Getting ready for Copilot

November 9, 2023

Copilot is a new AI assistant in Microsoft 365 that can help you with various tasks, such as writing, summarising, creating presentations, and analysing data1. It works across all the Microsoft 365 apps, such as Word, Excel, Outlook, and Power Platform.

How does Copilot work?

Copilot uses natural language commands to understand your requests and provide relevant suggestions. It uses GPT-4 from OpenAI and the Microsoft Graph to access large language models and your organisation’s data. It learns from your prompts and feedback to improve its performance.

What can Copilot do for you?

Copilot can help you save time and boost your productivity by automating and assisting you with many everyday tasks2. For example, it can help you write, edit, and summarise documents in Word, create and analyse data visualisations in Excel, prioritise and translate emails in Outlook, and create and automate applications and workflows in Power Platform.

To make the most of Copilot, you need to make sure that it can access as much of your corporate information as possible from Microsoft 365. This includes all your files, emails, Teams messages, Excel data, Word documents, and more2. Copilot will use its Semantic Index, which is a library of all your user and company data, to provide you with relevant and specific suggestions. Here are some steps that you can take to prepare for Copilot:

  • Migrate corporate data from legacy file stores. The first thing you should do is to move any corporate data that you have stored in old files to Microsoft 365. This way, you will not miss any important information that Copilot could use to help you.
  • Move your mailboxes to Microsoft Exchange Online.4 You probably have already done this, as Microsoft Exchange Online is the most popular email and calendaring app5. But if you have not, you should do it soon. Having all your emails in Microsoft 365 will allow Copilot to access and analyse them for you.
  • Assess your compliance and data governance.67 You should also check your compliance and data governance policies and practices when you use Copilot. You need to make sure that you protect sensitive data, comply with regulatory requirements, and manage data risks8. You also need to have internal policies that control who can access certain types of data9. You should review how your data is collected, stored, processed, and disposed of when you use Copilot.

Get ready for Copilot with IT Logic. Copilot is a game-changing AI assistant that can help you work smarter and faster in Microsoft 365. But to make the most of it, you need to prepare your data and your organisation for it. That’s where IT Logic can help. IT Logic is a Microsoft Solutions Partner that can help you migrate your data, assess your compliance, and optimise your workflows for Copilot. We have the expertise and experience to help you get ready for Copilot and unleash its full potential. Contact us today and let us help you transform your business with Copilot.