• The case for AI in employee assistance
• Chapter 1: Governance means getting your data right
• Chapter 2: Implementation with intention
• Chapter 3: Driving adoption by breaking old habits
• Begin your journey with the Employee Self-Service Agent

The case for AI in employee assistance

The advent of generative AI tools and agents has been a game changer for the modern workplace at Microsoft. And one of the foremost examples of how we’re reaping the benefits of this agentic revolution is our deployment of our new Employee Self-Service Agent across the company.

Thanks to the power of AI, agents, and Microsoft 365 Copilot, our employees—and workers everywhere—are discovering new ways to be more productive at their jobs every day. Recent research shows that knowledge workers are increasingly seeing big gains from using AI tools for work tasks. According to our Microsoft Work Trend Index:

As an AI-first Frontier Firm, Microsoft is at the leading edge of a transformation that’s bringing this technology into all aspects of our workplace operations. With tools like Microsoft 365 Copilot providing “intelligence on tap,” we’re forging a human-led, AI-operated work culture that enables our employees to accomplish more than ever before.

Bringing AI to employee assistance

As part of this move to embed AI across our enterprise, it was a natural step for us to apply this burgeoning technology to a common pain point for us and many workplaces today—employee assistance.

Workers in organizations large and small face many common issues in their day-to-day jobs. Whether it’s a problem with their device, a question about their benefits, or a facilities request, our typical employee was often forced to navigate a bewildering array of tools, apps, and systems in order to get help with each specific task.

This confusion is reflected in research showing that most workers are dissatisfied with existing employee-service solutions.

Our studies show that most employees have trouble finding the appropriate tools and resources they need to address their workplace-related questions.

Realizing that this was an ideal opportunity for AI, we set out to develop a state-of-the-art agentic solution. At Microsoft Digital, the company’s IT organization, we partnered with our product groups to develop and deploy the Employee Self-Service Agent, a “single pane of glass” that employees can turn to any time they need help. The product is now broadly available in general release.

“With this employee self-service solution, we’re shaping a new era in worker support. With AI, every interaction is intuitive, every resource is within reach, and help feels seamless—creating an experience that empowers our people and accelerates business outcomes.”

Nathalie D’Hers, corporate vice president, Microsoft Employee Experience

Because Copilot is our “UI for AI,” the Employee Self-Service Agent is delivered as an agent in Microsoft 365 Copilot. If your employees have access to Copilot, you can deploy the agent at your company at no extra cost. If your employees don’t have a Copilot license, they can access it via Copilot Chat if it’s enabled by your IT administrator.

For the initial development and launch of our Employee Self-Service Agent, we decided to provide agentic help in three categories: Human resources, IT support, and campus services (real estate and facilities). Every organization will have to make its own determination for which functions to include in their implementation. Note that the agent is inherently flexible and expandable; we plan to add additional capabilities, such as finance and legal, in the future.

We learned many lessons in the almost year-long process of developing and implementing the Employee Self-Service Agent across our organization worldwide. The goal of this guide is to pass on what we learned—including how we used it to provide value to our employees and vendors—to help you prepare for, implement, and drive adoption of your own version of the agent.  

“With this employee self-service solution, we’re shaping a new era in worker support,” says Nathalie D’Hers, corporate vice president of Microsoft Employee Experience. “With AI, every interaction is intuitive, every resource is within reach, and help feels seamless—creating an experience that empowers our people and accelerates business outcomes.”

Before you start: Developing your plan

As you embark on your Employee Self-Service Agent journey, make sure to establish a clear and structured plan. This was a critical step for us in our deployment, and we can say with confidence that it will help you avoid surprises and increase your chances of a successful outcome.

Based on our experience here at Microsoft, the below is a high-level outline of the steps you should consider as you prepare for deploying your agent.

1. Define prerequisites
Start by making sure that all foundational elements for the agent are in place.

• Assign licenses to your employees who will interact with the agent. They will need Microsoft 365 Copilot or Copilot Chat.
• Verify readiness by configuring your Power Platform environments, applying Data Loss Prevention (DLP) policies, and setting up isolation (limited and controlled deployment with guardrails in place) where needed.
• Ensure connectivity with critical systems by confirming that you have appropriate APIs and connectors available and functioning for the essential workplace systems that your organization uses (e.g., Workday, SAP SuccessFactors, and ServiceNow).

2. Identify your core team and responsibilities
Successful implementation of the Employee Self-Service Agent requires collaboration across multiple roles and departments in your organization.

• Business owners from the areas your agent will cover—such as human resources and IT support—can help you define requirements, priorities, success criteria, and telemetry needs.
• Platform administrators, particularly for Power Platform and tenant/identity teams, can manage your technical configuration.
• Content owners and editors are needed to identify the knowledge sources to surface in the agent, curate new knowledge sources, and maintain the data underpinning these sources on an ongoing basis.
• Subject matter experts can provide important “golden” prompt and user scenarios that the agent should prioritize and answer accurately.
• Compliance, privacy, and security leaders and their teams are needed to address risk considerations.
• Support professionals can help build a structure for live agent escalation and ticketing operations (in situations where the agent is unable to provide a solution).
• Focus groups of end users assist with validating requirements and scenarios, as well as help with testing the agent.

3. Establish a clear timeline
We found that creating a schedule for the creation, implementation, and adoption of the agent is crucial. This phased approach will help you maintain momentum and accountability over the duration of the project.

For example, here’s a rough implementation timeline that you might use to gauge your progress:

4. Articulate your vision

Communicate your rollout plan to your team, including timelines and phases, and adjust it based on feedback. Establish clear goals and meaningful success metrics to guide you and make sure your efforts are in alignment with your company objectives. (Note: You may want to consider key upcoming projects or events in your organization and link the agent roadmap to them. This will help you meet your project’s success criteria faster and encourage quicker agent adoption.)

5. Define your governance

This phase will allow you to define policies and standards and conduct a thorough content audit to ensure accuracy, relevance, security, and sustainability.

6. Implement your agent

This phase involves configuration and integration, followed by testing.

7. Roll out the agent while driving adoption and measurement

We advise deploying the Employee Self-Service Agent using a phased, or ringed, approach. We started with a small group of employees, then gradually rolled it out to larger and larger groups  before finally releasing it to our entire organization.

We encouraged adoption with internal targeted communications and promotional efforts. Careful measurement enabled us to track impact and optimize agent performance. This type of concerted change management allowed us to share the latest product developments with our employees and to keep them excited and engaged with the tool.

By investing sufficient time and effort in the planning phase of your deployment, you’ll create a strong foundation for a secure, scalable, and successful self-service agent experience.

Chapter 1: Governance means getting your data right

When a Microsoft employee enters a query into an AI chat tool like Microsoft 365 Copilot, they know that they may not receive an individualized response that is directly specific to their situation. They are aware that they might need to verify the answer they receive with further research and additional sources.

But when it comes to our company-endorsed self-service agent, the stakes are different. Our employees expect to receive accurate and personally relevant responses when they ask for help. This is particularly true for queries related to important personal details, like HR-related questions about leave policies or benefits.

“People expect personally tailored and highly accurate answers, especially for HR moments that really matter. We designed the Employee Self‑Service Agent with that expectation in mind, pairing trusted data and deep personalization with strong governance controls so that privacy, security, and trust are built into every interaction.”

Prerna Ajmera, general manager, HR digital strategy and innovation

Although the Employee Self-Service Agent comes pretrained with basic HR and IT support data, we found that the quality of the responses that our employees receive is directly connected to the accuracy, currency, and depth of the information we provide to the tool. You’ll want to spend the necessary time and effort to make sure that your data governance process is well thought-out and thorough, so that your employees experience the best possible results.

“Employee self‑service has a higher bar than generic AI tools,” says Prerna Ajmera, general manager of HR strategy and innovation. “People expect personally tailored and highly accurate answers, especially for HR moments that really matter. We designed the Employee Self‑Service Agent with that expectation in mind, pairing trusted data and deep personalization with strong governance controls so that privacy, security, and trust are built into every interaction.”

Major considerations for governance

We learned that before you configure your agent, you need to establish guardrails that protect your data’s integrity and that build your employees’ trust. These considerations will form the backbone of your governance framework:

• Managing requirements: Define what the agent must deliver and align your stakeholders on clear, prioritized goals and objectives.
• Determining and managing resources: Ensure you have the right people, systems, and funding in place to support your full product lifecycle.
• Data security: Protect your sensitive employee information with strong controls, compliant storage, and least‑privilege access.
• User access: Establish who can use, administer, and update your agent, with appropriate permissions and guardrails.
• Change tracking: Monitor your updates to content, configurations, and workflows so your agent always reflects your current policies.
• Reviewing: Regularly evaluate your content’s accuracy, the agent’s performance, and your organizational fitness to help you keep your employees’ experience with the agent trustworthy.
• Auditing: Maintain traceability for compliance, incident investigation, and quality assurance across all of your data flows.
• Deployment control: Manage where, when, and how you roll out new versions of the agent to reduce disruption and ensure consistency.
• Rollback: Prepare a fast, safe path to reverting your changes if something breaks.

We found that addressing these considerations early in the process creates a governance structure that is proactive rather than reactive, increasing the quality of responses and setting your organization up for success.

Architecture essentials

Understanding the architecture of our agent helped our governance teams make informed decisions about our configuration and integration. To do that, they needed to review and understand its key architectural components. You’ll need to do the same.

Here’s a list of the different architecture components that our team assessed, to help you get started on your own process:   

• Topics: Structured intents (e.g., “view paystub”) that align to employee questions and drive consistent answers.
• Domain packages: Pre-curated bundles for different agent segments (like HR and IT support) that provide reusable patterns, prompts, and integrations.
• Knowledge sources: Documents, intranet pages, FAQs, and databases that ground responses in authoritative content.
• Connectors: Secure integrations to systems of record (like Workday or SAP SuccessFactors) can help enable read/write operations. (Because the Employee Self-Service Agent was built with Copilot Studio, it has access to more than 1,400 different connectors.)
• Instructions: Governance-approved rules and prompts that shape tone, guardrails, and escalation behavior.

Assessing and preparing your content

A key early governance step is to audit all relevant content in your knowledge bases. This process should include assessing, updating, and, if necessary, restructuring this information before it is ingested by the agent.

An important caveat here is that the agent’s ability to understand which policies and procedures apply to which employee relies on your content having consistent metadata, permissions, and content structure. We found that before feeding your data into the agent, you need to:

• Inventory existing content: Your content will incorporate many different types, such as SharePoint pages, Microsoft Teams posts, PDFs, intranet articles, and knowledge-base documents. The goal of the inventory process is to identify content that is complete rather than outdated, duplicative, or siloed; if there are issues with the content, they should be addressed before loading into the agent.
• Assign knowledge owners: The owners should be SMEs who can help validate, tag, and maintain the content going forward. Part of this process is training up knowledge owners to be able to prepare and maintain content in ways that make it easily consumable by both agents and people.
• Structure content for discoverability: All your content needs to have accurate metadata, well-defined topic pages, and consistent naming so that the agent can surface the right information at the right time.

We found that completing a thorough content audit helps us ensure that the Employee Self-Service Agent isn’t just chatting—it’s delivering trusted, up-to-date answers that save your workers time and effort as they go about their day.

Be aware of tone and conversational flow

Providing vetted and well-structured data to the agent is important, but it’s not the entire battle. You’ll also need to make sure your agent is given clear guidance on conversational tone and instructions on what to do in specific scenarios.

Make sure you incorporate:

• Global instructions: Define the agent’s voice, behavior, and escalation rules to ensure consistency and trust. 
• Topic-level triggers: Map natural language phrases to specific workflows (such as “reset password” or “check PTO”) so the agent routes these common queries correctly.
• Advanced knowledge rules: Prioritize which data sources to use in ambiguous scenarios, and define when the agent should ask clarifying questions.

Taking these steps gave our agent a better chance of being accurate, helpful, and aligned with our organization’s specific preferences.

Addressing common scenarios with “golden” content

Another vital aspect of your content audit is identifying the most frequently accessed information in each topic area.

A good example comes from the preparation of our IT support content for ingestion by the Employee Self-Service Agent. One of the focuses of this effort was on so-called “golden prompts:” the 20 or so topics that generate up to 80 percent of our employee queries (a version of the famous “80/20 rule”).

Our golden prompts are a curated set of scenarios that:

• Represent our critical user workflows and edge cases
• Possess clear, expected responses (golden responses)
• Cover core functionality that must never break

We made sure that the agent was providing high-quality responses for these common scenarios—we recommend you do the same.

Including “zero prompt” content

Another important aspect of your content process should be to develop “zero prompts.” These are preconfigured prompts in the agent that the user can simply click on to get an answer for a common issue or request.

For example, if one of your employees wants to understand how to set up a VPN, they simply click on the zero prompt provided for that topic. The tool then gives them complete instructions on how to set one up.

During our deployment of the agent, one case where we prepopulated the tool with content for a specific, high-demand scenario came when Microsoft made a major announcement regarding employees returning to the office. We knew this policy change would generate a lot of questions from our employees.

In preparation for this, we asked Microsoft 365 Copilot to create a single document that pulled in all the “return to office” material found in its verified HR content database. We then made this document available to the agent. Just by taking that simple step, we saw our user satisfaction ratings in the tool jump from 85 percent to 98 percent for that issue!

In your own deployment, think about what issues and topics generate the most questions from your employees. You can then prepare specific content to address these scenarios, which will increase your chances of success with the agent.

Data security and compliance

Data security was a high priority when we developed our agent, especially because it must necessarily access sensitive HR information on a regular basis. During product development, we made sure that the agent adhered to enterprise-grade security standards, including identity federation, least-privilege access, and encrypted storage.

Because the agent is built on Copilot Studio, it supports robust data-loss prevention features. The agent also complies with regulatory frameworks like General Data Protection Regulation through built-in auditing and data-retention policies.

One of the big advantages that an AI agent has over a static website or similar data source is the ability to personalize responses for each user. At the same time, we had to make sure that the agent had guardrails in place to avoid overexposing sensitive information. This included detailed disclaimers to help call out these kinds of responses and flag them for more careful handling.

Our agent complies fully with our accessibility standards as well. Like all Microsoft products and services, the tool underwent a rigorous review to ensure it was fully accessible for all users.

Responsible AI

Whenever a new AI application is launched, there may be concerns raised about potential challenges regarding bias, safety, and transparency. That’s why the Employee Self-Service Agent follows the Microsoft Responsible AI principles by default.

When you enable the sensitivity topic in your agent, it screens all responses for harassment, abuse, discrimination, unethical behavior, and other sensitive areas. We tested the agent thoroughly for objectionable responses before it was launched to a broad internal audience at Microsoft.

In addition, the agent includes an emotional intelligence (EQ) option. This feature is designed to make responses more empathetic, context-aware, and relevant for diverse user audiences. It analyzes the conversation’s context and tailors the agent’s replies to ensure that users feel understood and valued throughout their session (which could be particularly relevant for any conversations related to sensitive HR topics, such as family leave). The EQ option is customizable and can be turned off by your product admins.

Key takeaways

The following are important considerations for data governance when you deploy your Employee Self-Service Agent:

• Employee expectations regarding accuracy and relevance are high for employee self-service tools, which makes data governance a key aspect of your deployment.
• Consider which data repositories are best to incorporate into your agent, and make sure they are up-to-date and well-structured. This process requires a thorough content audit.
• Pay special attention to the so-called “golden prompts” that make up a large percentage of expected queries. The agent’s answers to these questions should be top-notch.
• Restructuring content can improve response quality. When we anticipated huge interest in a particular topic, such as workplace policy changes, we restructured our content on that subject and saw a significant jump in user satisfaction.
• Build your agent to meet or exceed high standards for data security, privacy, and Responsible AI. These are vital concerns for any product that has access to sensitive personal information.

Learn more

How we did it at Microsoft

• Learn how we’re getting the most out of agents internally here at Microsoft with good governance. This story shares what our Microsoft Digital governance team learned while deploying AI-driven tools here at Microsoft.   
• Find out how we’re unlocking enterprise AI extensibility internally with Microsoft Copilot Studio. This post explains how we’re empowering our employees to create and extend Copilot-based agents using Copilot Studio.
• Read about how we’re infusing responsible AI principles into all our AI tools and projects at Microsoft. An article that explores the Microsoft Responsible AI Standard and how it informs our work with AI technologies at Microsoft Digital.

Further guidance for you

• Explore Microsoft Learn documentation for Microsoft Copilot Studio to read about key concepts in governance and security.
• Examine Microsoft Learn content related to security and data protection in Power Platform.
• Conduct the Microsoft 365 Copilot Optimization Assessment to understand your level of AI adoption and chart your course.
• Access Microsoft Learn documentation for Microsoft 365 Copilot to learn about data, privacy, security, and Zero Trust principles.

Chapter 2: Implementation with intention

Deploying a powerful and versatile tool like the Employee Self-Service Agent is no simple task. It requires guidance and buy-in from top leaders at the company, as well as detailed planning and execution across disparate parts of your organization. Here, we identify some of the key steps that we took here at Microsoft that can help guide you when launching your own self-service agent.

Determine category parameters

One of the first major decisions around implementing the agent is deciding which business function—we call them agent starters—to choose for your initial implementation.

We recommend starting with HR support or IT help (we started with HR). Both agent starters can be deployed into a single Employee Self-Service Agent experience, but they must be deployed one at a time. 

So you know, we’ve built the Employee Self-Service Agent to be connectable with other first- or third-party Copilot agents, enabling a seamless handoff to these agents without having to navigate to other tools or interfaces.

