Unleash The Power of Copilot for Microsoft 365 In Your Small or Medium-sized Business

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In this video I share all the steps I recommend to small- and medium-sized businesses for planning their Copilot for Microsoft 365 adoption. Having a plan for adoption is key and you need to ensure you take steps in the right balance to ensure technical preparedness, in areas such as data preparation, right the way through to training your team members and leadership. Whether you're looking to get a team of 10 or a team of 100 up to speed with Copilot and its generative AI superpowers, this guide will help you get started.

The plan will take you through the preparation you need to do from a technical and people-centered perspective to understand best how to get the most from Copilot for Microsoft 365 in your business. Whether you are new to Microsoft 365 Copilot or your adoption has stalled, this is information you need!

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Links:

Chapters:
0:00 Introduction
1:39 What are you buying and for whom?
3:40 Prepare your data
6:07 Engage your adoption leaders
7:23 Establish an adoption community
8:55 Train your users
11:12 Give focused one-on-one support
12:29 Stay the course

Apart from publicly accessible information, all user data or other related information shared in this video is created for demonstration purposes only. User accounts, passwords, or other data used as part of any demonstrations shown in this video have been created specifically for that purpose and are not any individual or company's private information or data.

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🎯 Key points for quick navigation:

00:00 *🚀 Initial Steps for Co-Pilot Adoption*
- Understand the purchase requirements, licensing, and options for Microsoft 365.
- Define the target user base and identify the why behind adopting co-pilot.
03:40 *📊 Data Preparation and Management*
- Importance of data quality and alignment for effective co-pilot responses.
- Considerations for data storage, sharing, and access rights within Microsoft 365.
06:11 *🛠️ Leadership and User Engagement*
- Reflecting on generative AI tools and ethics for leadership understanding.
- Importance of fostering a community, communication, and engagement around co-pilot adoption.
09:10 *📚 Training Strategies for Co-Pilot Adoption*
- Tailoring training programs to cover practical use cases and AI principles.
- Leveraging internal power users and external resources for varied training needs.
11:14 *💡 Individualized Support for Co-Pilot Users*
- Recognizing the need for personalized help for executives or specialized users.
- Strategies for providing one-on-one assistance to enhance the user experience.
12:39 *🌟 Long-Term Co-Pilot Adoption Strategies*
- Emphasize the importance of continuous adoption efforts and evolving with the technology.
- Reviewing progress, making course corrections, and exploring new areas of integration for co-pilot.

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