Journey to Microsoft 365 Copilot: 4-hours Workshop


Microsoft 365 Copilot workshop bring to you the opportunity to create awareness about holistic to Microsoft 365 Copilot

Microsoft 365 Copilot is an AI-powered productivity tool that can help organizations enhance their productivity, creativity, and innovation. The adoption of AI requires careful planning, preparation, and readiness to ensure success and ROI, and Microsoft 365 Copilot is no exception. Insight’s Microsoft 365 Copilot Workshop is designed to help organizations unleash creativity, unlock productivity, and level up skills. The workshop provides an overview of Microsoft 365 Copilot, including product demos and Microsoft’s approach to responsible AI, and a review of technical requirements and what’s needed to get your organization AI-ready. The workshop also assesses your organization’s Microsoft 365 Copilot readiness, identifies key stakeholders and prioritized business scenarios, and provides a recommended roadmap and proposed next steps.

The outcome of the workshop provides a plan for Microsoft 365 Copilot that includes a summary of workshop findings, recommendations for implementation based on prioritized business scenarios, potential risks, recommended pilot and adoption approach, and a roadmap with proposed next steps. The workshop is suitable for organizations ready to invest in Microsoft 365 Copilot licensing or are curious about what this solution can do.



  • Overview of Microsoft 365 Copilot
  • AI-powered integration with Microsoft 365 Apps
  • Enhancing productivity and creativity
  • Real-time assistance in Word, Excel, PowerPoint, Outlook, and Teams


  • Microsoft 365 Apps for enterprise
  • Deployment of the latest cloud-connected versions
  • Microsoft Entra-based account
  • Transition from legacy local accounts
  • OneDrive accounts
  • Integration with enterprise OneDrive accounts
  • Provisioning 1-TB OneDrive for each user
  • New Outlook for Windows
  • Installation of the latest preview version
  • Microsoft Teams
  • Copilot integration in desktop and web app versions
  • Microsoft Loop
  • Activation in the tenant for Copilot in Loop collaborative canvases
  • Update channels
  • User devices on Current Channel or Monthly Enterprise Channel
  • Network requirements
  • Align configurations with Microsoft 365 connectivity principles

Implementation Guidelines

  • Cloud-based Microsoft 365 licenses for all users
  • End-user training on Copilot's capabilities
  • Helpdesk team preparedness for efficient support

Launch Preparation

  • Identification of early adopters for a limited pilot group
  • Monitoring usage and gathering feedback
  • Evaluation and reinforcement of security measures

Data Preparation for Copilot

  • Cleaning ROT content through audits
  • Organizing content into logical folders with a detailed taxonomy
  • Tagging files for improved categorization and search
  • Standardizing file names and promoting data hygiene habits

Data Governance

  • Assignment of a dedicated data steward for maintenance
  • Documentation of comprehensive data policies and practices
  • Regular review and update of governance policies

Protecting Copilot Data

  • Utilization of Microsoft 365 security tools
  • Classifying and encrypting documents with Purview Information Protection
  • Implementing sensitivity labels for access control
  • Enforcing conditional access policies with Microsoft Entra
  • Utilizing Privileged Identity Management for just-in-time admin access
  • Conducting access reviews for site and data security

Zero Trust Security Model

  • Verification of explicit authentication and authorization for every request
  • Implementation of least privileged access to limit user permissions
  • Assuming a breach and minimizing the blast radius through segmentation and encryption
  • Emphasis on continuous verification and security across Microsoft services

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