Microsoft 365 Copilot
Adoption Playbook
A step-by-step implementation guidefor business leaders

Introduction

Get readyOnboard and engage

Deliver impact

Extend and optimize

Next steps

INTRODUCTION

Welcome to
Microsoft 365
Copilot

Organizations across industries have gone fromtalking about AI to deploying it at scale. After
just three months of using Copilot, 70% of users
said they were more productive and 68% felt
it improved the quality of their work. And themost effective Copilot users? They saved morethan 10 hours per month.1•	
Who do I give the first Copilot seats to?

This playbook, informed by insights from theMicrosoft 365 Copilot Early Access Program,gives you actionable steps to become an
AI-powered organization quickly, accelerate
usage and engagement, and track progress andimpact. It answers key questions, including:•	
Why is it important to build early
momentum with Copilot?

1•	
Where can my organization get themost productivity gains?
•	How do I get employees up
and running quickly?

• When will I start seeing business results?
• What are the ways to measure impact?

What Can Copilot’s Earliest Users Teach Us About AI at Work?, Work Trend Index Special Report, Microsoft, November 2023.

2

Introduction

Get readyOnboard and engage

Deliver impact

Extend and optimize

Next steps

Your Copilot
adoption roadmap

PHASE 1:PHASE 2:

PHASE 3:

PHASE 4:

Get
ready

Onboardand engage

Deliver
impactExtend andoptimize

Preparing yourbusiness for AI

Accelerating usage
and engagement

Tracking progress andbusiness results

Building agents into
your business

Step 8Quantify impact
with Microsoft
Copilot Dashboard.

Step 11
Tailor
Copilot to yourbusiness.

Step 1
Review yoursecurity anddata settings.

Step 2
Be intentionalwith seat
assignments.

Step 5Create a
Copilot user
community.

Step 3Create an
AI council.

Step 4
Help people build
new work habits.

Step 7Make ongoingtraining
the standard.

Step 6
Identify champions
to lead the way.

Step 10
Publicly celebrate
successes.

Step 9Meet withyour AI council
regularly.

Step 12
Optimizewith role-based
agents.

3

Introduction

Get readyOnboard and engage

Deliver impact

Extend and optimize

Next steps

4

This new generation of AI will remove thedrudgery of work and unleash creativity.
There’s an enormous opportunity for
AI-powered tools to help alleviate digital debt,
build AI aptitude, and empower employees.”

Satya Nadella
Chairman and CEO
Microsoft2

2

Will AI Fix Work?, Work Trend Index Annual Report, Microsoft, May 2023.

5

PHASE 1:

Get readyPreparing your business for AI

Step 1
Review your security
and data settings.

Step 2
Be intentional withseat assignments.

Step 3Create an
AI council.

Step 4
Help people build
new work habits.

PHASE 2:

PHASE 3:

PHASE 4:

Onboardand engage

Deliver
impactExtend andoptimizeIntroduction

Step 1

Review your security and data settings.
Microsoft 365 Copilot is built on acomprehensive approach to enterprise-grade
security, compliance, privacy, identity, andresponsible AI. Because Copilot automaticallyinherits your existing Microsoft 365 dataand security permissions, it makes setup
straightforward. It also highlights the importanceof having established content management
practices and data governance in place before
rollout begins.

To ensure secure collaboration with Copilot,
work with your IT leads to review current dataand security policies. It’s also important toreassure employees that their private content
and data remain protected. In this respect,
Copilot is very similar to cloud-connected
services like email and search that they’realready using. Encourage teams to continue
following your organization’s existing bestpractices, established by your IT department.
This includes using SharePoint sites, managing
permissions, and using sensitivity labels.
For more information on security and data for
Copilot, see our technical documentation site.

Get readyOnboard and engage

Deliver impact

Extend and optimize

Next steps

6

Introduction

Get readyOnboard and engage

Deliver impact

Extend and optimize

Next steps

7

Frequently asked questions about data, privacy, and security
Keeping your proprietary data confidential is important, and Copilot has built-in safeguards to help ensure it stays that way.
Here are some common questions customers are asking about data security in an era of AI-powered work.

How can I control
access to data and prevent
oversharing?

Are there additionalsafeguards I should consider
for meeting transcripts?

Where is Copilot datastored and processed?

What about eDiscovery
and legal holds?

Are there copyright risks
in using content generated
by Copilot?

Because Copilot inherits all your existing
Microsoft 365 security and compliancerequirements, only people with the right
permissions can access the content
it generates. Before rolling out Copilot,
it’s important to audit the data accessconditions, retention controls, andsensitivity labels you already have set
up. These policies and settings can be
managed centrally and applied across all
your apps.

The meeting owner controls who hasaccess to transcripts. Everyone ina meeting will see an alert that themeeting is being recorded, and thetranscript is subject to retention
policies your admins set and enforce.
If you want to use Copilot in a meeting
but not create a recording, you now
have the option to enable it without
a transcription. When you enable
Copilot without a transcription, Copilot
can answer questions and provide
information during the meeting, but
no record of those interactions will be
retained afterward.

Because Copilot is a core Microsoft
365 service, the data it uses resides
in your geographical region. That means
it complies with Microsoft processing
commitments for that region. For
example, if your organization is in
Europe, be assured that Copilot complies
with our processing commitments under
the EU Data Boundary.

Copilot prompts and responses are
considered your data. You can querywith eDiscovery or apply legal hold justlike any other content. Copilot activities
are always available in your audit log
should you need to refer to them.

The Microsoft Copilot CopyrightCommitment protects your intellectual
property, as well as the intellectual
property of others. If you use Copilot
to generate content for your businessand a third party sues your organization
for copyright infringement, Microsoft
will defend you and pay the amount of
any adverse judgments or settlements
as long as you used the guardrails
and content filters built into Copilot.

Introduction

Get readyOnboard and engage

Deliver impact

Extend and optimize

Next steps

8

Step 2

Be intentional with seat assignments.
To maximize business impact, you’ll need todetermine your overall licensing deployment
strategy—concentrating seats in two or three
key areas of the business and then expanding
from there. Consider the following factors
as you decide on an approach.
Look at current usage trends
Your heaviest users of Microsoft 365 products
will be well positioned to reap the benefits ofa Copilot license. One way to evaluate who
uses them the most is with Microsoft Copilot
Dashboard, powered by Microsoft Viva. Navigate
to the Readiness tab to see technical eligibility
and your total number of Microsoft 365 users.

Define use cases for each business
function or team
When deciding how to implement Copilot,
identify the business issues that need to besolved and then apply AI to the challenge.
Each team should have a clearly defined goalor specific use case for how they’ll implement
Copilot. This extra layer of specificity ensures
the technology is effectively integrated into
workflows across roles and levels.
Microsoft, for example, reimagined the tiered
support model to improve customer service.
We defined the use case metrics as:•	Reducing onboarding time for new agents.
•	Streamlining access to knowledge.
•	Eliminating repetitive administrative tasks.
•	Reducing ticket volume.

What Can Copilot’s Earliest Users Teach Us About AI at Work?, Work Trend Index Special Report, Microsoft, November 2023.
Lumen’s strategic leap: How Copilot is redefining productivity and employee engagement, Microsoft Customer Stories, May 21, 2024.
* Outcomes reflect results from 9,900 agents from a specific five-month period (April to September 2023).
3
4

Early results from this Copilot deployment
demonstrate how rapidly Copilot can deliver
value. At Microsoft, this AI-powered approach
to customer service resulted in more customers
served, including a 9% faster first responsetime and a 12% reduction in average handlingtime with 9% more cases being handled overchat. Junior agents were onboarded faster witha 13% increase in cases resolved without peer
support.3 * By focusing on specific use cases andhigh-impact areas first, you’ll maximize the ROIof Copilot and better prepare your organization
to scale up its adoption.

To choose what business area to start in, think
about your biggest opportunities or pain points.
Many early access customers started in customer
service and sales—but there’s not a one-sizefits-all approach to determining where Copilot
will add the most value.

Allocate Copilot to entire teams
within a specific business function

Lumen Technologies, a customer in the Early
Access Program, began with their customer
service, sales, and customer experienceteams. The service team is using Copilot tosurface relevant policies, summarize tickets, andaccess step-by-step repair instructions frommanuals. The sales and customer experienceteams are using Copilot to enrich customer
interactions with additional depth and context
and summarize actions and next steps.4

Avoid distributing licenses thinly. When entire
teams have access, they can share insights andlearn from each other. And as more employees
use Copilot consistently and effectively, theimpact that Copilot brings to your organization
multiplies.

Microsoft, for example, began in marketing,sales, and customer service; human resources;
and finance—the business functions where
teams spent a lot of time in meetings, writing
emails, doing repetitive tasks, and searching
through large amounts of data and information.

Introduction

Get readyOnboard and engage

Deliver impact

Extend and optimize

Next steps

9

It typically takes a seller four hours to
do research for customer outreach, andwith generative AI, they can now dothat in 15 minutes. Four hours back eachweek is worth $50 million in revenue
over a 12-month period.”
Ashley Haynes-Gaspar
Chief Revenue Officer
Lumen Technologies5

5

Lumen’s strategic leap: How Copilot is redefining productivity and employee engagement, Microsoft Customer Stories, May 21, 2024.

Introduction

Get readyOnboard and engage

Deliver impact

Extend and optimize

Next steps

PRO TIPShow the value of Copilot in specific roles to drive greater usage. For example:
Impact by function

Human resources

Marketing

Sales

IT

FinanceCreate a more efficienthiring process

Create a marketing pitch
in record time

Drive better sales presentations
with an AI assistant

Deploy a critical updatewith the help of Copilot

Focus on the high-valuetasks to complete an acquisition

Create a job description by asking
Copilot in Microsoft Word tosuggest skills, qualifications, andresponsibilities.

Discover trends and outliers in thelatest market research with Copilot
in Microsoft Excel to identify whichmarkets to target with promotions.

Create a bulleted list of notes
using recent email threads before
the meeting with the customer tounderstand the questions thatneed to be addressed.

Create a project plan for theupcoming rollout basedon a previous project plan andproduct documentation.

Summarize the due diligence
information from the operations
and legal team.

Conduct a group interview in
Microsoft Teams and ask Copilot tosummarize the contributions ofeach candidate.
Discover the best candidates fora position by having Copilot extract
skills, experience, and qualifications
from a set of resumes.

Draft a targeted promotion
plan with suggested taglines
using Copilot in Word.
Transform the engineering team’s
design documentation froma Word doc into a pitch deck in
Microsoft PowerPoint with Copilot.

Learn more about role-specific ways to use Copilot in Copilot Lab.

Give the customer your full attention
in a meeting by relying on Copilot tohandle the meeting notes.
Draft the final proposal using
Copilot to take content fromyour emails, meeting notes, andpresentations.

Meet on Teams to discuss theplan and use Copilot to keep
track of unanswered questions.

Use Copilot to add a section
to the offer sheet discussing someconditions for the deal basedon a previous meeting transcript.

Create a presentation on therollout by using Copilot to create
slides based on the project plan
Word doc.

Use Copilot in Excel to refine
the deal analysis based onnegotiations and changes in theeconomic environment.

10Introduction

Get readyOnboard and engage

Deliver impact

Extend and optimize

Next steps

11

Step 3Customer spotlight: EY

EY formed an AI Governance Council
following the success of their generative
AI center of excellence. The AI Council is led
by their CXO and includes members fromacross the organization. Their primary goal is
to oversee the business transformation
process for how generative AI can serve
the needs of the EY businesses and those of
their customers. They meet regularly andensure that organizational insights are sharedin real time.

