Merge pull request #28496 from MandiOhlinger/adopt

ADO 32908882 - M365 Copilot: Adoption guide

Author: MandiOhlinger

copilot/TOC.yml

@@ -32,16 +32,17 @@ items:
       href: microsoft-365-copilot-blueprint-oversharing.md
 - name: Deploy and enable Microsoft 365 Copilot
   items: 
-    - name: Set up and assign licenses
-      href: microsoft-365-copilot-setup.md
-    - name: Requirements and prerequisites
-      href: microsoft-365-copilot-requirements.md
+    - name: Adoption guide and overview
+      href: microsoft-365-copilot-enablement-resources.md
     - name: License options
       href: microsoft-365-copilot-licensing.md
-    - name: Enable users and welcome email
+    - name: App and network requirements
+      href: microsoft-365-copilot-requirements.md
+    - name: Set up Copilot and assign licenses
+      href: microsoft-365-copilot-setup.md
+    - name: Welcome email for users
       href: microsoft-365-copilot-enable-users.md  
-    - name: Adoption resources
-      href: microsoft-365-copilot-enablement-resources.md
+
 - name: Pay-as-you-go for Microsoft 365 Copilot
   items:
     - name: Pay-as-you-go overview

copilot/microsoft-365-copilot-enable-users.md

@@ -1,11 +1,11 @@
 ---
-title: "Enable users for Microsoft 365 Copilot"
+title: Microsoft 365 Copilot welcome email and feedback
 f1.keywords:
 - NOCSH
 ms.author: camillepack
 author: camillepack
 manager: scotv
-ms.date: 01/16/2025
+ms.date: 05/15/2025
 audience: Admin
 ms.topic: how-to
 ms.service: microsoft-365-copilot
@@ -14,56 +14,54 @@ ms.collection:
 - scotvorg
 - m365copilot
 - magic-ai-copilot
-description: "Learn about the steps to deploy Microsoft 365 Copilot to your users."
+description: Enterprise and company IT admins can send a Microsoft 365 Copilot welcome email to users and enable feedback. This welcome email is part of the Copilot adoption and onboarding process.
 appliesto:
   - ✅ Microsoft 365 Copilot
 ---
 
-# Enable users for Microsoft 365 Copilot
+# Welcome users and enable feedback for Microsoft 365 Copilot
 
-There are three main steps to deploy Microsoft 365 Copilot in your organization:
+[Microsoft 365 Copilot](microsoft-365-copilot-overview.md) is an AI-powered productivity tool that helps users with everyday tasks.
 
-1. Review the [prerequisites](microsoft-365-copilot-requirements.md) and verify that your organization is prepared for Microsoft 365 Copilot.
+As part of your [Microsoft 365 Copilot adoption](microsoft-365-copilot-enablement-resources.md), you can send a welcome email to your Microsoft 365 Copilot users that announces Microsoft 365 Copilot and its features. You can also enable feedback for Microsoft 365 Copilot users.
 
-2. Assign the required licenses to your users.
+This article provides information about how to send users a welcome email, enable feedback, and review the Microsoft 365 Copilot usage activity report.
 
-3. Send an email to your users announcing Microsoft 365 Copilot and its features.
+This article applies to:
 
-You can use the [Microsoft 365 Copilot setup guide](https://admin.microsoft.com/Adminportal/Home?Q=learndocs#/modernonboarding/microsoft365copilotsetupguide) in the Microsoft 365 admin center to perform all three steps, or use the steps described in this article.
+- Microsoft 365 Copilot
 
-## Assign licenses
+## Send welcome email
 
-Before you can assign Copilot licenses, you need to make sure that you've already provisioned users in your tenant. If you haven't done so yet, you can follow the steps in the [Microsoft 365 Copilot setup guide](https://admin.microsoft.com/Adminportal/Home?Q=learndocs#/modernonboarding/microsoft365copilotsetupguide) or [Add users and assign licenses in Microsoft 365](/microsoft-365/admin/add-users/add-users). These resources will guide you through the process of creating users and assigning licenses. To learn more about assigning Microsoft 365 licenses with PowerShell, see [Assign licenses to user accounts](/microsoft-365/enterprise/assign-licenses-to-user-accounts-with-microsoft-365-powershell).
+After you [set up Microsoft 365 Copilot and assign licenses](microsoft-365-copilot-setup.md) to your users, we recommend you send your users a welcome email. The email should introduce them to Microsoft 365 Copilot and help them understand what Copilot can do for them.
 
