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

4 Comprehensive Steps to Prepare your Clients’ Workspaces for their Copilot Adoption

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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
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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.

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