Microsoft Copilot advocatuur

Microsoft 365 Copilot – The 4 crucial steps before you begin

Microsoft Copilot has been available for any organization since February 2024. The Dutch language has yet to be finalized and is expected to be up and running by the end of April. Are you planning to experiment with Copilot? In that case be aware of the following important steps you need to consider before starting with Copilot.

1. First, it is important that the settings of the Microsoft tenant and the Microsoft 365 applications are configured correctly Consider matters as the location of data centers used, the 2-Factor Authentication, Entra ID, use of the new Outlook, Update channel of applications and more. Through the link below you can find more technical information about it:

2. Purchase the appropriate licenses (not Copilot Studio trial). In 99% of cases, the license you are looking for will be “Copilot for Microsoft 365”. Through this license you obtain Copilot Web/Work and Copilot in all your Microsoft 365 applications. The license is only available as an annual subscription because Microsoft requires a lot of computing power to link Copilot with your data (in fact, there is currently a small shortage of capacity in Western Europe). A license costs about €349 per person per year.

3. Start with one or two users and ask Copilot for passwords, passports, salaries and other sensitive information you shouldn’t find. Perform this process with admin and non-admin users. Remember: Copilot makes everything in the Microsoft tenant searchable, think documents, chats, meetings, emails and so forth. Copilot respects existing access rights as they are in Microsoft, but these are often not configured correctly.

4. Assemble a (Co)pilot group that will be the first to test and apply Copilot. Consider recruiting an outside consultant (such as IT Factor 😜) to lead the pilot program, such as in the form of our Copilot Expert Training Program.

Establish a policy with ethical standards for the use of (Generative) AI. A few examples are respect for confidentiality, transparency, explainability, compliance with laws (AI-act, for example), accountability and liability.

Side note
We often get the comment “We already have Copilot, when I go to”. However, if you do not have a license, it is not secure and the capabilities are limited! At the top right you should see ‘Secured’ as shown in the screenshot below.