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Microsoft Copilot Readiness Guide

FL Tech Support Team
August 10, 2026
8 min read
Microsoft Copilot Readiness Guide

The AI Double-Edged Sword

Microsoft Copilot is a powerful productivity multiplier, but it respects your existing SharePoint and OneDrive permissions. If your permissions are overly permissive, Copilot will surface sensitive HR and financial documents to any employee who asks the right question.

Step 1: Audit SharePoint Permissions

Before turning on Copilot, run a full audit of all SharePoint sites. Ensure the "Everyone except external users" group is not granted access to sensitive folders.

Step 2: Classify Data

Use Microsoft Purview to label sensitive data. Copilot respects data loss prevention (DLP) policies and sensitivity labels.

Step 3: Phased Rollout

Start with a pilot group of trusted users. Monitor their usage and gather feedback before deploying company-wide.

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