Microsoft 365 Copilot can draft documents, summarise meetings and answer questions using your organisation's data. Because it respects existing permissions, it can surface anything a user already has access to, including files that were shared too widely years ago.
Five steps before you switch it on
- Review who can access sensitive SharePoint sites and Teams.
- Remove 'anyone with the link' sharing where it isn't needed.
- Apply sensitivity labels to confidential documents.
- Archive old, duplicate and out-of-date files.
- Choose a pilot group and agree what success looks like.
Pick the right first use cases
- Summarising long email threads and meetings.
- First drafts of proposals and policies.
- Finding information across Teams, Outlook and SharePoint.
Train people, not just licences
Short, practical sessions on writing good prompts and checking outputs make the difference between a novelty and a real productivity gain.
We can review your Microsoft 365 permissions and plan a Copilot pilot. See Microsoft Product Development.