-To assign and manage Copilot licenses, you can use the Microsoft 365 admin center. Here are the steps:
+- To send a welcome email, use the [Microsoft 365 Copilot setup guide in the Microsoft 365 admin center](https://admin.microsoft.com/Adminportal/Home?Q=learndocs#/modernonboarding/microsoft365copilotsetupguide) .
 
-1. Sign in to the Microsoft 365 admin center and go to **Billing** > **Licenses**.
-2. Select **Microsoft 365 Copilot**.
-3. In the product details page, assign licenses to users and manage their access to Copilot and other apps and services.
-4. To check if a user has been added, go to **Users** and then **Active Users**. The user will be displayed along with their active license.
+This guide includes an option for sending a welcome email to your Copilot users. For example, your email can look like the following email:
 
-> [!IMPORTANT]
-> Assigning Copilot licenses to cross-tenant users, including guest users, is not currently supported.
+:::image type="content" source="media/copilot-welcome-email-jan.png" alt-text="An image of an email introducing Microsoft 365 Copilot and its capabilities that an admin can provide to users.":::
 
-You can also manage licenses from the Copilot page in the Microsoft 365 admin center. To learn more, see [Copilot page in the Microsoft 365 admin center](microsoft-365-copilot-page.md).
+The welcome email also includes a link to [Microsoft Copilot help and learning](https://support.microsoft.com/copilot-skilling).
 
-Once you've assigned licenses, the Copilot experience will automatically appear for users in Microsoft 365 Apps. In some experiences, like Word, a Copilot dialog will appear when creating a new document. In other experiences, Copilot is quickly accessible on the Ribbon.
+## Enable feedback
 
->[!NOTE]
->For Education customers, the Copilot license is listed under **Microsoft 365 A3 Extra Features for faculty** or **Microsoft 365 A5 Extra Features for faculty**.
+We recommend that you enable all feedback settings for the Microsoft 365 Apps.
 
-## Send welcome email
+This option allows Microsoft 365 Copilot users to provide details with a thumbs up or thumbs down reaction to a Copilot prompt response.
 
-After licensing your users for Microsoft 365 Copilot, we recommend sending them a welcome email to introduce them to Microsoft 365 Copilot and help them understand what it can do for them. The easiest way to do this is to use the [Microsoft 365 Copilot setup guide](https://admin.microsoft.com/Adminportal/Home?Q=learndocs#/modernonboarding/microsoft365copilotsetupguide), which includes an option for sending a welcome email to your Copilot users. Here's an example of this email:
+- To enable the feedback for your users, you can use the [cloud policy service](https://config.office.com) or group policies.
 
-:::image type="content" source="media/copilot-welcome-email-jan.png" alt-text="An image of an email introducing Microsoft 365 Copilot and its capabilities that an admin can provide to users.":::
+When all the policies are enabled, users can provide logs, screenshots, and a contact email address for their feedback submission.
 
-The welcome email also includes a link to [Microsoft Copilot help and learning](https://support.microsoft.com/copilot-skilling).
+## Review the Copilot usage activity report
 
-## Enable feedback
+After your users start using Copilot, we recommend running and reviewing the [Microsoft 365 Copilot usage report](/microsoft-365/admin/activity-reports/microsoft-365-copilot-usage). This report summarizes user adoption, retention, and engagement with Microsoft 365 Copilot.
+
+- The report is in the [Microsoft 365 admin center](https://admin.microsoft.com) > **Reports** > **Usage**.
 
-We recommend that you enable all feedback settings for the Microsoft 365 Apps. This allows Microsoft 365 Copilot users to provide details with their thumbs up or thumbs down reaction to what Copilot produced from their prompt. You can use either the [cloud policy service](https://config.office.com) or group policies to enable the feedback for your users. Once all the policies are enabled, users will have the option to provide logs, screenshots, an email address for further contact about their feedback submission.
+To learn more about the Microsoft 365 Copilot reports, see [Microsoft 365 Copilot reporting options for admins](microsoft-365-copilot-reports-for-admins.md).
 
