Practice prompts on realistic tasks and discuss information boundaries. Leave with pilot use cases and a plan to evaluate results.
Plan your solution
A Copilot workshop should answer a specific adoption question: where could assistance help, how can a pilot demonstrate value, or does a scenario require a custom agent? Digital Cloud can agree a discovery, practice or pilot-evaluation format with business users and the administrators who support them.
Microsoft 365 Copilot connects AI assistance with the Microsoft 365 apps and work information a user is allowed to access. A prompt describes the task; relevant context helps produce a draft or answer. The result still needs human review. It is a practical aid for preparing work, not a guarantee that every statement is correct.
Participants bring recurring tasks and approved sample material. Compare drafting, summarizing and information retrieval, then rank candidates by frequency, review effort and data readiness. Separate Microsoft 365 Copilot tasks from potential Copilot Studio extensions.
Build instructions containing a goal, context, source material and expected format. Compare outputs, inspect references and identify missing information. Include an exercise where a confident answer still requires correction.
Agree a baseline, pilot audience and feedback questions. Review licensing, permissions and training needs. If a pilot is included, decide how observations and available usage information will inform an expansion decision.
Project coordinators compare a manual status briefing with an assisted draft, recording time spent checking sources and correcting omissions rather than counting generated words.
The final deliverables, licensing and responsibilities are agreed for your environment before implementation.
Copilot combines language models, Microsoft 365 applications and relevant work context accessed through Microsoft Graph. That context can include documents, messages and meetings within the user’s permissions. Copilot Chat, licensed app experiences and custom agents are different options; work-data access and available features depend on the assigned license and configuration. We review the actual tasks before recommending which experience fits.
Word: prepare a first draft or summarize a document. Outlook: catch up on a conversation and draft a reply. Teams: review meeting discussion and proposed follow-up actions where the required features and meeting settings are available. PowerPoint: develop a presentation outline. Excel: explore supported analysis tasks with suitable, well-organized data.
Existing permissions matter: information shared too broadly can also be discovered too broadly. Review SharePoint sites, shared files, guest access and sensitive information before rollout. Decide who may use agents, connectors and web features, and evaluate their data handling separately. Employees should verify sources and follow your organization’s rules before sharing or acting on an answer.
Start by checking the eligible Microsoft subscription, Copilot licensing, supported apps, user identities and network access for the intended experience. Features vary by application, language, configuration and license. Digital Cloud can scope a readiness review and confirm the product requirements in the proposal; the consulting engagement does not automatically include software subscriptions.
Discover: interview business teams and select useful tasks. Pilot: prepare permissions, onboard a small group and practice with representative work. Improve: compare the time and quality of reviewed outputs with the existing process, gather feedback and decide which teams are ready next. This makes the rollout decision depend on evidence from your own business.
Training covers clear prompts, useful context, checking outputs and recognizing when to ask a colleague. Administrator sessions cover rollout settings and ownership. When a use case needs a custom knowledge assistant or connected workflow, we assess Copilot Studio or another suitable approach separately, including data sources, action approvals and maintenance responsibilities.
Bring the teams you want to support, a few repeated tasks, your Microsoft 365 setup and the information those tasks use. Avoid sending passwords or sensitive source documents through the inquiry form. We can agree a secure review process, practical pilot deliverables and a training plan after discussing the scope.
We begin with a conversation about the task, the people involved and the systems already in place. Together we identify what a useful result would look like and which dependencies need attention first. The agreed proposal sets the delivery boundaries, responsibilities and acceptance criteria.
| Project phase | What happens |
|---|---|
| 01Prepare | Involve the relevant process owners and prepare a representative example. Agree on the questions to answer, the preparation needed and the information that can be used safely. |
| 02Review | Work through the agreed scenario with the team. Capture decisions, open questions and the technical or organizational changes needed to move forward. |
| 03Validate | Review the outputs together and assign next actions. A workshop or prototype informs the next decision; production implementation and continuing support are scoped separately. |
No. Sanitized examples can support practice. Access to real data, licenses and any pilot configuration must be agreed before the session.
The starting environment, integrations, user groups and agreed outputs determine the effort. We confirm scope and commercial terms before work begins. Software licenses, infrastructure consumption and ongoing support may be separate items.
The proposal identifies the deliverables: these may include findings, a prioritized roadmap, a tested configuration, a prototype, documentation or training. We agree what is included and how completion will be assessed.
We review the actual applications, data sources and access requirements before recommending an integration. Dependencies and compatibility limits are recorded so the delivery plan reflects your environment.
You can use the findings to guide your own team or discuss a follow-on phase. Any maintenance, monitoring or support includes separately agreed service hours, responsibilities and response targets.