Understanding your deployment steps

There were four essential stages involved in the deployment of our agent, each with multiple steps. Here’s a quick rundown that you can use at your company:

1. Preparation for deployment
   • Establish roles: Define who will manage, configure, and support the tool, assigning responsibilities to ensure accountability during deployment.
   • Set up your environment: Prepare the necessary hardware, operating system, and network configurations so the agent can run smoothly.
   • Set up third-party system integration: Ensure your infrastructure can securely connect and exchange data with external systems that the agent will need to integrate with.
2. Installation
   • Install the agent: Deploy the core Employee Self-Service Agent software on the designated servers or endpoints.
   • Install accelerator packages: Add any desired connectors that enable the agent to communicate with commonly used systems for HR, payroll, IT support, etc.
3. Customization
   • Configure the core agent: Adjust default settings to align with your organization’s policies and workflows.
   • Identify knowledge sources: Specify where the agent will pull information from, such as internal knowledge bases or FAQs.
   • Provide common questions and responses: Add employee FAQs to improve the agent’s ability to respond quickly and accurately.
   • Identify sensitive queries: Flag questions and responses that involve confidential or regulated information to ensure they’ll be handled securely.
4. Publication
   • Approve the agent: Complete internal reviews and compliance checks to confirm the agent meets your organizational standards before full rollout.
   • Publish the agent: Make the configured agent available to your employees in your production environment.

Customization

The Employee Self-Service Agent operates as a custom agent within Copilot Studio, using our AI infrastructure via the Power Platform. The agent is constructed on a modular architecture that allows you to integrate it with your own enterprise data sources using APIs, prebuilt and custom connectors, and secure authentication mechanisms.

To streamline this integration process, we provide a library of prebuilt and custom connectors through both Copilot Studio and Power Platform. Preconfigured scenarios include connecting to major enterprise service providers such as Workday, SAP SuccessFactors, and ServiceNow. (View the full list of connectors offered by Copilot Studio.)

These connectors facilitate data exchange with the following systems and other agents in this ecosystem:

• HR information systems
• IT systems management
• Identity management
• Knowledge base platforms

We found that third-party integrations require setup effort and technical expertise across stakeholders in your tenant. Be sure to get buy-in and involve all relevant departments that will be impacted.

Rollout: A phased approach

As previously noted, we started our agent with HR content and then added IT support (we later expanded to include campus services help as well). We rolled the agent out to different groups of employees and geographic regions around the world over the course of months, adding new knowledge sources to the different categories at each step along the way. This gave us an opportunity to gather user data and refine performance of the tool as we went.

Adding campus support services required us to handle queries and tasks related to dining, transportation, facilities, and similar subjects. This was a challenging addition, because the facilities and real estate space—unlike the HR and IT support areas—doesn’t have many large service providers, which are easier to provide prebuilt connectors for.

One area that did lend itself to prebuilt connectors, however, was facilities ticketing.

Because many of our campus facilities vendors use Microsoft Dynamics 365, we were able to create an out-of-the-box connector in the agent for their ticketing process. You can take advantage of these kinds of preconfigured tools in your deployment.  

Key takeaways

Here are some things to remember when implementing the Employee Self-Service Agent at your organization:

• Decide which starter agent you will deploy first. We recommend starting with a single agent covering one area (vertical), such as HR or IT support, and then expanding from there.
• Consider a phased rollout to allow time to refine responses and ramp up the number of topic areas and knowledge sources installed in your agent.
• Use the prebuilt connectors to make it easier to integrate the agent with your existing systems.We developed customized connectors for major HR and IT service providers and a Microsoft 365 Dynamics connector to integrate with our many facilities vendors around the world.

Learn more

How we did it at Microsoft

• Learn how we’re embracing this “agentic” moment at Microsoft. This post describes how we’re integrating agents into many of our workflows and processes at the company.
• Get our step-by-step guide to how we’re unleashing API-powered agents at Microsoft. This article describes what we’ve learned from deploying agents internally at the company.

Further guidance for you

• Learn how to prepare for a successful Microsoft Employee Self-Service Agent implementation. This Microsoft 365 Copilot Blog story includes a webinar video on the same topic.
• Discover a step-by-step guide to getting your organization prepared for the Employee Self-Service Agent.
• Check out our Microsoft Learn content about deploying the Employee Self-Service Agent.
• Learn more about the customizable accelerator packs that come with the Employee Self-Service Agent.
• Read our Microsoft Learn content about installing the agent.
• Explore Microsoft Learn content about customizing your agent.
• Dive into detailed information about integrating the agent with Workday, ServiceNow, and SAP SuccessFactors.
• Work through this learning path to discover how you can create agents with Copilot Studio.

Chapter 3: Driving adoption by breaking old habits

Once upon a time, when our employees needed help with a technical issue or an HR question, they literally picked up the phone and called the relevant internal phone number. That quickly evolved into an email-centered system, where employee questions were sent to a centralized inbox that would then generate a service request. Still later, chat-based help was introduced.

Using AI to handle employee questions and service requests is a natural step in this evolution, as large-language models were built to parse vast data repositories and return the right information (often with the help of multi-turn queries and responses). And by encouraging self-service, an AI agent can help meet employee needs faster while saving the organization’s staffing resources for other needs.

But getting employees to change their habits and use a tool like the Employee Self-Service Agent wasn’t going to be as easy as just flipping a switch. Here’s how we handled this important change management task at Microsoft.

Adoption across verticals

A key principle that we learned during the adoption process was that 80% of our change management activities for the agent are applicable to all our verticals (whether it be HR, IT support, campus facilities, or another category). We didn’t need to reinvent the wheel each time we added to the topics that the agent covered.

This allowed us to create a change management “playbook” that we could use each time we expanded to a new category. So, while roughly 20% of the strategies we used were specific to that vertical, the vast majority were the same, which saved time as we moved through onboarding the different categories.

Leadership is key

To get our employees to change the way they ask for help, we found it essential to get the support of our key leaders, something we refer to as “sponsorship.”

We found that good sponsorship doesn’t just come from your central product, communications, or marketing groups. It is equally vital to invest in relationships with local leadership in different regions as you roll out the agent (especially in multinational companies like ours).

Local leaders understand the various regional intricacies—including language, functionality, and the rhythm of the business—that can help inspire their segments of the workforce to adopt a new tool, and then evangelize it to others in turn. Working closely with these kinds of sponsors will help you pull off a successful adoption campaign.

If you have works councils, be sure to seek out your representatives and solicit their feedback on your agent experience early on. You can help them understand how the agent was developed and trained, then address any concerns they raise.

We’ve found that once our works councils are made aware of the careful processes we go through to protect user privacy, and to ensure compliance with our Responsible AI standards, they become enthusiastic supporters and can help promote agent adoption. (Read more about our experience with our works councils and the Microsoft 365 Copilot rollout.)

Defining your messaging

Work with your internal communications team to come up with a well-planned messaging framework for your agent rollout. Based on our experience, it’s likely you’ll need to communicate across a wide variety of teams and organizations like HR, IT, facilities, finance, and so on.

It’s important to be clear about how you’re positioning the product for your employees. This will allow you to develop both overall messaging for general use, but also content tailored to specific teams or employee roles. The more sophisticated your messaging, the more likely it is to be effective in encouraging user adoption of the agent in their regular workflow.

Listening to feedback

As Customer Zero for the company, our employees are our best testers and sources of feedback during our product development process. The Employee Self-Service Agent was no different, and we continue to gather crucial feedback and user data throughout the internal adoption process.

Because the agent is a tool centered on helping your workers resolve challenges and get quick answers to questions, you’ll want to set up your own systems for capturing their feedback and make sure the agent is meeting a high-quality bar.

We found that setting yourself up for success when it comes to listening to your employees involves two major aspects: Developing and deploying a system for gathering employee sentiment about the product, and then creating a system for analyzing that feedback and funneling the findings back to your IT team.

Some of the types of feedback and methods we used to gather it during the development process included:

• User-testing data
• User satisfaction ratings
• User surveys, interviews and other research
• Voice of the customer (in-product feedback)
• Pilot projects and focus groups (smaller segments of users)
• IT support incidents
• Usage data and telemetry
• Community-based early adopter feedback (similar to our Copilot Champs community)
• Social media feedback and comments

You can choose from among these options to set up your own feedback mechanisms, or come up with something customized to your implementation.

Calibrating your usage goals

Remember that the Employee Self-Service Agent is not an all-purpose AI tool like Microsoft 365 Copilot, which your employees might use a dozen times a day. Instead, they may only need assistance from HR or IT support, tools, and information sources a few times a week (or even less). Your usage targets should be calibrated accordingly.

At the same time, the more categories of assistance you add to the agent, the more your usage levels can grow—along with user expectations.

When we decided to add campus support (dining, transportation, and facilities-related needs and queries), one of the motivators was to provide information that users might need on a more regular basis. This addition helped us increase adoption and build daily usage habits for the agent among our employees.

Making the agent your front door for employee assistance

Your employees may have longstanding habits around the ways that they seek assistance, such as moving quickly to email a service request, or immediately engaging a live support technician. There might even be someone helpful in the office next to them that they lean on for IT support. We’re aware that breaking such habits can be a challenge.

That’s why we decided to change our own employee-assistance workflows. In the case of HR, we are planning to remove the option to email a centralized alias for help, which was the default in the past. This forcing function will instead prompt our employees to turn to the agent first for assistance, creating a “front door” for all our HR service requests.

For our IT support function, we are switching from a Virtual Agent chatbot to the Employee Self-Service Agent, which should provide users with a richer experience and a higher rate of resolution.

Of course, our main goal is for the agent to handle an employee’s issue without having to seek further assistance. But what happens when the agent cannot resolve their problem or handle their request? That’s why we’ve also implemented a “smooth handoff”—either to create a service request or connect the user to a live agent for specialized assistance.

There are three key steps in this process:

1. The Employee Self-Service Agent can identify when the user has reached a point where they need to move to a higher level of assistance via a live agent or a service request. (Note that we also allow the employee to make that determination for themselves.)
2. We then give them different options for how they want to connect to live support.
3. When the employee is transferred to a live technician, the Employee Self-Service Agent is able to pass on the chat history from its session with the user. That way, the technician or staff support can quickly get up to speed on the situation, see what the employee has already asked about and tried, and start helping them immediately.

Enabling the employee to quickly and smoothly transition to a higher level of support without leaving the chat increases user satisfaction and makes them more likely to return to the agent the next time they need assistance.

Strategic outreach to employees

Of course your workers, like ours, are busy with their day-to-day job functions. They may be resistant to trying a new tool or going through special training on how to access employee assistance. Or they may just not know about it.

Because of our regionally phased rollout of the agent, email was one of the most effective tools we used to connect with specific audiences and make them aware of the tool. With specific email lists, we could make sure that only employees in that phase of the rollout were seeing the message.

A key aspect of getting our employees to adopt any new tool is reinforcement—the process of sustaining behavior change by providing ongoing incentives, recognition, and support. Some of the reinforcement strategies we used for the agent included:

• Targeted communications: Emails and organizational messages invited employees to try the agent as they received access
• Multi-channel campaigns: Promotion of the agent via portals, newsletters, digital signage, and more to keep it at the forefront of employee minds
• Training: Workshops and micro-learning sessions about the agent
• Social campaigns: Posts highlighting the tool to increase awareness and gather employee feedback (see details below)
• Leadership support: Managers modeled usage of the agent and promoted it regularly
• Processes: The tool was part of regular employee workflows

One very important communications channel that we used in our adoption efforts was Microsoft Viva Engage. We set up a private Engage community for the Employee Self-Service Agent, then populated it with each new wave of users as they were given access to the tool (eventually all were given access when the tool went companywide).

We used this channel for various kinds of messaging:

• General product awareness
• Updates on new or changing functionality
• Answering questions or addressing frustrations (two-way dialogue between users and the product team)
• Fun and helpful “tips and tricks” that users could try (these could come from the product team, leadership, or individual product “champions”)

We also inserted messages about the new agent into our regular communications with different audiences, including HR professionals, IT support personnel, and internal comms staff at the company. And we regularly messaged company leaders about it, so they could encourage their teams and direct reports to support the effort and evangelize for the tool.

One thing we did was make clear to our employees that even though the agent was not able to handle an issue today, it might be able to in a month or two. That’s why ongoing communications to users was important.”

Prerna Ajmera, general manager, HR digital strategy and innovation

Of course, as a natural language chat tool, the Employee Self-Service Agent doesn’t require formalized training. The product itself is designed to guide users and allow them to experiment, simply by stating their needs in plain language. Most employees will already be familiar with AI tools like Microsoft 365 Copilot, so effectively using an AI-powered employee-assistance agent should be a low bar to clear.

Managing expectations

Your Employee Self-Service Agent rollout will be an ongoing journey as you add topic areas, functionalities, and other product features. Your product roadmap will evolve as you learn more about what your employees need with this kind of AI solution.

One factor to consider is how to set realistic user expectations about what the agent can do while the product matures and improves. As we gradually rolled out the tool, we messaged that the agent was in “early preview,” which helped avoid employee disappointment when it couldn’t handle a specific request.

“One thing we did was make clear to our employees that even though the agent was not able to handle an issue today, it might be able to in a month or two,” Ajmera says. “That’s why ongoing communications to users was important, as new capabilities were added and speed and accuracy improved.”

We also created messaging for early users indicating that their testing was an integral part of making the tool more effective. This created a positive feedback loop while also keeping employee expectations reasonable.

How we measured success

Carefully tracking and analyzing your success metrics throughout your development and release of the product is a high priority. Without this step, you are working in the dark.

At Microsoft, we identify the key performance indicators (KPIs) for a particular product and then use them as our North Star for any internal release. But the specifics of those KPIs can vary from product to product.

For example, measuring the monthly average user (MAU) statistics might be extremely important for an all-purpose productivity tool like Microsoft 365 Copilot. But for an employee-assistance tool, the goal is not necessarily regular use, because employees aren’t constantly facing challenges that require help (we hope). Usage statistics may also be affected by certain events or cyclical needs, such as annual employee reviews or a major technology change (like a significant Windows update).

With this in mind, we identified certain key metrics for the Employee Self-Service Agent. In this case, the top KPIs included:

• Percentage of support tickets deflected
• Net satisfaction score
• Latency period
• Reliability
• Total time savings
• Total cost savings
• Identified and prioritized issues (reported back to product group)

Overall, we focused on the rate at which employees were able to resolve issues without opening a support ticket, as this would likely generate the greatest return on time and cost savings. We came up with an overall target across the different verticals of 40% ticket deflection, and we’re making solid progress toward this goal as we continue to refine and improve the agent.

Part of our measurement process is a monthly progress meeting of key project stakeholders, where all KPIs are evaluated to see if our targets are being met. If the results do not meet expectations, we identify the potential causes and discuss what adjustments need to be made to address these shortfalls.

Key takeaways

Here are some key things to remember when it comes to adoption efforts for your Employee Self-Service Agent:

• Don’t reinvent the wheel. Most of your change management and adoption strategies for the agent will be the same across different regions and help categories.
• Line up product sponsors. Finding leaders and others across the organization to help you promote the Employee Self-Service Agent within their own groups, functions, and regions can make a big difference in gaining employee trust and encouraging adoption.
• Set up proper listening channels. You’ll want to gather as much feedback as possible from your employees as you roll out the agent so you can understand what is working well and what needs improvement. This kind of feedback loop can also make your employees feel heard and help them shape the tool.
• Make the shift to agent-first help. Employee habits for seeking assistance can be resistant to change. We decided that turning off the “email to create a service ticket” workflow was a great way to nudge our workers to recognize the agent as the first option for their assistance needs.
• Be strategic in your communications. Use tools like email, Viva Engage, and other appropriate communications channels to target your communications and encourage a two-way conversation with employees about the agent. Sharing fun tips and encouraging peer support are other ways to increase awareness and engagement with product.
• Identify your key metrics. We determined our benchmarks for success for this particular type of agent, then tracked them and made the results available to key stakeholders. This allowed us to measure the impact and effectiveness of the product.

Learn more

How we did it at Microsoft

Although some of the blog posts below are about adoption efforts related to Microsoft 365 Copilot, they can give you ideas on how we promote internal adoption of agentic AI products at Microsoft.

• Find out how we’re reimagining campus support with the Employee Self-Service Agent. This post describes how we targeted popular employee queries—such as “What’s for lunch?”—to drive adoption of our new agentic tool in the facilities and real estate space.
• Read about how we drove Copilot adoption using Microsoft Viva. This article explains how Viva provides a powerful suite of tools that can assist with your adoption efforts.
• Learn how we created an internal Microsoft 365 Copilot Champs community to help drive adoption of the tool. This article covers how we created a special community of Copilot enthusiasts at Microsoft, who provided peer training and support for their coworkers’ Copilot journeys.  
• Discover how we built an AI-powered continuous improvement culture at Microsoft. This article provides a detailed examination of how we use data to track adoption and continuously improve our products and processes within Microsoft.
• See how we’re supercharging our internal communications with Microsoft Viva. This post explains how we use tools like Viva engage to build trust and encourage two-way dialogue with our employees about important topics, company initiatives, and key product rollouts.

Further guidance for you

• Explore the formal Adoption Guide for the Employee Self-Service Agent.
• Read the product group’s guide for deploying an Employee Self-Service Agent.
• Check out our Microsoft Learn content about collecting usage data and feedback on the Employee Self-Service Agent.

Begin your journey with the Employee Self-Service Agent

Agentic AI offers incredible promise to transform employee productivity, giving individuals access to powerful tools that enable them to accomplish more. We believe the Employee Self-Service Agent is another step along that path, allowing workers to get instant help with tasks that used to be cumbersome and time-consuming.

“We’re excited to get the Employee Self-Service Agent out and into the hands of our customers, so that they can reap the same benefits that we’re already seeing from it. As we continue to refine the product and expand the number of verticals it can cover, we expect to realize exponential efficiency gains and capture even more cost savings across our entire organization.”

Brian Fielder, vice president, Microsoft Digital

Now that you’ve read about our experience deploying the tool, it’s time to start your own journey. Successful implementation means your people will spend less time on the phone with support staff or hunting through web pages and other resources for help with routine employment tasks and more time devoted to their productive work, reducing job-related pain points and frustrations.

You can benefit from the lessons we’ve learned and the many helpful features and capabilities that we’ve built into this product, all of which are designed to make your implementation as fast, easy, and effective as possible.

