Microsoft Copilot Technical Setup

Using our Microsoft Copilot technical setup service, helps you avoid the common pitfalls: wrong licenses, no governance, messy data access, and no telemetry.

We harden the foundation first, then light up the features people will use most. Microsoft’s own enablement and admin guides emphasize data readiness, SAM/Purview controls, and staged rollout and we follow that path.

Interested in what a full technical setup for success looks like? Book a consult or check out our Microsoft Copilot Setup Checklist.

What's a Microsoft Copilot Technical Setup

The technical setup consists of a wide range of things that will improve the results you will have when using Microsoft 365 Copilot. Not just in the short turn, but especially in the long run.

For example

Our Process

Copilot Readiness Audit

Is your Microsoft environment ready for Copilot? We’ll assess licenses, data sources, and steps to undertake.

Copilot Setup & Customization

We guide you through setup, access management, and tailored use cases for your teams.

Copilot Training Programs

We run hands-on sessions to make your staff Copilot-confident. We help you discover new prompts, and setup your first agent.

FAQ

Do we need E5 Licenses?

Not necessarily. E5 unlocks SAM features that help declutter/secure SharePoint; E3 is also viable with adjusted controls. Microsoft provides separate guides for each.

How fast can we turn on Copilot?

Speed depends on data hygiene and readiness checks. A tidy tenant with clear permissions moves faster; a sprawling tenant benefits from a short cleanup sprint first.

Will you always do the whole checklist?

No, together we will look at your needs and ambitions as well as your own internal capacity. Based on that we make a plan that first your needs.

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