do the research.
Draft an email to [name] that informs
them that Project X is delayed two weeks.
What did person say about topic
Make it short and casual in tone.

Summarize a document
4 Revise this content
9
Get right down to business by summarizing When you’ve got a rough draft of an idea,
long documents and focusing on the relevant turn it into usable text and then vary the length
sections. and tone.
Give me a bulleted list of key points
Rewrite with Copilot
from file

Tell me about a topic/project

5 Translate a message
10
Provide insights and analysis from across With business becoming increasingly
multiple sources to get up to speed quickly. international, it’s important to be able to read or
write messages in other languages.
Tell me what’s new about topic
organized by emails, chats, and files?
Translate the following text into French:

For more prompts, visit Microsoft 365 Copilot

6 Lab at: aka.ms/CopilotLab
Get your organization ready

7
Platform transition to AI cannot happen without clear
leadership and targeted investment. Implementing AI
technology may be complex, especially without a clearly
defined plan. It requires a culture of productivity
and collaboration, a secure foundation for endpoint
management and a willingness to embrace change.

Are you ready to enter the era of AI?

Ask yourself the following four questions to find out:

1. Do you have a comprehensive

“zero trust” architecture? 2. Are your endpoints and apps
easy to manage?

3. Is your data standardized

and easily accessible 4. Is your company AI-ready?

Can you answer ‘yes’ to all these questions? Great, then your company is well
positioned for the use of artificial intelligence. If not, don’t worry – let’s work
on it together.

8
What does AI readiness look like? Optimize company data

A company that is ready for AI understands The quality of your company data is
its potential as a strategic resource, knows also crucial to the success of Microsoft
how it can be used to the company’s 365 Copilot. Careful organization and
advantage and is able to guide employees cleansing of data is essential to achieve
and customers in the responsible use of AI. optimal results. Incorrect or inappropriate
data can affect or even hinder Microsoft
Assessing your readiness is the first step in
365 Copilot’s performance.
transforming your organization into one
that embraces the changes and challenges It is essential to store, manage
of this new world of work with next- and categorize your data effectively
generation technologies such as AI. There to get the most out of Microsoft 365
is no question that Microsoft 365 Copilot Copilot and prevent unintended access
has the potential to inspire new levels of to sensitive information. Key steps to
creativity, productivity and collaboration in implementing Microsoft 365 Copilot
our workforce. include revoking outdated permissions,
identifying and protecting sensitive
It helps people rediscover fulfilment
data, and monitoring for anomalies and
and increases efficiency in an exciting,
potential risks.
transformative way. Supported by an
engaged workforce and its unique human By applying data access controls early
qualities – intuition, empathy, and critical and paying close attention to data
thinking – Microsoft 365 Copilot can protection compliance, you can ensure
empower people to work better and with that your sensitive information and
greater purpose. your organization are protected. If
necessary, you can enlist the expertise of
data specialists to safely accelerate your
progress. This step is crucial to reap
the full benefits of Microsoft 365
Copilot from the outset, boost adoption
and ensure its ongoing value to your
organization.

9
Zero Trust Centrally manage and protect endpoints

The Zero Trust model forms a crucial Centralized endpoint management is

foundation for the use of Microsoft 365 crucial for the use of Microsoft 365
Copilot and AI in the corporate context. In an Copilot and AI in companies, especially
era where data is both a valuable resource in a working world characterized by
and a potential security risk, Zero Trust’s flexibility and hybrid working models.
“never trust, always verify” philosophy
Modern ways of working often involve
guarantees the security and integrity of
the use of different devices such as
data, which is essential for AI applications
laptops and smartphones, both in
like Microsoft 365 Copilot.
the office and when working from
By continuously checking every access home or on the move.
attempt on the network, Zero Trust ensures
Centralized management of these
that only authenticated and authorized
endpoints ensures that all devices remain
requests are processed, creating the basis
secure, up-to-date, and efficient. This is
for the secure and effective use of AI
particularly important as the processing
technologies in the company. Microsoft
of sensitive information and protection
supports the implementation of the Zero
against cyber-attacks are key challenges.
Trust model with its robust security solutions
and services. In addition, efficient device management
improves the user experience and
With tools such as Entra ID and Microsoft
supports adherence to compliance
Defender, companies can implement strong
guidelines. All these aspects are
identity verification, continuous monitoring
essential to maximize the benefits of
of network activity and advanced threat
AI technologies such as Microsoft 365
detection.
Copilot in a secure and efficient working
environment.
Is your organization ready
for Microsoft 365 Copilot?

