Getting Copilot AI running is less about flipping a switch and more about preparing the ground first. You need eligible Microsoft 365 licences, Copilot licences assigned to the right users, and your data tidy enough that Copilot surfaces the correct information. Because Copilot respects existing permissions, sorting out file access and SharePoint sharing before rollout is the step most businesses underestimate.

A sensible rollout starts with a small pilot group, clear use cases and a feedback loop, then expands once people see results. Westech walks through the practical groundwork in our complete guide to Microsoft Copilot, and our Westech Copilot service handles licensing and deployment for South African teams end to end.

Microsoft publishes the technical prerequisites and admin steps in its Microsoft 365 Copilot setup guidance.