Preparing for Copilot for Microsoft 365: A Comprehensive Guide

Generative AI is revolutionizing the workplace, transforming how businesses operate and compete. With its ability to create content, analyze data, and automate processes, generative AI is becoming an indispensable tool for enhancing productivity and innovation. Copilot for Microsoft 365 is at the forefront of this transformation, offering a powerful AI assistant that integrates seamlessly into your existing Microsoft 365 applications to augment human capabilities.

As of 2024, over 60% of Fortune 500 companies are piloting Copilot for Microsoft 365 to explore its potential for enhancing workplace efficiency and productivity. These early adopters are setting the stage for widespread AI integration across various industries, demonstrating the significant impact generative AI can have on business operations. But how can you get in on the act? What do you need to do before you begin your roll-out? Let’s take a look…

Pre-Work for Implementing Copilot for Microsoft 365

To effectively integrate Copilot for Microsoft 365, you must undertake a series of preparatory steps. These steps are designed to align the technology with your business objectives, ensure technical feasibility, and to maximize your return on investment.

Use Case Surveys and Workshops

Start by conducting surveys and hosting exploratory workshops as a first step. These activities will help you to gather a range of ideas and perspectives on how generative AI can be utilized within YOUR organization.

Surveys should be distributed company-wide to capture a broad range of insights and opinions, while workshops should include key stakeholders to facilitate in-depth discussions and ideation.

Systematic Analysis of Use Cases

After generating a long list of ideas, you’ll need to systematically analyze each use case and give it a score based on its impact and feasibility. This involves evaluating both technical and commercial aspects, for example:

Technical feasibility analysis

  • Data Quality and Availability: Assess the readiness and quality of the data required for each use case. Read our blog: Get ready for Copilot for Microsoft 365 with SharePoint Premium to help prepare.
  • Technical Complexity: Evaluate the complexity of integrating Copilot with existing systems and processes.
  • Resource Availability: Determine the availability of technical resources and expertise required for implementation.

Commercial potential analysis

  • Value Generation: Estimate the potential return on investment (ROI) and cost savings.
  • Time to Value: Assess how quickly the benefits of the use case can be realized.
  • Alignment with Business Goals: Ensure the use case aligns with the company’s strategic objectives and priorities.


Evaluation Criteria

Your analysis should focus on two criteria: impact and feasibility, as follows…

Impact: What is the expected value generation and time to realize benefits?

Feasibility: How technically ready is your organization? What’s your data quality like, and how complex would implementation be?

You should create a scoring system (e.g., 1-10) for each criterion to standardize the evaluation process.

Next, use a quadrant matrix to plot use cases based on their impact and feasibility scores, helping to visualize priorities.

Shortlisting Use Cases

Based on the systematic analysis you’ve done, you should short-list use cases. You should then look to prioritize where to start based on opportunities with high commercial potential and technical feasibility. This means focusing in on the easiest to implement and highest value use cases first.

Top tip: Create a prioritization matrix that includes both short-term and long-term use cases, balancing quick wins with strategic initiatives.

Real world use cases of Copilot for Microsoft 365

Automated Meeting Summaries in Microsoft Teams

Use Case: Automatically generate meeting summaries, including action items and key decisions, to save time and ensure consistent documentation. Get a speaker timeline that enables you to jump to certain points in a meeting video recording, or to jump to where your name was mentioned.

Benefit: Reduces the administrative burden on your employees and ensures that important information is accurately recorded and easily accessible.

Tip: You will need to record your meetings and turn on ‘transcript’ for this to work. 

Warning! It’s likely your organization has a deletion policy on your Teams meeting recordings, of typically 90 days. After that time, the recording and the transcript will be deleted and Copilot will no longer work for that meeting! 

Content Generation in Microsoft Word

Use Case: Use Copilot to draft documents such as reports, proposals, and marketing materials based on brief prompts or outlines.

Benefit: Accelerates the content creation process and helps maintain a consistent tone and style across all your documents.

Data Insights in Microsoft Excel

Use Case: Use Copilot to analyze your largest datasets to identify trends and generate visualizations and reports.

Benefit: Enhances data-driven decision-making by providing quick, accurate insights and reducing the time spent on data analysis.

Email Management in Outlook

Use Case: Automate email sorting, prioritization, and response suggestions to improve email management efficiency.

Benefit: Helps employees manage their inboxes more effectively, allowing them to focus on high-priority tasks.

Project Management in Microsoft Planner

Use Case: Use Copilot to create and assign tasks, set deadlines, and track project progress.

Benefit: Streamlines project management processes and ensures that teams stay organized and on track.

Creat a Roadmap: Immediate Priorities and Wider Recommendations

Immediate Priorities

Start with a few high-impact, low-complexity projects to demonstrate value quickly and gain insights for broader implementation. For example, automate repetitive tasks like data entry or customer support inquiries.

Then, ensure your data is clean, well-organized, and accessible. This is crucial for the effective functioning of generative AI models. Implement data governance practices to maintain data quality and security.

Next, establish the necessary technical infrastructure, including data storage, processing capabilities, and integration with existing systems. Ensure robust IT support and security measures are in place.

Finally, implement a pilot project where Copilot assists in drafting and formatting documents based on predefined templates, reducing time spent on routine tasks.

Wider Recommendations

We suggest that you design solutions that can be scaled across different departments and use cases. To do this you’ll need to ensure the architecture is flexible and adaptable to future needs.

Then, implement feedback loops and continuous learning mechanisms to refine and improve the AI models over time. It’s important to regularly update models with new data and insights to enhance their performance.

Next, develop governance frameworks to ensure ethical use of AI, data privacy, and compliance with relevant regulations. Establish clear policies and guidelines for AI usage within your organization.

Finally, invest in training programs to up-skill employees and ensure they are comfortable working alongside AI tools (take a look at some of these free prompt engineering courses we recommended in our recent blog). Provide ongoing support and resources to help employees adapt to new technologies.

Top tip: Establish an AI Center of Excellence (CoE) to oversee AI initiatives, provide guidance, and ensure best practices are followed across the organization.

Preparing for Copilot Success

Preparing for the integration of for Microsoft 365 Copilot requires thoughtful planning and execution. By conducting thorough pre-work, including surveys, workshops, and systematic analysis, and by prioritizing immediate actions and long-term strategies, you can effectively harness the power of generative AI to drive innovation and productivity.


Get in touch with our team today who are ready to help you design and implement a structured roadmap to navigate the complexities of Copilot adoption.