“We’re excited to get the Employee Self-Service Agent out and into the hands of our customers, so that they can reap the same benefits that we’re already seeing from it,” says Brian Fielder, vice president of Microsoft Digital. “As we continue to refine the product and expand the number of verticals it can cover, we expect to realize exponential efficiency gains and capture even more cost savings across our entire organization.”

Key takeaways

Here are some of the essential top-level learnings we gleaned from our deployment of the Employee Self-Service Agent, which you should keep in mind as you start out on your own deployment path:

• Identify and engage the right people. You’ll need buy-in and advocacy from leaders across the organization; the involvement of key stakeholders from HR, IT, legal, and compliance; and technical guidance from admins, license administrators, environment makers, and knowledge-base subject matter experts.
• Develop your plan. Understand the major phases of governance, implementation, and adoption of the tool, and make sure that you have adequate resources and support for each phase.
• Verify the quality of your content. Your chances of success will be better if you undertake a thorough content assessment to address the currency, accuracy, and structure of all relevant knowledge bases. Pay particular attention to the topics and tasks that are in greatest demand by employees when they access help services.
• Consider a phased rollout. Releasing your Employee Self-Service Agent to progressively larger groups of workers across your organization allows you to gather data and feedback and improve the performance and relevance of the agent over time. You can also expand the number of categories that your agent covers as you go, increasing the impact and appeal of the tool.
• Communicate strategically to promote adoption. Convincing employees to break longstanding habits when seeking help is a challenge. Email is helpful for targeting specific groups of employees, but be sure to use tools like Viva Engage to create community, answer questions, provide fun tips and tricks, and announce new capabilities and options.
• Set clear goals and measure against them. Come up with a targeted set of KPIs that reflect your organization’s needs and aspirations, then develop a plan to capture data for each of these indicators and a regular reporting cadence to keep stakeholders informed of progress toward your goals.

Learn more

How we did it at Microsoft

• Read the official Employee Self-Service Agent product release announcement.
• Learn how we’re accelerating employee services at Microsoft with the Employee Self-Service Agent.
• View a series of Microsoft Learning Community videos about deploying the Employee Self-Service Agent.
• Explore the Microsoft Learn content related to the Employee Self-Service Agent.
• Discover how we’re tackling Microsoft 365 Copilot governance internally at Microsoft.
• Explore our leaders’ guide to enterprise AI maturity in five steps.
• Watch a video from the Understanding Microsoft Agents series devoted to the Employee Self-Service Agent.

Try it out

• Learn more about how you can begin your own journey with the Employee Self-Service Agent.

We’d like to hear from you!

• Want more information? Email us and include a link to this story, and we’ll get back to you.

The post Deploying the Employee Self‑Service Agent: Our blueprint for enterprise‑scale success appeared first on Inside Track Blog.

For years, we stitched together insights across multiple tools, wrote custom queries, and maintained fragile reports just to answer basic questions. This approach slowed investigations and delayed patch targeting.

We needed a faster, stronger, cloud-native path.

We’re investing in AI-powered predictive maintenance and intelligent troubleshooting to reduce friction in device management.”

Daniel Manalo, principal service engineer, Microsoft Digital

The advent of generative AI changed the way we manage our devices. Not only were we able to ask better questions and get targeted help right from the start, we also got faster and more relevant answers from across our entire device management estate.

It’s simpler. It’s faster. It scales with our environment. And we’re doing it natively in the cloud.

“We’re investing in AI-powered predictive maintenance and intelligent troubleshooting to reduce friction in device management,” says Daniel Manalo, a principal service engineer in Microsoft Digital, the company’s IT organization.

AI and machine learning help us find errors faster and fix them autonomously, in many cases. It reduces our downtime, prolongs lifespans of our devices, and ensures our employees have a consistent and productive experience with their devices.

Today, we’re applying this approach to everyday operations: Speeding investigations, simplifying updates, and tightening the loop from detection to remediation. The overarching goal remains consistent—reduce workloads, improve clarity, and move our discoveries to earlier in the risk window.

The role of Customer Zero in evolving modern device management

We serve as the company’s Customer Zero for our products here in Microsoft Digital. We run early capabilities in our own tenant, pressure‑test them at Microsoft scale, and feed what we learn straight back to engineering. The goal is simple: Turn good ideas into reliable features that any enterprise can use.

“We use our collective learnings from our internal deployments to improve our products, which makes them better for our employees and for our customers.”

 Senthil Selvaraj, principal group product manager, Microsoft Digital

Our Microsoft Digital teams work side-by-side with the Intune product group to modernize our device management approach. The Intune group builds and operates the platform, while we bring real‑world scenarios, signals, and guardrails. Together, we help develop, test, and deploy a better cloud-native product for our customers.

“We use our collective learnings from our internal deployments to improve our products, which makes them better for our employees and for our customers,” says Senthil Selvaraj, a principal group product manager in Microsoft Digital.

For the same reasons, we work hard to make sure that we deploy our tools and services in the same way our customers do.

“That enables everyone at the company to have good visibility into the experiences our customers will have when our products get to them,” Selvaraj says. “This makes us more accountable to our customers and helps us move quickly when improvements are needed.”

Customer Zero for device management spans more than Intune.

We partner across teams responsible for Microsoft Purview, Microsoft 365 Copilot, Microsoft Defender, Windows (Autopatch and Hotpatch), GitHub, and Microsoft Azure to produce comprehensive device management capabilities. These are the surfaces where we test, learn, and refine the end‑to‑end device management experience.

The loop is tight. We identify a need, prototype a solution with the product groups, roll it out to targeted rings, measure impact, and iterate. Those learnings inform what ships in Intune—from data-driven insights to built‑in prompts that surface device health data as a conversation, rather than a simple query.

“Using natural language reduces the time it takes us to figure out what’s going on. We are able to ask Security Copilot questions naturally, which allows us to hear the signals that need our immediate action faster.”

Mohit Malhotra, product manager, Microsoft Digital

The result is a safer, faster path to value with AI-driven device management, including clear ownership, faster remediation, and features that arrive tested against operational reality.

We’ve learned a lot as Customer Zero, and we’re passing those lessons on to you.

Modern device management: Seven tips

Here are seven important tips that we’ve compiled to help with your device management efforts.

Tip 1: Ask natural-language questions with Microsoft Security Copilot

We use the generative AI capabilities in Microsoft Security Copilot to query device and vulnerability data in plain language and get a unified answer that we can act on.

This allowed us to replace bespoke reports with targeted questions.

“Using natural language reduces the time it takes us to figure out what’s going on,” says Mohit Malhotra, a product manager in Microsoft Digital. “We are able to ask Security Copilot questions naturally, which allows us to hear the signals that need our immediate action faster.”

Security Copilot lets us ask about device posture, app versions, cybersecurity vulnerabilities (known as Common Vulnerabilities and Exposures, or CVEs), and exposure across Microsoft Defender and Intune, without stitching the data together by hand. We get the context we need and move faster from finding to fixing.

How we use it

• Scope impact: “List Windows devices running <app/version> that are vulnerable, with owners and deployment rings.”
• Prioritize work: “Group affected devices by business unit and model; show counts and severity.”
• Verify reach: “Confirm which devices received <policy/package> in the last 48 hours; flag failures.”

Prompts we rely on

• “Show devices affected by <CVE/app version> and summarize recommended remediation steps.”
• “Break down exposure by ring and list top 5 models with highest risk.”
• “Identify outliers that failed the last policy sync and provide reasons.”

Why it helps

• Less toil: No custom pipelines to maintain.
• Faster triage: Discovery and scoping happen in one interaction.
• Clear next steps: Results align to our Intune targeting and scheduling paths.

Best practices

• Start specific: Name the product, version, and time window, then broaden as needed.
• Keep follow‑ups short: Quick pivots like “group by region” or “add owner emails” maintain momentum.
• Act on the output: Use the device lists to target updates or policies in Intune, then validate results with a final check.

Note

• We align usage with least‑privilege access and established approval paths so insights come from authoritative sources and actions land through the right channel.

Tip 2: Find knowledge fast with Microsoft 365 Copilot

We use Microsoft 365 Copilot to pull device context from email, chats, and documents, allowing us to troubleshoot issues faster and easier using generative AI.

Incidents start with questions, not dashboards, e.g. “Who owns this package? When did we change that policy? Where did we discuss the driver rollback?”

The answers to those questions live in mail threads, Teams chats, and planning docs. Before Copilot, we were forced to sift through these materials manually, which cost us time. Now we ask one question and get a summary with sources, people, and links. That keeps the investigation moving and reduces handoffs.

“Copilot helps scan noisy logs and points us to likely causes. Our old process of opening logs, interpreting opaque error strings, and validating a hunch took too long. Getting faster answers matters when incidents stack up.”

Michael Griswold, principal service engineering manager, Microsoft Intune

This also helps us during the coordination phase. We can surface the approver for a change, the engineer who ran the last mitigation, and the runbook section that explains the rollback steps. We make better decisions because we see the history and the intent, not just the current state. Then we line up the action in Intune with the right stakeholders already looped in.

How we use it

• Asking for recent context on a device model, configuration, or app to see decisions and outcomes in one place.
• Retrieving owners, approvers, and on‑call contacts named in Outlook and Teams messages related to the issue.
• Pulling change notes and runbook updates tied to a policy or package before we request an update in Intune.

Prompts we rely on

• “Summarize recent emails and Teams messages about <device model/app version> and list owners mentioned.”
• “Find the change note or runbook update for <policy/package> from the last 14 days.”
• “Show known issues linked to <KB/app> and who resolved the last occurrence.”

Why it helps

• Less hunting: We replace ad hoc inbox and wiki searches with a single query.
• Faster coordination: We identify the right stakeholders and prior decisions immediately.
• Better decisions: We confirm history and context before proposing changes in Intune.

Best practices

• Keep prompts scoped. Include product, version, and a timeframe to focus your results.
• Respect boundaries. Align usage with least‑privilege access and existing approval and auditing paths.
• Capture outcomes. Link summaries, owners, and key docs back to the incident record so future searches return richer context.

Note

• Copilot gets better as more decisions and runbooks live in Microsoft 365, since that’s where the signals come from.

Tip 3: Accelerate log triage with GitHub Copilot, Visual Studio Code, and Log Analytics

We use GitHub Copilot in Visual Studio Code with Azure Monitor Log Analytics to explain errors, draft KQL, and shorten device log investigations.

“Copilot helps scan noisy logs and points us to likely causes,” says Michael Griswold, a principal service engineering manager with the Microsoft Intune product group. “Our old process of opening logs, interpreting opaque error strings, and validating a hunch took too long. Getting faster answers matters when incidents stack up.”

Now we keep the entire loop in one workspace. AI in GitHub Copilot interprets the event, proposes likely causes, and generates KQL to confirm or rule out scenarios. We move from symptom to validated pattern without bouncing across tools.

How we use it

• Connect VS Code to your Log Analytics workspace and load the tables you need (e.g., inventory and update events).
• Paste a minimal log sample with timestamps and device identifiers, so Copilot has context.
• Ask Copilot to summarize the error, suggest probable causes, and produce KQL to test each path.
• Run the query, review clusters and outliers, and request an alternate query or grouping if noise is high.

Prompts we rely on

• “Explain this error in a device‑management context and list three validation checks.”
• “Write KQL to find matching failures in the last 24 hours and group by model and policy.”
• “Join device inventory with update events for device and surface anomalies.”

Why it helps

• Faster pattern recognition: Proposed queries get us to evidence quickly.
• Less context switching: Analysis and validation happen inside VS Code.
• Cleaner handoff: Results map to our Intune actions for targeted remediation.

Best practices

• Keep inputs tight: Provide a small, representative log snippet, the affected device attributes, and a precise time window.
• Iterate on queries: Ask for different filters, joins, or time ranges when results are noisy.
• Close the loop: Use the device list to drive policy or update changes in Intune and confirm fixes with a final query.

Note

• This workflow is broadly repeatable with GitHub Copilot, Visual Studio Code, and Azure Monitor Log Analytics.

Tip 4: Keep firmware and drivers current with Intune update management

We use Intune firmware and driver update management to identify, approve, and deploy our OEM updates at scale.

“Staying current on firmware and drivers keeps devices stable and secure. With Intune, we stage updates, watch the rollout, and adjust before issues spread.”

Taqui Mohammad, senior service engineer, Microsoft Digital

Firmware and driver releases don’t land on a predictable schedule. Different vendors ship on different timelines, and a single environment can span hundreds of models.

Tracking this manually slows responses and leaves risk on the table. Intune centralizes the view so we can see what’s applicable, choose the right targets, and roll out updates with the same discipline we use for OS patches.

“Staying current on firmware and drivers keeps devices stable and secure,” says Taqui Mohammad, a senior service engineer in Microsoft Digital. “With Intune, we stage updates, watch the rollout, and adjust before issues spread.”

How we use it

• Review applicability: Open the firmware and driver updates view to see available updates grouped by make and model.
• Select a pilot: Target a small ring first (model, business unit, or region) and set short deadlines.
• Plan time windows and restarts: Align deployments with maintenance windows and communicate expected reboots.
• Monitor, then expand: Track success and failure signals, remediate issues, and scale to broader rings.

Configuration tips

• Standardize categories: Separate firmware from drivers in policies so reporting and rollbacks are clean.
• Use device tags consistently: Model, region, and business unit tags make scoping and expansion straightforward.
• Define rollback steps: Document how to revert a driver or hold firmware for a specific model when needed.

Success checks

• Compliance trend: Increased percentage of devices on the latest approved firmware and driver versions after each wave.
• Incident correlation: Fewer support tickets related to device stability and peripherals on updated models.
• Deployment reliability: Decreased failure rates as pilots catch issues before broad rollout.

Best practices

• Pair with risk signals: Prioritize models tied to active vulnerabilities or incident clusters before broad rollout.
• Keep rings small and fast: Validate quickly, then scale; long pilots hide issues and delay benefits.
• Document exceptions: If a model needs a temporary hold due to app or peripheral compatibility, record the reason and set a review date.
• Verify outcomes: Confirm update levels on target devices and scan for regressions in support queues.

Notes

• Expect uneven arrival patterns across vendors and models; a weekly review cadence helps catch new updates without creating noise.
• Treat firmware and drivers as first‑class updates; include them in regular compliance reports and reviews so they get consistent attention.

“Autopatch Update Readiness catches and resolves common blockers before deployment begins. What used to require manual checks and troubleshooting is now handled upfront, giving us smoother updates and a far more reliable experience for our employees.”

Dave Rodriguez, principal product manager, Microsoft Digital

Tip 5: Speed updates with Windows Autopatch, Hotpatch, and Auto Remediation Update Readiness

We use Windows Autopatch and Hotpatch to reduce disruptions and keep our devices current, and we pair them with automated readiness and remediation so our changes land safely and quickly.

Autopatch handles orchestration for quality updates and feature releases. We define rings that reflect business risk and user impact, then let the service pace deployments as health signals arrive.

“Autopatch Update Readiness catches and resolves common blockers before deployment begins,” says Dave Rodriguez, a principal product manager in Microsoft Digital. “What used to require manual checks and troubleshooting is now handled upfront, giving us smoother updates and a far more reliable experience for our employees.”

Where Hotpatch is available, we apply security updates without a reboot, which cuts downtime and helps us move faster on critical fixes. An automated readiness layer checks prerequisites, fixes common blockers, and confirms that devices are ready before rollout.

How we use it

• Enroll eligible devices in Autopatch and map them to the right scope so ownership, reporting, and break‑glass procedures are clear.
• Build rings that reflect business priority and user profiles (e.g., VIP laptops, frontline kiosks, engineering workstations, and lab devices).
• Enable Hotpatch on supported SKUs and confirm policy alignment so security updates apply without restarts where possible.
• Run readiness checks that verify update agent health, policy state, storage and battery requirements, VPN reachability, and available maintenance windows.
• Auto‑remediate common blockers such as stale update caches, missing prerequisites, paused services, or conflicting policies before a device enters the next ring.
• Start with small cohorts, monitor early signals like install rate and post‑update stability, validate rollback paths, then expand the scope deliberately.

Operational checks

• Ring coverage ensures eligible devices are actually assigned to a ring and not stranded outside the managed flow.
• App and driver smoke tests validate business‑critical apps, kernel drivers, and peripherals on pilot cohorts before broad rollout.
• Safeguard holds and known‑issue tracking are able to watch for vendor or service flags, which can pause or throttle a ring until a fix is available.
• Rollback readiness confirms who owns the decision, what steps they follow, and how telemetry proves the rollback succeeded on affected devices.

Why it helps

• Continuous movement shortens exposure windows because healthy rings advance without waiting for a fixed date.
• Fewer interruptions improve user experience, as Hotpatch removes the need for restarts on supported devices.
• Higher success rates come from automated readiness and remediation, removing predictable failures before deployment.

Best practices

• Use consistent device tags so rings map cleanly to models, regions, and business units, which keeps targeting and reporting trustworthy.
• Keep pilots small and fast to find issues quickly, then scale once success criteria are met and rollback is validated.
• Communicate maintenance expectations in plain language so users know timing, restart behavior, and how to report problems.
• Pace by risk rather than calendar, advancing rings when health metrics and support signal quality are within thresholds.
• Review deployment dashboards daily during rollout, adjust ring size or cadence when error rates rise, and capture lessons learned for the next wave.

Note

• Hotpatch availability depends on your Windows edition and configuration, so confirm support and prerequisites as part of your scoping work.

Tip 6: Keep third‑party apps current with Intune Enterprise App Management

We use Intune Enterprise App Management to keep third‑party apps current without constant packaging work.

“Third-party apps fall out of date fast, so we’re standardizing how they’re updated. We do that with Enterprise App Management, which gives us reliable packages and keeps us moving at a steady cadence.”

Humberto Arias, senior product manager, Microsoft Digital

Third‑party software drives real risk: version drift, silent installers change, and manual packaging pipelines break at the worst time.

