How to get ready for Microsoft 365 Copilot

Get information ready for search, put key prerequisites in place, and assign licenses to prepare for the next transformation in how we work with Microsoft 365 Copilot.
Copilot leverages large language models that interact with your organization's data using the Microsoft Graph to generate personalized experiences with related context, reducing the steps to find the information you need and generate content. By design, Copilot respects user-specific permissions to any content or information it retrieves, and only generates responses based on information that users explicitly have permission to access.
Join Jeremy Chapman, Director of Microsoft 365, as he shares admin steps to get started, by:
1. Getting your organization's information ready for search - with Just Enough Access permissions in place. This is a best practice, whether you plan to deploy Microsoft 365 Copilot or not.
2. Putting Microsoft 365 Copilot prerequisites in place. This includes the having the right Microsoft cloud apps and services running for each user with access to Microsoft 365 Copilot, and
3. Assigning Microsoft 365 Copilot licensing to users and groups to provide them access.
And finally, with everything prepared and ready, it's important to have a plan in place to drive user adoption and optimize results by creating a center of excellence - as you would with other app and service - rollout to let people share easily share what's working best for them and find help from internal champions.
► QUICK LINKS:
00:00 - Introduction
01:48 - Step One: Get information ready to search
03:00 - Just Enough Access
03:34 - Tools to find info at risk for oversharing
04:54 - Step Two: Get prerequisites in place
06:00 - Step Three: Assign M365 Copilot licenses
07:20 - Establish a Center of Excellence
07:55 - Wrap up
► Link References:
Prerequisites for Microsoft 365 Copilot and supported apps at https://aka.ms/M365CopilotPreReqs
Hands-on support with Microsoft FastTrack services at https://fasttrack.microsoft.com
► Unfamiliar with Microsoft Mechanics?
As Microsoft's official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft.
• Subscribe to our YouTube: https://www.youtube.com/c/MicrosoftMechanicsSeries
• Talk with other IT Pros, join us on the Microsoft Tech Community: https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog
• Watch or listen from anywhere, subscribe to our podcast: https://microsoftmechanics.libsyn.com/podcast
► Keep getting this insider knowledge, join us on social:
• Follow us on Twitter: https://twitter.com/MSFTMechanics
• Share knowledge on LinkedIn: https://www.linkedin.com/company/microsoft-mechanics/
• Enjoy us on Instagram: https://www.instagram.com/msftmechanics/
• Loosen up with us on TikTok: https://www.tiktok.com/@msftmechanics
Published on:
Learn more
Made for tech enthusiasts and IT professionals. Expanded coverage of your favorite technologies across Microsoft; including Office, Azure, Windows and Data Platforms. We'll even bring you broader topics such as device innovation with Surface, machine learning, and predictive analytics.
Related posts
{Do you know} Business impact of Copilot Studio Agents in Viva Insights
Hello Everyone,Today I am going to share my thoughts on analysing the business impact of Copilot Studio Agents in Viva Insights.Let's get star...
Microsoft 365 & Power Platform Call (Microsoft Speakers) – Community Takeover – July 22nd, 2025 – Screenshot Summary
Call Highlights SharePoint Quicklinks: Primary PnP Website: https://aka.ms/m365pnp Documentation & Guidance SharePoint Dev Videos Issues...
Microsoft Teams | New in Admin Center: Self-Serve Fixes for Porting Rejections
Starting late July 2025, Teams Phone admins can self-fix and resubmit certain rejected porting orders via the Teams Admin Center, improving ef...
Microsoft Copilot (Microsoft 365): Press and hold Win + C or Copilot key to activate voice on the Microsoft 365 Copilot app
Press and hold Win + C keys, or the dedicated Copilot key for applicable devices, and the Microsoft 365 Copilot app will activate voice. With ...
Microsoft Copilot (Microsoft 365): Recent activity is part of Copilot’s dynamic document snapshot in Word
Select the Activity tab within the Copilot summary at the top of a document for a summary of recent comments and changes. Choose a time window...
Microsoft Copilot (Microsoft 365): Auto-update document sections from new sources
Easily refresh parts of your document using content from other files—without copying and pasting. Copilot keeps your formatting intact while p...
Writing structured data to SharePoint from Synapse Notebooks
This post describes an approach to write data to SharePoint from Synapse Notebooks.
Build Smarter with the Microsoft 365 Agents Toolkit MCP Server
As AI agents become central to how we build and interact with modern productivity apps, developers need tools that are flexible, standard-base...
Microsoft Teams | Know Your Customer (KYC) onboarding required for new phone number requests
Starting August 2025, Teams admins must complete a one-time KYC onboarding in the Teams Admin Center with business info and documents before p...
Microsoft Viva Engage | Email sender domain migration from @yammer.com to @engage.mail.microsoft
Microsoft Viva Engage is changing its email sender domains from @yammer.com to @engage.mail.microsoft, starting August 2025 for U.S. tenants a...