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Copilot For MS 365

The Copilot for Microsoft 365 Adoption Playbook provides a structured guide for business leaders to implement AI tools effectively within their organizations. It outlines a four-phase roadmap: preparing for AI, onboarding and engaging users, delivering measurable impact, and optimizing usage, while addressing key questions and best practices for maximizing productivity and security. The playbook emphasizes the importance of intentional seat assignments, creating an AI council, and fostering new work habits to ensure successful adoption and integration of Copilot.

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KATRINA KHAIF
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0% found this document useful (0 votes)
80 views23 pages

Copilot For MS 365

The Copilot for Microsoft 365 Adoption Playbook provides a structured guide for business leaders to implement AI tools effectively within their organizations. It outlines a four-phase roadmap: preparing for AI, onboarding and engaging users, delivering measurable impact, and optimizing usage, while addressing key questions and best practices for maximizing productivity and security. The playbook emphasizes the importance of intentional seat assignments, creating an AI council, and fostering new work habits to ensure successful adoption and integration of Copilot.

Uploaded by

KATRINA KHAIF
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 23

Copilot for

Microsoft 365
Adoption Playbook
A step-by-step implementation guide
for business leaders
Introduction Get ready Onboard and engage Deliver impact Extend and optimise Next steps 2

INTRODUCTION

Welcome to
Organisations across industries have gone from Who do I give the first Copilot seats to?
• 
talking about AI to deploying it at scale. After
just three months of using Copilot, 70% of users Where can my organisation get the
• 

Copilot for
said they were more productive and 68% felt most productivity gains?
it improved the quality of their work. And the
most effective Copilot users? They saved more How do I get employees up and
• 
than 10 hours per month.1 running quickly?

Microsoft 365 This playbook, informed by insights from


the Copilot for Microsoft 365 Early Access
Programme, gives you actionable steps to
become an AI-powered organisation quickly,
Why is it important to build early
• 
momentum with Copilot?

• When will I start seeing business results?


accelerate usage and engagement and track
progress and impact. It answers key questions, • What are the ways to measure impact?
including:

1
What Can Copilot’s Earliest Users Teach Us About AI at Work?, Work Trend Index Special Report, Microsoft, November 2023.
Introduction Get ready Onboard and engage Deliver impact Extend and optimise Next steps 3

Your Copilot adoption roadmap

PHASE 1: PHASE 2: PHASE 3: PHASE 4:

Get Onboard Deliver Extend and


ready and engage impact optimise
Preparing your Accelerating usage Tracking progress and Building copilots into
business for AI and engagement business results your business

Step 1 Step 2 Step 5 Step 6 Step 8 Step 9 Step 11 Step 12


Review your Be intentional Create a Identify champions Quantify impact Meet with Tailor Copilot to Optimise with
security and data with seat Copilot user to lead the way. with the Microsoft your AI council your business. role-based
settings. assignments. community. Copilot Dashboard. regularly. extensions.

Step 3 Step 4 Step 7 Step 10


Create an Help people build Make ongoing Publicly celebrate
AI council. new work habits. training the successes.
standard.
Introduction Get ready Onboard and engage Deliver impact Extend and optimise Next steps 4

This new generation of AI will remove the


drudgery of work and unleash creativity.
There’s an enormous opportunity for
AI-powered tools to help alleviate digital debt,
build AI aptitude and empower employees.”

Satya Nadella
Chairman and CEO Microsoft2 2
Will AI Fix Work?, Work Trend Index Annual Report, Microsoft, May 2023.
5

PHASE 1: PHASE 2: PHASE 3: PHASE 4:

Onboard Deliver Extend and


and engage impact optimise
Preparing your business for AI

Step 1 Step 2 Step 3 Step 4


Review your security Be intentional with Create an Help people build
and data settings. seat assignments. AI council. new work habits.
Introduction Get ready Onboard and engage Deliver impact Extend and optimise Next steps 6

Step 1

Review your security and data settings.


