AI security
Microsoft 365 Copilot readiness assessment
Copilot can find anything a user already has access to. Our Copilot readiness assessment reviews permissions, sensitivity labels and oversharing across Microsoft 365 before rollout, so the assistant surfaces the right information to the right people.
Microsoft 365 experience
Engineers who support Microsoft 365, Entra ID and Exchange
Security-led
Findings aligned to NIST AI RMF and your compliance needs
Assessment to remediation
The same team can fix what the assessment finds
Why readiness matters
Copilot works within your permissions, so your permissions need to be right
Microsoft 365 Copilot answers questions using the email, files, chats and sites a user can already reach. It uses the access people already have and makes it much easier to act on. A finance folder shared with everyone years ago, or a site with an open sharing link, becomes something any employee can ask Copilot about.
Most Microsoft 365 tenants have built up this kind of oversharing over time. A Copilot data security assessment finds it before rollout, when fixing it is simpler and before sensitive information turns up in someone’s summary.
What we review
What the Copilot readiness assessment covers
We review the parts of Microsoft 365 that decide what Copilot can see and share.
Permissions and oversharing
Sites, teams, shared folders and sharing links open to everyone or to large groups, and content shared outside the organization.
Sensitivity labels
Whether labels exist, how they are applied and whether they protect the content that matters most, such as HR, legal and financial files.
Data governance
Where sensitive data lives, retention settings, stale content and data loss prevention policies that apply to Copilot use.
Identity in Entra ID
Multi-factor authentication, conditional access, guest accounts, group membership and privileged roles that shape access.
Copilot and tenant settings
Licensing plans, admin settings, plugins and agent access, and the audit logging you need to see how Copilot is used.
Users and policy
Who gets Copilot first, what they are allowed to do with it and the acceptable use guidance they receive.
How it works
From assessment to a safe rollout
Scope and access
We agree on the tenant areas in scope and the read access we need, and meet the people who own Microsoft 365 and data.
Review
We review permissions, sharing, labels, data governance and Entra ID configuration, and flag the highest-risk exposures.
Prioritize
We rank findings by sensitivity and reach, and give you a remediation plan split into what must be fixed before rollout and what can follow.
Remediate and pilot
Our engineers can fix the findings with your team, then support a pilot group before wider Copilot deployment.
Deliverables
What you receive
Copilot deployment consulting
Help with the rollout as well as the report
Our engineers support Microsoft 365, Exchange, Windows Server and Microsoft Entra ID day to day. That means we can tighten sharing, apply labels, clean up groups and configure access policies with you, then support a pilot and a wider deployment.
Copilot readiness also fits into a wider AI plan. Pair it with a shadow AI assessment to see which other tools employees use, and with AI governance and policy so staff know what is allowed.
Technologies
Platforms our team supports for Copilot readiness
Microsoft 365
Identity
These are platforms our engineers support, not partnerships. See all technologies we support.
FAQ
Copilot readiness questions
Related services
Related services
Talk to a Copilot expert
Get Microsoft 365 ready before Copilot goes live
Tell us about your tenant and rollout plans. An advisor will reply by email to scope your Copilot readiness assessment.
Prefer email? Write to [email protected] or call (858) 712-0040.