Quick Items to Review for a Smooth Microsoft 365 Copilot Deployment

As Microsoft 365 Copilot continues to transform the way people work, it’s more important than ever to establish a governance structure for your data. This guide will help you ensure a smooth deployment and maximize the benefits of Microsoft 365 Copilot as quickly as possible.

Archive or remove old data and sites

Cleaning up or archiving data in SharePoint that is no longer being used is a cornerstone of any data governance strategy. The links below highlight some of the built-in tools in Microsoft 365 that can help you manage aging content.

Review your sharing settings

The following settings can be configured by SharePoint administrators to manage how users share content with other users:

Finding Overshared Data

• Configure Purview policies to find potentially overshared files and restrict access to them. A typical policy in Microsoft 365 Copilot looks for:
• Review reports on content shared with “Anyone” or “People in the organization” (requires SharePoint Premium)
  
  Data Access Governance Report for SharePoint Sites

Manage SharePoint Search

• Consider limited SharePoint search as a temporary solution when you are done with audit and permissions cleanup. Limited search prevents users from discovering content they have not interacted with. For more information, see the links below.
  Limited SharePoint Search
• If applicable – Remove the site from the SharePoint search index.
  Semantic index for Copilot

By following the steps outlined in this guide, you’ll be well-prepared to leverage the full potential of Microsoft 365 Copilot. These essential reviews will help streamline your data governance processes and ensure a smooth rollout without impacting collaboration.