Free Downloadable Checklist

Microsoft 365 Copilot Readiness Checklist

Prepare your tenant for the AI-enabled future with this detailed Copilot readiness resource. Learn how to handle oversharing, outdated information, and workspace setup & management.

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5 Essential Copilot Tips to Prepare Your M365

Whether you're using Copilot for sales, finance, developers, or other job functions, preparation will mean the difference between success and shelfware. We’re making Microsoft Copilot deployment simpler and easier to understand with our readiness checklist.

Boost Security and Adoption of Microsoft 365 Copilot

In this checklist, you’ll get not only a 5-point plan of attack for pre-deployment, but also insight into the main problems teams deploying Copilot experience. We’ll also show you how Orchestry can be used to simplify the execution of your Copilot readiness plan.

Download the checklist today, and start getting ready to roll out the future of AI for your team. If you need more information, drop us a line.

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HubSpot - eBook - Alternating Content 001-min

HOW TO DEPLOY MICROSOFT 365 COPILOT

What's Inside

Learn how to establish licensing strategy, control oversharing, streamline provisioning, get governance in line, and clean up content.

Develop an effective licensing strategy
Create policies to control oversharing
Use templates to streamline provisioning
Set up governance policies
Clean up content for more accurate Copilot responses

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Orchestry Platform Guide

Provisioning & Templates Overview

Guest & User Management Overview

OneDrive Management Overview

Security & Permissions Feature Sheet

Reporting & Insights Feature Sheet

FiveP Partner Case Study

Monash Health Case Study

Orchestry Recommendations