With Enterprise App Management, we select from a managed catalog, set assignment and update rules, and let the service handle new versions as they ship. We spend our time on exceptions, not routine updates.

“Third-party apps fall out of date fast, so we’re standardizing how they’re updated,” says Humberto Arias, a senior product manager in Microsoft Digital. “We do that with Enterprise App Management, which gives us reliable packages and keeps us moving at a steady cadence.”

This approach also improves the user experience. Updates arrive in predictable windows and dependencies are handled in a timely manner. We avoid surprise prompts and failed installs that generate tickets. When we do need to pause or pin a version, we scope it cleanly and document the reason.

How we use it

• Build a standard catalog that covers the common apps our users need and assign clear ownership for each title.
• Configure update behavior to auto‑update.
• Use rollout rings so pilots validate the installation success rate and app behavior before expanding to broad audiences.
• Scope assignments with device tags such as model, region, or business unit to simplify targeting and reporting.
• Monitor install and update status, investigate failures, and retry with adjusted timing or requirements when needed.
• Capture exceptions for apps that need holds or custom steps and set review dates to revisit the decision.

Scenarios we run

• Rapid response when a high‑risk CVE drops by prioritizing affected apps and moving them to the front of the update queue.
• Version cleanup by removing outdated or duplicate installers so devices converge on a single approved release.
• Conditional deployment for specialized teams by offering an app as available instead of required while still tracking adoption.

Why it helps

• Less packaging toil because the catalog supplies current installers and metadata.
• Faster patching for common apps because updates flow as they publish.
• Better compliance reporting because versions and assignments are consistent across rings and groups.

Best practices

• Keep an authoritative list of approved apps with owners, support notes, and rollback steps.
• Coordinate maintenance windows for high‑impact apps so users can save work before enforced updates.
• Require pilots for any app with add‑ins or drivers and validate workflows with real users before scaling.
• Use uninstall assignments to remove unapproved or vulnerable software and block reinstallation where needed.
• Document app‑level exceptions, including the rationale and a date to re‑evaluate.

Notes

• Some apps need pre-install checks or post-install steps, so include scripts or detection rules where required.
• Track license terms and usage for commercial titles so updates do not outpace entitlements.

Tip 7: Close the loop with Defender Vulnerability Management and Intune security tasks

We use Microsoft Defender Vulnerability Management with Intune to turn exposure insights into targeted actions that close risk fast.

“The Intune Vulnerability Agent gives us a clear list of issues by device and owner. It shortens our path from finding a problem to fixing it.”

Harshitha Digumarthi, senior product manager, Microsoft Digital

Incidents don’t end when we spot a CVE. They end when devices are fixed and verified.

Vulnerability Management gives us an AI-powered live inventory of devices, software, and configurations, then connects that inventory to known threats. It shows which versions run where, highlights misconfigurations, and explains why a device is at risk. We see the problem and the cause, not just a risk score.

“The Intune Vulnerability Agent gives us a clear list of issues by device and owner,” says Harshitha Digumarthi, a senior product manager at Microsoft Digital. “It shortens our path from finding a problem to fixing it.”

It also ranks what to fix first. Factors like severity level, exploit availability, active attacks, and business context all feed into the priority list, so that commensurate effort goes where it’s needed most. The service recommends specific actions such as updating, uninstalling, reconfiguring, or applying a policy as appropriate.

From there, it pushes the work into our change tools. Tasks flow to Intune, Autopatch, and Enterprise App Management so the remediation is traceable. Exceptions are tracked, including data on owners, compensating controls, and review dates. Closure is verified by watching exposure decrease and confirming the fix landed with the intended devices.

How we use it

• Review exposure by CVE, software, and device group to see where risk concentrates.
• Prioritize based on business impact, internet exposure, and privilege level so high‑value targets move first.
• Select the fix that fits the issue, including app updates through Enterprise App Management, OS and quality updates through Autopatch or Hotpatch (where supported), firmware and drivers through Intune update management, or policy changes for configuration weaknesses.
• Target the right scope using tags for model, region, and business unit so remediation lands where it’s needed.
• Set deadlines and user experience settings that balance urgency with productivity.
• Validate closure by rechecking exposure, confirming install success, and watching support signals for regressions.

What we monitor

• Exposure trends over time, to prove that remediation is reducing risk.
• Top vulnerable apps and models, so effort tracks where it matters most.
• Noncompliant devices and owners, so follow‑ups are direct and accountable.
• Exceptions that need compensating controls, documented rationale, and a review date.

Why it helps

• Fewer handoffs because the same team that sees risk can initiate remediation.
• Measurable outcomes because exposure and deployment data live in connected systems.
• Consistent execution because rings, tags, and approvals follow the same patterns as other updates.

Best practices

• Keep device tags authoritative so targeting and reporting stay reliable.
• Use pilots even for urgent fixes to catch compatibility issues before broad rollout.
• Link vulnerability records to Intune assignments so audit and learning loops are clear.
• Communicate clearly with affected users about timing, restarts, and how to report problems.
• Document exceptions with owners and expiration dates so temporary holds don’t become permanent.

Notes

• Not every fix is an update, and some issues require a configuration change or feature disablement with clear rollback steps.
• Least‑privilege access and standard approvals keep remediation fast without expanding risk.

Key takeaways

Our approach for managing devices and updates has changed. We shifted device and update management from manual hunting and ad hoc remediation to a connected loop that starts with a question and ends with verified resolution—reducing investigation time and speeding recovery.

A few lessons stand out:

• Make natural language work by grounding it in trust. Natural language becomes a force multiplier when insights are drawn from authoritative data and access is tightly scoped.
• Keep pilots small, fast, and intentional. Focused pilots surface issues early without slowing momentum or introducing unnecessary risk.
• Standardize signals to build confidence. Consistent tagging and clear ownership make reports, deployment rings, and rollbacks easier to interpret and trust.
• Control exceptions with discipline. Every exception requires a written rationale and a review date, ensuring temporary holds don’t become permanent policy.
• Close the loop—every time. Verification matters as much as detection. We confirm outcomes and capture learnings to continuously improve the next cycle.

What we’re improving next:

• Strengthen question‑to‑action flows. We’re deepening prompts and playbooks that connect Security Copilot and Intune so operators can move from investigation to scoped change in a single flow.
• Expand Hotpatch adoption and measurement. As support broadens, we’re increasing usage and measuring the impact on downtime, reliability, and user experience.
• Grow app coverage with clearer stability rules. We’re expanding Enterprise App Management while enforcing stronger version‑pinning guidance where predictability is critical.
• Automate deployment decisions. Additional automation around ring placement, readiness checks, and rollback triggers will allow deployments to adapt to live health signals.
• Accelerate investigations with reusable telemetry. We’re developing richer telemetry patterns and reusable KQL in Visual Studio Code to reduce noise and speed repeat investigations.

It’s a continuing evolution of our awareness and capabilities in device management, and we’ll keep improving on it, one loop at a time.

Try it out

Manage and secure your devices with Microsoft Intune.

Related links

• Learn how Microsoft Security Copilot integrates with Microsoft Intune.
• Explore how we’re transforming security and compliance with Windows Hotpatch.
• Read more about Windows Autopatch.
• Discover how Microsoft Defender Vulnerability Management helps remediate device vulnerability.
• Find out how Intune Enterprise App Management enables app discovery and deployment

We’d like to hear from you!

• Want more information? Email us and include a link to this story and we’ll get back to you.

The post Read our seven tips for shifting to a ‘cloud native’ device management strategy appeared first on Inside Track Blog.

• Deploying Microsoft 365 Copilot: A next-generation business tool
• Chapter 1: Getting governance right
• Chapter 2: Implementation with intention
• Chapter 3: Driving adoption to capture value
• Chapter 4: Building a foundation for support
• Chapter 5: Extending Copilot through agents
• Applying our deployment lessons at your company

Deploying Microsoft 365 Copilot: A next-generation business tool

Welcome to the new era of productivity

Generative AI has captured the world’s attention, and businesses are taking notice.

According to our Work Trends Annual Report, 70% of people would delegate as much work as possible to AI to lessen their workloads.

“I’m inspired by the transformative power of AI. I’ve been impressed with how quickly our employees have put it to work for them.”

Andrew Osten, general manager, Microsoft Digital

Capitalizing on this trend will mean the difference between surging ahead or getting left behind, including here at Microsoft, where we’re the first enterprise to deploy Microsoft 365 Copilot fully.

“I’m inspired by the transformative power of AI,” says Andrew Osten, general manager of Business Operations and Programs in Microsoft Digital, the company’s IT organization. “I’ve been impressed with how quickly our employees have put it to work for them.”

He would know. His team is responsible for driving usage and adoption of Copilot and any new features to more than 300,000 employees and vendors across the world.

“Customers are looking to us to share what we’ve learned as the first enterprise to deploy Copilot,” Osten says. “Our team has a unique opportunity to help them deploy and get to value as quickly as possible.”

Meet Microsoft 365 Copilot

Copilot combines the power of large language models (LLMs) with your organization’s data to turn your employees’ words into some of the most powerful productivity tools on the planet—all within the flow of work. Employees can access intelligent assistance through Microsoft 365 Copilot Chat or the apps they use every day, including Word, Excel, PowerPoint, Outlook, Teams, and more, to provide real-time intelligent assistance. It also forms the foundation for new, agentic capabilities that apply the power of Copilot orchestration to more specific knowledge sources and tasks.

According to our Work Trends annual report, employees who use AI are seeing significant benefits.

Organizations like ours that are unlocking AI assistance within employees’ everyday workflows are poised to gain a distinct advantage in terms of productivity, engagement, and innovation.

“We’re using it to reduce our IT expenses and enhance our productivity,” Osten says. “We’re also excited by its potential to create a lasting competitive advantage for us here at Microsoft and for our customers.”

Our mission in Microsoft Digital is to empower, enable, and transform the company’s digital employee experience across devices, applications, and infrastructure. We also provide a blueprint for our customers to follow in the form of this guide for deploying and adopting Copilot.

“The contents of this guide are based on the lessons we’ve learned deploying Copilot,” Osten says. “The tips and ideas you’ll read here will help you accelerate your own time to value with Copilot so you can realize the same benefits as our employees.”

Are you an executive?

View our condensed, CIO version of the guide here.

Chapter 1: Getting governance right

Maintaining privacy, security, and compliance while respecting regulatory frameworks.

Before you begin your Microsoft 365 Copilot implementation, you’ll want to consider how this tool impacts your data. Copilot employs LLMs that interact with data and content across your organization. It uses information your employees can access to transform user prompts into personalized, relevant, and actionable responses throughout Microsoft 365 apps.

Giving your employees this level of access means proper data hygiene is essential. At Microsoft Digital, we use sensitivity labeling to empower our employees with access while also protecting our data. Our colleagues on the product side designed Copilot to respect labels, permissions, and rights management service (RMS) protections that block content extraction on relevant file labels. By implementing effective sensitivity labeling practices, you can rest assured that anything you intend to remain private or confidential will stay that way.

Pick the governance path that’s right for you

This chapter outlines the highly robust, best-case scenario we created at Microsoft, but we know not every organization has a fully deployed data governance system and strategy. If you’re in that position, don’t worry! You can use techniques like Restricted SharePoint Search that provide value and protection without exposing Copilot to your internal resources.

Laying the groundwork with proper labeling

Throughout our internal governance efforts within Microsoft Digital, we’ve developed four labeling practices that make up our foundation for appropriate policies and settings.

Responsible self-service

Support and enable your employees to create new workspaces like SharePoint sites, ensuring your company data is on your Microsoft 365 tenant and employees don’t simply re-use and overload existing spaces with mismatching permissions. That enables your employees to take full advantage of Copilot in ways that align with your organizational data hygiene while you keep your company’s information safe.

Top-down defaults

Label containers for data segmentation by default to ensure your information isn’t overexposed. At Microsoft, we default our container labels to “Confidential\Internal Only.” That ensures alignment with our policies and settings that limit external sharing. We use Microsoft Purview to manage this process.

Consistency within containers

Derive file labels from their parent containers. Being consistent here boosts security across every layer and reduces the administrative burden on your employees to label every file they create. Copilot will reflect file labels in chat responses, so employees know the level of confidentiality behind each portion of AI-created responses.

Employee awareness

We train our employees to understand how to handle and label sensitive data. By making your workers active participants in your data hygiene strategy, you increase accuracy and your overall security posture.

Self-service with guardrails

The data hygiene practices we outlined above form a foundation for compliance and security, but backstopping those efforts through Microsoft 365 features adds an extra layer of protection. That’s a core principle of Zero Trust.

At Microsoft Digital, we use Microsoft Purview Data Loss Prevention (DLP) policies to define the rules and actions for detecting and protecting sensitive data across Microsoft 365, SharePoint, OneDrive, and Teams. DLP policies support vulnerable data types and scenarios that require protection. Those include any kind of information that might introduce inappropriate access to company data or intellectual property. Examples include access to credentials like keys or tokens, personally identifying information, financial data, or non-public source code.

Sign-in information, reports, and dashboards are available via Purview to help our team monitor and analyze content activity and compliance across the organization. They also provide insights into the volume, location, and usage of sensitive data, as well as any incidents and alerts that indicate potential data breaches or violations.

For example, an employee might label something as “General,” but it contains credentials or other sensitive end-user identification information (EUII). In those instances, Purview will automatically block the file from access beyond its owner or reapply a more appropriate label.

Between proper labeling and backstopping self-service through DLP guardrails, we’re able to keep Copilot Chat from surfacing documents it shouldn’t share in the wrong context or to the wrong people. Using Purview and other tools at our disposal, the five practices below help us keep our employees and our company’s data safe.

Trust, but verify

Empower self-service with sensitivity labels, but verify them by checking against DLP standards, then use auto-labeling and quarantining when necessary. Internally, we’ve configured Microsoft Purview DLP to detect and control sensitive content automatically.

Expiry and attestation

Put strong lifecycle management protocols in place that require your employees to attest containers to keep them from expiring. We don’t keep items that don’t have an accountable employee or that might not be necessary for our work.

Controlling the flow

Limit oversharing at the source by enabling company-shareable links instead of forcing employees to grant access to large groups. At Microsoft, we add an extra layer of highly confidential items that users can only share with specific people on a need-to-know basis. To enforce these behaviors, you can set default link types based on labels through Purview.

Oversharing detection

Even under the best circumstances, accidents happen. When one of our employees does overshare sensitive data, we use Microsoft Graph Data Connect extraction in conjunction with Microsoft Purview to catch and report oversharing.

International compliance: No size fits all

Europe has extra requirements in the form of EU Data Boundary regulations and works councils, internal organizations that provide employee co-determination on workers’ rights or regulatory issues, including performance management or monitoring. Our Copilot deployment meant we needed to partner closely with our Microsoft works councils when launching AI technology with complex data and privacy implications.

Your experience will vary depending on your industry and where you operate, but we’ve learned that it’s best to work closely with local subsidiaries to ensure you have a complete picture of a region’s regulatory situation. Local insiders are poised to liaise with their works councils, as we’ve done at Microsoft, or other bodies through direct relationships. Start the process early so you can manage feedback cycles effectively, make adjustments, synthesize any answers that works councils need, and resolve any concerns through configurations that make sense for your employees.

Learning from Microsoft’s governance, security, and compliance practices

Bring the right people into the conversation

Don’t keep this conversation in the IT sphere alone. Bring in all the relevant security, legal, and compliance professionals.

Build a foundation for automation

Microsoft Purview DLP has powerful intelligent detection, but it relies on establishing good defaults.

Think about how your employees will use Copilot

Determine the primary use cases for Copilot. The kinds of collaboration and access employees need will affect your default labeling architecture.

Take this opportunity to train employees

If you’ve been looking for an excuse to refresh employee knowledge around data privacy, let this moment be your milestone. It will be far easier to start with a clean data estate.

Don’t overwhelm your users

Make labeling simple and intuitive and ensure it isn’t overwhelming. Employees should have a limited set of choices to keep things comprehensible. It’s also valid for different employees to see different choices.

Balance good governance with time to value

Because of the scope and complexity of our deployment, we took a very thorough approach to governance. If speed is your priority, you might consider a faster deployment with a less comprehensive governance approach, for example, using Restricted SharePoint Search to constrain both Enterprise Search and Copilot experiences to a curated set of SharePoint sites of your choice.

Key takeaways

Use these tips to tackle governance, security, and compliance at your company. It’s based on what we learned deploying Copilot internally here at Microsoft.

1) Labeling

• Develop a labeling taxonomy. This should include:
  • Classification levels, not exceeding five primary labels and five sub-labels
  • Descriptions clearly outlining a label’s meaning for employees
  • Examples to clarify usage for employees
• Determine policies and settings that correspond with labels. Consider the following:
  • Storage type and location
  • External allowance
  • Encryption
  • Access control
  • Data destruction
  • Data loss prevention
  • Public disclosure
  • Logging and tracking access
• Establish container defaults
• Configure container labels to set the default file label in document libraries
• Initiate an employee education initiative

2) Data loss prevention

• Configure Microsoft Purview DLP standards and quarantining protocols
• Establish lifecycle management and attestation protocols
• Configure Microsoft Graph Data Connect to discover where you’re oversharing

3) International compliance

• Initiate conversations with local subsidiaries
• Engage works councils or other advocacy bodies
• Address concerns
• Determine the feasibility of regional deployment and segment if necessary

Key actions:

How we did it at Microsoft

• Read our guide to governing Microsoft 365 Copilot. This step-by-step resource, based on our internal experience at Microsoft, will help you adapt your existing governance standards to reflect the new realities of AI.

• Check out how we’re using sensitivity labels to empower our employees while making Microsoft more secure. This article shows you how having a pre-established plan for labeling helped our Microsoft Digital team quickly deploy Copilot with proper guardrails.

• See how we’re riding the wave of agents that’s washing over Microsoft through good governance. This post talks about the ways good governance also pertains to enterprise AI extensibility through agents.

