Microsoft 365 Copilot

Microsoft 365 Copilot

Microsoft 365 Copilot is an AI-powered assistant that uses large language models (LLMs). It integrates with your data, with Microsoft Graph, and with Microsoft 365 Apps, like Word, Excel, PowerPoint, Outlook, Microsoft Teams, and more. Microsoft 365 Copilot provides real-time intelligent assistance, enabling users to enhance their creativity, productivity, and skills. FastTrack deployment assistance for Microsoft 365 Copilot helps customers with license assignment, adoption, extending Microsoft 365 Copilot, and measuring the impact and business value of Microsoft 365 Copilot.

FastTrack provides remote guidance and best practices for:

• Readiness, including:
  • Ensuring required products and features are enabled for an optimized experience.
  • Moving Microsoft 365 Apps to a supported update channel.
  • Configuring Copilot settings in the Microsoft 365 Admin Center.
  • Providing guidance on data governance with reporting, SharePoint Advanced Management, and Microsoft Purview.
  • Setting up Microsoft 365 Copilot Chat for non-Microsoft 365 Copilot licensed users.
• Adoption, including:
  • Reviewing Microsoft 365 Copilot license assignments.
  • Using the Copilot Success Kit to highlight the foundational components of successful adoption.
  • Providing guidance on available resources for training and skilling.
  • Reviewing Copilot Dashboard to understand usage and value.
  • Using Microsoft Viva apps to accelerate enablement.
• Microsoft 365 Copilot extensibility.
• Measurement of adoption and impact, including:
  • Explaining the Copilot Control System, including IT admin controls and reporting capabilities to understand usage and business value.
  • Setting up Microsoft 365 Copilot Analytics, including Copilot Dashboard and Copilot Reports in Viva Insights Analyst Workbench, specifically the Copilot business outcome report.

Out of scope

• Providing project management and implementation.
• Creating and implementing an adoption and change management strategy or plan.
• Providing end-user training
• Providing data governance assessment.
• Providng custom scenarios or content (like communications or training materials).

Microsoft 365 Copilot Chat

Microsoft 365 Copilot Chat is an AI-powered tool that enhances work efficiency by providing intelligent assistance within the Microsoft 365 ecosystem. It uses advanced machine learning to offer personalized recommendations, automate tasks, and analyze data. This tool integrates with various Microsoft 365 applications, helping users streamline workflows and boost productivity. Intuitive interface and real-time support make it an essential tool for modern workplaces.

FastTrack provides remote guidance for:

• Readiness and deployment, including:
  • Meeting technical prerequisites for Copilot Chat.
  • Managing user access and permissions for control and security.
  • Pinning Copilot Chat for easy access.
  • Setting up web grounding for secure use.
• Adoption and value, including:
  • Using the Copilot Chat and agent starter kit for key adoption steps.
  • Offering resources to train users on Copilot Chat.
  • Recommending strategies to maximize benefits and drive usage.
  • Reviewing usage scenarios and reports to monitor patterns.

Out of scope

• Providing project management and implementation.
• Creating and implementing an adoption and change management strategy or plan.
• Providing end user training.
• Providing custom scenarios or content creation.
• Providing data governance assessment.
• Setting up consumption licensing, like Microsoft Copilot Studio pay-as-you-go.

Microsoft 365 Copilot extensibility

Microsoft 365 Copilot extensibility empowers organizations to integrate AI capabilities directly into their workflows, driving productivity and innovation through tailored solutions. Additionally, FastTrack offers advanced deployment guides to accelerate the successful implementation of Copilot extensibility.

FastTrack provides remote guidance for:

• Deploying Copilot agents.
• Configuring Microsoft Graph connectors.
• Setting up first-party Microsoft Graph connectors.
• Implementing data protection and management controls.
• Measuring and reporting on Copilot extensibility usage.
• Deploying declarative agents with Microsoft 365 Copilot Chat.
• Deploying SharePoint agents with Copilot chat.
• Setting up Copilot Control System for Copilot extensibility.

Out of scope

• Providing project management and implementation.
• Creating and implementing an adoption and change management strategy or plan.
• Providing end user training.
• Creating custom agents.
• Providing data governance assessment.

Microsoft 365 Copilot Analytics

Microsoft 365 Copilot Analytics is designed to empower every IT and business leader to measure adoption and business impact of Copilot and agents — with Microsoft Copilot Dashboard and customizable reporting for deeper analysis against your key performance indicators (KPIs).

FastTrack provides remote guidance for:

• Assigning licenses and roles.
• Configuring personal insights features.
• Configuring Microsoft Copilot Dashboard.
• Configuring the Microsoft Viva Insights admin portal (Analyst Workbench).
• Uploading the organizational data file.
• Surveying data uploads for Copilot sentiment analysis in the Microsoft Copilot Dashboard
• Surveying business data uploads for the Copilot business outcome report.
• Enabling the Microsoft Power BI templates in the Viva Insights portal.
• Creating queries in the Viva Insights portal.
• Enabling, installing, and pinning the Viva Insights Teams app.

Out of scope

• Interpreting or analyzing data in Viva Insights reports or query results.
• Developing custom reports.
• Third-party integrations.
• Project management (including defining success criteria).
• Adoption and change management activities.

Microsoft advanced deployment guides

Microsoft provides customers with technology and guidance to assist with deploying your Microsoft 365, Microsoft Viva, and security services. We encourage our customers to start their deployment journey with these offerings.

For non-IT admins, see All Microsoft 365 guides.