11
 The AI-powered
business
Basic productivity
Become AI-ready

1. Empower your employees

with secure, AI-powered tools
Introduce your employees to secure
generative AI with Microsoft 365 Copilot
with commercial data protection to prepare
them for the workplace of the future.

2. Make Microsoft 365

your standard
Enrich your Microsoft 365
Copilotexperience by transferring your
data to the Microsoft 365 cloud. Let us use a short test to determine how
well your company is prepared for the use

3. Organize sensitive
business data
of Microsoft 365 Copilot. Each question has
three possible answers. Choose the one
Protect internal data from unintended data
leaks. Ensure that users have the correct
that most closely matches your company’s
access to the proper internal content. current situation and then add up the
answers you have given (A, B, C).

At the end of the AI check, you can assess

Preparing for Microsoft 365 whether your company is fully ready, almost
Copilot ready or needs further support.

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Questionnaire
1. Willingness to embrace novelty and innovation
A Our company is highly open to change and innovation.

B We are mostly receptive to new ideas, though some areas are still getting comfortable
with them.

C We appreciate our traditions and are gradually considering how to incorporate new
innovations.

2. Readiness to adopt new technologies

A We are confident that our employees can and want to work with the latest technology.

B Our employees are mostly confident and interested, but there’s a margin
of improvement.

C We have concerns about our employees’ technology skills and scepticism towards AI.

3. Benefits of AI in productivity

A AI is essential in daily activities and can help boost them with productivity-enhancing
support.

B AI can help with productivity but is not decisive.

C AI does not play a significant role in employee productivity.

4. Readiness of the IT Infrastructure

A Our IT infrastructure is completely up to date. We rely on cloud identities and have

already implemented Zero Trust.

B We have partly cloud-based systems, but also on-premises components.

C Our IT infrastructure is mainly based on a local infrastructure.

5. Data protection and security measures

A Comprehensive data protection guidelines and strong security measures are in place.

B Basic guidelines and measures are in place, but there is a need for improvement.

C There is a lack of clear guidelines and measures on data protection and security.

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6. Use of Microsoft 365 products

A We use Microsoft 365 products intensively in our day-to-day work. Our data is stored
in the cloud and Teams is one of our most important communication tools.

B Microsoft products are partially used.

C We do not use Microsoft 365 products and our data is not stored in the cloud.

7. Familiarity with GenAI tools

A Some employees have already tried using AI at work and in their private lives.

B A few employees have experimented with AI, but it’s not widely adopted yet.

C No one in the company has tried using AI so far.

8. Investing in change management

A We actively invest in change management and have, for example, change agents
to ensure that our teams deal effectively with change and develop further.

B There are some efforts around change management, but these are not comprehensive
or systematic.

C We have not yet invested in change management and there is a lack of structures
to support change processes.

Result:
Add up the answers you have given here:
A times
B times
C times

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Evaluation
of the quiz
Majority a) answers
Your organization is well positioned to use
Microsoft 365 Copilot effectively. You have
an advanced IT infrastructure, a willing
team, and the necessary resources to
successfully integrate Microsoft 365 Copilot.
It is advisable to use these strengths to drive
the implementation forward and take full
advantage of Microsoft 365 Copilot.

Mixture of a) and b) answers

Your company is well on its way, but still needs
some adjustments to get the most out of
Microsoft 365 Copilot. It is advisable to identify
specific areas where improvements are needed,
such as further employee training or updating
the IT infrastructure. A targeted plan to address
these areas will facilitate the use of Microsoft
365 Copilot.

