Microsoft 365 Copilot readiness

Secure Your Data Before Copilot: Microsoft 365 Copilot Readiness

Copilot can find anything your people can open. Before you switch it on, we find overshared files, label sensitive data and put the right Microsoft 365 and Microsoft Purview controls in place, so AI makes your team faster without exposing what it should not.

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Microsoft Partner - Total Group is a Microsoft PartnerTotal Group is a Microsoft Partner
Secure Your Data Before Copilot: Microsoft 365 Copilot Readiness - Total Group
Microsoft SecurityBuilt with Microsoft Purview and Microsoft 365 security, delivered by Total Group, a Microsoft Partner.

What we do

Microsoft 365 Copilot works with the permissions you already have. If a sales folder is shared with everyone, or salary spreadsheets sit in a team site anyone can open, Copilot will happily use them in its answers. Most businesses have years of oversharing they have never seen. Getting ready for Copilot is really about getting your data security right, and that is exactly what we do.

Oversharing review

We map who can see what across SharePoint, OneDrive and Teams, find the files shared too widely and fix the permissions before Copilot can surface them.

Sensitivity labels and data loss prevention

Microsoft Purview labels for confidential and personal data, with data loss prevention so it cannot be emailed, shared or copied out by mistake.

Identity and device security

Multi-factor authentication, conditional access and managed devices, so only the right people on healthy devices can reach your data and your AI.

Copilot rollout

The right licences for the right people, a pilot group, training and clear guidance, so you see real value from day one.

Compliance evidence

Audit, retention and the evidence your auditors, insurers and Cyber Essentials assessment expect, kept up to date as you adopt AI.

Ongoing governance

We keep watching sharing, labels and risky activity as part of our Microsoft 365 management, so your data stays safe as Copilot use grows.

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How it works

  1. 1Assess

    A free AI readiness review: your licences, sharing, sensitive data and security settings, with a clear list of what to fix first.

  2. 2Fix

    We tighten permissions, apply sensitivity labels and data loss prevention, and bring Microsoft 365 up to our security baseline.

  3. 3Pilot

    Copilot goes to a pilot group with training, so you can measure the benefit safely before rolling it out.

  4. 4Govern

    Ongoing monitoring of sharing, labels and risky activity, reported to you monthly.

Find out how ready your data is for AI

Our free AI readiness review shows you, in plain English, where your data is overshared, what needs protecting and what to do before you turn on Copilot.

Free e-book

Secure and govern Microsoft 365 Copilot

Microsoft's guide to adopting Copilot safely with Microsoft Purview, shared by Total Group as a Microsoft Partner. Learn how to:

  • Find and fix oversharing before Copilot surfaces it
  • Protect against data loss and insider risks
  • Govern AI use to meet regulations and policies

Quick reads:

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Questions and answers

Does Copilot respect our existing permissions?

Yes. Copilot only uses content the signed-in person can already open. That is why oversharing matters: anything shared too widely today becomes easy to find with Copilot.

Which Microsoft 365 licence do we need?

Copilot is added to an eligible Microsoft 365 plan. For most small and medium businesses we recommend Microsoft 365 Business Premium underneath it, because it includes the identity, device and information protection controls that keep Copilot safe.

What is Microsoft Purview?

Microsoft Purview is the set of Microsoft 365 tools for protecting and governing data: sensitivity labels, data loss prevention, retention, audit and insider risk. Many businesses already have parts of it in their licences but have never switched it on.

How long does it take to get ready?

It depends on how much data you have and how it is shared today. Your free readiness review gives you a clear plan and timescale before you commit to anything.

Can you help if we have already started using Copilot?

Yes. We review what Copilot can reach today, close the gaps and put governance in place without stopping your team using it.

Talk to us about microsoft 365 copilot readiness

Tell us what you have today and where you want to get to. We will recommend the right next step, no obligation.

Call 01727 881 224

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