My organization is gearing up to deploy Microsoft Copilot, and I'm trying to assess our technical readiness and ensure we're properly configured. Does anyone have a comprehensive checklist or document that details all the necessary settings and considerations for Copilot deployment across the entire Microsoft 365 ecosystem? The official Microsoft materials are really high-level and focus more on user change management, but I need something that specifically addresses the settings we need to review in various apps. Some examples would be reviewing Teams recording and transcription settings, setting up Purview monitoring, adjusting cloud policy settings for Office apps regarding web searches in Copilot, and ensuring that multiple accounts can access Copilot for work documents.
3 Answers
Following this thread! I found the technical readiness section on https://adoption.microsoft.com/en-us/copilot/ but found it lacking as well. There’s also a risk assessment document here: https://servicetrust.microsoft.com/DocumentPage/4fe5df86-848b-4097-b3fa-4625e2b8e8f2. However, with various Copilot agents out there, like Azure AI Foundry agents and PowerApps, so it's tough to find a resource that comprehensively covers all delivery channels.
My supplier advised me to disable agent access for users without Copilot licenses. They warned that if a licensed user creates and shares an agent, it might cause excessive prompt credit consumption among those without licenses since every interaction could use up credits—like accessing SharePoint or opening files. I haven't seen this in action, but I figured it'd be better to play it safe and avoid surprising expenses later on. So, I'm okay with disabling those agents if it means dodging any unexpected bills.
Here's a great link to check out: https://learn.microsoft.com/en-us/training/paths/prepare-your-organization-microsoft-365-copilot/. It's packed with useful info, albeit it might not cover every single detail you're looking for. If you're looking for more hands-on support, my team is available to assist! You might want to have your organization's Customer Success Account Manager at Microsoft reach out to me for help during your deployment journey.

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