M365 Copilot Adoption and Security Insights
M365 Copilot Adoption and Security Insights
Ben Ellgass
GPS Sales Enablement Lead
benellgass@[Link]
Ben Ellgass | LinkedIn
Microsoft Digital AI
Cloud Transformation Transformation
The Extended Copilot Family
Azure & AI
Copilot OpenAI
Karuana Gatimu,
9:05-9:15 am 10 mins What is M365 Copilot & capabilities Related options - BCE and Sales Copilot
Principal PM Manager
Jeremy Chapman,
9:15-9:25 am 10 mins Copilot prerequisites and licensing ME3/ME5 prereqs, client prereqs
Director Product Marketing
Robert Gates,
Extensibility beyond what's native to Empowering developers to integrate their apps
9:50-10:10 am 20 mins Director Product Marketing
M365 for retrieval and services into M365 Copilot
Manager
Sean Cahill,
10:10-10:25 am 15 mins Security Copilot Overview Capabilities and use cases Senior Product Marketing
Manager
Ben Ellgass,
10:25-10:30 am 5 mins What's Next & Enablement Offerings Resources + What's Next for Enablement
Sales Enablement Lead
Introducing the Partner Sales Enablement Hub
[Link]
Before we get started
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Microsoft 365 Copilot
Microsoft 365 Copilot
Natural Language
Jeremy Chapman
Director, Microsoft Mechanics | Technical Audience Deployment Readiness
Information readiness
Tool recommendations
Microsoft 365 Copilot
Grounded in M365 Copilot has real-time access to both your content and context in the Microsoft
your business data Graph.
Comprehensive security,
Copilot inherits your security, compliance, and privacy policies set up in Microsoft 365.
compliance, & privacy
Architected to protect data Your data never leaves its secure partition, and it is never used for training purposes.
Designed to
As Copilot learns about processes, it can perform more sophisticated tasks and queries.
learn new skills
What is different about Microsoft 365 Copilot Adoption?
Pace of Change
New features & scenarios Focus on jobs to be done Copilot hub on Microsoft communities
Natural language [Link]
Undiscovered opportunity Subject matter experts
interface Copilot Center of Excellence
End-user access Adoption Specialists
Customized interaction (Fall 2023)
Cross product at launch by user needs Copilot Labs (Fall 2023)
Adoption Journey by Phase and Persona
Engagement Phase Listen & Consult Inspire and Design Empower & Achieve Realize Value Manage & Optimize
Phase Discover Try Buy Envision Onboard Drive Value Feedback & Support
CxO / BDM / ITDM / CxO + ITAdmin + BDM + Adoption
Primary Role
CxO / BDM / ITDM ITAdmin / BU ITDM / ITAdmin ITAdmin + BDM + Adoption Mgr ITAdmin + BDM + Adoption Mgr BDM + Adoption Mgr Mgr
Role: IT Admin "How will I support this new service?" "Who gets this new "How will I manage this new "When do users get the new "Who is using the new service?" "How difficult is this to manage.
service?" service?" service?" How much change must we
control?"
Go Do Onboard Helpdesk; Gain Review User Reports & Help Desk Review MC Post Updates;
Get familiar with capabilities & requirements Purchase & Provision Knowledge Onboard Users Tickets Champion Plans
Feeling Curiosity; Concern Curiosity; Resistance Curiosity; Resignation Curiosity; Engagement Relief; Interest Interest; Excitement
Outcome Educate CET about Issues &
Prepare for Change Prepare Tenant & Service Prepare service managers Prepare Support Prepare service managers resolutions
Role: BDM "How will this new capability impact me/my "Who gets this new "How will this make us more "How do I quickly learn about "How can I apply this to my "How do I quickly resolve issues?"
business?" capability?" competitive?" this capability?" business?"
Go Do Get familiar with capabilities & requirements Purchase & Provision Attend Art of the Possible workshop Attend Learning Series Submit Help Requests / Feedback
Feeling Curiosity; Excitement;
Curiosity; Concern Confusion
Outcome Understand Capabilities Scope Audience Identify Innovation Areas Prioritize Business Scenarios See change in business scenarios Provide actionable feedback
Role: Champion "How will I help people with this new "Who gets this new "How will I help people use "Who will I help and with what "Where are people having
service?" capability?" this?" tools?" "How are people using the service?" problems?"