Copilot for Microsoft 365 is built on To ensure secure collaboration with Copilot,
a comprehensive approach to enterprise-grade work with your IT leads to review current data
security, compliance, privacy, identity and and security policies. It’s also important to
responsible AI. Because Copilot automatically reassure employees that their private content
inherits your existing Microsoft 365 data and data remain protected. In this respect,
and security permissions, it makes set-up Copilot is very similar to cloud-connected
straightforward. It also highlights the importance services like email and search that they’re
of having established content management already using. Encourage teams to continue
practices and data governance in place before following your organisation’s existing best
roll-out begins. practices, established by your IT department.
This includes using SharePoint sites, managing
permissions and using sensitivity labels.

For more information on security and data for


Copilot, see our technical documentation site.
Introduction Get ready Onboard and engage Deliver impact Extend and optimise Next steps 7

Frequently asked questions about data, privacy and security


Keeping your proprietary data confidential is important, and Copilot has built-in safeguards to help ensure it stays that way.
Here are some common questions customers are asking about data security in an era of AI-powered work.

How can I control access Are there additional safeguards Where is Copilot data What about eDiscovery Are there copyright risks
to data and prevent I should consider for meeting stored and processed? and legal holds? in using content generated
oversharing? transcripts? by Copilot?

Because Copilot inherits all your existing The meeting owner controls who Because Copilot is a core Microsoft 365 Copilot prompts and responses are The Microsoft Copilot Copyright
Microsoft 365 security and compliance has access to transcripts. Everyone service, the data it uses resides in your considered your data. You can query Commitment protects your intellectual
requirements, only people with the right in a meeting will see an alert that geographical region. That means it with eDiscovery or apply legal hold just property, as well as the intellectual
permissions can access the content it the meeting is being recorded, and complies with Microsoft processing like any other content. Copilot activities property of others. If you use Copilot
generates. Before rolling out Copilot, the transcript is subject to retention commitments for that region. For are always available in your audit to generate content for your business
it’s important to audit the data access policies your admins set and enforce. example, if your organisation is in log should you need to refer to them. and a third party sues your organisation
conditions, retention controls and If you want to use Copilot in a meeting, Europe, be assured that Copilot complies for copyright infringement, Microsoft
sensitivity labels you already have set but not create a recording, you now with our processing commitments under will defend you and pay the amount of
up. These policies and settings can be have the option to enable it without the EU Data Boundary. any adverse judgements or settlements
managed centrally and applied across all a transcription. When you enable as long as you used the guardrails
your apps. Copilot without a transcription, Copilot and content filters built into Copilot.
can answer questions and provide
information during the meeting,
but no record of those interactions
will be retained afterwards.
Introduction Get ready Onboard and engage Deliver impact Extend and optimise Next steps 8

Step 2

Be intentional with seat assignments.