-## Microsoft 365 Copilot usage activity report
+## Related articles
 
-After your users have had a chance to use Copilot, we recommend running and reviewing the [Microsoft 365 Copilot usage report](/microsoft-365/admin/activity-reports/microsoft-365-copilot-usage) to get a summary of user adoption, retention, and engagement with Microsoft 365 Copilot. The report can be found in the Microsoft 365 admin center under **Reports** > **Usage**.
+- [Microsoft 365 Copilot adoption guide and overview for IT admins](microsoft-365-copilot-reports-for-admins.md)
+- [Advanced deployment guides for Microsoft 365 and Office 365 products](/microsoft-365/enterprise/setup-guides-for-microsoft-365)

copilot/microsoft-365-copilot-enablement-resources.md

@@ -1,11 +1,12 @@
 ---
-title: Adoption resources for Microsoft 365 Copilot
+title: Microsoft 365 Copilot adoption and onboarding guide for IT admins
+description: Enterprise and company IT admins can use this adoption and onboarding guide to allow Microsoft 365 Copilot in their organization. This guide provides an overview, including getting your data ready, choosing a license, setting up Microsoft 365 apps and network, assigning Copilot licenses, and sending a welcome email to users.
 f1.keywords:
 - NOCSH
 ms.author: camillepack
 author: camillepack
 manager: scotv
-ms.date: 11/19/2024
+ms.date: 05/15/2025
 audience: Admin
 ms.topic: how-to
 ms.service: microsoft-365-copilot
@@ -14,14 +15,36 @@ ms.collection:
 - scotvorg
 - m365copilot
 - magic-ai-copilot
-description: "Take advantage of the many helpful resources available on the Adoption site as you enable Microsoft 365 Copilot in your organization."
 appliesto:
   - ✅ Microsoft 365 Copilot
 ---
 
-# Adoption and enablement resources for Microsoft 365 Copilot
+# Microsoft 365 Copilot adoption guide and overview for IT admins
 
-[Microsoft 365 Copilot](microsoft-365-copilot-overview.md) is an AI tool that can find information, get answers to questions, and help with tasks.
+[Microsoft 365 Copilot](microsoft-365-copilot-overview.md) is an AI tool that can find information, get answers to questions, and help with tasks. To help you onboard and adopt Microsoft 365 Copilot in your organization, use the steps in this article.
+
+This article provides an overview of the steps and resources that can help you enable and start using Microsoft 365 Copilot in your organization.
+
+This article applies to:
+
+- Microsoft 365 Copilot
+
+## Step 1 - Get your organization ready and use the Microsoft Adoption site
+
+✅ **Use the Microsoft 365 Copilot Optimization Assessment**
+
+The [Microsoft 365 Copilot Optimization Assessment](https://www.microsoft.com/solutionassessments/) can help you understand your organization's readiness for Microsoft 365 Copilot. It evaluates your data governance maturity and data security controls.
+
+Microsoft recommends you complete the assessment before deploying Microsoft 365 Copilot in your organization. Based on the outcomes of the assessment, you can determine your path forward so your organization is ready for Copilot.
+
+✅ **Get your data ready**
+
+Use the features in your Microsoft 365 subscription and SharePoint Advanced Management (SAM) licenses to help get your data ready for Copilot.
+
+- [Microsoft 365 Copilot admin guide for E3 + SAM licenses](microsoft-365-copilot-e3-guide.md)
+- [Microsoft 365 Copilot admin guide for E5 + SAM licenses](microsoft-365-copilot-e5-guide.md)
+
+✅ **Use the Microsoft Adoption site**
 
 **[Microsoft Adoption](https://adoption.microsoft.com/copilot)** includes resources that help you enable and use Copilot in your organization, including:
 
@@ -32,7 +55,36 @@ appliesto:
 
 To get started, go to [Microsoft 365 Copilot adoption](https://adoption.microsoft.com/copilot) to explore and download resources.
 
