Microsoft 365 Copilot onboarding hub—where onboarding AI is as intuitive as using it

Securely onboarding AI across your organization can require multiple processes. Enforcing access controls, monitoring integration with existing infrastructure, managing end-user adoption, and more can make the project a real challenge. Add in challenges like staffing shortages and limited in-house AI expertise, and you may decide to postpone AI adoption. Microsoft 365 Copilot—By tomorrow, or even by next month.

FastTrack for Microsoft 365 understands this.

We also know that AI is too important to be delayed, so to continue to help administrators implement AI across their organizations as seamlessly and responsibly as possible, Microsoft 365 engineers have updated several key areas. Microsoft 365 Copilot Onboarding Hub.

These updates streamline the Microsoft 365 Copilot onboarding process, helping organizations achieve more with AI faster and more securely than ever before.

What’s new in the Microsoft 365 Copilot onboarding hub?

that Microsoft 365 Copilot Onboarding Hub It features a new look and feel with an upgraded modern UI, state-based personalization, and exportable project management.

1. Modern User Interface

The first thing you’ll notice is the sleek new card-based layout that now displays Microsoft 365 Copilot. Readiness Assessment And three setup guides: Quick Start, Basics+and Advanced configuration.

Set up Microsoft 365 Copilot in the Microsoft 365 Copilot onboarding hub

2. Microsoft 365 Copilot Setup Guide: Interactive, Personalized, and Executable

But don’t be fooled by the pretty ()interface of the onboarding hub. There’s more value behind those cards than meets the eye. First, here’s a quick recap of each.

• Readiness Assessment: Start here Optimize your personalized experienceThe answers you provide will help the Copilot Setup Guide determine which tasks should be completed in what order for the safest and most efficient onboarding experience.
• Quick Start: This Copilot’s most streamlined setup guide will help you safely: Get Copilot up and running todayWith Minimal configuration and customization. If your organization needs a little more time to strengthen data cleansing and governance, you can temporarily limit Copilot searches. RSS (Limited SharePoint Search) While completing the project.
• Basics+: Build based on the Quickstart setup by following the steps in the Foundations+ setup guide. For ~ Fine-tune your data protection settings and provisioning options According to your organization’s policies.
• Advanced configuration: LUnleash the full potential of Copilot Advanced security, privacy, and data protection controls. This advanced configuration guide also provides: Advanced Microsoft 365 Copilot Implementation Resources Helps increase end-user engagement.

Each Microsoft 365 Copilot setup guide walks you through using an automated wizard with customizable stateful personalization. Step by stepThrough a streamlined, interactive setup experience:.

This means that the Copilot setup guide is personalized. Depending on your organization’s specific scenario and requirements, the following outcomes occur: A unique and highly competent onboarding experience.

How it works: Combines information from your Microsoft 365 organization profile with: Readiness assessment responses pre-populate each guide to provide a comprehensive overview of your organization’s environment. Combined with Microsoft’s engineering expertise, each setup guide precisely suggests what to do next and guides you through the most efficient and secure path to Microsoft 365 Copilot onboarding.

Personalized work table within the Microsoft 365 Copilot setup guide

As you work through and complete tasks, each guide also tracks your progress, takes into account what you’ve already done, and adjusts accordingly to what Microsoft suggests next. Look for: Personalized work table Not only within the guide Proposed Action Get your card at the Copilot onboarding hub.

When you take a break, Copilot’s setup guide remembers the steps you’ve already completed and suggests recommended next actions when you return.

for example:

• Let’s say you’re an organization that has an E5 license and has a sensitive data policy in place. Maybe you’re a bank. You can answer “yes” to Copilot’s readiness assessment. When asked, “Does your organization have any regulated or sensitive data types?” you may be directed to review and apply Microsoft Purview best practices to ensure Microsoft’s strongest security and compliance standards.
• On the other hand, you may be a smaller organization looking to add Copilot to your Teams subscription primarily for image iteration. If you answered “No” to the readiness assessment question, “Do you have any regulated or sensitive data types?”, the guide will likely minimize the number of basic onboarding steps.
• Mature organizations and long-time customers who have already deployed multiple Microsoft 365 products may have already completed the Microsoft Purview best practices. In this scenario, if you are an administrator, you will likely have fewer steps in the Microsoft 365 Copilot onboarding journey. The guide will detect and update tasks that were previously completed or are no longer applicable, and highlight the remaining relevant tasks.
• In another scenario, your organization may have purchased 100 Microsoft 365 Copilot licenses. You’ve assigned all licenses and completed all onboarding guides. When you return to the Microsoft 365 Copilot onboarding hub, you’ll find personalized suggestion action cards that guide you through the next steps. For example:

