ChecklistMicrosoft 365 CopilotPDF · 284 KB

Copilot Tenant Readiness Checklist

Confirm licensing, data governance, SharePoint and Teams permission hygiene, and your security baseline before assigning Copilot licences.

About This Resource

Copilot does not create oversharing - it reveals it, instantly, to anyone who asks the right prompt. This checklist covers everything to confirm before a single licence is assigned: licensing prerequisites, sensitivity labels and sharing-link defaults, SharePoint and OneDrive permission hygiene, Teams sprawl, and the MFA and Conditional Access baseline every Copilot user should already have in place. A success-criteria score row confirms when the tenant is genuinely ready.

What's Included

  • Licensing prerequisite checks against qualifying M365 base SKUs
  • Data governance checks - sensitivity labels, default sharing-link settings, DLP
  • SharePoint and OneDrive permission hygiene audit steps
  • Teams sprawl checks - inactive teams, guest access, creation policy
  • Security baseline checklist covering MFA, Conditional Access and privileged-account exclusion

Who Is This For?

IT managers and Microsoft 365 administrators at UK SMEs preparing a tenant for Copilot licensing.

Technology Stack

Powered by industry-leading technologies including SolarWinds, Cloudflare, BitDefender, AWS, Microsoft Azure, and Cisco Meraki to deliver secure, scalable, and reliable IT solutions.

SolarWinds
Cloudflare
BitDefender
AWS
Hono
Opus
Office 365
Microsoft
Cisco Meraki
Microsoft Azure

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