Lessons learned and strategies we’ve developed to help customers maximize the value of their Microsoft 365 Copilot deployment.
Microsoft’s Copilot products offer transformative solutions designed to enhance collaboration, streamline business processes and support sustainable growth in what is now the AI era, directly addressing the productivity and efficiency needs of today’s businesses. Our expertise with Microsoft 365 Copilot has enabled us to harness its full potential, allowing it to meet the diverse needs of modern businesses.
Trends we are seeing
1. Enhanced collaboration and communication with Microsoft 365 Copilot
Microsoft 365 Copilot is designed to facilitate seamless collaboration among team members, regardless of their location. With features such as Copilot-enhanced real-time document editing, integrated communication tools and meeting recaps and insights, Microsoft 365 Copilot helps teams work together more effectively and efficiently, leading to improved project outcomes and a more cohesive work environment. Another standout benefit of Microsoft 365 Copilot is its ability to quickly automate routine tasks. From managing emails and scheduling appointments to generating reports and analyzing data, Microsoft 365 Copilot leverages AI to handle these time-consuming activities. These features both save time and help to reduce the risk of human error, allowing employees to focus on higher-value tasks that require strategic thinking and creativity.
2. Increased productivity through automation with Copilot Studio
To take Microsoft 365 Copilot to the next level, organizations must strategically plan and implement customizations within Copilot Studio to enable seamless integration with your existing Microsoft 365 workflow. This allows an organization to benefit from Copilot’s flagship generative AI content-generation capabilities and, more importantly, to act on this generated information instantly without having to leave the tab or window. Imagine how much time you could save on previously labor-intensive tasks with quickly generated summaries of content, pinpointing key sections to review in detail. Or by leveraging historical approvals and submissions to guide new approvals. Built on the Microsoft Power Platform®, Copilot Studio taps into an extensive ecosystem of connectors and integrations. At Foundry for AI by Rackspace (FAIR), we have assembled a team of talented subject matter experts, specifically trained, certified, and experienced in delivering solutions through Copilot Studio.
3. Improved data-informed decision making with Copilot for Fabric
In a data-centric world, informed decision-making is crucial for business success. Copilot for Fabric provides advanced data analytics tools that help organizations gather, analyze and interpret data from various sources. Copilot for Fabric offers real-time data visualization and predictive analytics, allowing businesses to identify trends, forecast outcomes and make strategic decisions with confidence. By presenting actionable insights and trends, Copilot for Fabric empowers decision-makers to make more informed choices that drive growth and innovation.
4. Better sales, service and security operations with role-based Copilots
Role-based Copilots are revolutionizing the sales, service and security operations within organizations. Microsoft 365 Copilot for Sales streamlines the sales process by providing real-time insights and recommendations, facilitating more effective customer engagement and driving higher conversion rates. Microsoft 365 Copilot for Service enhances customer service operations by automating routine tasks, offering predictive solutions, and ensuring timely responses, thereby improving customer satisfaction and operational efficiency. Meanwhile, Microsoft Copilot for Security bolsters an organization’s defense mechanisms by integrating advanced threat detection and response capabilities, helping data and systems remain secure against evolving cyber threats. Together, these role-specific enhancements enable businesses to operate more efficiently and securely. What we recommend:
- Leverage public and free resources from Microsoft such as the Copilot Success Kit and Copilot Scenario Library to help inform yourself and your teams about the value of Microsoft 365 Copilot and start your journey towards your own adoption.
- Consider how your teams can use Copilot Studio to seamlessly integrate its powerful features from the Microsoft Power Platform, with Microsoft 365 and the out-of-box Copilots, streamlining routine tasks to free up time for strategic initiatives and activities that move the needle forward. Copilot Studio lets you perform tasks at scale that aren’t possible with the standard Microsoft 365 Copilot, such as processing or analyzing more than three files simultaneously.
- Consider both the technology and the people involved in the process of adoption. Microsoft 365 Copilot and generative AI are transforming office environments globally. To implement Copilot effectively, start with these steps: assemble the right team, secure executive sponsorship, choose the optimal time for deployment, communicate clearly and early, provide comprehensive training and continuously gather feedback to improve and sustain momentum. Use tools like Viva Engage®, Amplify® and Learning® to reduce the friction of change and promote engagement and adoption, helping to ensure the effective use of funds and resources.
- Secure your Microsoft 365, Microsoft Power Platform and underlying Microsoft® Azure® workloads, leveraging zero-trust principles to implement enhancements in identity, device and data protection with tools like Microsoft Defender XDR®, Intune®, Entra ID®, Purview® and Sentinel®.
- Prepare your data estate in Microsoft 365 and Microsoft Fabric®. In Fabric, determine the methods for aggregating, transforming and presenting enterprise quantitative data models within Fabric and Power BI to ensure readiness for Microsoft 365 Copilot integration. This preparation will facilitate actionable insights and enable informed decision-making that quickly drives sustainable business growth. Within Microsoft 365, consider the information architecture and permissions of your Microsoft Teams, SharePoint Online and Microsoft Power Platform environment deployments. This approach ensures that users — and consequently, their Microsoft Copilot assistant — access only the most relevant and up-to-date information. By leveraging a curated set of internal organizational data, instead of the publicly available information most contemporary large language models rely on, you can significantly reduce the risk of “AI hallucination,” a common issue with general generative AI tools such as ChatGPT and similar models.
It’s an exciting future for Microsoft 365 Copilot
Microsoft 365 Copilot’s ability to enhance productivity by automating tasks, integrate data for insightful decisions, provide advanced AI capabilities for content creation and improving collaboration make it an ideal solution for businesses of all sizes and industries. We’re committed to staying at the forefront of technology enabling us to provide unparalleled expertise in implementing and optimizing Microsoft 365 Copilot. We understand the unique challenges faced by organizations today and are dedicated to delivering solutions that drive efficiency, productivity and innovation.
Are you ready to transform your business with Microsoft 365 Copilot?
Contact us today to learn how we can help you implement and optimize this powerful tool to meet your unique needs. Together, we can unlock new levels of productivity and innovation.