Confirm licensing, data governance, SharePoint and Teams permission hygiene, and your security baseline before assigning Copilot licences.
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.
IT managers and Microsoft 365 administrators at UK SMEs preparing a tenant for Copilot licensing.
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