Contents
Part I · Before you click
- 1Before you beginFive decisions to be made before the first click — because Copilot makes visible what has already been decided in your business, whether you wanted it or not.
Part II · Setting up
- 2Licence, roles and accessWhich edition of Copilot suits a small business, what has to be in place beforehand, who needs which role in the admin center, how a licence is assigned and withdrawn again.
- 3The settings to check firstThe switches on the Copilot page of the admin center and the three outside it — where they sit, what they do, why they concern a business. With what the provider says about them, and with a date.
- 4Filing and sharing: what Copilot seesThe principle, the three link types, the business's sharing settings, the reports, the emergency brake per site — and an afternoon of tidying up before the second licence is assigned.
Part III · Using and keeping track
- 5The first real working runA run in Outlook — summarise a long enquiry, draft a reply, correct it — and the same step in Word with a file from the filing. With the first result, not only the last.
- 6What never goes inThe exclusion list — for inputs and, with Copilot, equally for filing areas the assistant sees. One page to print and keep beside you, and the path if something got in after all.
- 7When staff use itThe four rules that are written down before the second licence is assigned — three as with every AI tool, one only with Copilot.
- 8Checking and keeping trackWhat the responsible person from Section 1 looks at once a month — licences, shares, switches, log — and how you notice that things are getting out of hand.
- 9ChecklistOne page to print and tick off. The part that stays beside the keyboard.
Part IV · Appendix
- 10UncertaintiesWhat could not be read, verified or checked on screen for this guide — with the reason and the date on which it was last searched. None of it has been quietly smoothed over.
- 11GlossaryTerms this guide uses and Volume 1 does not explain. The provider's designations carry the English name under which they appear on its pages.
- 12List of sourcesListed are exclusively pages of the provider that were consulted for this guide — with the route by which they could be read. No forums, no third-party blogs.