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Microsoft 365 Copilot rollout prerequisites

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Microsoft 365 Copilot rollout prerequisites

What you need to have in place before deploying Microsoft 365 Copilot — identity, data hygiene, labels, and pilot strategy.

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-365-copilot-rollout-prerequisites

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01

What are the technical prerequisites for Microsoft 365 Copilot?

An eligible base licence, an Exchange Online mailbox and OneDrive for the user, Microsoft 365 Apps on Current or Monthly Enterprise Channel, the new Outlook or Outlook with Copilot support, Teams with transcription enab…

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-365-copilot-rollout-prerequisites

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02

Do I need to fix permissions before rolling out Copilot?

You need to remove the obvious landmines: broadly shared sites containing sensitive data. A perfect permission model is not a prerequisite, and waiting for one delays the value; use oversharing reports and Restricted Co…

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-365-copilot-rollout-prerequisites

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03

How many users should a Copilot pilot have?

Twenty to fifty across roles, with a sponsor and a feedback channel, for six to eight weeks. Fewer than twenty gives anecdotes rather than patterns; more than fifty without structure produces the same anecdotes at highe…

Solving Microsoft 365 · www.solvingmicrosoft365.com/guides/microsoft-365-copilot-rollout-prerequisites

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