Accelerating Microsoft Copilot Adoption for Microsoft 365
Duration
1 Day (8 hours)
Level
Intermediate to Advanced Level
Design and Tailor this course
As per your team needs
This course is designed to equip IT administrators, adoption specialists, and Microsoft 365 champions with comprehensive tools, strategies, and hands-on skills to successfully introduce, configure, and drive the adoption of Microsoft Copilot across their organization. Participants will gain in-depth knowledge on:
- Seamlessly integrating Microsoft Copilot into existing Microsoft 365 environments
- Enabling end users to leverage Copilot’s AI-powered capabilities for enhanced productivity
- Developing and executing tailored adoption strategies that foster engagement and ongoing use
By the end of this course, participants will be ready to:
- Lead a streamlined Copilot rollout, addressing both technical and change management requirements
- Facilitate a supportive learning environment to empower users with confidence and clarity
- Implement best practices for sustained adoption, ensuring a lasting culture of innovation and optimized productivity through Microsoft Copilot
Outcomes:
By the end of this course, participants will be equipped to design and execute a comprehensive Copilot adoption plan using tools like the Microsoft 365 Admin Center, Copilot configuration settings, and user engagement dashboards. They will master the ability to monitor user metrics, apply data-driven insights, customize user permissions, and use targeted Copilot features to enhance productivity, collaboration, and sustained engagement.
Key Takeaways:
- Copilot Adoption Framework: A ready-made blueprint for successful Copilot rollout
- Hands-On Configuration Skills: Practical knowledge for managing Copilot settings and permissions
- Sustained User Engagement Tactics: Proven methods for maintaining interest and use through strategic updates
- Scenario-Based User Support: Real-world exercises to tackle common user concerns and foster adoption
- Data-Driven Optimization Techniques: Tools and metrics in Microsoft 365 for tracking and refining Copilot use
- Microsoft 365 Administrators and Support Staff
- IT Adoption Specialists
- Business Application Managers
- Organizational Change Managers
- Microsoft 365 Champions and User Advocates
- Overview of Microsoft Copilot in Microsoft 365
- Key features and benefits for end users and organizations
- Real-world use cases: How Copilot transforms productivity in Microsoft 365
- Overview of Copilot’s AI capabilities and limitations to manage user expectations effectively
- Organizational requirements and prerequisites for deploying Copilot
- Setting up the technical environment for Copilot
- Understanding data access, permissions, and security considerations
- Risk management and a readiness checklist for smooth Copilot deployment
- Steps to enable Copilot in the Microsoft 365 Admin Center
- Integrating Copilot across applications (Teams, Word, Excel, PowerPoint)
- Customizing permissions and access levels for different user groups
- Hands-on lab: Enabling and configuring Copilot features in a demo environment
- Advanced configuration scenarios for secure user group settings and integration best practices
- Key principles for a successful adoption strategy
- Identifying and involving stakeholders, champions, and end users
- Change management with Phased rollout for structured Copilot adoption
- Building a communication plan for Copilot rollout
- Establishing measurable goals and success metrics for Copilot adoption
- Designing a training program for Microsoft 365 Copilot users
- Demoing Copilot capabilities to increase user interest
- Tips for helping users understand Copilot’s AI-driven functionality and limitations
- Hands-on lab: Creating user-friendly guides and FAQs for Copilot
- Engaging strategies to encourage active Copilot usage in everyday tasks
- Leveraging user feedback to enhance adoption
- Leveraging personalization for Copilot usage and establishing a support mechanism
- Overcoming resistance to AI-based tools and addressing user concerns
- Practical exercises: Role-playing scenarios to handle common user questions and concerns
- Tools and metrics in Microsoft 365 Admin Center for tracking Copilot usage
- Analyzing adoption data to identify trends and improvement areas
- Optimizing configurations based on user engagement insights
- Hands-on lab: Using Microsoft 365 Reports to monitor Copilot usage and generate adoption reports
- Introduction to advanced analytics for deeper insights and benchmarking
- Creating a continuous feedback loop to support and improve Copilot adoption
- Regular updates and feature announcements to keep users engaged
- Sharing best practices for advanced Copilot features and integrations
- Establishing a framework for acting on feedback
- Case studies: Successful Copilot adoption in various industries
- Resources for ongoing Copilot learning and upskilling
- Familiarity with Microsoft 365 applications (Outlook, Teams, Word, Excel, PowerPoint)
- Basic understanding of Microsoft 365 Admin Center functions and configurations
- Experience in user training and adoption strategies (recommended)
- Understanding of organizational change management principles (helpful but optional)
- Basic knowledge of AI tools and concepts (optional but beneficial for understanding Copilot’s AI-driven functionalities)