Mostly b) or c) answers
Your organization needs further support
to use Microsoft 365 Copilot effectively. This
could include a fundamental overhaul of the IT
infrastructure, more intensive employee training
or a strategic realignment in relation to new
technologies. To take advantage of the full
capability of Microsoft 365 Copilot it is essential
to have a well prepared and customized
company and structure. Consider consulting
experts or using external resources to support
this process.

15
Six tips for successfully using
Microsoft 365 Copilot in your company

16
Microsoft 365 Copilot has the potential
to revolutionize the way you work, but
successful implementation depends on
strategic planning and execution. Here are
seven valuable tips to help you get started:

1. Prepare your data 4. Create a clear strategy

Microsoft 365 Copilot requires a large Before you introduce Microsoft 365 Copilot,
amount of data to work effectively. Make you should develop a clear strategy on how
sure that your databases and data sets are you want to use the tool. Set goals and
up to date and that they are in a format that define how you will measure the success of
Microsoft 365 Copilot can process. Microsoft 365 Copilot.

2. Train your employees 5. Make sure your employees

use Microsoft 365 Copilot
Microsoft 365 Copilot is a powerful tool, Microsoft 365 Copilot is only as good as
but it also requires some training to use it the data it can access. Make sure your
effectively. Make sure your employees have employees are using Microsoft 365 Copilot
the necessary skills and knowledge to use to ensure that the data Microsoft 365
Microsoft 365 Copilot. Copilot accesses is up to date.

3. Create a clear
authorization structure: 6. Create a clear
communication strategy
Microsoft 365 Copilot accesses a variety of Make sure your employees are aware of
data sources, and it’s important that your the introduction of Microsoft 365 Copilot
employees can only access the data they and how it can help them. Create a clear
should. Create a clear authorization structure communication strategy to ensure your
to ensure that your data is secure. employees are aware of the benefits of
Microsoft 365 Copilot.

17
 Begin your Copilot journey​
We are prepared to assist you and co-invest
for your company’s success.​

Microsoft Investment Programs​ Expert Microsoft Partners ​

Support your deployment Help you to identify the

and migration to get ready key business scenarios and
to start the AI journey demonstrates the benefits
Drive adoption and change of M365 Copilot for each
management to embrace AI business scenario​
transformation at 360° Assists you to create a plan
Drive a wider for successful adoption,
implementation of Microsoft design engagement and
365 Copilot across all the training plans that suit
functions in your company your employees’ needs

Microsoft Investment Programs​

FastTrack service to help your organization get ready to start the AI

Journey​

Copilot technical experts to support along the way to drive copilot

adoption, support on extensibility and business value scenarios​

Customized trainings for your employees, with Microsoft Certified

instructors.

If you would like to know more about this programs and resources get
in contact with your Microsoft account manager or preferred partner.

18
Customers stories

19
Telia pioneers a new AI assistant to drive
workplace efficiency and creativity

20
Telia is a telecommunications company
which helps ensure connectivity across
Northern Europe

When offered Microsoft 365 Copilot, Areas where Microsoft 365 Copilot
the company eagerly seized the opportunity has already proven its ability to boost
to boost productivity and transform company efficiencies include streamlining
culture. meetings, extracting information from
documentation and lengthy email
With the help of Microsoft, Telia introduced threads.
Microsoft 365 Copilot across the organization.
Participants were chosen from a range of Enthusiastic demand for access to
departments so the company could get the new AI services indicates a genuine
an unbiased look at how different people transformation in the company culture.
interacted with Microsoft 365 Copilot and how As Nicklas Lindersson, Head of AI and
the AI-powered app benefited people across Automation Transformation at Telia
the business. explains:

A key element of this trial was to try and get “By democratizing AI access, we can
people from all different disciplines excited allow more people to participate
about what an AI-powered working day could in a culture of experimentation
look like. and innovation,” explains Lindersson.
“And after only a few months of use,
Word spread quickly amongst colleagues about we could see that we were right.”
the positive impact the technology was having
on productivity. Now there’s a long waiting Telia is now considering a full roll-out
list of people who want the opportunity to to all 20,000 employees. Visit
streamline and simplify their everyday work. customers.microsoft.com [insert link
to specific story] to discover the full
details of the deployment, and how
it is transforming the organization.

