Microsoft 365 Copilot brings generative AI into Word, Excel, Outlook, and Teams. Before you license it broadly, understand the prerequisites and how to pilot it well.
The prerequisites
- A qualifying Microsoft 365 base license (Business Standard/Premium or E3/E5)
- A per-user Copilot add-on license
- Well-governed SharePoint and OneDrive data — Copilot surfaces what users can access
- A data-hygiene review so Copilot doesn't expose over-shared files
Pilot before you scale
License a pilot group first, pick measurable use cases (meeting summaries, email drafting, Excel analysis), and track time saved. Roll out to the teams where the pilot proved value.
Copilot's ROI is a data-governance story as much as an AI one. Clean up access before you switch it on.
RM
Rohan Malhotra
Microsoft Licensing Consultant
Part of the TechWorld Solutions team helping enterprises migrate, modernize, and secure their technology.