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Accelerating Microsoft Copilot Adoption for Microsoft 365

Strategies and Best Practices for Streamlining Microsoft Copilot Rollout & Engagement

Duration

1 Day (8 hours)

Level

Intermediate to Advanced Level

Design and Tailor this course

As per your team needs

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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
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  • Microsoft 365 Administrators and Support Staff
  • IT Adoption Specialists
  • Business Application Managers
  • Organizational Change Managers
  • Microsoft 365 Champions and User Advocates
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  • 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
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  • 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)

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