Go Do Get familiar with capabilities & requirements Purchase & Provision Get trained Understand Assets Engage with End Users Provide Feedback
Feeling Curiosity; Excitement; Satisfaction; Curiosity e.g "What's
Curiosity; Concern Confusion Anticipation; Focus Excitement; Fulfillment Next"
Outcome Understand Scope of Change Prepare for Change Prepare for Change Manage Change Increase Satisfaction Unblock Usage
Role: End User "How will I use this new "When can I use this new "How does this make my experience
"Why should I care about this new service?" capability?" capability?" better? "How can I get help?"
Go Do Do more with Copilot; test new
Get familiar with capabilities & requirements Attend Learning Series Practice with Copilot features
Feeling Relief; Resolution vs Frustration if
Indifference; Curiosity; Confusion Curiosity & Confusion Curiosity & Intrigue Confidence; Anticipation not resolved
Outcome Use in personal scenarios;
Prepare for Change Understand Scope of Change Gain knowledge about Copilot experience change Discover help; resolve issues
*Viva Engage recommendation for large scale internal communities, if available
Our Adoption Planning Workbook for early adoption will
guide you through the adoption planning process
Assess
Assemble readiness Onboard
your team employees
Partner with your Determine the overall
Tap into the technical organizational Plan the rollout
team to clearly Build awareness,
and business change readiness including cadence based on
outline business deployment, training
agents. Recruit multi- leadership alignment, early adopter pilot
strategy and and feedback
disciplinary teams of user groups, technical, program, Champion
onboarding plans. collection into the
executive sponsors, governance, support readiness and planned
Align business and plan to continuously
technical talent, core and feedback scope of change.
technical needs to drive engagement
stakeholders, change maximize outcomes. channels.
and usage.
agents and Build your
champions. Define plan
strategy and
scenarios
Rapid Adoption Checklist
Participate in Art of the Possible workshop Understand the key capabilities of Microsoft 365 Copilot and prioritize business scenarios Design
Design end user support and readiness community Use Copilot COE for design guidance User Experience
Complete technical readiness work Prepare tenant for healthy deployment per Microsoft recommendations Planning
Select early adopter program users Select employees who will use new capabilities and share feedback. Planning
Onboard and train peer to peer Champion team to provide support and guidance during end user
Train Copilot Champion Team onboarding and initial usage of Copilot features. User Experience
Schedule Learning Series activities Weekly office hours and learning sessions for features by app or business scenario User Experience
Deploy licenses In Microsoft Admin Center Technical Team
Send welcome email and invite into Community User Experience
Schedule executive onboarding Whiteglove onboarding sessions for executives User Experience
Schedule feedback roundtables Provide employee only opportunities to provide feedback on Copilot features Feedback
Review Adoption Score reporting Establish collaboration best practice baselines User Experience
Microsoft feedback sessions Participate in Microsoft led feedback sessions Feedback
Onboard executives to Executive Customer Advisory Board Invite executive level staff to thought Feedback
Conduct service health review Review service usage and support ticket volumes and issues. Technical Team
Nominate success stories Identify successful scenarios that have been impacted by Copilot usage to share. User Experience
Assemble your team
We have identified five key roles that are critical to a
successful adoption effort. Each stakeholder group has a
specific role in the implementation and should be engaged
early and often. The next few pages will outline the specific
role these stakeholders will have in your adoption process. Your technology enablement
team is central to the success of
1) Executive Sponsor your project and your employees
2) Success Owner (Business leader) with your technology investments.
3) IT Specialists (Tenant Admin, Service Manager)
3) Early Adopters
4) Adoption Specialists (User Experience Lead, Champion)
Generate summary
about a document
New Skills: Developing “the art of the prompt”
Microsoft 365 Copilot Extensibility
Robert Gates
Principal Cloud Solution Architect
Americas GPS
Microsoft 365 Copilot has two extensibility points
Microsoft 365 Apps
Plugins • Copilot UX
Orchestration
Metaprompt
AI
safety
Grounding
AI infrastructure
Microsoft 365 Copilot extensibility value
Trust Extending and customizing Microsoft 365 Copilot experiences with plugins enables
you to expand your organization’s AI-powered productivity, skills, and creativity.
Organizational knowledge
(Semantic Index)
Plugins
Leading SaaS providers are building plugins
Extend your users’ skills
Plugins enable users to interact directly with third-party app & services from inside Copilot.
Plugins
Microsoft 365
Ranking and relevancy of content
Copilot
(App skills)
Responsible AI guardrails
(Graph) (Graph Connectors)
Copilot Copilot
UX service 4 Determine user’s intent
User wants a list of work items assigned to them.
