Get Up and Running with Copilot

OVERVIEW

Kick-start your AI journey

Discover five steps to lay the groundwork for a successful Copilot rollout.

ROLLOUT STRATEGY

Plan your rollout

Copilot is unlike any new technology that’s come before it, and leaders need to take a deliberate approach to embrace, deploy, and adopt it. Use this overview to help guide your rollout strategy and drive adoption from the start.

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Get ready

Prepare your business for AI

For secure collaboration with Copilot, ensure your company has solid content management policies in place. It’s also important to assign seats thoughtfully, form an AI council, and help employees build new work habits.

Onboard and engage

Accelerate usage and engagement

Drive momentum with Copilot by building a user community, identifying AI champions to help lead the way, and creating a culture of continuous learning.

Deliver impact

Track progress and business results

Use data, insights, and success stories to maximize your organization’s experience with Copilot.

Enhance and optimize

Enhance Copilot for your needs

Tailor Copilot for your business to optimize workflows with role-based agents, and even build agents of your own using Copilot Studio.

HOW-TO VIDEOS

Strengthen skills with ongoing learning

Go beyond the basics with Copilot—improve meetings, draft documents, create engaging presentations, and generate data-driven insights and analyses.

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How to use Copilot in Microsoft Teams

Learn how Copilot can help you have more productive and engaging meetings.

LAUNCHING COPILOT

Start with the business challenge—and then add AI

A successful rollout begins with prioritization. Assess your unique business challenges and then determine where AI can make the biggest impact.

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Be intentional with licenses

Commercial Microsoft 365 users can already access Microsoft 365 Copilot Chat at no extra cost. Give your power users all the features of Copilot by providing them with a Microsoft 365 Copilot license. Find these users with the Microsoft Copilot Dashboard.

Allocate Copilot to entire teams

When entire teams have access, they can share insights and learn from each other. And as more employees use Copilot consistently and effectively, the impact that Copilot brings to your organization multiplies.

Experiment with agents

Maximize the effectiveness of AI through testing, innovation, and change. Empower team members closest to daily operations to share ideas for using agents to optimize processes, enhance collaboration, streamline workflows, and drive continuous improvement.

COPILOT ENGAGEMENT

Activate Copilot at every level of your company

Drive AI adoption with peer learning and by creating a dynamic knowledge-sharing ecosystem in your organization.

Build momentum for Copilot by embracing both a top-down and bottom-up approach. Give everyone a voice in the conversation—your CEO, your line-of-business leaders, and your individual contributors. Create a Microsoft Teams channel, use Viva Engage, or use Microsoft Forms so team members can ask questions, share what they’ve learned, and take ownership in your company's transformation.
Your Copilot champions are a key team in driving wider adoption. This group will lead by example, helping showcase the practical benefits of Copilot in their daily work. Their positive experiences will naturally inspire curiosity and interest among their colleagues—encouraging broader usage.
Prioritize employee training and celebrate wins along the way. Host lunch-and- learns, encourage people to share their own best practices, and publicize resources such as Copilot Academy. This helps teams stay engaged and updated on new features as well as learn from each other’s experiences.

ADOPTION RESOURCES

Become a Copilot power user

Start using Copilot today

Set your team up for success with a step-by-step program designed to help them learn how to use Copilot Chat. This guided experience offers fun and easy-to-follow prompts for daily tasks to save time, get organized, and work smarter.

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