To maximise business impact, you’ll need to Define use cases for each business Early results from this Copilot deployment To choose what business area to start in, think
determine your overall licensing deployment function or team demonstrate how rapidly Copilot can deliver about your biggest opportunities or pain points.
strategy – concentrating seats in two or three value. At Microsoft, this AI-powered approach Many early access customers started in customer
key areas of the business and then expanding When deciding how to implement Copilot, to customer service resulted in more customers service and sales – but there’s not a one-size-
from there. Consider the following factors identify the business issues that need to be served, including a 9% faster first response time fits-all approach to determining where Copilot
as you decide on an approach. solved and then apply AI to the challenge. and a 12% reduction in average handling time will add the most value.
Each team should have a clearly defined goal with 9% more cases being handled over chat.
Look at current usage trends or specific use case for how they’ll implement Junior agents were onboarded faster with a 13% Microsoft, for example, began in marketing,
Copilot. This extra layer of specificity ensures increase in cases resolved without peer support.3 sales and customer service; human resources;
Your heaviest users of Microsoft 365 products the technology is effectively integrated into * By focusing on specific use cases and high- and finance – the business functions where
will be well positioned to reap the benefits of workflows across roles and levels. impact areas first, you’ll maximise the ROI of teams spent a lot of time in meetings, writing
a Copilot licence. One way to evaluate who uses Copilot and better prepare your organisation emails, doing repetitive tasks and searching
them the most is with the Microsoft Copilot Microsoft, for example, reimagined the tiered to scale up its adoption. through large amounts of data and information.
Dashboard, powered by Microsoft Viva. Navigate support model to improve customer service.
to the Readiness tab to see technical eligibility We defined the use case metrics as: Allocate Copilot to entire teams within Lumen Technologies, a customer in the Early
and your total number of Microsoft 365 users. a specific business function Access Programme, began with their customer
• Reducing onboarding time for new agents. service, sales and customer experience teams.
• Streamlining access to knowledge. Avoid distributing licences thinly. When entire The service team is using Copilot to surface
• Eliminating repetitive administrative tasks. teams have access, they can share insights and relevant policies, summarise tickets and access
• Reducing ticket volume. learn from each other. And as more employees step-by-step repair instructions from manuals.
use Copilot consistently and effectively, the The sales and customer experience teams are
impact that Copilot brings to your organisation using Copilot to enrich customer interactions
multiplies. with additional depth and context and
summarise actions and next steps.4
3
What Can Copilot’s Earliest Users Teach Us About AI at Work?, Work Trend Index Special Report, Microsoft, November 2023.
4
Lumen’s strategic leap: How Copilot is redefining productivity and employee engagement, Microsoft Customer Stories, May 21, 2024
* Outcomes reflect results from 9,900 agents from a specific five-month period (April to September 2023)
Introduction Get ready Onboard and engage Deliver impact Extend and optimise Next steps 9

It typically takes a seller four hours to


do research for customer outreach, and
with generative AI, they can now do
that in 15 minutes. Four hours back each
week is worth USD 50 million in revenue
over a 12-month period.”

Ashley Haynes-Gaspar
Chief Revenue Officer Lumen Technologies5 5
Lumen’s strategic leap: How Copilot is redefining productivity and employee engagement, Microsoft Customer Stories, May 21, 2024
Introduction Get ready Onboard and engage Deliver impact Extend and optimise Next steps 10

PRO TIP

Show the value of Copilot in specific roles to drive greater usage. For example:

Impact by Function

Human resources Marketing Sales IT Finance

Create a more efficient Create a marketing pitch Drive better sales presentations Deploy a critical update with Focus on the high-value tasks
hiring process in record time with an AI assistant the help of Copilot to complete an acquisition

Create a job description by asking Discover trends and outliers in the Create a bulleted list of notes Create a project plan for the Summarise the due-diligence
Copilot in Word to suggest skills, latest market research with Copilot using recent email threads before upcoming roll-out based on information from the operations
qualifications and responsibilities. in Excel to identify which markets the meeting with the customer to a previous project plan and and legal team.
to target with promotions. understand the questions that need product documentation.
Conduct a group interview in to be addressed. Use Copilot to add a section to
Microsoft Teams and ask Copilot Draft a targeted promotion plan Meet on Teams to discuss the the offer sheet discussing some
to summarise the contributions of with suggested taglines using Give the customer your full plan and use Copilot to keep track conditions for the deal based on
each candidate. Copilot in Word. attention in a meeting by relying of unanswered questions. a previous meeting transcript.
on Copilot to handle the meeting
Discover the best candidates for Transform the engineering team’s notes. Create a presentation on the roll- Use Copilot in Excel to refine the
a position by having Copilot extract design documentation from a Word out by using Copilot to create slides deal analysis based on negotiations
skills, experience and qualifications doc into a pitch deck in PowerPoint Draft the final proposal using based on the project plan Word and changes in the economic
from a set of resumes. with Copilot. Copilot to take content from doc. environment.
your emails, meeting notes and
presentations.