Further guidance for you

• Conduct the Microsoft 365 Copilot Optimization Assessment to understand your level of AI adoption and chart your course.
• Access Microsoft Learn documentation to read more about data, privacy, security, and Zero Trust principles.
• Follow the company’s governance and security overview for Copilot Studio to ensure your agents are managed safely and efficiently.

Chapter 2: Implementation with intention

Building a strategy for licensing, administration, and rolling Microsoft Copilot out to different groups within your organization.

Implementing Microsoft 365 Copilot isn’t as easy as just turning on licenses and alerting your users. It takes organizational partnerships, early assessments of your concrete business needs, and careful planning.

Design for the “who”

Copilot is a new concept in business software. At the time of our implementation, we were the first company to roll it out anywhere in the world, and our Microsoft Digital implementation team had to choose from countless ways to approach a licensing strategy—different mechanisms of licensing, automation, management, and the list goes on. Regardless of your overall approach, we’ve learned from experience that it almost always makes sense to start with pilot groups who can validate the tool and enable the rest of your organization.

For us, that looked like this:

Phase zero

We gave our Copilot engineering team early access so they could test Copilot from an insider’s perspective. We shared our early feedback with the product team.

• Product engineers

Phase one

We issued a limited number of on-demand licenses in core scenarios to get validation and feedback for key use cases.

• Sales
• Marketing

Phase two

We extended licenses to teams who needed to understand and support Copilot or provide approval for use.

• Support
• HR
• Legal
• Security
• Works councils

Phase three

We deployed Copilot and started working on adoption across the entire company.

• Advancing in phases, we deployed Copilot to more than 300,000 Microsoft employees and external staff.

Scaling out your licenses

After you decide on the general shape of your rollout, you can begin building your licensing strategy. Fortunately, if your organization uses Microsoft 365, you’ll already have access to most of the apparatus you need. The inherent flexibility of Microsoft 365 licensing means you can easily adjust your strategy as you progress based on scale, organization changes, or any other factors.

At Microsoft Digital, we started with individual licenses at the single-user level. As our implementation scaled, we tied licensing automation to Microsoft 365 security groups to implement targeted licensing changes at scale. Those groups could include tailor-made subsets of employees or entire organizations within Microsoft, and we keyed our automation logic to their expanding and contracting eligibility.

We highly recommend defining a phased rollout strategy and structuring your groups accordingly. That creates accountability and gives your IT admins a crucial point of contact for understanding the licensing needs of different groups within your organization.

Based on our implementation experience, there are three main benefits to using security groups:

Optimize licensing costs: Create groups that reflect your business needs and goals that align with your respective business sponsors. Sync your licensing status changes with group membership changes. That way, you can assign the right licenses to the right users and adjust easily if you require frequent changes, for example, in your early initial validation phase, to avoid paying for licenses you don’t need or use.

Refine admin costs: Group-based licensing lets your admins assign one or more product licenses to a group. This depends on your rollout strategy and progress. Your admins will be able to streamline your group setup at scale, reducing your admin overhead. This strategy is helpful, considering all the licenses you likely need to manage.

Enhance compliance and security: This ensures that only authorized users receive licenses and get access to resources, enhancing your security and compliance. Your admins can use audit logs and other Microsoft Entra services to monitor and manage your group-based licensing activities.

Pre-adoption communications

Given the excitement around AI tools, one of the biggest challenges during our phased implementation was support requests from employees outside our initial pilot groups. Most of our support requests at this stage were essentially asking, “Where’s my license?” It was a key learning for our Microsoft Digital implementation team.

You can easily avoid the issue through clear and honest communication. For example, when you alert your initial implementation groups about their Copilot access, you could simultaneously deploy “Coming soon” emails to the rest of your organization. That will help you avoid any confusion while simultaneously generating excitement and boosting general adoption when the time comes.

In the end, what’s most important is building a strategy for getting all users access to Copilot, structuring your rollout, and helping people build the daily habit of using AI. While leadership sponsorship is especially important in later phases of adoption, it’s also crucial here as a way of identifying who should be part of pilots and subsequent cohorts. Leaders can help communicate those decisions.

The bottom line is that your IT implementation team can’t work in isolation. Communication—especially from organizational leadership—will be a key part of your licensing and implementation strategy.

Learning from our implementation 

Design for the “who”

When you determine your initial cohorts, base your decisions on which roles have the largest coverage and will provide the most relevant feedback.

Get your groups in place

Be thoughtful about your Microsoft 365 groups and make sure everyone knows who owns them and who’s responsible.

Engage your support team from the start

This is a new technology, so your support teams will receive requests. Ensure they’re ready by giving them early access.

Manage expectations to minimize blowback

Proactively help users understand why they have licenses or don’t. Note that your rollout strategy might be subject to change.

Bring leadership on board early

Executive sponsorship isn’t just useful for adoption. Leaders will also help you identify the key use cases within their organizations to determine if they belong in early rollout phases.

Product feedback at every level

Encourage feedback for employees in your early implementation phases, because that will guide your wider adoption efforts.

Key takeaways

Use these tips to help you with your internal implementation and admin process. They are based on our experience here at Microsoft.

1) Get ready

• Perform the Microsoft 365 Copilot optimization assessment
• Identify key implementation phases and groups
• Secure leadership involvement
• Build out your implementation plan and map it to a licensing strategy

2) Onboard and engage

• Assemble security groups and assign responsibilities
• Build an automated Microsoft 365 licensing management workflow
• Enable roles for Copilot reports and the Copilot dashboard
• Assign licenses and configure them using the setup guide
• Analyze pilot data:
  • Access in-app feedback
  • Facilitate feedback sessions
  • Analyze usage reports
• Deploy communications: For strategy around this element, see the next section

Key actions

How we did it at Microsoft

• Learn about the councils steering our AI projects here at Microsoft.
• Find out how we’re unlocking the value of Microsoft 365 Copilot at Microsoft.

Further guidance for you

• Use the Microsoft Copilot Success Kit to accelerate your implementation with templates, onboarding guides, and technical readiness resources.
• Follow step-by-step instructions for assigning licenses and onboarding users in the Microsoft 365 admin center.

Chapter 3: Driving adoption to capture value

Effective adoption: From readiness to empowerment

The fact that your employees are excited to try out a powerful new technology platform isn’t enough. We found that you need strategic, coordinated change management efforts to drive Microsoft 365 Copilot adoption.

That way, you can be sure to get your employees onboard at the right time in the ways that you want. The idea is to give them the freedom to be themselves with proper guardrails.

Consider breaking your company-wide adoption into cohorts, for example, subsidiaries or business groups. We divided our adoption along two vectors: internal organizations like legal or sales and marketing, and regions like North America or Europe. Different cohorts have different focuses, but the strategy is similar.

Microsoft 365 Copilot change management

Effective change management needs careful planning. Our adoption efforts took inspiration from the Microsoft Engagement Framework, which we’ve developed specially for driving adoption of our products. If you’re an adoption specialist or change manager, you might notice similarities with Prosci’s ADKAR model, which progresses through awareness, desire, knowledge, ability, and reinforcement.

Whichever framework you choose, the techniques we use here at Microsoft will apply. Either way, the process starts with your people.

Get ready

Begin by working with your company-wide adoption leads, then identify members of your target cohorts who will support the adoption, including change managers, leadership sponsors, and employee champions.

Champions boost adoption by filling several important roles:

• Pinpointing key usage scenarios for Copilot based on their cohort’s culture or processes.
• Deciding on the best methods of communication.
• Providing insights that help adoption leaders build out their rollout plans.
• Extending the reach of our adoption team through peer-to-peer support and guidance.
• Most importantly, demonstrating the value of Copilot and showing their peers how powerful this tool can be in their day-to-day work.

When champions socialize their tips and tricks, our experience at Microsoft Digital has revealed that it’s best to share specific prompts and the value they provide as a concrete entry point for users. For example, a champion could say, “I saved three hours drafting this sales script in Microsoft Word using this prompt,” then share their Copilot prompt as a place for peers to start. You’ll find advice below for how you can effectively incorporate champs into your adoption efforts.

Works councils also play a key role at this stage. They offer the benefit of local cultural expertise and can help you identify challenges employees face in their jurisdictions. Even something as simple as understanding proper modes of address helps smooth the road to adoption through effective communication.

Each of these sets of stakeholders has a role to play in your rollout. We recommend using Microsoft Copilot adoption resources to build out your adoption plan.

Onboard and engage

At Microsoft, we implemented this phase across each adoption cohort. Because every group will have its own champions and leadership sponsors, it’s important to treat each of them as its own organization, with its own unique adoption needs.

In advance of our general rollout, we deployed jump-start communications with links to learning opportunities:

• Localized training took the form of Power Hours in different languages and time zones. These training sessions demonstrated key Copilot scenarios across Microsoft 365 apps.
• Self-learn assets included user quick-start guides, demo videos, and the Microsoft Copilot Academy to accommodate different learning styles and preferences.

From our experience at Microsoft Digital, pre-rollout communications fulfill two needs. First, this messaging is a great opportunity to launch your champion communities because early access to Copilot licenses and learning material helps peer leaders build their expertise. Second, these communications build your general adoption population’s desire and excitement for their incoming Copilot licenses, then prepare them to hit the ground running when they finally get access. Clear messaging also helps ward off questions from eager employees asking why they don’t have licenses yet.

After your Copilot licenses are live, your launch-day welcome communications are relatively simple. Just invite employees to access Copilot, play with this new tool, and start to experiment with how it can fit into their daily workflows. It’s also helpful to include information about where employees can get support. There are many possible vectors for deploying these communications, but a multi-pronged effort that includes Microsoft Viva Amplify will deliver the maximum impact.

For support in building out your own communication plan, our adoption team has created a user onboarding kit for Copilot. These ready-to-send emails and community posts can help you onboard and engage your users.

Deliver impact

After everyone has access, it’s time to promote Copilot usage and ensure your employees are getting the best possible experience and the most value. For Microsoft’s cohorts, employee champions and leadership sponsors were essential levers.

It’s important to remember that Copilot isn’t just another tool. It introduces a whole new way of working within employees’ trusted apps. At Microsoft Digital, we took great care to encourage employees to be adventurous and lean into a mindset shift to see it as part of their daily work—not just something they play with when there’s time.

Microsoft Viva Engage or a similar employee communication platform is a helpful forum for peer community support. In our case, it provided an organic space for champions to share their expertise and change managers to provide further recommendations and adoption content. For employees who explore best on their own, Copilot Lab provides in-the-flow learning opportunities to build their prompt skills.

Meanwhile, leadership sponsors diversified our communications strategy by deploying and amplifying messaging through executive channels like org-wide emails or Microsoft Viva Amplify. Because we broke our adoption out by both organization and region, employees benefited from two sets of communications, each focusing on the scenarios that are most relevant to them.

Extend and optimize

Finally, successful adoption depends on measurement, feedback, and listening.

Understanding overall usage patterns and impact is crucial to optimizing adoption. Our Microsoft Digital team employed a combination of controlled feature rollout (CFR) technology while tracking usage through Microsoft 365 Admin Center, the Copilot Dashboard, and Viva Insights. Together, these tools gave us the visibility and tracking we needed to establish and communicate adoption patterns. Meanwhile, IT admins and user experience success managers accessed simple in-app feedback through Microsoft 365 admin center. But to really maximize value, our Microsoft Digital employee experience teams conducted listening sessions and satisfaction surveys.

All of these insights are helping us establish a virtuous cycle to drive further value and better adoption for future rollouts, extend usage to new and high-value scenarios, incorporate Copilot into business process transformation, and understand custom line-of-business opportunities.

Driving user enablement with Microsoft Viva 

We used Microsoft Viva to help enable our 300,000+ global users. Microsoft Viva is an Employee Experience Platform that brings communication and feedback, analytics, goals, and learning into one unified solution. Our team in Microsoft Digital used Viva across a range of change management scenarios, including building awareness, communicating with our employees, providing access to readiness and learning resources, and measuring the impact of our deployment. 

Accelerating Microsoft 365 Copilot with Viva

Viva Connections

Sharing key news related to deployment and enablement, generating “buzz,” and tying Copilot to Microsoft culture.

Viva Amplify

Producing and efficiently distributing employee communications to build awareness and excitement.

Viva Learning

Courses and training for our employees on how to maximize value from Copilot, inclusive of building effective prompts.

Viva Engage

Actively engaging employees, providing leader updates, listening to feedback, and enabling Champs community.

Viva Insights

Using the Microsoft 365 Copilot Dashboard beta to identity actionable insights and usage trends.

Viva Pulse

Instant feedback from employees on their Copilot experience to fine-tune our landing and adoption approach.

Viva Glint

Understanding employee sentiment and gauging the overall effectiveness of our Copilot deployment effort.

Consider these examples:

• A human resources professional might use Copilot to create job descriptions by prompting it to suggest essential skills, qualifications, and responsibilities for a prospective role.
• A salesperson could ask Copilot to generate a table comparing their company’s flagship product with a competitor’s to address customer questions more efficiently.
• A finance professional might prompt Copilot to review and summarize a new contract to reduce the time it takes to search for key data.

Any single approach would never be adequate to address every different discipline and use case. With the rise of agents, specialized AI-powered assistants that customize and focus the capabilities of Copilot, certain roles derive the most value from tailored assistance for specific tasks.

So, we created a playbook that our employees can use to construct their own role-based scenarios according to their individual teams’ unique needs.

We designed it to help adoption professionals accomplish the following objectives:

1. Understand the top responsibilities, challenges, needs, and wants of prioritized roles.
2. Articulate and communicate hero scenarios by clearly depicting how Copilot can enable them.
3. Share deliverables that include roles, scenarios, and prompts with the wider organization to drive awareness, adoption, engagement, and value.

Through internal testing and scenario crafting, we developed a four-part framework for creating, delivering, and socializing hero scenarios across any organization. These are the steps you can follow to create Copilot support content for adoption efforts tailored to specific roles.

Phase 1: Ready

This phase will help your organization, department, or team prepare for the process. It involves aligning with leadership and sponsors who will be accountable for driving value using Copilot. It’s also where you’ll select the priority roles, draft outlines of those roles so you can clarify your understanding of their needs and wants, and seek out feedback from leaders, managers, and subject matter experts.

Phase 2: Engage

Engaging with employees is the key to uncovering Copilot’s core value. In this phase, you’ll identify participants from your priority roles who demonstrate enthusiasm and early aptitude with the tool. From there, you can choose an approach, which might include in-person group sessions, virtual Microsoft Whiteboard sessions, one-on-one interviews, Microsoft 365 Loop collaboration, or whatever modality works best, then communicate the process to participants. Whatever you choose, the final step in this phase is conducting your employee engagements to document existing and aspirational Copilot usage scenarios.

Phase 3: Deliver

Ideating hero scenarios is how you discover value. The delivery phase defines that value and organizes it into a useful, consumable format. It starts with reviewing and analyzing the outcomes of your sessions to gain insights and identify themes. Now is the time to document your hero scenarios and the value they add, as well as blockers and accelerators. Finally, you’ll provide your output: a comprehensive deck that includes your priority roles, hero scenarios, next steps, and more.

Phase 4: Share

The final phase of this process involves socializing your scenarios across your team or organization to realize value. If you’re part of a large organization, it’s helpful to radiate these outputs beyond the target group as an opportunity for further Copilot momentum. This stage includes diving deeper into blockers and accelerators that can help your organization as a whole speed time to value.

Learning from our adoption of Copilot

Cascade adoption efforts through localization

Regional differences, priorities, even time zones—they can all block your centralization efforts. Your insider adoption leaders within each adoption cohort can help.

Empower your employee champions with trust

Monitor your user-led adoption communities at the start to provide support. As this community of power users becomes product experts, they’ll take over.

Empower employees as innovators

You’ll be surprised by what your employees dream up. Provide every opportunity for them to share their favorite tips and usage scenarios.

Create excitement, but set expectations

Encourage a healthy mindset around what Copilot can accomplish and where it fits. Don’t overpromise.

Gamify learning to build engagement and experience

Friendly competitions or cooperative challenges like prompt-a-thons generate excitement and invite creativity.

Understand that for many, AI is emotional

Overcome AI hesitancy by encouraging employees to tackle easy tasks with Copilot assistance. That will help minimize reluctance through practice.

Key takeaways

Use these tips as your guide as you build out and implement your adoption plan. They are based on our own experience internally at Microsoft.

1) Get ready

• Identify and ramp up the person who will lead adoption for your organization
• Create an adoption team and identify who will lead each workstream within each cohort, including:
  • Change managers
  • Executive sponsors
  • Employee champions
• Conduct a kickoff meeting with your adoption team and set up a meeting cadence and workflow
• Identify users and usage within your cohorts:
  • Pinpoint key usage scenarios, for example, CRM-connected email communication for salespeople or customer-facing copy support for marketers
  • Identify cohort-specific personas, for example, software engineers, customer support specialists, and business operations project managers
• Determine communication preferences for each cohort and their personas and optimize messaging for each
• Define success criteria with KPIs and a success measurement plan
  • Examples include usage by app or feature and user sentiment
• Complete user enablement strategy training
• Define a user experience and feedback strategy
• Build deployment communications and an enablement asset library
  • Localize for international audiences

2) Onboard and engage

• Deploy readiness communications with onboarding content:
  • Led by cohort adoption team
  • Led and amplified by leadership sponsors
• Launch champion communities
• Deploy launch communications
  • Led by cohort adoption team
  • Led and amplified by leadership sponsors
• Socialize employee engagement communities
• Run live learning sessions
• Provide self-learning opportunities
• Upscale the working environment with digital banners, posters, and other promotional materials to help employees visualize Copilot

3) Deliver impact

• Promote usage through internal cohort channels
  • Follow-up communications
  • Viva Engage champion posts
• Report on KPI success at predetermined intervals
• Facilitate listening
  • Satisfaction surveys
  • Listening sessions
• Gather and amplify success stories
• Apply learnings to further adoption activities
• Nurture existing champions through a technical training track
• Develop reinforcement, resistance, and maintenance plans

4) Extend and optimize

• Explore new high-value scenarios
• Investigate business process transformation via agents, Copilot Studio, plugins, and connectors
• Source custom line-of-business opportunities

Key actions

How we did it at Microsoft

• Learn how we’re unlocking the value of Copilot at Microsoft. This post shares our overall journey from planning to measuring impact.
• Discover ways we’re approaching change management around Microsoft 365 Copilot. This story identifies the challenges and opportunities around adopting a new and revolutionary technology.
• See how we’re using Microsoft Viva to drive Copilot adoption. This article shares how Microsoft Viva acted as a comprehensive adoption tool during our Copilot rollout.
• Find out how we made Microsoft 365 Copilot adoption fun with Camp Copilot. This post shares how a grassroots, gamified community initiative became one of our most effective adoption drivers. Pair that story with this one that shares our seven tips for driving a successful virtual Copilot skilling event, and check out this article about our three-week Copilot Expo.
• Find out how a Copilot Champs community can help you drive adoption. This post shares how peer-to-peer adoption support helps drive greater engagement for employees.
• Learn how we’re helping our employees build daily Copilot habits with these 10 tips and check out our tips list for engineers.
• Explore how we created a Center of Excellence to guide our adoption and use of AI.
• Learn how we’re applying the Microsoft Responsible AI Standard here in Microsoft Digital and across the company.

