Phase 2: Drive Adoption

Goal: Get Copilot Chat deployed broadly and people using it daily. This is the expand.

2.1 Quick Start Deployment

• Enable Copilot Chat across the tenant (free tier)
• Configure Enterprise Data Protection (EDP)
• Set up IT management controls in M365 Admin Center
• Roll out to pilot group, then broad deployment

2.2 Adoption & Enablement

• Run “Train the Trainer” sessions for customer champions
• Deliver monthly Copilot demo trainings (per Microsoft’s cadence)
• Focus on high-impact daily scenarios: web chat, Pages for collaborative AI content, file uploads, code interpreter
• Measure adoption with Copilot Analytics (basic reporting in Admin Center)

2.3 Upsell to M365 Copilot

• Once users are hooked on Chat, demonstrate the personal assistant layer: Copilot in Teams (meeting recap), Outlook (inbox prioritization, drafting), Word (document creation), Excel (Python, formulas), PowerPoint (Narrative Builder)
• Show advanced management and analytics capabilities
• Position M365 Copilot as the natural next step

Opportunity Stage: ENABLE

• Activities: Copilot Chat deployment, user training, adoption tracking
• Deliverable: Adoption dashboard, usage reports, upsell recommendation
• Exit Criteria: Active daily usage across pilot/broad groups, pipeline for M365 Copilot licenses