Learn more about role-specific ways to use Copilot in the Copilot Lab.
Introduction Get ready Onboard and engage Deliver impact Extend and optimise Next steps 11

Step 3

Customer spotlight: EY Create an AI council.

EY formed an AI Governance Council


Many companies are forming cross-functional AI Change management team: Acts as a bridge
councils to oversee and guide the development, between the AI council and employees, helping

following the success of their generative deployment and evaluation of AI solutions


within their organisation. Copilot can be
to monitor adoption progress, gather feedback
and foster a collaborative environment where

AI centre of excellence. The AI Council is led a helpful catalyst for getting your AI council
established and can be a great way to secure
Copilot becomes an integral part of how people
work every day.
by their CXO and includes members from early AI wins for your organisation.
Executive sponsor: Drives adoption and infuses
across the organisation. Their primary goal While your AI council will uniquely reflect your confidence in the technology among employees.
company’s needs, it should include the following An executive sponsor that’s an active champion
is to oversee the business transformation members: (showing how they’re using Copilot and talking
about its benefits) signals that embracing
process for how generative AI can serve the IT enablement team: Ensures your organisation and integrating generative AI into day-to-day

needs of the EY businesses and those of their implements Copilot seamlessly from a
technical standpoint. This team is responsible
processes isn’t just accepted, it’s encouraged.

customers. They meet regularly and ensure for preparedness and roll-out, providing
onboarding support, as well as managing
Risk management expert: Represents the
company’s best interests by ensuring overall
that organisational insights are shared in real feedback and compliance. compliance to relevant AI regulations and
ethical standards. They also help ensure your
time. organisation’s AI initiatives are transparent,
accountable and trustworthy. Read ‘Leading in
the Era of AI: Creating an AI council’ to guide
you in this process.
Introduction Get ready Onboard and engage Deliver impact Extend and optimise Next steps 12

Step 4

Help people build new work habits. PRO TIP

Effective change management is vital for Manage expectations Highlight the capabilities of Copilot to help promote transparency and user satisfaction, while minimising
implementing an AI tool like Copilot, as it potential misconceptions. For example:
ensures your organisation views it as not just As part of this training and communication, it’s
new technology, but a new way of working. important users develop a clear understanding Copilot is not like a search bar. Don’t ask it how many Copilot is not about delivering highly standardised,
It requires leaders to measure attitudes of what Copilot can and can’t do. Equally miles the earth is from the sun (it knows, but Bing repeatable outputs. Instead, use it to create a first draft
and manage expectations. important is educating people on when to is faster). Instead, use it to search across your content – and regenerate the content until you find the text
use AI capabilities and when to rely on human and prepare for meetings. you want to work with.
Measure attitudes and interest expertise. Emphasising that the user is in
the driver’s seat – or the pilot, if you will – is
Ask Copilot: Write an intro paragraph
A key part of change management is recognising a great way to communicate the limitations Ask Copilot: What’s the latest from [person],
for this document and make it sound
that diverse perspectives around AI exist – and and strengths of AI overall. organised by emails, chats and files?
[professional].
knowing that you’ll likely see a combination
of enthusiasm and scepticism. Today, 75% of
knowledge workers use AI at work. But 46% of
Copilot is not prescriptive where you have to get Copilot is not always right – and it’s good to embrace
them only started using it less than six months exactly the right words in exactly the right order to how it’s usefully wrong. Instead, use it to generate
ago.6 get exactly the right result. Instead, guide the response ideas to jump-start creativity.
using cue words and context – then revise your
An effective adoption strategy must cater prompt if you’re not happy with the initial results.
to these diverse attitudes, providing support,
training and clear communication to transition
Ask Copilot: Write an article about
workflows and mindsets into an AI-powered Ask Copilot: Create a list of titles for [this
[cybersecurity tips]. Include: [secure home
future of work. presentation].
networks, multifactor authentication].

