Answer 8 quick questions across licensing, data governance, security, and adoption to see how ready your organisation really is for Microsoft 365 Copilot.
We’ll assess your tenant, fix the data governance and security gaps that matter, and help you launch a successful Copilot pilot.
Try our other free Microsoft 365 Copilot planning tools.
Microsoft 365 Copilot currently requires an underlying qualifying licence — typically Microsoft 365 E3, E5, Business Standard, or Business Premium — plus the Copilot add-on itself. Requirements can change, so always confirm current eligibility with Microsoft or your IT provider before purchasing.
Copilot only shows users content they can already access under your existing permissions. If sharing links, permission groups, or SharePoint sites are overly permissive, Copilot can surface sensitive information to people who technically had access but were never meant to see it in practice.
Start with enforcing MFA and Conditional Access for every user, and separating privileged admin accounts from everyday accounts. These two changes reduce the risk of a single compromised account cascading into wider Copilot-accessible data exposure.
No — most organisations start a small pilot once Licensing and Security are solid, using the pilot itself to surface and fix remaining Data Governance and Adoption gaps before a wider rollout.
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