8 6 Generate plan
[Query API for items assigned to user]
Natural language Output
7 Execute plan
“You have 2 items assigned to [Call API to retrieve item1, item2]
you in Priority Matrix: item1,
item2”
Plugin types
Use existing integrations or build new ones to extend your organization’s AI-powered skills.
Microsoft Graph
Connectors
Microsoft 365
Ranking and relevancy of content
Copilot
(App skills)
(Graph Connectors)
Responsible AI guardrails
(Graph)
GA GA Preview Preview
Semantic Index
Microsoft Graph
We also have many 1P connectors for Microsoft Azure services like DevOps, Event Hub, Blob Storage, ADLS, and Azure SQL, legacy
services like on-premises SharePoint, and services not currently connected to Microsoft Graph, like Yammer.
Microsoft Graph
Trust Plugins
Connectors
Microsoft 365
Ranking and relevancy of content
Copilot
(App skills)
Responsible AI guardrails
(Graph) (Graph Connectors)
Responsible AI
Responsible AI* Responsible AI
Customer Data Plugins
goals goals
• Entra ID controls access to plugin data.
Accountability: Assessment, oversight, fit, Things to know about how we handle • Plugin data is screened and filtered for PII & sensitive information.
and human oversight & control. customer data:
• All 3rd party plugins are validated and certified prior to publication.
Transparency: intelligibility, stakeholder
Data stays within the customer’s tenant. • Admins control access to and use of plugins in your organization.
communication, disclosure,
Data is never used to train language
Fairness: Quality of Service to all identified
models.
demographic groups. Microsoft Graph Connectors
Data is screened and filtered for PII &
Reliability & Safety: Guidance, monitoring,
sensitive information • Data is indexed within Microsoft 365’s security, privacy and trust
feedback, evaluation, remediation.
Data access is limited to permissions boundaries.
Privacy & Security: Compliance with
established by your organization. • Copilot honors the data access permissions you establish, to preserve
Microsoft privacy, and security standards.
its security and privacy.
Inclusiveness: designed in accordance with
Microsoft Accessibility Standards. • Admins control access to and use of connectors in your organization.
Review customer propensity and Prepare highlight extensibility Identify key LOB apps for
usage of Teams ME and options. Review Connector Gallery integration and ingestion.
Connectors. Microsoft Search - Intelligent search for
the modern workplace
Look at new opportunities. Examine your organization’s processes for integration & automation opportunities:
(Required)
Update your app manifest to version 1.13 or newer
Update your TeamsJS SDK references (Need to use versions >=2.0.0)
Include M365 channel for the Bot registration
Amend your Content Security Policy headers
(Optional)
Update your Microsoft Entra (Azure Active Directory) App Registration for Single Sign On (if you have SSO)
CONFIDENTIAL
Classified as Microsoft Confidential
The odds are
against today’s 4,000 Password attacks per second
security analysts
72 mins
Median time for an attacker to
access your private data if you
fall victim to a phishing email
Sophisticated
attack
techniques Inefficient
collaboration
Microsoft Security
Product
integrations
Data & telemetry
Copilot
The first generative AI security
product that empowers SOC analysts
to defend their organizations at Product
Skills
machine speed and scale knowledge
Best
practices
Classified as Microsoft Confidential
Defending at machine speed
What is log4shell?
Microsoft
Most advanced
general models
OpenAI
Security
Hyperscale AI
infrastructure + Cyber-trained
model + Evergreen threat
intelligence + Cyber skills and
promptbooks
Incident response
Surface an ongoing incident, assess its scale, and get instructions to begin
remediation based on proven tactics from real-world security incidents
Security reporting
Summarize any event, incident, or threat in seconds and prepare the
information in a ready-to-share, customizable report for your desired audience
• Run queries using natural language Run queries using natural language Run queries using natural language
• Prepare reports, summaries, and graphs Prepare reports, summaries, and graphs Prepare reports, summaries, and graphs
• Upskill teams via prompts and guidance Upskill teams via prompts and guidance Upskill teams via prompts and guidance
Security Copilot
organization.
Microsoft
Threat
Intelligence
data
Classified as Microsoft Confidential
Operated with simple natural language queries
Submits a Receives
prompt response
Human
compliance.
Your data is protected by the
most comprehensive enterprise
compliance and security controls
Governance
Transparency
Deploy E5 Secure Event Keynote Blog Post Announcement Security Copilot Product Page
Get ready Watch Read Visit
[Link]
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