6
Will AI Fix Work?, Work Trend Index Annual Report, Microsoft, May 2023.
Introduction Get ready Onboard and engage Deliver impact Extend and optimise Next steps 13

The promise of AI has never been more real – but


becoming an AI-powered organisation doesn’t happen
with the flip of a switch. It requires an intentional approach,
with employee skilling at the core. Organisations that
prioritise this kind of investment in their people are going
to be the ones that reap AI’s benefits.”

Jared Spataro
CVP, Modern Work at Microsoft8 8
Jared Spataro, Why boomers are catching up with AI faster than Gen Zers, according to Microsoft’s modern work lead, Fortune, October 20, 2023.
14

PHASE 1: PHASE 2: PHASE 3: PHASE 4:

Get Deliver Extend and


ready impact optimise

Accelerating usage and engagement

Step 5 Step 6 Step 7


Create a Copilot Identify champions Make ongoing
user community. to lead the way. training the standard.
Introduction Get ready Onboard and engage Deliver impact Extend and optimise Next steps 15

Step 5

Create a Copilot user community.


One of the best ways to drive AI adoption
is through peer learning, which creates
To build your organisation’s Copilot
user community: “We have trained 200,000 employees on
a dynamic knowledge-sharing ecosystem.
It creates buzz around this new way of working, Create a Teams group chat for your AI
GenAI through our AI training programme in
allows individuals to learn from those who’ve
successfully implemented Copilot, and surfaces
council to discuss goals and best practices.
just six months to pave the way for large scale
practical tips for specific roles. Use Viva Engage to give employees adoption. We were able to drive interest and
a place to share tips, ask questions
Creating virtual spaces for people to connect and upvote answers. enthusiasm amongst the teams through
and discuss their experiences is a great place
to start building this momentum. Any means Use Microsoft Forms to log what’s working a robust internal campaign to drive home
the message that these tools help us be
of sharing is worthwhile, as it gives users and what isn’t. Your AI council can use these
a sense of ownership in the learning process. insights to improve your roll-out, inform
training sessions and find the best use cases
for your business.
more efficient and become more proficient."
Download our onboarding toolkit for

pre-populated and designed posts that
encourage usage across apps.

Saiprasad Jammulapati
7
Wipro invests USD 1 Billion in AI, trains 200,000 employees on GenAI principles with Microsoft Copilot, Microsoft Customer Stories, March 22, 2024 Wipro Global Head of the Office of the CIO and CIO for Europe7
Introduction Get ready Onboard and engage Deliver impact Extend and optimise Next steps 16

Step 6

Identify champions to lead the way. Customer spotlight

Similar to your AI council, your Copilot


champions and early adopters are key to driving
To identify Copilot champions
and early adopters: Honeywell formed an AI ambassador
wider adoption. This group will lead by example,
helping showcase the practical benefits of Lean on your AI council to help determine

programme that brought together 20
Copilot in their daily work. Plus, their positive
experiences will naturally inspire curiosity and
your power users.
employees across various roles, levels and
interest among their colleagues, encouraging Look at your Copilot user community
 functions – including IT, human resources,
broader usage. to see who’s sharing tips or giving feedback.
supply chain, marketing and finance. During
 each out to managers to identify
R
team representatives. the roll-out, the ambassadors met regularly
 se the Copilot Dashboard to measure
U to share feedback on scenarios and
usage (more on this in a moment).
challenges, and to identify best practices
and opportunities for improvement.
Introduction Get ready Onboard and engage Deliver impact Extend and optimise Next steps 17

