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Microsoft 365 Copilot pilot best practices

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Microsoft 365 Copilot pilot best practices

How to run a Copilot pilot that actually generates useful learnings before broader rollout.

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-365-copilot-pilot-best-practices

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01

What a good pilot is for

A Copilot pilot should answer specific questions:

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-365-copilot-pilot-best-practices

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02

Pilot size and composition

A useful pilot is focused enough to learn, broad enough to be representative. Practical guidelines:

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-365-copilot-pilot-best-practices

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03

Duration

Shorter than 8 weeks doesn't give users time to discover Copilot's value. Longer than 12 weeks drifts.

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-365-copilot-pilot-best-practices

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04

Prerequisite work before the pilot starts

Before any users get licences:

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-365-copilot-pilot-best-practices

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05

What to measure

A pilot generates useful data when it measures:

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-365-copilot-pilot-best-practices

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06

Decision criteria for broader rollout

Don't decide "are we going to roll out Copilot?" — that's pre-decided. Decide how:

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-365-copilot-pilot-best-practices

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07

Champions network

A pilot's most underrated output is a network of internal champions — pilot users who become evangelists and trainers in their teams. Invest in them deliberately:

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-365-copilot-pilot-best-practices

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