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Microsoft 365 Copilot adoption guide and overview for IT admins

  • Article
  • Applies to: ✅ Microsoft 365 Copilot

Microsoft 365 Copilot is an AI tool that can find information, get answers to questions, and help with tasks. To help you onboard and adopt Microsoft 365 Copilot in your organization, use the steps in this article.

This article provides an overview of the steps and resources that can help you enable and start using Microsoft 365 Copilot in your organization.

Diagram that shows the steps to adopt and enable Microsoft 365 Copilot, including getting your organization ready, licensing, enabling Microsoft 365 apps, setup, and sending a welcome email.

This article applies to:

  • Microsoft 365 Copilot

Step 1 - Get your organization ready and use the Microsoft Adoption site

Diagram that shows the get your organization ready step to adopt and enable Microsoft 365 Copilot.

✅ Use the Microsoft 365 Copilot Optimization Assessment

The Microsoft 365 Copilot Optimization Assessment can help you understand your organization's readiness for Microsoft 365 Copilot. It evaluates your data governance maturity and data security controls.

Microsoft recommends you complete the assessment before deploying Microsoft 365 Copilot in your organization. Based on the outcomes of the assessment, you can determine your path forward so your organization is ready for Copilot.

✅ Get your data ready

Use the features in your Microsoft 365 subscription and SharePoint Advanced Management (SAM) licenses to help get your data ready for Copilot.

✅ Use the Microsoft Adoption site

Microsoft Adoption includes resources that help you enable and use Copilot in your organization, including:

  • A downloadable Success Kit to help drive user enablement and technical readiness in your organization.
  • A Launch Day kit to help create hype around your rollout.
  • The Interactive Scenario Library with example outcomes and success measures for several different industries and roles.
  • Instructor-led QuickStart training sessions to learn how AI can help.

To get started, go to Microsoft 365 Copilot adoption to explore and download resources.

Step 2 - Choose your Microsoft 365 Copilot license

There are different license options for Microsoft 365 Copilot. The license you choose depends on your organization's needs and any existing Microsoft 365 subscriptions you have.

To learn more, see:

Step 3 - Get your Microsoft 365 apps and network ready

Microsoft 365 Copilot integrates with your Microsoft 365 apps, including Microsoft Teams. To use Microsoft 365 Copilot with your apps, make sure that your Microsoft 365 apps and network meet the requirements, and that your app privacy settings allow Copilot.

To learn more, see:

Step 4 - Set up Copilot and assign licenses

In this step, you assign Copilot licenses to your users and can configure some Microsoft 365 Copilot features.

To learn more and get started:

Step 5 - Send a welcome email and enable feedback

After your licenses are assigned, you can send a welcome email to your users. This email can include information about Microsoft 365 Copilot, how to use it, and any training resources you have available.

You can also enable feedback for Microsoft 365 Copilot users.

To learn more, see: