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A deployment checklist for IT teams planning a Microsoft 365 Copilot rollout, covering identity and access setup, licensing decisions, SharePoint/OneDrive permissions cleanup, labels and DLP, Purview auditing, connector/plugin controls, and role-based training. It helps you move beyond “enable the feature” by surfacing oversharing risk, tightening governance, and defining a pilot approach with clear measures for adoption and impact.

To download, just fill out the form below and help us weed out the robots.

Copilot Checklist