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Is My Data Ready?: How to Prepare for Microsoft 365 Copilot

Written by Dan Finn | December 18, 2023

With the rapid evolution of technology, Microsoft 365 Copilot is emerging as a game-changer in business productivity. This advanced AI and machine learning platform can significantly boost your workflow, but its success hinges on the readiness and security of your data. Let’s explore what it takes to prep your data for Copilot and why it's crucial.

Understanding Microsoft 365 Copilot

Microsoft 365 Copilot is more than just a productivity tool; it's an intelligent, AI-driven assistant that works alongside you. Copilot harnesses your data with the aim to streamline tasks, provide insights, and support decision-making. The key to its effectiveness? Well-organized and accurately handled data.

The Importance of Data Security and Compliance

Data security and compliance take center stage when introducing an AI tool like Copilot into your environment. You can no longer assume that just because the data is 14 folders deep, it’s not accessible.

Copilot will surface everything your users can see, regardless of where it is saved. It's not just external threats to consider; managing who within your organization can access what data is equally important. Implementing strong access controls, like Role-Based Access Control (RBAC) with Microsoft Entra ID (formerly Azure Active Directory), ensures Copilot only works with the data it's supposed to, safeguarding against internal breaches.

Prioritizing the protection of sensitive data is critical. Employing techniques like encryption and data labeling and protection are essential for security. If you aren’t using the Microsoft Purview suite of security features, now is the time to start.

On top of that, getting ready for Copilot involves more than just technical preparations. It's about auditing current data practices, updating policies, and training your team. Cultivating a culture focused on security and data awareness is just as important.

How do I prepare my organization for Copilot?

In the ever-evolving digital landscape, staying vigilant with data access and usage is crucial. As technology progresses, your data management and security approach should also adapt to align with new technologies and threats. Security and privacy are among the top concerns for organizations when it comes to AI and tools like Microsoft Copilot.  To know where we are going, we first must understand where we are today.  To begin, we must ask questions such as:

  1. What settings and policies do we have in place today to protect our data?
  2. Do our users have the appropriate roles and access for their position?
  3. Have we classified our data and deployed solutions like Data Loss Prevention?

What’s next?

When organizations were making their move from on-premises solutions to cloud-based services, they had to start with an assessment of their current situation. With the transition to an AI based world, the starting point remains the same. We must understand where we are today with our data quality, privacy, security, and compliance. Otherwise, we risk exposing sensitive information.

Data is the fuel for AI tools like Microsoft 365 Copilot. Ensuring it's properly organized, secure, and compliant is not just beneficial; it's essential. As we embrace AI-enhanced productivity, being proactive in data preparation is critical to leveraging these advanced technologies effectively.

Synergy Technical has the experts to help you review, configure, and deploy the services and tools you need to protect your data and be prepared for the world of generative AI with Microsoft Copilot.  Just as we helped millions of customers navigate their journey to the cloud, we will help millions more protect their data, streamline their operations, gain efficiency to allow AI to help them become the leader in their industry.  Get ahead and let us help you start preparing today! We are here to help. 

 

 

Harness the power of artificial intelligence (AI) in your organization with Microsoft 365 Copilot. If your organization wants to improve productivity by using Microsoft Copilot, Synergy Technical can help. Our Microsoft 365 Copilot Readiness Assessment will validate your organization's readiness for Copilot as well as provide recommendations for configuration changes prior to implementation. We'll help you make sure that your data is safe, secure, and ready for your Copilot deployment.