How to get ready for Microsoft 365 Copilot
Aug 13, 2023
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. https://aka.ms/M365CopilotPreReqs https://fasttrack.microsoft.com https://techcommunity.microsoft.com/t …https://microsoftmechanics.libsyn.com …https://twitter.com/MSFTMechanics https://www.linkedin.com/company/micr …https://www.instagram.com/msftmechanics/ https://www.tiktok.com/@msftmechanics
Content
0.389 -> (tranquil music)
2.52 -> - Microsoft 365 Copilot is coming soon
5.04 -> but is your organization ready?
6.78 -> Today I'll walk through
the top three things
8.49 -> that you can do to help get ready
10.29 -> for the next transformation in how we work
12.45 -> from getting your
information ready for search,
14.76 -> the key prerequisites
and license assignment.
17.82 -> As you recently demonstrated,
19.11 -> Microsoft 365 Copilot
leverages large language models
23.16 -> that interact with your
organization's data,
25.38 -> using the Microsoft Graph
26.73 -> to generate personalized
experiences with related context
30.21 -> as you work, reducing the steps
to find information you need
33.45 -> to get up and running fast.
35.43 -> To make this real,
36.263 -> if we look at the Copilot
experience in Microsoft Teams,
39.24 -> it can help you catch up on something
40.74 -> that you may have missed,
42.03 -> pulling together information
from multiple sources
44.16 -> to bring you up to speed.
45.78 -> Or in Word,
46.613 -> Copilot can easily write
an entirely new document,
49.08 -> like a business proposal,
50.7 -> leveraging content from your recent files.
53.013 -> Now, a lot of the magic
that makes this possible
55.26 -> is the Microsoft 365 Copilot
system on the backend.
59.61 -> Now, this provides a
powerful orchestration engine
62.46 -> between the large language
models, the Microsoft Graph
65.16 -> and Microsoft 365 apps.
67.86 -> The Microsoft Graph has
long been foundational
70.08 -> to Microsoft 365.
72.03 -> It includes the information
about relationships
74.07 -> and activities of your
organization's data,
76.47 -> and it works together with the
Semantic Index for Copilot,
79.47 -> and orchestrates information
retrieval steps using search.
83.52 -> Discovered information along
84.81 -> with the original user
prompt is then presented
87.03 -> to the large language model to
generate an informed response
90.9 -> which is then returned back
to the corresponding app.
94.11 -> By design, Microsoft 365 Copilot
96.27 -> respects user-specific permissions
98.7 -> to any content or Graph
information it retrieves
101.94 -> and only generates responses
based on information
104.52 -> that you as a user explicitly
have permission to access.
107.88 -> And this really is the
first thing that you can do
109.8 -> to get ready for Copilot:
111.51 -> get your information ready for search.
114.03 -> Now, for example, if your organization
115.86 -> already has the right
information access controls
118.59 -> and policies established,
as your users search
121.83 -> in places like SharePoint,
then they'll only have access
124.62 -> to the information that
they need and nothing else.
127.08 -> So if your organization's
already doing this,
129.21 -> you're already one step ahead.
130.86 -> If not, the good news is there are tools
132.81 -> and controls that you
can use to get visibility
134.91 -> into how information is being shared.
137.31 -> So you can put automated controls in place
139.44 -> to ensure the right level of
access and stop oversharing
143.31 -> before you roll out Microsoft 365 Copilot.
146.25 -> So just as you would
prepare the information
147.99 -> in your organization for search,
149.4 -> the same principles apply for Copilot,
151.68 -> again because Copilot will
only retrieve information
154.95 -> each user explicitly has access to.
157.53 -> For example, if any given user
159.12 -> within your organization has access
160.62 -> to all or most internal information,
163.56 -> then, by definition, using search,
165.69 -> they will most likely have access
167.25 -> to things like sites and files
169.44 -> across the organization that
they should not have access to.
173.58 -> Now, solving for this
174.48 -> is an overall information access challenge
176.94 -> not unique to Microsoft 365 Copilot.
180.27 -> The recommended approach
here is to achieve
182.13 -> what's called just enough
access for each user
185.04 -> within your organization
to get their work done.
187.92 -> Now, this would mean that
if any given user searches
190.41 -> for information they
shouldn't have access to,
193.14 -> it simply won't be found or retrieved.
195.72 -> But if they search for information
197.58 -> that they need to do their
jobs with and have access to,
200.97 -> that information can be found
and is surfaced to them.
203.82 -> If you have concerns that
your internal information
205.98 -> is currently overshared, and most people
207.9 -> within your organization
may have too much access
210.15 -> to sensitive information, let's dive deep
212.61 -> on the things that you
can do to address this.
214.71 -> First, at the file level,
215.94 -> Microsoft Purview's
Information Protection,
218.22 -> along with its data
classification controls,
221.04 -> integrated content labeling
222.78 -> and corresponding data
loss prevention policies
225.63 -> can help you identify
files in Microsoft Teams,
228.21 -> in SharePoint sites, as
well as OneDrive locations
230.52 -> and within email and even
in chat conversations
233.88 -> either containing sensitive information
235.56 -> or classified content,
237.51 -> then automatically apply
controls to limit their access.
