> ## Documentation Index
> Fetch the complete documentation index at: https://academy.pathfindr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup Copilot Enterprise

> Roll out a secure, governed Copilot Enterprise workspace with minimal moving parts.

<Columns cols={2}>
  <Card title="Audience" icon="user">
    IT, Security, and Operations administrators.
  </Card>

  <Card title="Goal" icon="trophy">
    Launch a secure and governed Copilot Enterprise workspace that scales without creating policy debt.
  </Card>
</Columns>

## 5 steps to Copilot rollout

1. **Assess readiness:** Check your organisation's data, security, and compliance to prepare for Copilot.
2. **Assign Copilot licenses:** Purchase and assign Copilot licences to eligible users.
3. **Validate app and network requirements:** Ensure Microsoft 365 apps are updated and network settings support Copilot.
4. **Configure security and compliance:** Set up sensitivity labels, DLP, auditing, and eDiscovery to protect data.
5. **Communicate policies and train users:** Share AI guidelines, acceptable use policies, and provide training to all users.

## Assess readiness

### Run Copilot readiness report

**How to do it:**

* Go to Microsoft 365 Admin Centre.
* Navigate to Reports > Usage > Microsoft 365 Copilot.
* Open the "Readiness" tab.
* First, review which users, apps, and environments are ready for Copilot.
* Then, review app and network compatibility for all users.
* Note any issues or ineligible users for follow-up.

**Reference:** [Copilot Readiness Report Guide](https://learn.microsoft.com/en-us/microsoft-365/admin/activity-reports/microsoft-365-copilot-readiness?view=o365-worldwide)

**Why:** Ensures you quickly identify any technical blockers and only deploy Copilot where it will work, avoiding wasted effort and rollout failures.

<Tip>
  Run the report weekly during rollout to catch new issues early and keep deployment on track.
</Tip>

### Review data locations and permissions

**How to do it:**

* Go to SharePoint Admin Centre and OneDrive Admin Centre.
* Run sharing and permissions reports.
* Identify overshared or sensitive content.
* Restrict access to sensitive data and archive outdated files.
* Document changes and confirm only appropriate users have access.

**Reference:** [Microsoft SharePoint Advanced Management](https://learn.microsoft.com/en-us/sharepoint/advanced-management)

**Why:** Prevents accidental data leaks and ensures only the right people can access sensitive business information.

### Check security and compliance controls

**How to do it:**

* Go to Microsoft Purview Compliance Portal.
* Review which sensitivity labels are currently applied to confidential data.
* Check if Data Loss Prevention (DLP) policies are already active and working.
* Verify that auditing and eDiscovery features are enabled.
* Assess existing compliance policies to identify gaps before Copilot deployment.

**Why:** Identifies security and compliance gaps that could expose your organisation to regulatory breaches during Copilot use.

<Warning>
  If compliance or security gaps are found, stop rollout immediately. Use Microsoft Purview to identify issues, remediate with IT/security team, and recheck before proceeding.
</Warning>

**Reference:** [Microsoft 365 Copilot Privacy & Security](https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-privacy)

## Assign Copilot licenses

### Confirm licensing eligibility

**Where to go:**

* Microsoft 365 Admin Centre → Billing → Your products

**Actions:**

* Check your current subscription (E3, E5, Business Standard, etc.).
* Confirm your plan is eligible for Copilot add-on.
* Reference: [Copilot Licensing Guide](https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-licensing)

**Why:** Only eligible plans can add Copilot licences, preventing wasted purchases and rollout delays.

### Purchase Copilot licenses

**Where to go:**

* Microsoft 365 Admin Centre → Billing → Purchase services

**Actions:**

* Search for "Copilot" in Purchase services.
* Select the Copilot licence add-on.
* Complete the purchase for the required number of users.
* Reference: [Set Up Microsoft 365 Copilot and Assign Licenses](https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-setup)

**Why:** You need to buy Copilot licences before you can assign them to users.

<Tip>
  Purchase a few extra licences for testing and onboarding to avoid delays if user numbers change unexpectedly.
</Tip>