Suggested task cards in the Microsoft 365 Copilot onboarding hub

3. Extended project management for Microsoft 365 Copilot onboarding tasks

We know that managers rely on integrated, comprehensive project management tools to assign tasks, set deadlines, and track progress. To make things easier, Microsoft engineers have also streamlined project management.

You can now find workload monitoring inside each one. Microsoft 365 Copilot Setup Guide in other words:

• Allocable:Easily distribute tasks among your team members.
• Trackable:Keep an eye on our progress.
• Schedule available:Set deadlines and schedules.
• What you can export: teaPerform rack Copilot onboarding tasks outside the hub.

Options Send out Task Management A new and practical update. To do this, simply enter your task information in CSV format and then import that information into your usual project management software.

Why should I use FastTrack for Microsoft 365 resources to onboard Copilot?

Instead, can you manually set up and onboard Microsoft 365 Copilot by doing the following: no way Microsoft Learn Documentation? yesYou might be wondering:

Yes, you can. In fact, Microsoft Learn documentation is a valuable and comprehensive resource for anyone who wants to understand Microsoft technologies. It’s also free to access and kept up to date.

However, Learn articles are static resources that contain general guidance and information that can be applied across industries and user environments. To follow them to onboard Microsoft 365 Copilot across your organization, you need to interpret the tasks and best practices that apply to your specific environment and then ensure that each is met.

Microsoft 365 Copilot Setup Guide: A more efficient and secure way to onboard AI

In line with Microsoft’s commitment to making AI broad and responsibly available, Microsoft engineers designed the following Microsoft 365 Copilot automation setup guide to help every person and every organization on the planet achieve more.

• According to your current condition: From a broad perspective, each Microsoft 365 Copilot setup guide assesses your organization’s environment to identify the most relevant onboarding and configuration path for you, providing specific, prescriptive recommendations you can trust.
• Integrated with Microsoft best practices: Experience a smooth, guided setup experience with pre-written information and step-by-step instructions defined by Microsoft experts for the optimal setup experience.
• Simplified: As you progress through your Microsoft 365 Copilot onboarding journey, you’ll find that you’re prioritizing the right order of tasks. You won’t have to worry about making the wrong moves or missing helpful resources.
• Comprehensive: If you need additional onboarding or adoption resources, the Copilot guide will connect you to the appropriate resources at the appropriate time in your setup process.

Make the Microsoft 365 Copilot Onboarding Hub your destination for AI onboarding

Featuring a modern UI, improved automation, and new capabilities, the Microsoft 365 Copilot onboarding hub and setup guide provides a faster and more secure way to onboard AI.

• Replace guesswork and wasted time with efficiency and security.
• Be confident that you are deploying AI responsibly.
• Microsoft 365 Copilot helps you accelerate your time to value.

Go to the Microsoft 365 Copilot onboarding hub to empower your end users to achieve more today, without waiting until tomorrow.

Go to the Microsoft 365 Copilot Onboarding Hub

Bookmark Microsoft 365 Copilot Onboarding Hub For the quickest access, or to navigate using the instructions below:

1. Please log in Microsoft 365 admin center.
2. follow setting Select from the side menu Advanced Deployment Guide and Support.
   1. From setup to advanced deployment guides in the Microsoft Admin Center
3. Scroll down or filter guides product And choose Setting up Microsoft 365 Copilot.
   1. Access Microsoft 365 Copilot from the Microsoft Admin Center

This will take you straight to the next step. Setting up Microsoft 365 Copilot for Microsoft 365Microsoft 365 Copilot Onboarding Hub. Arrived!

Need help with onboarding?

customer Qualified License ~ can Submit a request for help If you need assistance boarding a Copilot, please contact FastTrack.