Connection’s Copilot for Microsoft 365 Workshop

Makayla Mota

Connection is now offering a comprehensive Copilot for Microsoft 365 Workshop. This enables organizations to harness the potential of AI while also making sure they are prepared for the meticulous planning that comes along with such an endeavor. This workshop follows a three-phase structure, leading you through the essential stages of evaluating your needs, determining key Copilot applications, and developing a feasible plan of action. Additionally, it delivers valuable insights into your organization’s preparedness and pinpoints areas for improvement through tailored services. These services concentrate on bolstering your data infrastructure, refining accessibility, and strengthening security protocols.

So, what exactly does the workshop entail and what—if you are interested—preparations can you take to ensure success? I sat down with David Carey, Field Solution Architect at Connection, to address these and many more questions regarding Connection’s Copilot for Microsoft 365 Workshop.

Q: What is the workshop? Can you provide some details on what is covered, the length of the workshop, and its logistics?

A: The workshop is about a 6-hour engagement and consists of three phases.

  • First we have the Assess phase, where we discuss the objectives, scope, and other details of the workshop. We also assess the customer’s readiness to adopt Copilot for Microsoft 365.
  • Next, we have the Art of the Possible phase. In this phase, we showcase the capabilities of Copilot for Microsoft 365 in the form of demonstrations.
  • Lastly, the Build the Plan phase entails interactive sessions where we work with the customer to identify use cases and develop a plan and timeline to prioritize and implement those use cases

Q: Does a customer need to meet any prerequisites to attend the workshop?

A: The customer does have to meet some qualifications to be eligible for the workshop. They must have a minimum of 250 Microsoft 365 users—these can be Microsoft 365 and / or Outlook 365 licensed users. They also need to be currently purchasing their Microsoft 365 licensing from Connection. And they must be using Entra ID—formerly known as Azure AD. Hybrid or Entra ID only is fine.

They also must be willing to invest six hours into the engagement with any necessary key business stakeholders—if needed. This last part is key because the workshop relies on interaction from users of the technology as well as their leadership.

Q: What can a customer expect?

A: The customer can expect the workshop to take a minimum of 3-4 days—depending on the customer’s stakeholder availability to attend the sessions. The sessions can be very interactive, so open, two-way conversation between the customer and the Connection team throughout the workshop is highly encouraged.

Q: What level of AI and / or Microsoft knowledge does a customer need to attend this workshop?

A: No specific AI knowledge is required for the workshop. However, regarding Microsoft, the customer should have stakeholders attend that are knowledgeable about their current Microsoft 365 applications as well as the technical / administrative side of Microsoft 365.

Q: How can the customer prepare for the workshop? Individually and within their organization.

A: One way that the customer can prepare for the workshop is by working with their internal business-facing teams to identify potential use cases for Copilot for Microsoft 365—as well as identifying stakeholders that align to those use cases. Another way to prepare would be to review their current data governance / security posture and be prepared to talk about their ongoing efforts and the tools being used in that space.

Q: What are the outcomes of the workshop?

A: The customer will walk away from the workshop with:

An understanding of what is possible with Copilot for Microsoft 365

  • Technical guidance on improving their infrastructure to support the use of Copilot for Microsoft 365
  • An actionable, high-level plan to implement Copilot for Microsoft 365 for their identified use cases
  • Support from the Connection team for any aspect of the plan—including, but not limited to, licensing and / or professional services

Q: If a customer is interested in attending the workshop, how can they sign up?

A: If the customer is interested in attending the workshop, they should start by contacting their Account Manager. The Account Manager can engage the correct resources for the workshop by submitting a “Microsoft Licensing” request in Xcelerate.

In addition, David hosted a webinar briefing on the workshop that you can find on-demand here
Copilot Microsoft 365 Workshop Please reach out to your Connection Account Team for more details or to schedule a Copilot for Microsoft 365 Workshop today

Makayla Mota is a Partner Marketing Specialist at Connection with a background in educational technology training on Microsoft solutions in the classroom. In her spare time, she enjoys reading, spending time with her family, antiquing, hiking, and watching movies.