241.05 -> Then moving up to the site
team and container level
243.87 -> within Microsoft Teams and
SharePoint, you can audit access
247.29 -> to shared content at
the site and team level
250.02 -> and enforce restrictions
251.22 -> that will limit information discovery
253.32 -> to only those who should have access.
255.93 -> To help automate this process even more,
257.85 -> Microsoft Syntex provides
advanced management capabilities
261.51 -> to help find potential oversharing
263.37 -> with your SharePoint and
Microsoft Teams files.
266.19 -> Then put controls in place,
267.57 -> like requiring site access
reviews by site owners
270.66 -> or restricting access to
defined security groups
273.21 -> from one central place.
275.04 -> These are just a few options.
276.36 -> Once you have the controls in place,
277.68 -> you can validate your access using search
280.38 -> in the context of users
with different roles,
282.75 -> in different departments
or geographical locations.
286.11 -> So whether or not you plan
287.13 -> to use Microsoft 365 Copilot broadly,
290.28 -> getting to just enough access
291.75 -> will improve your overall
information protection.
294.42 -> Now, the second thing to prepare
for Microsoft 365 Copilot
298.17 -> is to get the prerequisites in place
300.12 -> and the third is to assign
Microsoft 365 Copilot licenses.
304.35 -> And I put these two items together
305.85 -> because you can use
307.14 -> the new Microsoft 365 Copilot setup guide
310.35 -> as a wizard-based experience
311.91 -> in the Microsoft 365 admin
center to help with both.
315.75 -> Now, you'll find the
wizard in the Setup page
317.76 -> under Apps and Email,
and once you get started,
320.43 -> you'll see it lists out which
apps and services you need
323.25 -> in place for the full Copilot experience,
326.01 -> in addition to having the right
327.27 -> Microsoft 365 Enterprise licenses
in place, including access
332.28 -> to Microsoft 365 Apps for
Enterprise and Web Experiences,
336.51 -> a work account in Azure Active
Directory, files in OneDrive,
340.35 -> the new Outlook app for email,
342.48 -> Microsoft Teams apps across platforms
345.06 -> and the new Microsoft Loop experience
347.7 -> and Semantic Index for Copilot.
350.64 -> And for a comprehensive list,
351.87 -> you can find the prerequisites
for Microsoft 365 Copilot
355.44 -> and supported apps at
aka.ms/365CopilotPreReqs.
360.39 -> Next, the third thing to do
361.89 -> is to assign Microsoft 365
Copilot licenses to users,
366.15 -> which can also be done here
from the setup guide wizard.
369.15 -> So in Licenses, you'll see a listing
370.95 -> of available Microsoft 365 Enterprise
373.41 -> and Microsoft 365 Copilot licenses
376.08 -> that you can assign right from here.
378.18 -> Note that users
379.05 -> that you assign Microsoft
365 Copilot licenses to
382.83 -> will also need Microsoft
365 Enterprise licenses
386.04 -> assigned to them.
387.57 -> You can do that right from here
388.92 -> or you can use the
Microsoft 365 admin center
391.83 -> or other license assignment approaches
393.87 -> as you would for any other
Microsoft 365 service.
397.44 -> In my case, I can see
398.55 -> that I have 20 available licenses
for Microsoft 365 Copilot.
402.6 -> So I'll select it and now
I can assign licenses,
405.09 -> and these are my available groups,
406.92 -> and I'll choose this group
with nine members and assign.
410.04 -> Then in email announcement,
411.39 -> you'll see the email template
provided to help inform
413.88 -> and guide users with
getting started information
416.13 -> across all the apps, and
we'll touch more on that
418.92 -> in a second, and I can even send the email
421.38 -> to other recipients I select from here.
423.63 -> And finally, you'll see
additional resources
425.46 -> where to get more information.
427.11 -> After you've completed
these three primary steps
429.12 -> for Microsoft 365 Copilot,
431.46 -> there's even more that you can do
432.63 -> as an admin to contribute
to a successful rollout,
435.42 -> just like you would as
you deploy other new apps
437.79 -> and services to drive
awareness and adoption.
441.09 -> Establishing a center of excellence
442.62 -> for your internal users
to share their experiences
445.08 -> and ask questions is a great way to find
448.2 -> and work with internal champions
450.27 -> as you roll out any new service
452.04 -> or set of capabilities.
453.66 -> Giving people the ability
to share what's working best
455.91 -> for them, such as the prompts
457.502 -> and details that people can use
459.36 -> for generating great content
and responses using Copilot
462.413 -> can really go a long way
463.86 -> to drive better adoption and results,
466.17 -> as well as build a strong
internal community.
468.6 -> So those were a few things you can do
469.83 -> as an admin to get ready
for the next transformation
472.29 -> in how we work with Microsoft 365 Copilot.
475.05 -> For even more hands-on
support, you can engage
477.21 -> with Microsoft FastTrack
Services to help prepare
480.69 -> and you can find out more
at fasttrack.microsoft.com.
483.57 -> And keep checking back
to Microsoft Mechanics
485.43 -> for the latest on Copilot,
487.08 -> along with the additional
policies and controls
489.36 -> that are coming soon.
490.44 -> Be sure to subscribe to our
channel and thanks for watching.
492.912 -> (tranquil music)
Source: https://www.youtube.com/watch?v=oeX0lsMA69U