Create an AI council.
Many companies are forming cross-functional
AI councils to oversee and guide thedevelopment, deployment, and evaluation of AI
solutions within their organization. Copilot canbe a helpful catalyst for getting your AI council
established and can be a great way to secure
early AI wins for your organization.
While your AI council will uniquely reflect yourcompany’s needs, it should include the following
members:
IT enablement team: Ensures your organization
implements Copilot seamlessly from a technicalstandpoint. This team is responsible forpreparedness and rollout, providing onboarding
support, as well as managing feedback andcompliance.

Change management team: Acts as a bridge
between the AI council and employees, helping
to monitor adoption progress, gather feedback,and foster a collaborative environment where
Copilot becomes an integral part of how people
work every day.
Executive sponsor: Drives adoption and infuses
confidence in the technology among employees.
An executive sponsor that’s an active champion(showing how they’re using Copilot and talking
about its benefits) signals that embracing
and integrating generative AI into day-to-day
processes isn’t just accepted, it’s encouraged.
Risk management expert: Represents thecompany’s best interests by ensuring overall
compliance to relevant AI regulations andethical standards. They also help ensure yourorganization’s AI initiatives are transparent,
accountable, and trustworthy. Read “Leadingin the Era of AI: Creating an AI council” toguide you in this process.

Introduction

Get readyOnboard and engage

Deliver impact

Extend and optimize

Next steps

Step 4

Help people build new work habits.
Effective change management is vital for
implementing an AI tool like Copilot,
as it ensures your organization views it as
not just new technology, but a new way
of working. It requires leaders to measureattitudes and manage expectations.
Measure attitudes and interest
A key part of change management isrecognizing that diverse perspectives aroundAI exist—and knowing that you’ll likely see
a combination of enthusiasm and skepticism.
Today, 75% of knowledge workers use AI
at work. But 46% of them only started using
it less than 6 months ago.6

Manage expectations
As part of this training and communication, it’s
important users develop a clear understandingof what Copilot can and can’t do. Equallyimportant is educating people on when to
use AI capabilities and when to rely on humanexpertise. Emphasizing that the user is in thedriver’s seat—or the pilot, if you will—is agreat way to communicate the limitations andstrengths of AI overall.

An effective adoption strategy must cater tothese diverse attitudes, providing support,
training, and clear communication to transition
workflows and mindsets into an AI-powered
future of work.

6

Will AI Fix Work?, Work Trend Index Annual Report, Microsoft, May 2023.

PRO TIPHighlight the capabilities of Copilot to help promote transparency and user satisfaction,
while minimizing potential misconceptions. For example:
Copilot is not like a search bar. Don’t ask it how many
miles the earth is from the sun (it knows, but Bingis faster). Instead, use it to search across your content
and prepare for meetings.

Ask Copilot: What’s the latest from [person],organized by emails, chats, and files?

Copilot is not prescriptive where you have to get
exactly the right words in exactly the right order to get
exactly the right result. Instead, guide the responseusing cue words and context—then revise your prompt
if you’re not happy with the initial results.

Ask Copilot: Write an article about[cybersecurity tips]. Include: [secure home
networks, multifactor authentication].

Copilot is not about delivering highly standardized,
repeatable outputs. Instead, use it to create a firstdraft—and regenerate the content until you find thetext you want to work with.

Ask Copilot: Write an intro paragraphfor this document and make it sound[professional].

Copilot is not always right—and it’s good toembrace how it’s usefully wrong. Instead, use it
to generate ideas to jump-start creativity.

Ask Copilot: Create a list of titles for[this presentation].