### Assign licenses to users or groups

**Where to go:**

* Microsoft 365 Admin Centre → Users → Active users

**Actions:**

* Select the users or groups you want to assign Copilot licences to.
* Click "Manage product licences."
* On the Licences and apps tab, check "Copilot for Microsoft 365."
* Save changes and verify licence assignment.
* Reference: [Assign a Copilot for Microsoft 365 license](https://microsoft.github.io/TechExcel-Elevate-your-Copilot-for-M365-technical-proficiency/docs/L1Ex01/0102.html)

**Why:** Assigning licences enables Copilot features for selected users, controlling access and compliance.

## Validate app and network requirements

### Check Microsoft 365 app versions

**Where to go:**

* Microsoft 365 Admin Centre → Health → Software updates

**Actions:**

* Ensure Word, Excel, PowerPoint, Outlook, and Teams are updated to the latest versions.
* Reference: [Copilot App Requirements](https://learn.microsoft.com/en-us/copilot/microsoft-365/)

**Why:** Latest app versions are required for Copilot features to work reliably.

<Tip>
  Schedule regular app updates to avoid compatibility issues and ensure all users have access to new Copilot features.
</Tip>

### Confirm network and privacy settings

**Where to go:**

* Microsoft 365 Admin Centre → Settings → Org settings → Services

**Actions:**

* Verify network connectivity to Microsoft 365 endpoints.
* Ensure privacy settings allow Copilot features.
* Reference: [Copilot Network Requirements](https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-requirements)

**Why:** Proper network and privacy settings ensure Copilot can access necessary data and services.

## Configure security and compliance

### Apply sensitivity labels and Data Loss Prevention (DLP)

**Where to go:**

* Microsoft Purview Compliance Portal → Information protection → Labels & DLP

**Actions:**

* Create and assign sensitivity labels to confidential data.
* Set up DLP policies to prevent unauthorised sharing or leaks.
* **Reference:**
  * [Create and publish sensitivity labels](https://learn.microsoft.com/en-us/purview/create-sensitivity-labels)
  * [Learn about data loss prevention](https://learn.microsoft.com/en-us/purview/dlp-learn-about-dlp)

**Why:** Protects sensitive information and ensures only authorised users can access or share confidential data.

### Enable auditing and eDiscovery

**Where to go:**

* Microsoft Purview Compliance Portal → Solutions → Audit & eDiscovery

**Actions:**

* Turn on audit logging to track Copilot activity.
* Set up eDiscovery to find and manage Copilot-related data for compliance.
* **Reference:**
  * [Get started with auditing solutions](https://learn.microsoft.com/en-us/purview/audit-get-started)
  * [Get started with eDiscovery](https://learn.microsoft.com/en-us/purview/edisc-get-started)

**Why:** Tracks user actions and supports investigations, legal requests, and compliance audits.

### Review and update compliance policies

**Where to go:**

* Microsoft Purview Compliance Portal → Policies → Compliance management

**Actions:**

* Review existing compliance policies for Copilot use.
* Update retention, privacy, and access policies as needed.
* Reference: [Microsoft 365 Copilot privacy and security](https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-privacy)

**Why:** Ensures Copilot usage aligns with legal, regulatory, and organisational standards.

## Communicate policies and train users

### Share AI guidelines and acceptable use policies

**Where to go:**

* SharePoint, Viva, or Teams

**Actions:**

* Publish clear AI guidelines and acceptable use policies for Copilot.
* Make policies easily accessible to all users.
* Reference: [Microsoft 365 Copilot adoption guide and overview for IT admins](https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-enablement-resources)

**Why:** Ensures users understand how to use Copilot responsibly and securely.

## All resources

### Assess readiness

* [Copilot Readiness Report Guide](https://learn.microsoft.com/en-us/microsoft-365/admin/activity-reports/microsoft-365-copilot-readiness?view=o365-worldwide)
* [SharePoint Advanced Management](https://learn.microsoft.com/en-us/copilot/)
* [Microsoft 365 Copilot privacy and security](https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-privacy)

