Before your team jumps into using Copilot, take a moment to set the stage.
These three points will save you time, protect your data, and help your team get better results.
- Know What You’re Using
There’s more than one version of Copilot. The one built into Microsoft 365 apps like Word and Outlook can pull from your internal files if you’ve set up permissions correctly. The web version is more limited and uses public data. Add-ons enable Sales, Service, and Finance workflows. Make sure your team knows the difference. - Be Careful What You Type
We’ve all heard to avoid putting sensitive data into free AI chatbots. But how do we know where AI is being used and if our data is protected? You need to be sure the environment is secure. This isn’t just about tech—it’s about protecting your business and your reputation. - It’s Helpful, But Not Perfect
Copilot doesn’t “know” anything. It’s making educated guesses based on patterns. The better the input, the better the output.
📘 Want to go deeper? We’ve put together a guide that covers access, setup, and how to train your team to use Copilot responsibly.
