Deploy Copilot for Microsoft 365: setup, admin controls, and more

[Music] welcome back to the tech accelerator co-pilot for Microsoft 365 I'm Jeremy Chapman and today we're going to look at the ways to deploy co-pilot for Microsoft 365 in particular the setup and admin controls that you have to do that now the first thing that we're going to cover is actually the different co-pilot experiences and apps that you have access to so you know kind of what the instate is and I'll try to point out the various controls in the apps themselves so that you can kind of see where they will be manifested in terms of different co-pilot controls what you see in terms of plugins and apps and also something called the work in web toggle that you'll be able to see and co-pilot in the different Standalone experiences then I'm going to go through some of the deployment prerequisites that will help you get deployed for co-pilot and also the setup guide that we have as part of the deployment process where we basically created a wizard to help you go through all of the things that you'll need to do get co-pilot set up and all the licensing and all the apps and everything else in place before users can start interacting with co-pilot and at the end I'll also show you some of the key takeaways and other guidance that you might want to use to follow up on all right so let's get started so first thing to understand kind of how co-pilot for Microsoft 36 65 works this is important because a lot of the things that you're doing in terms of the setup and the admin controls are really going to be part of what you're seeing here so first the Microsoft graph for your data so you have to make sure that you've got the right controls in place for example if you want to do things like meeting Recaps while those have a dependency on being able to get to the meeting transcriptions likewise if you want to be able to deploy co-pilot experiences in the rich client apps as opposed to just the web experiences you're gonna have to have the right builds of those co-pilot apps and the Microsoft apps as far as Microsoft 365 to make sure that those experiences will light up in the right update channels Etc we'll talk about that also using the web as part of groundings this is great for if you want to get uh responses back from generative AI That's looking at things past the cutof off date for training for example and so you've got controls there in terms of being able to keep that control enabled or if you need to you can also disable web experiences as well and users also have the control as part of their plug-in and add-ons experience that they can use within the co-pilot experience itself so let's take a look at first the co-pilot experiences in apps just so you get a flavor of some of the things that you can actually do once you're up and running with co-pilot services in Microsoft 365 apps so here you can see I've got word open now you've probably seen a lot of these different cases where we're using co-pilot either in the body of the document or on the side panel itself but but just a couple things to point out here first uh on the left hand side you can see I've got a draft with co-pilot controls so I'm actually draft uh prompt and I can reference a file if I want to in this case I won't I'm just going to ask it to give me some instructions of a step-by-step guide to be able to uh change my update Channels with Microsoft in tune we'll be able to test this out by the way in the end because we're going to show a demonstration of that as part of your deployment prerequisites so it's going to author everything that I need here in line and you'll notice that I didn't have to even move from the document itself in the actual writing area of the document to basically get uh the generative AI to start through co-pilot and to create me this nice step by-step guide another great tip by the way for admins and I come from a device management background myself this is one of those things that really will help save you a ton of time as you look up things to do in your own day jobs to really get content and guidance for doing certain tasks as part of it management and on the side here you can see that most of the apps that you have with Microsoft 365 apps including word PowerPoint Excel Outlook Etc they might have these side panels that will be able to be expanded so that you can either edit content that's in line on the left of them or you can actually create content from there or you can revise content as you're seeing here with some of the sample prompts that are added to it if you want to change summarize a doc for example reord a document those types of things can be done from the side panel as well so another thing that you want to be cognizant of is in the Standalone app experiences and there are a few of them you can get to them from Coop pilot. microsoft.com you can get to them from Windows and also there are mobile apps and other experiences where you'll see this now here you can actually enable or disable whether or not you want to have work experiences outside of Microsoft 365.com or other areas and also the plug-in experiences so here you see web content a user can as I mentioned either dis disable web content if they want to or enable it from here and as an admin you have control over that setting at a tenant level as well for people using co-pilot for Microsoft to 365 and as you add plugins later to the experience they will also show up here so users can pick and toggle the different plugins that they want to enable as part of their generative Ai and submission experience in terms of how they get their responses whether or not you want to tie with external data sources for example all right so then let's dig into some of the admin topics so first off in the Microsoft 365 admin Center we've actually built out uh quite a few different common controls that you'll use for co-pilot I'm just going to point out a few here first off and I mentioned uh the web content before the second one from the bottom you can see that we have the ability to either leave the state on by default or if I need to if I'm in a regulated industry for example I can uh disable that uh experience as well if I need to and also we have a couple of other things that you'll want to be aware of first co-pilot for Microsoft 365 experiences in bang and Edge and windows those you can actually control from here for that uh work and web tab that you saw before and also if you want to uh enable or disable or basically tailor The Experience around co-pilot with commercial data protection so that's going to be when for example you want to use it without copilot for Microsoft 365 or you