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GET THE MOST OUT OF COPILOT FOR M365

7 steps to prepare for Copilot for Microsoft 365

Discover the fundamental building blocks for implementing Copilot in your Microsoft 365 environment. 

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Implementing Copilot for Microsoft 365, the generative AI assistant, isn’t as simple as flipping a switch—you need a plan. Before you set sail, let’s make sure your organization is prepared.  

We’ve teamed up with Microsoft MVP Antonio Maio to bring you a handy checklist for smooth sailing with Copilot for M365. Whether you’re just exploring or not sure where to start, follow these steps to bring Copilot into your workflow, ensuring your organization has the essential building blocks in place. 

This checklist will give you:

  • Guidelines on what you need to set up Copilot for Microsoft 365 like basic requirements and specific app prerequisites 
  • Tips for establishing a governance framework for managing permissions and access control in M365 
  • The best way to optimize M365 connectivity and performance for a better user experience  
  • Resources to develop a training and support center, so your coworkers can maximize productivity with Copilot 
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ShareGate is the out-of-the-box management solution for Microsoft 365 that just works. From big migrations to taking care of your everyday Teams and SharePoint operations, ShareGate helps you make the most of Microsoft 365.

Migrate and manage content, restructure and clean your tenant in minutes, automate governance policies and provisioning, and make it easy for users to follow the guardrails you’ve put in place. All in one simple multi-tool, at one fixed price

Trusted Microsoft 365 management tool for over 75,000 IT professionals worldwide.

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Get the most out of
Copilot for Microsoft 365