Further guidance for you

• Explore the company’s essential guide to Copilot adoption for practical steps to onboard, engage, and measure impact across your organization.
• Use the Microsoft Customer Hub to access community resources and skilling events that can help you build a champions network and foster peer-to-peer support.

Support for adoption leaders

• Access the Copilot scenario library to understand different user needs and opportunities.
• Gain insights from your Microsoft Copilot Viva Insights dashboard.
• Deepen Copilot engagement through the Microsoft Modern Collaboration Architecture (MOCA).
• Help users build daily habits around Copilot using our suite of user engagement tools and templates.

Resources for IT practitioners

• Offer your employees training opportunities through a Microsoft Learn training module.
• Access different Copilot user help and learning resources.
• Give your employees a leg up on creating AI prompts with this blog post.

Chapter 4: Building a foundation for support

Setting your Support team up for success

Empowering employees means making sure they have access to the right support channels, especially if they have concerns with a new technology. The fact that Microsoft 365 Copilot operates across a wide spectrum of Microsoft 365 apps adds complexity to your support apparatus.

As a result, it’s important to give your support teams early access along with your earliest pilot implementations. For Microsoft Digital, that included members of our internal support teams who help Microsoft employees when they run into technical issues, as well as our Customer Experience and Support team that engages with external customers to troubleshoot problems with new Microsoft products. We also invited subject matter experts for Microsoft 365 apps featuring Copilot experiences, including Teams, Outlook, and more.

A small group of users across both internal and external support teams, as well as our Microsoft 365 subject matter experts, gained access at first, and we encouraged them to experiment and try to break features. This was a crucial learning phase for Microsoft Digital because it surfaced interesting issues that wouldn’t come up if our teams didn’t have access and an opportunity to experiment.

Building insights and product experience was step one, but we needed to collect that knowledge so it would be actionable in real situations. To accomplish that, we created a special Teams channel where our support team members collaborate with pilot users of Copilot and representatives of the product group. From there, we worked with marketing and communications professionals to start building our support team’s knowledge base, which would also serve as the foundation for our user-facing content.

Eventually, the time came to provide access to our wider support team. At that point, our support pilot members operated as learning leaders. When it came time to share their knowledge, it took the form of informal brown-bag sessions. We also engaged in shadow/reverse-shadow role-playing exercises so our support agents could practice addressing common issues.

Principles of good support

Available

Highly available and in-context support should deliver both self-help and assisted experiences wherever and however the user needs them.

Consistent

Coherent and seamless access to support across the entire journey eliminates frustration and keeps the experience consistent.

Contextual

Base your support experience on where the user is and what they’re trying to accomplish.

Personal

Anchor support in a user’s goals and preferences.

Strategizing for support

Building experience and knowledge is one thing, but coming up with your approach to support requires planning and a strong idea of your users’ ideal experience. At Microsoft Digital, we take a “shift-left” approach. That means we save our human support staff time by attempting to create excellent self-service options for our users. As a result, they won’t need to access a human agent unless they’re at a genuine impasse.

Shift-left principles can apply to many different support contexts, but with Copilot, we’ve found that the most important upfront action is ensuring your employees have accessible self-service support channels and communicating their availability. That might come through in-app support or access to knowledge bases.

Work with your adoption teams to ensure they include those self-service support vectors in their rollout communications. For us, self-service was able to answer many of our users’ questions, and for any extra-tricky issues, we had them access human-led support.

Seven things we learned preparing our Microsoft 365 Copilot support

Preliminary access

Select your initial support specialists. Include people with different Microsoft 365 app focuses, support tiers, and service audiences.

Communication hub

Establish a community space where your support team can connect and collaborate on issues. Invite non-support professionals as needed.

Knowledge base

Start a collaborative document and add learnings. This will eventually evolve into your knowledge base for internal support.

Widen access

Host information sessions with the wider support team and extend access so all relevant support professionals can ramp up.

Rehearse

Conduct role-playing and shadowing sessions so support teams can build practical knowledge and confidence.

Support go-live

Get your support resources and processes ready and push them live in advance of your Copilot deployment. Consider a dry run.

Track

Determine a tracking cadence and gather data on Copilot issues that arise so support teams can identify trending issues and tickets.

Common questions, issues, and resolutions

As the first enterprise organization to go through the Copilot deployment process, we’ve identified a few challenges and questions you might have. Feel free to add these to your support knowledge base and employee-facing communications.

We’re getting questions about why particular employees don’t have licenses.

Ideally, your adoption communication waves solve this issue by alerting employees when to expect their licenses and when they receive them. Otherwise, consider having a readily available link that answers licensing questions for users or directs them to their relevant managers or admins. You can also automate this process.

Users are coming to us with questions that would be better served by adoption and employee material, and that isn’t our role as support.

Work with your adoption team to preempt these issues with proactive communications. Update your self-help content and provide your support agents with ready access to different employee education resources, including your user-facing knowledge base, self-help videos, and Viva Engage communities focused on Copilot.

Teams are looking for integration support. Where do I send them?

Share this list of pre-built connectors to help your users integrate various data sources into your Microsoft Graph. This list shares the types of content supported.

Can employees put confidential information into Copilot?

As long as your employees are signed in to Copilot with their Entra ID, they can enter confidential information.

My organization has concerns about who owns the IP that Copilot generates. Does the Microsoft Customer Copyright Commitment apply to Copilot?

Microsoft does not own the IP generated by Copilot. Our universal terms state, “Microsoft does not own customers’ output content.” Those terms also include our Customer Copyright Commitment.

What’s the best way to verify the accuracy of the information Copilot provides?

Where possible, Copilot is transparent about where it sources responses from. It answers complex questions by distilling information from multiple web sources into a single response. Copilot provides linked citations to these answers so the user can verify further. 

Key takeaways

Use these tips as your guide as you build out and implement your adoption plan. They are based on our own experience internally at Microsoft.

1) Onboard and engage your support team

• Start with a small set of support leaders:
• General support
• Microsoft 365 product specialists
• Establish a Teams channel for communication and knowledge sharing
• Create a collaborative knowledge base foundation
• Widen access to the full Copilot support team
• Train your full support team:
  • Conduct information sessions
  • Conduct role-playing exercises
• Establish your escalation process
• Engage your internal communications team:
  • Finalize your user-facing knowledge base
  • Discuss the inclusion of knowledge base material and the support process in rollout communications

2) Deliver impact for your users

• Signal support availability in user communities on Viva Engage and other platforms
• Publish your user-facing knowledge base
• Establish self-service automations if applicable

3) Extend and optimize your services

• Review support issues and product feedback
• Calibrate the optimization of your support workflows

Key actions

How we did it at Microsoft

• Read how we’re using AI to transform our Support business at Microsoft. This article shares how our Support team in Microsoft Digital is using AI to overhaul the business from end to end.
• Learn how we deployed the Employee Self-Service Agent here at Microsoft. This blog post shares how we’re using this agent to help our employees with their support needs in the flow of where they work in Copilot.
• Discover ways that AI is revolutionizing support for corporate functions at Microsoft. This post shares an overview of areas where AI can help support teams do their work more effectively.
• See how we’re supercharging our support experience with Microsoft Dynamics 365 and AI. This story outlines ways that AI is boosting our HR team’s support for employees.

Further guidance for you

• Follow the Microsoft IT admin guide for Copilot onboarding, enablement, and support resources to ensure a smooth rollout.
• Access the Copilot Success Kit for launch day assets, support templates, and troubleshooting guides.

Chapter 5: Extending Copilot through agents

Unlocking more tailored experiences by enabling employees and teams to create agents

As organizations and employees have matured with respect to AI, agentic extensibility is expanding the frontiers of this technology. By using and even creating agents that surface knowledge, take actions, and reinvent workflows, employees can personalize AI’s capabilities to fulfill more specific needs.

At Microsoft, we’re leaning into the agentic future by empowering employees and teams to create agents of their own. Agents and their capabilities are incredibly varied. They range from pre-made out-of-the-box agents in Microsoft 365 embedded directly into Copilot Chat; to straightforward agents that employees create themselves using a simplified process also available through Copilot Chat; to Copilot Studio agent builder or SharePoint agent builder; all the way up to complex agents that can take action on behalf of users, designed using tools like Microsoft Copilot Studio and Azure AI Foundry.

Our goal has been to provide access and enable their use at appropriate levels for our employees and the company as a whole. To make that happen, we’ve adopted a maturity model for agentic AI deployment. Early phases focus on using Copilot, grounded in enterprise data, to enhance knowledge discovery and retrieval. Later phases will enable our employees to act on that knowledge and even fully automate business workflows.

Phases of maturity

Each of these levels of agentic capability requires different tools to create and depends on different policies to govern. In the simplest terms, this involves three levels of agent, each of which can handle progressively more complex tasks:

Retrieval agents

Employees use low-code solutions like Copilot Chat or Copilot Studio agent builder, or they can access ready-made agents in Microsoft 365 or SharePoint to quickly train models and retrieve knowledge for specialized scenarios.

Knowledge and action

Powered by built-in connectors in Copilot Studio, agents go beyond simple knowledge retrieval, offering next steps and actions that help employees defragment their day-to-day experience.

Workflow reinvention

Human-led, agent-operated teams perform fully autonomous actions to complete end-to-end workflows, enabling employees to focus on the highest value work while agents take care of repetitive tasks.

While the third level of maturity is still in its initial stages, our employees and teams are already creating retrieval agents and knowledge and action agents. Because retrieval agents don’t require special tooling, we allow employees to create them at will through Copilot Chat and simplified agent builders in Copilot Studio and SharePoint.

For more complex agents intended to meet enterprise needs across lines of business or the company as a whole, our developers use more full-featured tools like Copilot Studio or Azure AI Foundry. For these kinds of agents, we apply the same rigor, reviews, and software development lifecycle (SDL) we use as part of our standard internal app development.

As you explore the different kinds of agents available to your users and decide how and where to enable them, adoption.microsoft.com provides an excellent place to start. It provides three different approaches to creating agents: Microsoft 365 Copilot, Azure AI Foundry, and Copilot Studio. Once you determine who should have access to each of these creation methods, you can follow our advice on driving adoption for this new practice.

Of course, all of this choice adds complexity, so maintaining visibility and control over the agents your employees create can be a challenge. As a result, we take a matrixed approach to creating and governing agents based on different parameters. They include the type of agent, how the user creates it, its knowledge sources, the need for custom tooling, sharing and publishing permissions, and more. It will be helpful to review our strategy in full to help you think through the different parameters behind your agents, in addition to the processes and policies you’ll need to put in place to govern them.

Keeping agents safe and effective through good governance

As you enable your employees and teams to create and use agents, you’ll need structures in place to govern these tools. At Microsoft, we incorporated elements of our tenant’s minimum bar for governance into our policies for managing agents. These measures include Microsoft Information Protection, a functional inventory, activity logging, lifecycle management, and the ability to properly isolate agents against crossing data boundaries.

Our general governance strategy operates at the container level, but agents bring extra functionality to the table. To govern these capabilities, we introduced further controls like sharing limits, breadth of knowledge sources, agent metadata, and information about an agent’s behaviors. The result is a proactive approach to governance backstopped by reactive structures that catch any issues.

As you think about governing your own agents, consider the four core principles we’ve established at Microsoft Digital.

We empower employees to create and share simple, low-risk agents

We provide a safe space and personal flexibility that allows individual employees to experiment without implicating company data or content users don’t own.

We capture and vet sensitive data flows at the enterprise level

More complex or far-reaching agents owned by teams or lines of business need enterprise documentation to account for external audits or security and privacy validation. Builders need to demonstrate that they’ve thought through the security and privacy implications of their agents, so these projects go through approval process flows similar to other professionally developed apps before we trust them with potentially sensitive data.

We protect data designated confidential or higher

We contain data flows to tenant mandates and only trust suitable storage destinations for content. That depends on the ability to gate which connectors can work with particular source data and sensitivity labels.

We honor the enterprise lifecycle 

Both user-based and attestation-based lifecycles come into play. We treat agents that individual employees own like any other user-created app and delete them when that individual leaves the organization. Agents owned by teams have a lifecycle defined by the tenant and tied to attestation, the SDL, and accountability confirmations.

Once you have your governance policies and procedures in place, you can begin your rollout to users through many of the same strategies and processes we’ve discussed in this guide.

Learning from our experience with agents

Connect with relevant stakeholders

Establish early communication and collaboration with members of your security, legal, compliance, IT, and other teams who can help you define ways to configure Copilot Studio agent builder safely.

Trust and empower

Provide safe spaces with appropriate guardrails for individual employees to experiment with simple agents. Copilot Studio agent builder is a great place to start.

Expand enterprise capabilities

Empower a small number of trusted creators to experiment with more powerful agent-building tools under the close watch of IT, Governance, Security, Privacy, Data, and HR teams. This will reveal gaps in process and policy and inform future reviews.

Solidify labeling and data

Revisit your labeling structures and data flows. It will be important to have these structures in place to support this new agentic environment. Start by learning from our experience governing Copilot at Microsoft.

Extend your review process

Adapt any review processes you already have in place to agents, including security, privacy, and accessibility. Embed those reviews into your publishing workflow for agents operating above the individual level. Consider adding reviews for Responsible AI.

Prevent agent sprawl

Establish a reasonable enterprise lifecycle for agents that includes attestation. That will keep agents from sprawling or remaining in place after employees have left your organization or simply no longer need a particular agent.

Key takeaways

Use these tips as your guide as you build out and implement your adoption plan. They are based on our own experience internally at Microsoft.

1) Plan and adapt

• Connect with stakeholders on relevant teams, including Security, Legal, Compliance, HR, and IT.
• Revisit your overall governance and labeling policies and procedures and update them to reflect the needs of agents.
• Plan and document your intended review process.
• Build your matrix of agent capabilities and parameters and map governance policies and procedures to each aspect of agents.
• Decide how your SDL procedures will map to agents.

2) Run pilots with select teams

• Determine your pilot teams. IT and other teams who will be responsible for determining policy are good places to start, for example, Security and HR.
• Establish a feedback and monitoring pipeline.
• Fine-tune your review and remediation procedures based on your learnings.

3) Enable agents across your organization

• Ensure Purview DLP, Microsoft Information Protection, and other backstops are in place before widely enabling agents for users.
• Deploy adoption communications and change management efforts.
• Enable simple agent builder capabilities for your general workforce.
• Enable more complex agent creation for developers on IT and line of business teams.

Key actions

How we did it at Microsoft

• Read about how embracing the agentic future is enabling us to become an AI-first Frontier Firm. This post shares our vision for using agents to transform the workplace.
• Read how good governance is helping us ride the wave of agents washing over Microsoft. This article outlines the governance strategies we’ve adapted to the new agentic moment.
• Find out more about our deployment of Microsoft Agent 365 at Microsoft. This post shows how we’re using this new platform to manage our agent ecosystem. 
• See how we’re unlocking enterprise AI extensibility with Copilot Studio. Read about Microsoft’s internal AI development initiatives and how we’re using and governing Copilot Studio.
• Learn how we’re enabling our employees to build custom retrieval agents. These agents are empowering our workers to accomplish more.
• Discover how we’re keeping our network infrastructure healthy at Microsoft with an employee-built AI agent. This article shares how our team built an agent to improve how we manage our network.
• Access our internal learnings and a step-by-step guide for unleashing API-powered agents at Microsoft. This article explains API agents and shares lessons from our journey using them internally.

Further guidance for you

• Explore the company’s official AI agent adoption guidance to plan, govern, and operate agents using proven frameworks and best practices.
• Visit the AI Agents Hub on Microsoft Adoption to access webinars, quick-start guides, and business scenarios for Copilot, Foundry, and Copilot Studio.
• Follow the Microsoft 365 Copilot Agents Deployment Blueprint to enable agents at scale with security, governance, and measurement strategies.
• Download the Agentic Automation Adoption Guide to learn migration strategies, governance models, and business value for agentic automation.
• Secure your agents at scale with Microsoft Agent 365 guidance for unified identity, compliance, and control across platforms.
• Learn about the Responsible AI policies and practices that we use to guide our use of AI at Microsoft.

Applying our deployment lessons at your company

You’ve learned from our Copilot deployment. It’s time to get started on yours.

Embarking on your Microsoft 365 Copilot deployment journey might seem daunting, but by capitalizing on the lessons that we’ve learned during our internal deployment, you can both speed up the process and avoid any pitfalls.

“Deploying Copilot internally has inspired us to dive deeper into the power of AI assistance, which is enabling us to enhance our employee experience.”

Stephan Kerametlian, business program management senior director, Microsoft Digital

By anchoring your work in careful planning and using the steps and resources provided in this guide, you can unleash a new era of productivity through Copilot.