### Assign Copilot licenses

* [Copilot Licensing Guide](https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-licensing)
* [Set Up Microsoft 365 Copilot and Assign Licenses](https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-setup)
* [Assign a Copilot for Microsoft 365 license](https://microsoft.github.io/TechExcel-Elevate-your-Copilot-for-M365-technical-proficiency/docs/L1Ex01/0102.html)

### Validate app and network requirements

* [Copilot App Requirements](https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-requirements)
* [Copilot Network Requirements](https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-requirements)
* [Copilot Readiness Report Guide](https://learn.microsoft.com/en-us/microsoft-365/admin/activity-reports/microsoft-365-copilot-readiness?view=o365-worldwide)

### Configure security and compliance

* [Create and publish sensitivity labels](https://learn.microsoft.com/en-us/purview/create-sensitivity-labels)
* [Learn about data loss prevention](https://learn.microsoft.com/en-us/purview/dlp-learn-about-dlp)
* [Get started with auditing solutions](https://learn.microsoft.com/en-us/purview/audit-get-started)
* [Get started with eDiscovery](https://learn.microsoft.com/en-us/purview/edisc-get-started)
* [Microsoft 365 Copilot privacy and security](https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-privacy)

### Communicate policies and train users

* [Microsoft 365 Copilot adoption guide and overview for IT admins](https://learn.microsoft.com/en-us/copilot/microsoft-365/microsoft-365-copilot-enablement-resources)
* [Copilot Success Kit – Microsoft Adoption](https://adoption.microsoft.com/en-us/copilot/success-kit/)
* [Get started with Microsoft 365 Copilot - Training](https://learn.microsoft.com/en-us/training/paths/get-started-with-microsoft-365-copilot/)

## FAQ: Most commonly asked questions

<AccordionGroup>
  <Accordion title="Why can't I assign Copilot licences?">
    Check if your subscription is eligible and you have enough licences. Only certain plans support Copilot. If not on an eligible plan, contact IT or procurement to upgrade your subscription before proceeding.
  </Accordion>

  <Accordion title="Copilot features are missing for some users. What should I do?">
    Make sure their Microsoft 365 apps are updated and they have the correct licence assigned.
  </Accordion>

  <Accordion title="Why is Copilot not installing?">
    Check app version, deployment settings, and network connectivity. Update apps if needed. If apps are old or internet blocks Microsoft, update Office to the newest version and allow Microsoft sites in your network settings.
  </Accordion>

  <Accordion title="How do I protect sensitive data with Copilot?">
    Apply sensitivity labels and DLP policies in Microsoft Purview Compliance Portal before rollout.
  </Accordion>

  <Accordion title="What if users see confidential info they shouldn't?">
    Review and restrict permissions in SharePoint and OneDrive. Use sensitivity labels and access controls.
  </Accordion>

  <Accordion title="How do I track Copilot usage and compliance?">
    Enable audit logging and eDiscovery in Purview. Run usage and readiness reports regularly.
  </Accordion>

  <Accordion title="What if my organisation isn't on an eligible subscription?">
    Contact IT or procurement to upgrade your plan before assigning Copilot licences.
  </Accordion>

  <Accordion title="How do I communicate policies to users?">
    Share guidelines and acceptable use policies via Teams, SharePoint, or email. Keep messages clear and simple. If users resist training, start with a small pilot group to show real productivity benefits.
  </Accordion>

  <Accordion title="What's the biggest risk to watch out for?">
    Accidental data leaks from overshared files or incorrect permissions. Always review data access before rollout.
  </Accordion>

  <Accordion title="My security labels or DLP rules aren't working properly. What should I do?">
    First check if labels are applied in the right order because priority matters. Then review policy settings in Microsoft Purview to fix conflicts. If you're still unsure, ask your compliance officer for help before continuing rollout.
  </Accordion>

  <Accordion title="Who should I contact for help?">
    Reach out to your IT admin or Microsoft support if you encounter issues you can't resolve.
  </Accordion>
</AccordionGroup>