21
MAIRE transforms culture to boost AI
in energy sector

22
MAIRE is an Italy-based tech and
engineering leader which creates solutions
for large-scale energy transition projects

Despite their focus on efficiency, engineers our people’s capabilities to explore how
faced excessive paperwork. To revamp internal to do things better every day,” remarks
processes and culture, MAIRE adopted Luca Simonelli, IT Manager at MAIRE.
Microsoft 365 Copilot, automating routine
Thanks to Microsoft 365 Copilot, MAIRE
tasks. This led to a saving of 800 working
is already saving hundreds of working
hours per month within weeks.
hours per month, as measured directly
Having 8,000-plus employees, the time spent by the Microsoft 365 Copilot Dashboard
on manual tasks at MAIRE could accumulate in Viva Insight.
significantly. To better utilize resources,
“Microsoft 365 Copilot gives more time
the company recognized the need for a
for the most important, core aspects of
fast, efficient solution to optimize internal
people’s jobs by reducing the amount
processes.
of time they have to expend on writing
Since its deployment, Microsoft 365 Copilot’s reports and other routine tasks,”
user-friendly interface has enhanced comments Marco Armando Pecoraro,
collaboration across teams, speeding Engineering Processes Digitalization
up information exchange and reducing Group Leader at MAIRE.
communication delays. Moreover, Microsoft
Take a deep dive into how Microsoft is
365 Copilot’s automation features have proven
helping MAIRE streamline its operation
effective in streamlining daily tasks.
and cut down on unnecessary paperwork
“The great advantage of Microsoft 365 and transform its culture at customers.
Copilot is that it gives us the opportunity to microsoft.com.
unlock

23
Wallenius Wilhelmsen embrace AI
to cultivate a culture of optimization
and innovation

24
Global leader in “roll-on/roll-off” shipping
and vehicle logistics, Wallenius Wilhelmsen
is modernizing its workplace with AI
technology

The company employs 9,500 people and is by it,” explains Mitty Leong, End User
using Microsoft 365 Copilot and Microsoft Viva Experience Manager. “Technology
to enhance processes, decision-making, and should be a trustworthy, reliable,
company culture. This tech-driven approach is seamless, and integrated part of every
fostering innovation, inclusivity, and alignment employee’s daily job.”
with strategic goals.
The company launched a seven-week
Wallenius Wilhelmsen faces challenges communications campaign through Viva
with disparate, uncommunicative legacy Amplify to strengthen the awareness
systems across its business units, scattered of how to use Microsoft 365 Copilot,
across 28 different countries, which hampers after which usage increased to an
productivity and data-driven decisions. impressive 80% of the workforce.
Recognizing the need for a significant tech
The top three most frequently used
overhaul, the company is replacing these
features are to summarize Microsoft
outdated systems with advanced, integrated
Teams meetings, Outlook emails,
solutions to ensure all employees can leverage
and draft Word documents.
the new technology effectively.
“Microsoft 365 Copilot has helped save
The company adopted Microsoft Viva
us at least 30 minutes per day. It also
and Microsoft 365 Copilot to unify its
changes the way we think and work
organization and showcase a commitment to
while keeping us curious and open to
technological advancement.
embracing opportunities,” comments
“Our vision is that employees should be Martin Hvatum, Senior Global Cash
surrounded by technology but not burdened Manager at the company.

25
Perhaps even more importantly, Wallenius and Information Officer.
Wilhelmsen’s embrace of AI is a strategic move
Find out how Wallenius Wilhelmsen is
that will help power the future of the company.
making AI work for its organization both
“Viva and Microsoft 365 Copilot are now and in the future. Visit customers.
inspirations for our employees so that we can microsoft.com to discover the full details
be really good at not only doing small iterative of the deployment, and much more.
changes in the technology area but actually
taking the big leap,” says Gro Rognstad, Chief
Technology

26
Resources

Microsoft Copilot Scenario Library – Microsoft Adoption

Implementation Summary Guide for Leaders

Copilot Launch Day Kit – Microsoft Adoption

Register for the upcoming End User Training events

AI Is Already Changing Work—Microsoft Included