Step 7

Make ongoing training the standard. PRO TIP

Employees will see productivity gains Here are some top training resources to help Those who view Copilot as a way to amplify what they’re already doing – not just as a search engine –
immediately with Copilot. But how each user your organisation get started: will gain value the fastest. Encourage employees to:
personalises their Copilot usage will evolve
dramatically over a six to 12-month period,  rompt guidance: Understand
P
so providing ongoing training is critical to the ingredients for a great prompt.
Build a daily habit. Think like a manager.
optimising that journey.
 opilot adoption: Get resources for
C Regular use of Copilot helps employees Knowing how to delegate tasks to Copilot –
quickly learn how to get better responses as if it’s an eager intern – is essential. To
Prompting – the process of giving clear deploying, using and scaling Copilot
and take full advantage of the AI capabilities do this, users must be able to create clear,
commands to get the right results out of an AI at your organisation. in their everyday routine. concise prompts with defined parameters,
tool – is likely a new skill for many employees. evaluate the results and decide what do
Better inputs lead to better outputs and this  opilot capabilities: Discover
C next with the content Copilot generates.
requires consistent practice, so Copilot becomes learning materials for users, admins
a natural extension of the work process. and business leaders.

Business leaders should publicise a variety  opilot Lab: Find tips for better prompts
C
of resources and guidance and promote and explore prompts to try in different apps. Make the most of reclaimed time. Provide feedback.
collaborative sharing of best practices. This way, Guide employees to be intentional with the Encourage employees to give feedback when
Copilot users can stay updated on new features,  opilot for Work: Discover work scenarios
C time they save with Copilot. Remind teams Copilot prompts them to. This will continue
troubleshoot issues and learn from each other’s and how Copilot can become your it’s not about doing more overall – it’s about to improve and refine their experience.
doing more of the things that drive value at
experiences. A culture of continuous learning AI assistant.
both the individual and organisational level.
can also increase user engagement, satisfaction
and productivity with Copilot. Viva Learning: Use the course catalogue

to learn new skills for the world of AI.
18

PHASE 1: PHASE 2: PHASE 3: PHASE 4:

Get Onboard Extend and


ready and engage optimise

Tracking progress and business results

Step 8 Step 9 Step 10


Quantify impact with the Meet with your Publicly celebrate
Microsoft Copilot Dashboard. AI council regularly. successes.
Introduction Get ready Onboard and engage Deliver impact Extend and optimise Next steps 19

Step 8 Step 9 Step 10

Quantify impact with the Meet with your Publicly celebrate


Microsoft Copilot Dashboard. AI council regularly. successes.
The Microsoft Copilot Dashboard helps organisations Meeting regularly with your AI council will help you Implementing any new tool takes coordinated effort
measure usage and adoption at every phase of the roll-out understand how you can support their efforts. Based across multiple disciplines, so be sure to take a step back
with real-time data and insights. The dashboard provides on the experiences of Early Access Programme users, and celebrate milestones you’ve reached in your Copilot
information to help leaders understand where Copilot is change happens quickly with a Copilot implementation. adoption strategy. Acknowledge the efforts of teams who’ve
adding value and where enablement strategies could create Discuss what’s working well, potential areas of opportunity contributed to the roll-out’s success and identify your power
even greater benefits, including the number of active Copilot and any challenges related to the new way of working. users, as these stories serve as strong sources of inspiration
users per app and the number of times key Copilot features and showcase how Copilot can deliver tangible benefits
have been used in those apps. To maximise your organisation’s experience with Copilot, within your organisation.
make AI council meetings an ongoing priority well after
With a Microsoft Viva subscription, you can get additional the initial two-month period has elapsed. You’re likely to Success stories also play a pivotal role in driving adoption,
reporting and deeper functionality. see significant gains in productivity and business value by engaging stakeholders and ensuring that your organisation
that time. And you’ll probably be ready to shift your focus maximises the impact of Copilot while maintaining
to longer-term AI goals. transparency and realistic expectations.
Introduction Get ready Onboard and engage Deliver impact Extend and optimise Next steps 20

I depend on Copilot to help me with a first draft


of an announcement or employee message, saving
me around 30 to 60 minutes each time. We’re
a 72,000-person organisation. Think about the
adaptability of those time savings for everybody –
it’s potentially a huge resource savings.”

