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Copilot: how to get your data ready before rollout

By Data and Cloud team6 min read

Permissions, classification, governance: the key steps to roll out Copilot with confidence.

Copilot sees what your users see

Microsoft 365 Copilot relies on existing permissions. If sensitive documents are overshared, Copilot can surface them. Step one is a permissions review.

Classify and protect

Purview sensitivity labels flag and protect sensitive content — an essential foundation before opening Copilot at scale.

Start with a pilot

A representative pilot group validates use cases, measures gains and fine-tunes governance before wider rollout.

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