get the commercial data protections like no training no eyes on for Microsoft or any Save State for example as part of that co-pilot with commercial data protection experience you'll get all the links to all the controls here right from the admin Center to be able to tailor that experience to your needs now another thing to be aware of obviously as part of deployment and I mentioned plugins before all of that works going to be done through the integrated apps experiences in the Microsoft 365 admin Center just to go into settings here what that's going to mean is that you'll be able to determine who can access different apps in your tenant and for co-pilot specific plugins you can either enable for all users or disable and make it no users or you can apply for specific users in groups so for example in the past I've done demonstrations on using you know different ticketing systems like jira for example where I might want to enable that plug-in uh for my help desk but maybe not for the rest of the company I can just scope uh the addin or the plugin to be used by the help desk team as opposed to everyone else so that gives you the flexibility then in terms of controlling you know which different users or user groups have access to the various plugins that you might want to deploy later next we're going to move on to the teams admin Center so from the teams admin Center remember you're going to want to do a couple of things here because one of the most powerful things that I use co-pilot for almost every day is meeting recap and it's really cool because it works both in the meeting to catch up on things that you might have missed if you're late to a meeting which I often am or if you want to go to a recap maybe you forgot about what you talked about last week you can go into the meeting recap and actually look at summaries of an existing meeting so that really save you lot of time and also catch you up again if you're late to something so it's in the meeting policies view that you'll find that control so if you scroll down and go into transcription because we need to have meeting transcription enabled for these types of experiences to light up a couple things to point out here you'll want to have transcription on as in most cases you'll want to use the on with transcript control if however you turn off transcription and you just want to have it on that means that you'll be able to use the recap during the meeting experience but not use it after the meeting whereas if you have it like I've got it here with transcription on and on with transcript once transcriptions been enabled by the meeting organizer for example you'll be able to use it both during the meeting as well as after the meeting as part of the recap experience which is what I would recommend again what I use almost every single day okay so now let's talk about deployment prerequisites so there's a few things here to remember we're going to go through how to get the actual licenses applications the binaries deployed as part of the deployment these are going to be things that you might do as a Microsoft 365 admin or an inpoint administrator to get the right experiences on people devices as well as make sure that they have the right Licensing in place so let's start out with how you would do a green field or a new office deployment so typically I would say go to config.cfg now the other thing that you'll want to do is also change the update channel so we recommend the current Channel but you can also use the monthly Enterprise Channel or current Channel preview so you'll need to update the update channel in your organization for the users that you scope for co-pilot services with the Microsoft 365 apps and you can do that also from the InTune console as well so the InTune console has similar controls and those are basically using the same control set that we just saw from config.cfg devices well there's an easier option to do that basically using policies this is the same as Group Policy it's admx back templates and you can do that from InTune or other policy mechanisms I'll show you the InTune experience but here for example if we create a new policy we'll do that we're going to select the platform Windows 10 and later and the profile type is the template that's the easiest way we'll open up administrative templates then we have to give it a name because it is a configuration profile so now we're going to just search for update channels and when we do that you'll see that in a second there it is there are two that are exposed you're going to want to use the update Channel 2.0 and then select the ones that I just mentioned will work monthly Enterprise current Channel current Channel preview then you'll go through the normal policy config with the scope tags the assignments I'll go ahead and add add all users in my case because it's it's quicker and then I will go ahead and create the policy so now the next time that device checks in for policy and that policy gets enforced on that managed device it will automatically go through the update of the channel of the Microsoft 365 apps on that device so you don't have to worry about pushing out any packages it's just done through that policy in that case this is probably the most elegant way to change or swap the update channel on the devices that you want to scope in for co-pilot services and the rich clients okay so now you've got the apps down you've got some of the policies configured for things like teams and the transcripts now something else that you'll want to do kind of once you've got all those different pieces in place is you'll want to make sure that you have the licenses configured for your users you've kind of laid down the groundwork so far but now what you can do is just go into the Microsoft 365 admin Center yes you can license people one by one but that wouldn't be as fun as doing bulk licensing and you can use Powershell or other means if you want to do that as well I'm going to show you how bulk licensing works here because I have three different users selected if you do that and I do manage product licenses I can choose to assign more and you know basically what that will do is append additional licenses if those users don't already have a license it will actually send a welcome email from my address as well to those users that have been added and once I save they have the tools in place now so they're going to have the apps in place that they need they'll have the right policies configured uh for things like teams and the meeting policy and they'll have the prerequisite licenses in place to be able to start using co-pilot right now and so where a lot of this comes together and kind