(tranquil music) - Microsoft 365 Copilot is coming soon but is your organization ready? Today I'll walk through
the top three things that you can do to help get ready for the next transformation in how we work from getting your
information ready for search, the key prerequisites
and license assignment. As you recently demonstrated, Microsoft 365 Copilot
leverages large language models that interact with your
organization's data, using the Microsoft Graph to generate personalized
experiences with related context as you work, reducing the steps
to find information you need to get up and running fast. To make this real, if we look at the Copilot
experience in Microsoft Teams, it can help you catch up on something that you may have missed, pulling together information
from multiple sources to bring you up to speed. Or in Word, Copilot can easily write
an entirely new document, like a business proposal, leveraging content from your recent files. Now, a lot of the magic
that makes this possible is the Microsoft 365 Copilot
system on the backend. Now, this provides a
powerful orchestration engine between the large language
models, the Microsoft Graph and Microsoft 365 apps. The Microsoft Graph has
long been foundational to Microsoft 365. It includes the information
about relationships and activities of your
organization's data, and it works together with the
Semantic Index for Copilot, and orchestrates information
retrieval steps using search. Discovered information along with the original user
prompt is then presented to the large language model to
generate an informed response which is then returned back
to the corresponding app. By design, Microsoft 365 Copilot respects user-specific permissions to any content or Graph
information it retrieves and only generates responses
based on information that you as a user explicitly
have permission to access. And this really is the
first thing that you can do to get ready for Copilot: get your information ready for search. Now, for example, if your organization already has the right
information access controls and policies established,
as your users search in places like SharePoint,
then they'll only have access to the information that
they need and nothing else. So if your organization's
already doing this, you're already one step ahead. If not, the good news is there are tools and controls that you
can use to get visibility into how information is being shared. So you can put automated controls in place to ensure the right level of
access and stop oversharing before you roll out Microsoft 365 Copilot. So just as you would
prepare the information in your organization for search, the same principles apply for Copilot, again because Copilot will
only retrieve information each user explicitly has access to. For example, if any given user within your organization has access to all or most internal information, then, by definition, using search, they will most likely have access to things like sites and files across the organization that
they should not have access to. Now, solving for this is an overall information access challenge not unique to Microsoft 365 Copilot. The recommended approach
here is to achieve what's called just enough
access for each user within your organization
to get their work done. Now, this would mean that
if any given user searches for information they
shouldn't have access to, it simply won't be found or retrieved. But if they search for information that they need to do their
jobs with and have access to, that information can be found
and is surfaced to them. If you have concerns that
your internal information is currently overshared, and most people within your organization
may have too much access to sensitive information, let's dive deep on the things that you
can do to address this. First, at the file level, Microsoft Purview's
Information Protection, along with its data
classification controls, integrated content labeling and corresponding data
loss prevention policies can help you identify
files in Microsoft Teams, in SharePoint sites, as
well as OneDrive locations and within email and even
in chat conversations either containing sensitive information or classified content, then automatically apply
controls to limit their access. Then moving up to the site
team and container level within Microsoft Teams and
SharePoint, you can audit access to shared content at
the site and team level and enforce restrictions that will limit information discovery to only those who should have access. To help automate this process even more, Microsoft Syntex provides
advanced management capabilities to help find potential oversharing with your SharePoint and
Microsoft Teams files. Then put controls in place, like requiring site access
reviews by site owners or restricting access to
defined security groups from one central place. These are just a few options. Once you have the controls in place, you can validate your access using search in the context of users
with different roles, in different departments
or geographical locations. So whether or not you plan to use Microsoft 365 Copilot broadly, getting to just enough access will improve your overall
information protection. Now, the second thing to prepare
for Microsoft 365 Copilot is to get the prerequisites in place and the third is to assign
Microsoft 365 Copilot licenses. And I put these two items together because you can use the new Microsoft 365 Copilot setup guide as a wizard-based experience in the Microsoft 365 admin
center to help with both. Now, you'll find the
wizard in the Setup page under Apps and Email,
and once you get started, you'll see it lists out which
apps and services you need in place for the full Copilot experience, in addition to having the right Microsoft 365 Enterprise licenses
in place, including access to Microsoft 365 Apps for
Enterprise and Web Experiences, a work account in Azure Active
Directory, files in OneDrive, the new Outlook app for email, Microsoft Teams apps across platforms and the new Microsoft Loop experience and Semantic Index for Copilot. And for a comprehensive list, you can find the prerequisites
for Microsoft 365 Copilot and supported apps at
aka.ms/365CopilotPreReqs. Next, the third thing to do is to assign Microsoft 365
Copilot licenses to users, which can also be done here
from the setup guide wizard. So in Licenses, you'll see a listing of available Microsoft 365 Enterprise and Microsoft 365 Copilot licenses that you can assign right from here. Note that users that you assign Microsoft
365 Copilot licenses to will also need Microsoft
365 Enterprise licenses assigned to them. You can do that right from here or you can use the
Microsoft 365 admin center or other license assignment approaches as you would for any other
Microsoft 365 service. In my case, I can see that I have 20 available licenses
for Microsoft 365 Copilot. So I'll select it and now
I can assign licenses, and these are my available groups, and I'll choose this group
with nine members and assign. Then in email announcement, you'll see the email template
provided to help inform and guide users with
getting started information across all the apps, and
we'll touch more on that in a second, and I can even send the email to other recipients I select from here. And finally, you'll see
additional resources where to get more information. After you've completed
these three primary steps for Microsoft 365 Copilot, there's even more that you can do as an admin to contribute
to a successful rollout, just like you would as
you deploy other new apps and services to drive
awareness and adoption. Establishing a center of excellence for your internal users
to share their experiences and ask questions is a great way to find and work with internal champions as you roll out any new service or set of capabilities. Giving people the ability
to share what's working best for them, such as the prompts and details that people can use for generating great content
and responses using Copilot can really go a long way to drive better adoption and results, as well as build a strong
internal community. So those were a few things you can do as an admin to get ready
for the next transformation in how we work with Microsoft 365 Copilot. For even more hands-on
support, you can engage with Microsoft FastTrack
Services to help prepare and you can find out more
at fasttrack.microsoft.com. And keep checking back
to Microsoft Mechanics for the latest on Copilot, along with the additional
policies and controls that are coming soon. Be sure to subscribe to our
channel and thanks for watching. (tranquil music)