-## Related content
+## Step 2 - Choose your Microsoft 365 Copilot license
+
+There are different license options for Microsoft 365 Copilot. The license you choose depends on your organization's needs and any existing Microsoft 365 subscriptions you have.
+
+To learn more, see [Microsoft 365 Copilot license plans](microsoft-365-copilot-licensing.md).
+
+## Step 3 - Get your Microsoft 365 apps and network ready
+
+Microsoft 365 Copilot integrates with your Microsoft 365 apps, including Microsoft Teams. To use Microsoft 365 Copilot with your apps, make sure that your Microsoft 365 apps and network meet the requirements, and that your app privacy settings allow Copilot.
+
+To learn more, see [Microsoft 365 app and network requirements for Microsoft 365 Copilot](microsoft-365-copilot-requirements.md).
+
+## Step 4 - Set up Copilot and assign licenses
+
+In this step, you assign Copilot licenses to your users and can configure some Microsoft 365 Copilot features.
+
+To learn more and get started:
+
+- [Set up Microsoft 365 Copilot - Admin guide on Learn](microsoft-365-copilot-setup.md)
+- [Microsoft 365 Copilot setup guide in the Microsoft 365 admin center](https://admin.microsoft.com/Adminportal/Home?Q=learndocs#/modernonboarding/microsoft365copilotsetupguide)
+
+## Step 5 - Send a welcome email and enable feedback
+
+After your licenses are assigned, you can send a welcome email to your users. This email can include information about Microsoft 365 Copilot, how to use it, and any training resources you have available.
+
+You can also enable feedback for Microsoft 365 Copilot users.
+
+To learn more, see [Welcome end users to Microsoft 365 Copilot](microsoft-365-copilot-enable-users.md).
+
+## Related articles
 
 - [Copilot Prompt Gallery](copilot-prompt-gallery.md)
 - Microsoft 365 Copilot [E3](microsoft-365-copilot-e3-guide.md) and [E5](microsoft-365-copilot-e5-guide.md) implementation guides

copilot/microsoft-365-copilot-licensing.md

@@ -5,7 +5,7 @@ f1.keywords:
 ms.author: camillepack
 author: camillepack
 manager: scotv
-ms.date: 02/11/2025
+ms.date: 05/15/2025
 audience: Admin
 ms.topic: get-started
 ms.service: microsoft-365-copilot
@@ -14,14 +14,18 @@ ms.collection:
 - scotvorg
 - m365copilot
 - magic-ai-copilot
-description: "See the Microsoft 365 subscription plans that let you add-on Microsoft 365 Copilot licenses."
+description: Enterprise and company IT admins can add Microsoft 365 Copilot to their  Microsoft 365 subscription plans. This article describes the Microsoft 365 Copilot license plans that let you add Copilot and how to add them to your subscription.
 appliesto:
   - ✅ Microsoft 365 Copilot
 ---
 
 # License plans for Microsoft 365 Copilot
 
-Microsoft 365 Copilot is available as an [add-on plan](https://www.microsoft.com/microsoft-365/microsoft-copilot) with one of the licensing prerequisites listed in this article. To learn more about Microsoft 365 Copilot, see [Microsoft 365 Copilot overview](microsoft-365-copilot-overview.md) and [Microsoft 365 Copilot architecture and how it works](microsoft-365-copilot-architecture.md).
+[Microsoft 365 Copilot](microsoft-365-copilot-overview.md) is an AI-powered productivity tool that helps users with everyday tasks.
+
+As part of your [Microsoft 365 Copilot adoption](microsoft-365-copilot-enablement-resources.md), make sure you have the right Microsoft 365 subscription plan.
+
+Microsoft 365 Copilot is available as an [add-on plan](https://www.microsoft.com/microsoft-365/microsoft-copilot) with one of the licensing prerequisites listed in this article. The [Microsoft 365 Copilot service description guide](/office365/servicedescriptions/office-365-platform-service-description/microsoft-365-copilot) is also a good resource.
 
 Use the information in this article to determine if your organization has the correct Microsoft 365 subscription plan to add Microsoft 365 Copilot. If you or your account doesn't have the right plan, you can purchase a new plan or possibly upgrade your existing plan.
 
@@ -38,6 +42,9 @@ This article applies to:
 
 - Microsoft 365 Copilot
 
+> [!TIP]
+> To learn more about Microsoft 365 Copilot, see [Microsoft 365 Copilot overview](microsoft-365-copilot-overview.md) and [Microsoft 365 Copilot architecture and how it works](microsoft-365-copilot-architecture.md).
+
 ## Microsoft 365 Copilot license
 
 To add Microsoft 365 Copilot to your Microsoft 365 subscription, you need one of the following Microsoft 365 subscription plans. The Copilot license is available as an add-on.
@@ -140,6 +147,6 @@ For more information, see:
 
 ## Related articles
 
+- [Microsoft 365 Copilot adoption guide and overview for IT admins](microsoft-365-copilot-reports-for-admins.md)
 - [Which Copilot is right for my organization?](which-copilot-for-your-organization.md)
-- [Microsoft 365 Copilot requirements](microsoft-365-copilot-requirements.md)
 - [Start using Copilot in your Microsoft 365 apps](https://copilot.cloud.microsoft/prompts)