of I showed you all the different underlying pieces I I like to do the kind of mechanics and underpinnings of any process but you've basically got everything in place I'm going to actually end where you might want to start in some cases but basically all you need to do is make sure that the right policies are in the right binaries are deployed played out to your users devices and the right licenses are in place now the co-pilot for Microsoft 365 setup guide walks you through a similar process and just kind of shows you all of those different things and this is where you would get to it from so you're going to start in the Microsoft 365 admin Center and here uh under the different setup experiences there's quite a few things that you can do where we've built these different Wizards out to be able to manage quite a few different experiences so here I'm going to use the get ready for Microsoft co-pilot for Microsoft 365 setup guide now I just have to uh look and see what it's going to bring me what the user impact's going to look like based on everything on the page and if I go into get started you'll see that it kind of walks me through a lot of the things that I just talked about and also things that if you saw my previous session on getting the Enterprise ready for co-pilot it's going to talk about some of those different themes there as well getting the right apps in place the right version an update Channel configured and deployed making sure that you have the right privacy settings and configurations in place if you want to do things like organizational branding that's all linked from here Microsoft perview information protection to get your data house and search uh components in store and an inline Microsoft entry ID you're going to make sure that you have things like multiactor authentication turned on for all users and they've got accounts Outlook and teams Microsoft Loop if you don't have that running that will have a co-pilot experience too so you can see all of those different things that will be impacted also if you want to turn the licensing on from here you can do that from here too I showed you the method of doing that from the license management view from the all users kind of identity uh point of view you can do that from The Wizard as well so from here I'm just going to select the group that I want I'll go ahead and use all my users and then that's going to uh take that from my pool of licenses that I have and I can also determine if I want want to send uh different emails Beyond just the ones that I picked to additional people maybe their managers if it's say a group U maybe it's other champions in that same region or that same office that will help these folks in terms of prompt tips and other successes they're having as they use co-pilot themselves that's another thing that you can do in terms of adding additional users to the group that um you're sending kind of the invites to and kind of the email that we craft here that you can use to inform people that they're going to have co-pilot experiences light up very soon so now you've basically got everything in place there are a couple other policies that you can set that I didn't show everything today you can for example use InTune policies and admx policies to control for example the behavior of the Bing sidebar you can do things like policy manage some of the configurations fine-tune some of the things in Outlook for example for the co-pilot experiences using similar policies also so what you do there is you'd look in through the kind of like I was showing the update channels before and in tune you can search for copilot and find those additional settings or search for Bing and sidebar and those types of things you'll be able to find the additional policies that are available to you to even more cater and fine-tune the experience to your liking that people have those co-pilot experiences based on the configuration you set so then once you start deploying co-pilot out to all your users that you Scope and initially you can start looking at that and then broadening that deployment out to everyone else so everyone in the company and the organization can get value from your co-pilot deployment and start using generative AI so I'm going to leave you with a couple additional guidance uh pieces and things I'd recommend that you'd watch and consume uh in terms of getting ready for deployment for co-pilot so first off we have the co-pilot setup guide materials Esa running but just to get to that quickly it's at aka.ms copilot setup guide there's a lot of getting started documentation again aka.ms copilot getstarted and I do a lot of Microsoft mechanics you may know me for Microsoft mechanics the complete playlist for everything you'll want to know in terms of Microsoft 365 and all the co-pilot experiences you're going to want to check out aka.ms M365 co-pilot mechanics and also check out the shorter explainer videos they're like 2 minutes or so long each and they go through kind of the core experiences for co-pilot as an admin for security how things like semantic index work etc you can get to those at aka.ms copilot explainers and I would say like you should use like you saw in the first demo I use co-pilot to actually write my own guidance and documentation for step by steps to do a lot of the different work or in demonstrations and things that I do you can say save a ton of time just by going into either word or Coop pilot. microsoft.com and typing what you want and getting that guidance back in terms of how to do stuff whether it's deploying applications deploying Services you'd be surprised with the web grounding using kind of the search back end that we have it actually gives you very upto-date very accurate responses I use it for things like command lines Powers shellers a ton of different use cases as an admin yourself that you can use to get the value from co-pilot and just think about how that then projects upon all the different users that might use it in their other jobs whether it's in you know different roles in in finance or sales or marketing you know you can get all the domain specific stuff as an IT admin all of the different value and all the things that you can imagine from the other user roles there too there's a lot you can do with co-pilot so Now's the Time to start deploying co-pilot and you know keep checking back to the tech community and also Microsoft mechanics we make more and more updates to co-pilot for Microsoft 365

Channel: Microsoft 365 help for small businesses

Views: 6,814

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Id: ODHBu_4mfxg

Length: 20min 3sec (1203 seconds)

Published: Wed Feb 28 2024