MSP Must-Have: Copilot for Microsoft 365 Technical Readiness Checklist

Copilot for Microsoft 365 represents a transformative shift, promising remarkable gains in productivity and work quality. However, quickly implementing AI tools absent a unified and secure digital workspace can undermine businesses’ AI investments

With the business world evolving due to their increased appetite for AI, there's a surge in opportunities for Managed service providers (MSP) to provide client assistance.

MSPs can help clients realize the full benefits of AI through a strategic approach. This four-step checklist offers MSPs with detailed AI preparation guidance to uniquely position themselves as a trusted advisor and strategic partner in their clients’ transformative journey.

4 Steps to Prepare Clients' Workspaces for Copilot for Microsoft 36

• Organize and Centralize Business Data
• Establish Data Governance
• Secure Business Data
• Optimize Operations

With Copilot for Microsoft 365, data becomes more complex than simply limiting access. It’s critical to help your customers establish a defined purpose, clear rules, and role assignments for each workspace within Microsoft 365.