12

Introduction

Get readyOnboard and engage

Deliver impact

Extend and optimize

Next steps

13

The promise of AI has never been more real—but
becoming an AI-powered organization doesn’t happen
with the flip of a switch. It requires an intentional approach,with employee skilling at the core. Organizations thatprioritize this kind of investment in their people are going
to be the ones that reap AI’s benefits.”
Jared Spataro
CVP, Modern Work at Microsoft7

7

Jared Spataro, Why boomers are catching up with AI faster than Gen Zers, according to Microsoft’s modern work lead, Fortune, October 20, 2023.

14

PHASE 1:

Get
ready

PHASE 2:

Onboardand engage
Accelerating usage and engagement

Step 5Create a Copilot
user community.

Step 6
Identify champions
to lead the way.

Step 7Make ongoingtraining the standard.

PHASE 3:

PHASE 4:

Deliver
impactExtend andoptimizeIntroduction

Get readyOnboard and engage

Deliver impact

Extend and optimize

Next steps

Step 5Create a Copilot user community.
One of the best ways to drive AI adoption
is through peer learning, which creates a
dynamic knowledge-sharing ecosystem. It
creates buzz around this new way of working,allows individuals to learn from those who’ve
successfully implemented Copilot, and surfaces
practical tips for specific roles.
Creating virtual spaces for people to connect
and discuss their experiences is a great place
to start building this momentum. Any means ofsharing is worthwhile, as it gives users a senseof ownership in the learning process.

To build your organization’s Copilot
user community:	Create a Teams group chat for your AI
council to discuss goals and best practices.
	
Use Viva Engage to give employees a place toshare tips, ask questions, and upvote answers.
	Use Microsoft Forms to log what’s working
and what isn’t. Your AI council can use
these insights to improve your rollout,
inform training sessions, and find the bestuse cases for your business.
	Download our onboarding toolkit for
prepopulated and designed posts thatencourage usage across apps.

“We have trained 200,000 employees on
GenAI through our AI training program in justsix months to pave the way for large scale
adoption. We were able to drive interest andenthusiasm amongst the teams througha robust internal campaign to drive homethe message that these tools help us be
more efficient and become more proficient.”

Saiprasad Jammulapati
8

 ipro invests USD $1 Billion in AI, trains 200,000 employees on GenAI principles with Microsoft Copilot,
W
Microsoft Customer Stories, March 22, 2024.

Wipro Global Head of the Office of the CIO
and CIO for Europe815

Introduction

Get readyOnboard and engage

Deliver impact

Extend and optimize

Next steps

Step 6

Identify champions to lead the way.
Similar to your AI council, your Copilot
champions and early adopters are key to driving
wider adoption. This group will lead byexample, helping showcase the practical benefitsof Copilot in their daily work. Plus, their positive
experiences will naturally inspire curiosity andinterest among their colleagues, encouraging
broader usage.

To identify Copilot champions andearly adopters:	Lean on your AI council to help determine
your power users.
	
Look at your Copilot user community
to see who’s sharing tips or giving feedback.
 each out to managers to identify
Rteam representatives.
 se Copilot Dashboard to measure usage
U(more on this in a moment).

Customer spotlight

Honeywell formed an AI ambassador
program that brought together 20
employees across various roles, levels, andfunctions—including IT, human resources,
supply chain, marketing, and finance.
During the rollout, the ambassadors met
regularly to share feedback on scenariosand challenges, and to identify
best practices and opportunities for
improvement.

16

Introduction

Get readyOnboard and engage

Deliver impact

Extend and optimize

Next steps

Step 7Make ongoing training the standard.
Employees will see productivity gains
immediately with Copilot. But how each user
personalizes their Copilot usage will evolve
dramatically over a 6 to 12-month period,so providing ongoing training is critical tooptimizing that journey.
Prompting—the process of giving clear
commands to get the right results out of an AI
tool—is likely a new skill for many employees.
Better inputs lead to better outputs and thisrequires consistent practice, so Copilot becomesa natural extension of the work process.
Business leaders should publicize a varietyof resources and guidance and promotecollaborative sharing of best practices. This way,
Copilot users can stay updated on new features,
troubleshoot issues, and learn from each other’s
experiences. A culture of continuous learning
can also increase user engagement, satisfaction,and productivity with Copilot.