Emma Land
Global Head of Employee Communications dentsu9 9
Dentsu drives creativity and growth for brands, supported by Microsoft Copilot, Microsoft Customer Stories, November 15, 2023.
21

PHASE 1: PHASE 2: PHASE 3: PHASE 4:

Get Onboard Deliver


ready and engage impact

Building copilots into your business

Step 11 Step 12
Tailor Copilot Optimise with
to your business. role-based extensions.
Introduction Get ready Onboard and engage Deliver impact Extend and optimise Next steps 22

Step 11 Step 12

Tailor Copilot to your business. Optimise with role-based extensions.


As your teams get better at using Copilot, Build your own Copilot extensions to fill in the We are continually releasing new Copilot • M
 icrosoft Copilot for Finance, which
they’ll want to be able to connect more deeply gaps. In situations where pre-built extensions extensions that are out-of-the-box ready and connects to the organisation’s financial
to business data, apps and workflows that live are not yet available, Copilot Studio enables IT tailored to specific tasks and functions, so you systems to provide role-specific workflow
outside of Microsoft 365. This is made possible and developers to create their own. They can don’t have to start from scratch. The following automation, guided actions and
with out-of-the-box Copilot connectors and build targeted extensions for specific actions role-based extensions are currently available recommendations in Microsoft Outlook, Excel,
extensions alongside our built-in extensibility or create specialised copilots with prompting or in public preview: Microsoft Teams and other Microsoft 365
tool: Microsoft Copilot Studio. instructions, customised knowledge grounding applications.
and unique workflows to guide, scope Microsoft Copilot for Service, which extends
• 
Ground Copilot to all your business data. and automate tasks. your existing contact centre with AI to These are just a few areas where you could
Out-of-the-box Copilot connectors make it easy enhance service experiences and boost agent consider expanding Copilot for specific roles.
for IT to ground Copilot to your organisation’s Example: Copilot easily connects to systems productivity. As the people in your organisation learn new
systems of record, including company databases, outside of Microsoft 365 to help you make AI skills and you chart a path forward for your
custom backends and even on-premises legacy the most of AI. For example, if you were to give Microsoft Copilot for Sales, which connects
•  business, we’re here to support you.
systems. This enables Copilot to understand Copilot access to your travel policy in SharePoint with your customer relationship management
your business better and learn which apps and your ongoing expense budgets in SAP, (CRM) platform to bring sales insights and
and resources to query to best respond to users it could give an accurate, self-service answer next-generation AI into the flow of work.
prompts and questions. to an employee question such as, “How much
of my team’s travel budget is left this quarter?”
Enhance your Copilot experience through
ready-made extensions. Users can easily enable Control and manage customisations easily.
pre-built Copilot extensions from the Microsoft Your organisation only needs to build
Store, then use them to connect Copilot to customisations once. Once built, extensions can
third-party apps and orchestrate more complex be centrally managed by IT and secured with the
workflows and processes. right access controls, user controls and analytics.
IT remains in charge.
Introduction Get ready Onboard and engage Deliver impact Extend and optimise Next steps 23

NEXT STEPS

The road ahead


By embracing this momentous shift to AI, a framework to help you prioritise the areas
you’re boosting more than just individual and with the highest potential impact first, optimise
team productivity. You’ve opened the door to your time to value, manage change and scale

with Copilot
tremendous business transformation – and the when the time is right. The steps in this guide
pace of innovation with Copilot is only going will also help you gain buy-in at every level of
to accelerate. your organisation so you can build an AI-centric
culture, which is the true secret to gaining
If you follow the steps in this playbook, you a competitive edge with this technology.
can be confident that you’re approaching
AI transformation intentionally. You’ll have

For additional guidance on how to optimise work and seize new


opportunities for business growth, be sure to check out our
Microsoft Copilot adoption site.

©2024 Microsoft Corporation. All rights reserved. This document is provided ’as is’. Information and views expressed in this document,
including URL and other Internet website references, may change without notice. You bear the risk of using it. This document does not
provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your
internal, reference purposes.

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