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

Use the Copilot Studio to tailor Copilot to your business, and even build agents of your own. You can also optimize workflows with role-based agents for Copilot.

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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Teams

Meeting recaps

Word

PowerPoint

Excel

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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 seat assignments

Focus seats in a few key areas of your business to start. Those who use Microsoft 365 apps the most will be well positioned for a Copilot license. To identify your heaviest users, check out the Microsoft Copilot Dashboard, powered by Microsoft Viva.

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.

Embrace experimentation

To make the most of your investment in AI, be open to testing, learning, innovation, and change. Empower team members who are closest to your day-to-day operations, because they’ll have the best ideas of how to reinvent and optimize your processes.

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

Get started with Copilot

Set your team up for success with a step-by-step program designed to help them learn the ins and outs of Microsoft 365 Copilot. This guided experience offers fun and easy-to-follow prompts for daily tasks to boost productivity, save time, and simplify work.

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