Here are some top training resources tohelp your organization get started: rompt guidance: Understand thePingredients for a great prompt.
 opilot adoption: Get resources forC
deploying, using, and scaling Copilot
at your organization.

PRO TIPThose who view Copilot as a way to amplify what they’re already doing—not just as a search engine—
will gain value the fastest. Encourage employees to:

Build a daily habit.

Think like a manager.

Regular use of Copilot helps employees
quickly learn how to get better responses
and take full advantage of the AI
capabilities in their everyday routine.

Knowing how to delegate tasks to Copilot—
as if it’s an eager intern—is essential.
To do this, users must be able to create clear,concise prompts with defined parameters,
evaluate the results, and decide what
do next with the content Copilot generates.

Make the most of reclaimed time.

Provide feedback.

Guide employees to be intentional with thetime they save with Copilot. Remind teams
it’s not about doing more overall—it’s about
doing more of the things that drive value atboth the individual and organizational level.

Encourage employees to give feedback
when Copilot prompts them to. This
will continue to improve and refine theirexperience.

 opilot Lab: Find tips for betterC
prompts and explore prompts to try
in different apps.
 opilot for work: Discover workC
scenarios and how Copilot can become
your AI assistant.
	
Viva Learning: Use the course catalog tolearn new skills for the world of AI.

17

18

PHASE 1:PHASE 2:

Get
ready

Onboardand engage

PHASE 3:

PHASE 4:

Deliver
impactExtend andoptimize

Tracking progress and business results

Step 8Quantify impact with
Microsoft Copilot Dashboard.

Step 9Meet with your
AI council regularly.

Step 10
Publicly celebrate
successes.

Introduction

Get readyOnboard and engage

Deliver impact

Extend and optimize

Step 8

Step 9

Step 10

Quantify impact with
Microsoft Copilot Dashboard.

Meet with your
AI council regularly.

Publicly celebrate
successes.

Microsoft Copilot Dashboard helps organizations measure
usage and adoption at every phase of the rollout with realtime data and insights. The dashboard provides information
to help leaders understand where Copilot is adding value
and where enablement strategies could create even greater
benefits, including the number of active Copilot users per
app and the number of times key Copilot features have beenused in those apps.

Meeting regularly with your AI council will help you
understand how you can support their efforts. Based on
the experiences of Early Access Program users, change
happens quickly with a Copilot implementation. Discuss
what’s working well, potential areas of opportunity,
and any challenges related to the new way of working.

Implementing any new tool takes coordinated effort
across multiple disciplines, so be sure to take a step backand celebrate milestones you’ve reached in your Copilot
adoption strategy. Acknowledge the efforts of teams
who’ve contributed to the rollout’s success and identify
your power users, as these stories serve as strong sourcesof inspiration and showcase how Copilot can deliver
tangible benefits within your organization.

With a Microsoft Viva subscription, you can get additional
reporting and deeper functionality.

To maximize your organization’s experience with Copilot,
make AI council meetings an ongoing priority wellafter the initial two-month period has elapsed. You’re likely
to see significant gains in productivity and businessvalue by that time. And you’ll probably be ready to shift
your focus to longer-term AI goals.

Success stories also play a pivotal role in driving
adoption, engaging stakeholders, and ensuring thatyour organization maximizes the impact of Copilot while
maintaining transparency and realistic expectations.

Next steps

19

Introduction

Get readyOnboard and engage

Deliver impact

Extend and optimize

Next steps

20

I depend on Copilot to help me with a first draft ofan announcement or employee message, saving
me around 30 to 60 minutes each time. We’rea 72,000-person organization. Think about theadaptability of those time savings for everybody—it’s potentially a huge resource savings.”
Emma Land
Global Head of Employee Communications
Dentsu99Dentsu drives creativity and growth for brands, supported by Microsoft Copilot, Microsoft Customer Stories, November 15, 2023.