You’re not in this alone. If you’re looking for support or knowledge on any aspect of your deployment, reach out to our customer success team.

For inspiration around ways that Copilot can become your employees’ AI assistant at work, read stories about how we’re using AI within Microsoft Digital and Microsoft as a whole.

“Deploying Copilot internally has inspired us to dive deeper into the power of AI assistance, which is enabling us to enhance our employee experience,” says Stephan Kerametlian, a business program management senior director within Microsoft Digital. “With the lessons we learned from our deployment, we’re confident that we can support businesses around the world as they achieve more through the next generation of intelligent experiences.”

Key takeaways

This guide reflects our learnings and the processes we followed during our internal rollout of Microsoft 365 Copilot. This last set of tips summarizes the major actions you can take to get started with Copilot at your company.  

• Start with strong governance: Build a clear labeling and data protection strategy before deploying Copilot to safeguard sensitive information and meet compliance needs.
• Pilot, then scale: Roll out Copilot in phases, beginning with pilot groups to gather feedback and refine your approach before expanding companywide.
• Communicate early and often: Proactive communication and leadership sponsorship are essential for managing expectations and driving successful adoption.
• Empower champions: Identify and enable employee champions to share best practices, tips, and real-world scenarios that help others get value from Copilot.
• Invest in training: Provide tailored learning resources and support to help users build confidence and skills with Copilot in their daily workflows.
• Measure and optimize: Track usage, collect feedback, and continuously refine your deployment to maximize impact and uncover new opportunities.
• Plan for support: Set up self-service and human support channels early so employees can get help quickly and keep momentum going.
• Extend with agents: As your organization matures, explore agentic AI to automate workflows and unlock even greater productivity gains.

Key actions

How we did it at Microsoft

• Read our IT playbook for becoming a Frontier Firm in the era of AI.
• Review our five-step AI maturity guide for IT leaders.
• Use our detailed Copilot governance readiness guide—based on our internal experience here at Microsoft—to manage the governance of your Copilot deployment.
• Learn how our IT organization is powering our companywide digital transformation.
• View our condensed, CIO version of this guide.

Further guidance for you

• Use this technical readiness guide to manage your Copilot deployment (PowerPoint download).
• Check out this content map to help you organize your Copilot deployment (PowerPoint download).
• Find the best overall Copilot deployment and adoption guidance at adoption.microsoft.com.

Try it out

• Learn how to get ready for Microsoft 365 Copilot at your company.

We’d like to hear from you!

• Want more information? Email us and include a link to this story, and we’ll get back to you.

The post Deploying Microsoft 365 Copilot in five chapters appeared first on Inside Track Blog.

Generative AI has captured the world’s attention, and businesses are taking notice.

According to our annual Microsoft Work Trends report, 70% of people would delegate as much work as possible to AI to lessen their workloads.

Capitalizing on this trend will mean the difference between surging ahead or getting left behind, including here at Microsoft, where we were the first enterprise to fully deploy Microsoft 365 Copilot.

“I’m inspired by the transformative power of AI,” says Andrew Osten, general manager of Business Operations and Programs in Microsoft Digital, the company’s IT organization. “I’ve been impressed with how quickly our employees have put it to work for them.”

He would know. His team is responsible for driving usage and adoption of Copilot and any new features to more than 300,000 employees and vendors across the world.

“Customers are looking to us to share what we’ve learned as the first enterprise to deploy Copilot. Our team has a unique opportunity to help them deploy and get to value as quickly as possible.”

Andrew Osten, general manager, Microsoft Digital

Our mission in Microsoft Digital is to empower, enable, and transform the company’s digital employee experience across devices, applications, and infrastructure. We provide a blueprint for our customers to follow as Customer Zero for the company, and as such, we’ve created this guide for deploying and adopting Microsoft 365 Copilot that’s based on our experience here at Microsoft.

“Customers are looking to us to share what we’ve learned as the first enterprise to deploy Copilot,” Osten says. “Our team has a unique opportunity to help them deploy and get to value as quickly as possible.”

Are you an IT pro?

View the full version of this deployment and adoption guide here.

Chapter 1: Getting your governance right

Before you even begin your Microsoft 365 Copilot implementation, you’ll want to consider how this tool impacts your data. Copilot uses Large Language Models (LLMs) that interact with data and content across your organization and uses information your employees can access to transform user prompts into personalized, relevant, and actionable responses.

Giving your employees this level of access means proper data hygiene is a priority. At Microsoft Digital, we use sensitivity labeling to empower our employees with access while also protecting our data. Microsoft 365 Copilot was designed to respect labels, permissions, and rights management service (RMS) protections that block content extraction on relevant file labels. That ensures private or confidential information stays that way.

This chapter outlines the highly robust, best-case scenario we created for Microsoft, but we know not every organization has a fully deployed data governance strategy. If you’re in that position, don’t worry! You can use Restricted SharePoint Search to provide instant value and protection without exposing Copilot to all of your internal SharePoint sites.

Laying the groundwork with proper labeling

We’ve developed four data labeling practices that make up our foundation for appropriate policies and settings.

Responsible self-service

Enable your employees to create new workspaces like SharePoint sites, ensuring your company data is on your Microsoft 365 tenant. That enables your people to take full advantage of Copilot in ways that align with your organizational data hygiene while you keep your company’s information safe.

Top-down defaults

Label containers for data segmentation by default to ensure your information isn’t overexposed. At Microsoft, we default our container labels to “Confidential\Internal Only.” We use Microsoft Purview to manage this process.

Consistency within containers

Derive file labels from their parent containers. Consistency boosts security and reduces the administrative burden on your employees for labeling every file they create. Copilot will reflect file labels in chat responses so employees know the level of confidentiality of each portion of AI-created responses.

Employee awareness

We train our employees to understand how to handle and label sensitive data. By making your employees active participants in your data hygiene strategy, you increase accuracy and improve your security posture.

Self-service with guardrails

The data hygiene practices above form a foundation for compliance and security, but backstopping those efforts through Microsoft 365 features adds an extra layer of protection. Here’s how:

Trust, but verify
Empower self-service with sensitivity labels, but verify by checking against data loss prevention standards, then use auto-labeling and quarantining when necessary. We’ve configured Microsoft Purview Data Loss Prevention to detect and control sensitive content automatically.

Expiry and attestation
Put strong lifecycle management protocols in place that require your employees to attest containers to keep them from expiring. We don’t keep items that don’t have an accountable employee or that might not be necessary for our work.

Controlling the flow
Limit oversharing at the source by enabling company-shareable links instead of forcing employees to grant access to large groups. To enforce these behaviors, you can set default link types based on labels through Purview.

Oversharing detection
Even under the best circumstances, accidents happen. When one of our employees does overshare sensitive data, we use Microsoft Graph Data Connect extraction in conjunction with Microsoft Purview to catch and report oversharing.

International compliance: No size fits all

Europe has extra requirements in the form of EU Data Boundary regulations and works councils, organizations that provide employee co-determination on workers’ rights or regulatory issues. Our Microsoft 365 Copilot deployment meant we needed to partner closely with our Microsoft works councils to address complex data and privacy implications.

Your experience will vary depending on your industry and where you operate, but we’ve learned that it’s best to work closely with local subsidiaries to ensure you have a complete picture of a region’s regulatory situation. Local insiders are poised to liaise with works councils or other bodies through direct relationships. Start the process early so you can manage feedback cycles effectively and resolve any concerns through configurations that work for your employees.

Learning from our governance, security, and compliance practices

Bring the right people into the conversation

Don’t keep this conversation in the IT sphere alone. Bring in all the relevant security, legal, and compliance professionals.

Build a foundation for automation

Microsoft Purview Data Loss Prevention has powerful intelligent detection, but it relies on establishing good defaults.

Think about how your employees will use Copilot

Determine the primary use cases. The kinds of collaboration and access employees need will affect your labeling architecture.

Take this opportunity to train employees

If you’ve been looking for an excuse to refresh employee knowledge around data privacy, let this moment be your milestone.

Don’t overwhelm your users

Make labeling easy and intuitive and ensure it isn’t overwhelming.
Employees should have a limited set of choices to keep things simple.

Key takeaways

Use these tips to tackle governance, security, and compliance at your company. It’s based on what we learned deploying Copilot internally here at Microsoft.

• Establish a clear labeling framework that defines classification levels, maps labels to the right policies (such as access control, encryption, DLP, and storage rules), sets container defaults, and ensures employees understand how to apply labels correctly.
• Implement comprehensive data loss prevention controls by configuring Microsoft Purview DLP standards and quarantines, defining lifecycle and attestation processes, and using Microsoft Graph Data Connect to identify and remediate oversharing.
• Engage globally to meet international compliance needs by partnering with local subsidiaries and works councils, addressing regional requirements and concerns, and determining where segmented or region‑specific deployments are necessary.

Key actions

How we did it at Microsoft

• Read our guide to governing Microsoft 365 Copilot. This step-by-step resource, based on our internal experience at Microsoft, will help you adapt your existing governance standards to reflect the new realities of AI.

Further guidance for you

• Conduct the Microsoft 365 Copilot Optimization Assessment to understand your level of AI adoption and chart your course.

Chapter 2: Implementation with intention

At the time of our deployment, we were the first company to roll out Microsoft 365 Copilot and agents at scale, and our implementation team had to choose from different licensing strategies. We’ve learned from experience that it makes sense to start with pilot groups who can validate the experience and enable the rest of your organization. For us, that looked like:

Phase zero

We provided early access to our Copilot engineering team to test-drive the tool from an insider’s perspective. 

• Product engineers

Phase one

We issued a limited number of on-demand licenses in core scenarios to get validation and feedback for key use cases.

• Sales
• Marketing

Phase two

We extended licenses to teams who needed to understand and support Copilot or provide approval for use.

• Support
• HR
• Legal
• Security
• Works councils

Phase three

We deployed Copilot and started working on adoption across the entire company.

• Advancing in phases, we deployed Copilot to more than 300,000 Microsoft employees and external staff.

Scaling out your licenses

After you decide on the general shape of your rollout, you can begin building your licensing strategy. In Microsoft Digital, we started with individual licenses at the single-user level. As our implementation scaled, we tied licensing automation to Microsoft 365 groups to implement targeted licensing changes at scale. Those groups could include subsets of employees or entire organizations within Microsoft, and we keyed our automation logic to their expanding and contracting eligibility.

We highly recommend defining a phased rollout strategy and structuring your groups accordingly. That creates accountability and gives your IT admins a crucial point of contact for understanding the licensing needs of different groups within your organization.

There are three primary benefits to using groups:

Optimize licensing costs: Create groups that reflect your business needs and goals that align with your respective business sponsors. Sync your licensing status changes with your group membership changes. That way, you can assign the right licenses to the right users and adjust easily if you require frequent changes (e.g., in your early initial validation phase) and avoid paying for licenses you don’t need or use.

Refine admin costs: Group-based licensing enables your admins to assign one or more product licenses to a group. This depends on your rollout strategy and progress—your admins will be able to streamline your group setup at scale, reducing your admin overhead, which is helpful considering all the licenses you likely need to manage.

Enhance compliance and security: This ensures that only authorized users are licensed and have access to resources, enhancing your security and compliance. Your admins can use audit logs and other Microsoft Entra services to monitor and manage your group-based licensing activities.

Pre-adoption communications

Given the excitement around AI, one of the biggest challenges during our phased implementation was support requests from employees not within our initial pilot groups. Most of our support requests at this stage were essentially asking, “When do I get access?”

You can easily avoid the issue through clear and honest communication. For example, when you alert your initial implementation groups about their Copilot access, you could simultaneously deploy “Coming soon” emails to the rest of your organization. That will help you avoid any confusion while simultaneously generating excitement.

Your IT implementation team can’t work in isolation. Communication, especially with organizational leadership, is a key part of your licensing and implementation strategy.

Learning from our implementation

Design for the “who”

When you determine your initial cohorts, base your decisions on which roles have the largest coverage and will provide the most relevant feedback.

Get your groups in place

Be thoughtful about your Microsoft 365 groups and make sure everyone knows who owns them and who’s responsible.

Engage your support team from the start

This is a new technology, so your support teams will receive requests. Ensure they’re ready by giving them early access.

Manage expectations to minimize blowback

Proactively help users understand why they have licenses or don’t. Note that your rollout strategy might be subject to change.

Bring leadership on board early

Executive sponsorship isn’t just useful for adoption. Leaders will also help you identify the key use cases within their organizations.

Product feedback at every level

Encourage feedback for employees in your early implementation phases because that will guide your wider adoption efforts.

Key takeaways

Use these tips to help you with your internal implementation and admin process. They are based on our experience here at Microsoft.

• Prepare your organization for Copilot by performing the Microsoft 365 Copilot optimization assessment, defining implementation phases and audience groups, securing leadership sponsorship, and mapping your rollout plan to a clear licensing strategy.
• Onboard users and activate your environment by assembling the right security groups, building an automated licensing workflow, enabling roles for Copilot reports and dashboards, assigning and configuring licenses, and gathering early signals from pilot usage and feedback.
• Drive engagement through targeted communication by analyzing in‑app and qualitative pilot feedback, reviewing usage data, and delivering clear, ongoing communications aligned with your adoption strategy.

Key actions

How we did it at Microsoft

• Learn about the councils steering our AI projects here at Microsoft.
• Find out how we’re unlocking the value of Microsoft 365 Copilot at Microsoft.

Further guidance for you

• Use the Copilot Success Kit to accelerate your implementation with templates, onboarding guides, and technical readiness resources.

Chapter 3: Driving adoption to accelerate value

The fact that your employees are excited about trying out Copilot isn’t enough. We found that you need strategic, coordinated change management to drive usage and adoption.

To do this effectively, you will need to empower change agents in your organization. These are not part-time roles; they are dedicated resources across your company who are responsible for the change management function, including creation of a deployment and adoption plan, facilitating principled change management practices, communicating and engaging with employees, preparing employee readiness and learning opportunities, and then measuring the success of your deployment across the enterprise. At a high level, your strategy should consist of the following five steps.

Microsoft 365 Copilot change management

How we drove adoption in Microsoft Digital

At Microsoft, we broke our company-wide adoption efforts into cohorts, for example, subsidiaries or business groups. Depending on the size of your enterprise, you may benefit from this approach as well. We divided our adoption along two vectors: internal organizations like legal or sales and marketing, and regions like North America or Europe. Different cohorts have different focuses, but the strategy is similar. At Microsoft, we did this in four phases:

Get ready

Effective change management requires careful planning. Begin by identifying and then working with company-wide change management leads. Next, identify members of your target cohorts who will support the adoption, including change managers, leadership sponsors, and employee champions.

Champions will be crucial to your adoption by filling several powerful roles:

• Pinpointing key usage scenarios for Copilot based on their cohort’s culture or processes.
• Providing insights that help adoption leaders build out their rollout plans.
• Most importantly, demonstrating the value of Copilot and showing their peers how powerful this tool can be in their day-to-day work.

When champions socialize their tips and tricks, our experience at Microsoft Digital has revealed that it’s best to share specific prompts and the value they provided as a concrete entry point for users. For example, a champion could say, “I saved three hours drafting this sales script in Microsoft Word using this prompt,” then share their Copilot prompt as a place for peers to start.

Works councils also play a key role at this stage. They offer the benefit of local cultural expertise and can help you identify the challenges employees face in their jurisdiction. Even something as simple as understanding proper modes of address helps smooth the road to adoption through effective communication.

Each of these sets of stakeholders has a role to play in leading your own rollout. We recommend using Microsoft 365 Copilot adoption resources to build out your own adoption plan.

Onboard and engage

At Microsoft, we implemented this phase across each adoption cohort. Because every group will have its own champions and leadership sponsors, it’s important to treat each of them as its own organization, with its own unique adoption needs.

In advance of our general rollout, we created “jump-start” communications with links to learning opportunities:

Localized training took the form of Power Hours in different languages and time zones. These training sessions demonstrated key Copilot scenarios across Microsoft 365 apps.

Self-learn assets included user quick-start guides, demo videos, and Microsoft Viva Learning modules to accommodate different learning styles and preferences.

Pre-rollout communications fulfill two needs. First, this messaging is a great opportunity to launch your champion communities. Second, these communications build your employee population’s desire and excitement for their incoming Copilot licenses, then prepare them to hit the ground running when they get access.

After your Copilot licenses are live, your launch-day welcome comms are straightforward. Invite employees to access Copilot and to start experimenting with how it can fit into their work. There are many possible vectors for deploying these communications, but a multi-pronged effort that includes Microsoft Viva Amplify will deliver the maximum impact.

For support in building out your own communication plan, our adoption team has created a user onboarding kit for Copilot. These ready-to-send emails and community posts can help you onboard and engage your users.

Deliver impact

After everyone has access, it’s time to promote Copilot usage and ensure all employees are having the best possible experience and gaining the most value. For our cohorts, employee champions and leadership sponsors were essential levers.

It’s important to remember that Copilot isn’t just another tool. It introduces a whole new way of working within employees’ trusted apps. At Microsoft, we took great care to encourage employees to adapt a mindset to see it as part of their daily work—not just something they play with when there’s time.

Microsoft Viva Engage, or a similar employee communication platform, is a helpful forum for peer community support. In our case, it provided an organic space for champions to share their expertise and change managers to provide further recommendations and adoption content. For employees who explore best on their own, Copilot Lab provides in-the-flow learning opportunities to build their prompt skills.

Meanwhile, leadership sponsors diversified our communications strategy by deploying and amplifying messaging through executive channels like org-wide emails or Viva Engage Leadership Corner posts.

Extend and optimize

Understanding overall usage patterns and impact is crucial to optimizing usage. Our Microsoft Digital team used a combination of controlled feature rollout (CFR) technology while tracking usage through Microsoft 365 admin center and the Copilot Dashboard in Viva Insights. Together, these tools gave us the visibility and tracking we needed to establish and communicate adoption patterns.

