Are You Ready For Your Copilot?

From data readiness to employee awareness, we take a look at some of the best ways to ensure you’re giving your new Copilot everything they need to provide you with the best possible support. 

Imagine you’re sitting on a plane, excited to jet off on a long-awaited holiday. The pilot’s in the cockpit, but you’re waiting for the copilot to arrive. Finally, they step on board. But the crew isn’t ready for them. There’s paperwork all over the copilot’s seat, and they’ve got nowhere to store their bags. Your takeoff is now delayed while all these little jobs are done to accommodate the copilot. 

If these things had been done ahead of time, you’d be well on your way by now. 

It’s exactly the same with Microsoft Copilot. Being prepared is key to getting off the ground. 

Get to know your copilot

Of course, before we start getting things ready for our copilot, it helps to know who they are, and what they need. So if you aren’t yet familiar with Microsoft Copilot, here’s what you need to know.

Microsoft Copilot is a powerful artificial intelligence that’s built into common Microsoft 365 applications like Word, Excel and Outlook. It uses pre-trained large language models to ‘understand’ text, so it’s almost like having another person standing there right by your side. 

This opens up all sorts of new doors. With an extra head on your shoulders, you can be working on one task while Copilot handles another. From creating a quick summary of your emails to save you time, to drafting up reports, generating ideas and streamlining communications, it does it all. 

Prepare to succeed

Microsoft Copilot is undoubtedly one of the most fascinating uses of artificial intelligence available to businesses today. What’s special about it is that it’s incredibly accessible. It’s not futuristic. It’s not a ‘maybe one day’ thing. It’s here. Right now. And it works seamlessly with the tools we already use. 

But businesses are likely to see the best results when they’ve done a little prep to get ready for its arrival. 

What do we mean by prep?

The good news is there’s no need to roll out the red carpet. But there are some things to think about:

1. Compatibility

Perhaps the most important part of preparation is simply ensuring that Copilot will work alongside the tools you’re already using. Copilot is designed to work seamlessly with Word, Excel, PowerPoint, Outlook, OneNote and Teams, as well as with Power Platform apps, and tools within Dynamics 365. 

2. Expectation

What do you want from your Copilot? It’s a good idea to know what sort of results you’re expecting from incorporating AI into your day-to-day processes. This helps you to align usage with business goals, and gives you peace of mind that you’re making the best software choices for your team. 

3. Data cleanliness

One of the best things about Microsoft Copilot is that it’s rooted in your own business data. So now is the perfect time to ensure your data is clean and usable. This way, you can be sure your Copilot is working with the most accurate and up-to-date information. 

4. Security

With Copilot requiring access to the data stored within your Microsoft 365 / Dynamics 365 environment, it’s essential to ensure this data is safe and properly secured. A quick security assessment is recommended at this time to patch any vulnerabilities prior to using the software. 

5. Awareness & understanding

As we all know, employees are more likely to embrace new technologies when they know how to use them, and understand how they’ll benefit from them. So before rolling out Microsoft Copilot in full, it can help to offer some basic training sessions to get everyone familiar with this form of AI. 

So… are you ready?
Not sure if your business is quite ready to welcome onboard an AI-powered colleague? Don’t worry. Here at Reliable, we’re here to help you lay the groundwork for your new Copilot. Get in touch with us to learn more about our M365 Copilot Readiness Service, or to discover more about Copilot.

Gregory Olczyk

Gregory Olczyk