21

PHASE 1:PHASE 2:

PHASE 3:

Get
ready

Onboardand engage

Deliver
impactPHASE 4:

Extend andoptimize
Building agents into your business

Step 11
Tailor Copilot
to your business.

Step 12
Optimize withrole-based agents.

Introduction

Get readyOnboard and engage

Deliver impact

Step 11

Step 12

Tailor Copilot to your business.

Optimize with role-based agents.

As your teams get better at using Copilot,
they’ll want to be able to connect more deeply
to business data, apps, and workflows that live
outside of Microsoft 365. This is made possible
by enhancing Microsoft 365 Copilot with agents
built by Microsoft Copilot Studio.
Ground Copilot to all your business data.
Give Copilot agents secure access to yourorganization’s systems of record, including
company databases, custom backends, andeven on-premises legacy systems. This enables
Copilot to understand your business better andlearn which apps and resources to query to best
respond to users prompts and questions.
Automate workflows with agents. Users cancreate agents to simplify and automate tedious
business processes and workflows, such as
submitting expenses, onboarding employees,
and updating benefits.

Create agents in the flow of work. Quickly
create and publish agents directly to theapplications your employees use most often,
such as Teams, Business Chat, and SharePoint.
Example: Copilot easily connects to systems
outside of Microsoft 365 to help you make themost of AI. For example, if you were to give
Copilot access to your travel policy in SharePoint
and your ongoing expense budgets in SAP, it
could give an accurate, self-service answer
to an employee question such as, “How muchof my team’s travel budget is left this quarter?”
Control and manage agents easily. Whenbuilt, agents can be centrally managed by IT
and secured with the right access controls, user
controls, and analytics. IT remains in charge.

We are continually releasing new Copilot
agents that are out-of-the-box ready andtailored to specific tasks and functions, so
you don’t have to start from scratch. The
following role-based agents are currently
available or in public preview:•	
Microsoft 365 Copilot for Service, which
extends your existing contact center with
AI to enhance service experiences andboost agent productivity.
•	
Microsoft 365 Copilot for Sales, whichconnects with your customer relationshipmanagement (CRM) platform to bring sales
insights and next-generation AI into the flowof work.

Extend and optimize

Next steps• Microsoft 365 Copilot for Finance, whichconnects to the organization’s financial
systems to provide role-specificworkflow automation, guided actions,and recommendations in Microsoft
Outlook, Excel, Microsoft Teams,
and other Microsoft 365 applications.
These are just a few areas where you could
consider expanding Copilot for specific roles.
As the people in your organization learn
new AI skills and you chart a path forward foryour business, we’re here to support you.

22

Introduction

Get readyOnboard and engage

Deliver impact

Extend and optimize

Next steps

23

NEXT STEPSThe road ahead
with Copilot

By embracing this momentous shift to AI,
you’re boosting more than just individual andteam productivity. You’ve opened the door totremendous business transformation—and thepace of innovation with Copilot is only goingto accelerate.
If you follow the steps in this playbook,you can be confident that you’re approaching
AI transformation intentionally. You’ll have aframework to help you prioritize the areas withthe highest potential impact first, optimize
your time to value, manage change, and scale
when the time is right. The steps in this guide
will also help you gain buy-in at every level ofyour organization so you can build an AI-centricculture, which is the true secret to gaining acompetitive edge with this technology.

For additional guidance on how to optimize work and seize
new opportunities for business growth, be sure to check out
our Microsoft Copilot adoption site.

©2024 Microsoft Corporation. All rights reserved. This document is provided “as-is.” Information and views expressed in this document,
including URL and other Internet website references, may change without notice. You bear the risk of using it. This document does
not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document foryour internal, reference purposes.