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Assess the identity, device, data, permission, ownership, adoption, and operating foundations needed before a broad AI rollout.
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Microsoft 365
Use this operational preflight to review permissions, sharing, sensitive content, pilot scope, acceptance criteria, and rollback before enabling Copilot broadly.
Louis Gratz
Reviewed for clarity, accuracy, and current operational guidance.
Louis Gratz

This is the operational child of AI Readiness Starts With Microsoft 365 Foundations—But It Does Not End There. It focuses on permission and sharing checks before a Copilot pilot; it does not replace the broader identity, device, operating, and adoption work in the hub.
Assign an owner to every SharePoint site and Team in pilot scope.
Review broad groups, inherited permissions, and stale memberships.
Review external sharing and the link types allowed for sensitive locations.
Find stale Teams, sites, and repositories without active ownership.
Identify sensitive repositories and confirm data-owner decisions.
Confirm sensitivity-label behavior for the relevant workloads and licensing.
Assess search exposure for locations that should not be broadly discoverable.
Select a pilot group with known use cases and clear support contacts.
Define acceptance criteria, including what an acceptable answer or citation looks like.
Document rollback, pause, and escalation steps before enabling the pilot.
Use a limited pilot to test how permissions, search, labels, and user behaviors work in the actual environment. Capture unexpected results, permission findings, and exceptions before any wider decision.
For the five-layer readiness model, executive decisions, and operating ownership, read AI Readiness Starts With Microsoft 365 Foundations—But It Does Not End There.
Copilot behavior and available controls vary by configuration, workload, licensing, and the access path. A Microsoft 365 technical reviewer should validate the preflight before rollout. The selected agreement controls any Entice assistance or operational responsibility.
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A practical Microsoft 365 Copilot permissions preflight for ownership, sharing, sensitive repositories, pilots, acceptance criteria, and rollback.
Internal IT or Co-Managed IT
Microsoft 365 Copilot privacy and Microsoft Graph data access — Microsoft. Accessed August 7, 2026.
Microsoft 365 Copilot data, privacy, and security — Microsoft. Updated July 9, 2026. Accessed August 7, 2026.
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