Meanwhile, IT admins and user experience success managers can access simple in-app feedback through Microsoft 365 admin center. And to really maximize value, our Microsoft Digital employee experience teams conducted listening sessions and satisfaction surveys.

All these insights are helping us establish a virtuous cycle to drive further value and better adoption for future rollouts, extend usage to new and high-value scenarios, incorporate Copilot into business process transformation, and understand custom line-of-business opportunities.

Driving user enablement with Microsoft Viva

Our team in Microsoft Digital used Microsoft Viva to help enable our 300,000-plus global users. Microsoft Viva is an Employee Experience Platform that brings together communication and feedback, analytics, goals, and learning in one unified solution. Our team used Viva across a range of change management scenarios, including building awareness, communicating with our employees, providing access to readiness and learning resources, and measuring the impact of our deployment.

You can see a few of the specific ways we used Viva to accelerate employee adoption below.

Accelerating Microsoft 365 Copilot with Viva

Viva Connections

Sharing key news related to deployment and enablement, generating “buzz,” and tying Copilot to Microsoft culture.

Viva Amplify

Producing and efficiently distributing employee communications to build awareness and excitement.

Viva Learning

Courses and training for our employees on how to maximize value from Copilot, inclusive of building effective prompts.

Viva Engage

Actively engaging employees, providing leader updates, listening to feedback, and enabling Champs community.

Viva Insights

Using the Microsoft 365 Copilot Dashboard beta to identity actionable insights and usage trends.

Viva Pulse

Instant feedback from employees on their Copilot experience to fine-tune our landing and adoption approach.

Viva Glint

Understanding employee sentiment and gauging the overall effectiveness of our Copilot deployment effort.

Learning from our adoption of Copilot

Cascade adoption efforts through localization

Regional differences, priorities, even time zones—they can all block your centralization efforts. Your insider adoption leaders within each adoption cohort can help.

Empower your employee champions with trust

Monitor your user-led adoption communities at the start to provide support. As this community of power users becomes product experts, they’ll take over.

Empower employees as innovators

You’ll be surprised by what your employees dream up. Provide every opportunity for them to share their favorite tips and usage scenarios.

Create excitement, but set expectations

Encourage a healthy mindset around what Copilot can accomplish and where it fits. Don’t overpromise.

Gamify learning to build engagement and experience

Friendly competitions or cooperative challenges like prompt-a-thons generate excitement and invite creativity.

Understand that for many, AI is emotional

Overcome AI hesitancy by encouraging employees to tackle easy tasks with Copilot assistance. That will help minimize reluctance.

Use Microsoft Viva to accelerate time to value

Viva supports user enablement through learning, effective communication, usage tracking, and employee sentiment.

Key takeaways

Use these tips as your guide as you build out and implement your adoption plan. They are based on our own experience internally at Microsoft.

• Prepare your organization for adoption by identifying your adoption lead, building a cross-functional cohort-based team, defining personas and key usage scenarios, establishing communication preferences and success metrics, completing enablement training, and creating a localized communications and asset library.
• Engage your cohorts and activate readiness by deploying targeted onboarding communications, launching champion communities, running live and self-paced learning experiences, and elevating visibility with digital materials that help employees understand how Copilot improves their daily work.
• Drive measurable impact across cohorts by promoting usage through internal channels, reporting on KPIs at planned intervals, gathering employee sentiment through surveys and listening sessions, spotlighting success stories, applying learnings to refine adoption activities, and nurturing champions through deeper technical training.
• Extend and optimize your deployment by exploring new high‑value scenarios, identifying opportunities for business process transformation with agents, Copilot Studio, plugins, and connectors, and sourcing custom line‑of‑business use cases that advance your organization’s Copilot maturity.

Key actions

How we did it at Microsoft

• Learn how we boosted our Copilot adoption with a companywide expo.
• Explore how we created a Center of Excellence to guide our adoption and use of AI.

Further guidance for you

• Access the Copilot scenario library to understand different user needs and opportunities.
• Deepen Copilot engagement through the Microsoft Modern Collaboration Architecture (MOCA).

Chapter 4: Building a foundation for support

Empowering employees means making sure they have access to the right support channels. The fact that Copilot operates across a wide spectrum of Microsoft 365 apps adds complexity to support scenarios. As a result, it’s important to get your support teams early access along with your earliest pilot implementations.

For us in Microsoft Digital, four principles define high-quality support:

Available

Highly available and in-context support should deliver both self-help and assisted experiences wherever and however the user needs it.

Consistent

Coherent and seamless access to support across the entire journey eliminates frustration and keeps the experience consistent.

Contextual

Base your support experience on where the user is and what they’re trying to accomplish.

Personal

Anchor support in a user’s goals and preferences.

Strategizing for support

Building experience and knowledge is one thing, but coming up with your approach to support requires planning and a strong idea of your users’ ideal experience. At Microsoft Digital, we take a “shift-left” approach. That means we save our human support staff time by attempting to create excellent self-service options for our users.

Shift-left principles can apply to many different support contexts, but with Copilot, we’ve found that the most important upfront action is ensuring your employees have accessible self-service support channels and communicating their availability. Work with your adoption teams to ensure they include self-service support options in their rollout communications.

Seven things we learned prepping to support Microsoft 365 Copilot

Preliminary access

Select your initial support specialists. Include people with different Microsoft 365 app focuses, support tiers, and service audiences.

Communication hub

Establish a community space where your support team can connect and collaborate on issues. Invite non-support professionals as needed.

Knowledge base

Start a collaborative document and add learnings. This will eventually evolve into your knowledge base for internal support.

Widen access

Host information sessions with the wider support team and extend access so all relevant support professionals can ramp up.

Rehearse

Conduct role-playing and shadowing sessions so support teams can build practical knowledge and confidence.

Support go-live

Get your support resources and processes ready and push them live in advance of your Copilot deployment. Consider a dry run.

Track

Determine a tracking cadence and gather data on Copilot issues that arise so support teams can identify trending issues and tickets.

Common questions, issues, and resolutions

We’re getting questions about why particular employees don’t have licenses.

Use employee change management communication waves to solve for this issue by alerting employees when they’ll have access to licenses.

Users are coming to us with questions that would be better served by adoption and employee material, and that isn’t our role as support.

Work with your adoption team to preempt these issues with proactive communications. Update your self-help content and provide your support agents with ready access to different employee education resources.

Teams are looking for integration support. Where do I send them?

Share this list of pre-built connectors to help your users integrate various data sources to Microsoft Graph. This list shares the types of content supported.

Can employees put confidential information into Copilot?

If employees are signed into Copilot with their Entra ID, they can enter confidential information.

My organization has concerns about who owns the IP that Copilot generates. Does the Microsoft Customer Copyright Commitment apply to Copilot?

Microsoft does not own the IP generated by Copilot. Our universal terms state “Microsoft does not own customers’ output content.”

What’s the best way to verify the accuracy of the information Copilot provides?

Copilot is transparent about where it sources responses. It provides linked citations to these answers so the user can verify further.

Key takeaways

Use these tips to manage your Copilot support efforts. They are based on our experience here at Microsoft.

• Enable and align your support team by starting with a core group of support leaders, establishing shared communication spaces and a collaborative knowledge base, expanding access to the full Copilot support team, training them through information sessions and role‑playing exercises, defining escalation paths, and partnering with internal communications to finalize user‑facing support materials.
• Deliver meaningful user impact by signaling support availability across employee communities, publishing a clear and accessible user-facing knowledge base, and standing up self-service automations where appropriate to empower users and reduce friction.
• Optimize and mature your support services by reviewing ongoing support issues and product feedback, and continually refining support workflows to drive efficiency, accuracy, and a better user experience.

Key actions

How we did it at Microsoft

• Read how we’re using AI to transform our Support business at Microsoft. This article shares how our Support team in Microsoft Digital is using AI to overhaul the business from end to end.
• Learn how we deployed the Employee Self-Service Agent here at Microsoft. This blog post shares how we’re using this agent to help our employees with their support needs in the flow of where they work in Copilot.

Further guidance for you

• Follow the Microsoft IT admin guide for Copilot onboarding, enablement, and support resources to ensure a smooth rollout.
• Access the Copilot Success Kit for launch day assets, support templates, and troubleshooting guides.

Chapter 5: Extending Copilot through agents

As organizations and employees have matured with respect to AI, agentic extensibility is expanding the frontiers of this technology. By using and even creating agents that surface knowledge, take actions, and reinvent workflows, employees can personalize AI’s capabilities to fulfill more specific needs.

At Microsoft, our goal has been to provide access and enable agents at appropriate levels for our employees and the company as a whole. To make that happen, we’ve adopted a maturity model for agentic AI deployment. Early phases focus on using Copilot, grounded in enterprise data, to enhance knowledge discovery and retrieval. Later phases will enable our employees to act on that knowledge and even fully automate business workflows.

Agentic AI at Microsoft

Each of these levels of agentic capability requires different tools to create and depends on different policies to govern. Because retrieval agents don’t require special tooling, we allow employees to create them at will through Copilot Chat and simplified agent builders in Copilot Studio and SharePoint.

For more complex agents intended to meet enterprise needs across lines of business or the company as a whole, our developers use more full-featured tools like Copilot Studio or Azure AI Foundry. For these kinds of agents, we apply the same rigor, reviews, and software development lifecycle (SDL) we use as part of our standard internal app development.

As you explore the different kinds of agents available to your users and decide how and where to enable them, adoption.microsoft.com provides an excellent place to start. It provides three different approaches to creating agents: Microsoft 365 Copilot Chat, Azure AI Foundry, and Copilot Studio.

All of this choice adds complexity, so maintaining visibility and control over the agents your employees create can be a challenge. As a result, we take a matrixed approach to creating and governing agents based on different parameters. They include the type of agent, how the user creates it, its knowledge sources, the need for custom tooling, sharing and publishing permissions, and more.

Keeping agents safe and effective through good governance

At Microsoft, we incorporated elements of our tenant’s minimum bar for governance into our policies for managing agents. These measures include Microsoft Information Protection, a functional inventory, activity logging, lifecycle management, and the ability to properly isolate agents against crossing data boundaries.

To govern agentic capabilities, we introduced further controls like sharing limits, breadth of knowledge sources, agent metadata, and information about an agent’s behaviors. The result is a proactive approach to governance backstopped by reactive structures that catch any issues.

As you think about governing your own agents, consider the four core principles we’ve established at Microsoft Digital.

We empower employees to create and share simple, low-risk agents

 We provide a safe space and personal flexibility that allows individual employees to experiment without implicating company data or content users don’t own.

We capture and vet sensitive data flows at the enterprise level 

More complex or far-reaching agents owned by teams or lines of business need enterprise documentation to account for external audits or security and privacy validation.

We protect data designated confidential or higher 

We contain data flows to tenant mandates and only trust suitable storage destinations for content.

We honor the enterprise lifecycle 

We treat agents that individual employees own like any other user-created app and delete them when that individual leaves the organization. Agents owned by teams have a lifecycle defined by the tenant and tied to attestation, the SDL, and accountability confirmations.

Once you have your governance policies and procedures in place, you can begin your rollout to users through many of the same strategies and processes we’ve discussed in this guide.

Learning from our experience with agents

Connect with relevant stakeholders

Establish early communication and collaboration with members of your security, legal, compliance, IT, and other teams who can help you define ways to configure Copilot Studio agent builder safely.

Trust and empower

Provide safe spaces with appropriate guardrails for individual employees to experiment with simple agents. Copilot Studio agent builder is a great place to start.

Expand enterprise capabilities

Empower a small number of trusted creators to experiment with more powerful agent-building tools under the close watch of IT, Governance, Security, Privacy, Data, and HR teams. This will reveal gaps in process and policy and inform future reviews.

Solidify labeling and data

Revisit your labeling structures and data flows. It will be important to have these structures in place to support this new agentic environment. Start by learning from our experience governing Copilot at Microsoft.

Extend your review process

Adapt any review processes you already have in place to agents, including security, privacy, and accessibility. Embed those reviews into your publishing workflow for agents operating above the individual level. Consider adding reviews for Responsible AI.

Prevent agent sprawl

Establish a reasonable enterprise lifecycle for agents that includes attestation. That will keep agents from sprawling or remaining in place after employees have left your organization or simply no longer need a particular agent.

Key takeaways

Use these tips to manage your Copilot support efforts. They are based on our experience here at Microsoft.

• Plan and refine your governance approach by aligning with Security, Legal, Compliance, HR, and IT; updating existing governance and labeling policies for agents; defining your review process; building a matrix that maps agent capabilities to governance controls; and determining how your SDL procedures apply to agents.
• Pilot with targeted teams to validate your controls by selecting groups such as Security, HR, and IT; establishing clear feedback and monitoring channels; and iterating on your review and remediation procedures based on insights from early adopters.
• Enable agents responsibly across the organization by ensuring foundational protections like Purview DLP and Microsoft Information Protection are in place, deploying adoption and change‑management communications, enabling simple agent‑builder capabilities for broad users, and unlocking advanced agent development scenarios for IT and line‑of‑business developers.

Key actions

How we did it at Microsoft

• Read about how embracing the agentic future is enabling us to become an AI-first Frontier Firm. This article shares our vision for using agents to transform the workplace.
• Find out more about our deployment of Microsoft Agent 365 at Microsoft. This post shows how we’re using this new platform to manage our agent ecosystem. 

Further guidance for you

• Follow the Microsoft 365 Copilot Agents Deployment Blueprint to enable agents at scale with security, governance, and measurement strategies.
• Learn about the Responsible AI policies and practices that we use to guide our use of AI at Microsoft.

Applying our lessons to your own Copilot deployment

Embarking on your Microsoft 365 Copilot deployment and agentic extensibility journey might seem daunting, but by capitalizing on the lessons that Microsoft Digital has learned from our internal deployment, you can both speed up the process and avoid any pitfalls.

“Deploying Copilot internally has inspired us to dive deeper into the power of AI assistance, which is enabling us to enhance our employee experience.”

Stephan Kerametlian, business program management senior director, Microsoft Digital

By anchoring your work in careful planning and making use of the steps and resources provided in this guide, you can unleash a new era of productivity through Copilot.

We’ve learned a lot on our journey with Copilot, and we’re happy that we get to share our experiences with you—hopefully they help you on your journey.

“Deploying Copilot internally has inspired us to dive deeper into the power of AI assistance, which is enabling us to enhance our employee experience,” says Stephan Kerametlian, a business program management senior director in Microsoft Digital.

You’re not in this alone. If you’re looking for support or knowledge on any aspect of your deployment, reach out to our customer success team.

Key takeaways

This guide reflects our learnings and the processes we followed during our internal rollout of Microsoft 365 Copilot. This last set of tips summarizes the major actions you can take to get started with Copilot at your company. 

• Start with strong governance: Build a clear labeling and data protection strategy before deploying Copilot to safeguard sensitive information and meet compliance needs.
• Pilot, then scale: Roll out Copilot in phases, beginning with pilot groups to gather feedback and refine your approach before expanding companywide.
• Communicate early and often: Proactive communication and leadership sponsorship are essential for managing expectations and driving successful adoption.
• Empower champions: Identify and enable employee champions to share best practices, tips, and real-world scenarios that help others get value from Copilot.
• Invest in training: Provide tailored learning resources and support to help users build confidence and skills with Copilot in their daily workflows.
• Measure and optimize: Track usage, collect feedback, and continuously refine your deployment to maximize impact and uncover new opportunities.
• Plan for support: Set up self-service and human support channels early so employees can get help quickly and keep momentum going.
• Extend with agents: As your organization matures, explore agentic AI to automate workflows and unlock even greater productivity gains.

Key actions

How we did it at Microsoft

• Read our IT playbook for becoming a Frontier Firm in the era of AI.
• Review our five-step AI maturity guide for IT leaders.
• Learn how our IT organization is powering our companywide digital transformation.
• View the full, detailed version of this guide.

Further guidance for you

• Read the Microsoft Work Trend Index Annual Report.
• Find the best overall Copilot deployment and adoption guidance at adoption.microsoft.com.

Try it out

• Learn how to get ready for Microsoft 365 Copilot at your company.

We’d like to hear from you!

• Want more information? Email us and include a link to this story, and we’ll get back to you.

The post Microsoft 365 Copilot for executives: Sharing our deployment and adoption journey at Microsoft appeared first on Inside Track Blog.

Literally.

We were the first enterprise to fully deploy Copilot in 2024, and now, not two years later, our use of the company’s signature generative AI product is maturing.

That doesn’t mean we’re getting serious—it means we’re having fun!

“Gamification is proving to be one of the most powerful ways to drive the more refined, higher-level use of Copilot that we’re looking for,” says Stephan Kerametlian, a business program management senior director within Microsoft Digital, the company’s IT organization. “When it comes to getting our employees to find more sophisticated and creative ways to use Copilot, we’re finding that having fun is one our biggest differentiators.”

It all started when we took our employees camping—we didn’t really take them into the woods, but we did so in spirit. 

“We discovered that introducing a layer of fun transforms Microsoft 365 Copilot training from a routine task into an entertaining learning experience.”

Cadie Kneip, readiness business program manager, Microsoft Digital

We organized ‘Camp Copilot’ to bring our employees together in a fun way so we could show them how they could add Copilot to their daily workflows.

“We did things like have a superhero prompt where you got to show everyone your superpowers, you could create your own Camp Copilot pin, and we even had a scavenger hunt where you could win cool prizes,” says Cadie Kneip, a readiness business program manager with Microsoft Digital and the creative force behind many of our employee engagement-based Copilot adoption efforts.  

It was a lot of fun, and it worked—Copilot usage by attendees spiked afterwards.

“We discovered that introducing a layer of fun transforms Copilot training from a routine task into an entertaining learning experience,” Kneip says.

Under the guidance of Kneip—our CEO of fun—and others on our team, we created a companywide Copilot Expo, where we all came together to learn more about how to get more out of Copilot (where a reasonable amount of fun was had).

“Working efficiently and consistently with Copilot and AI requires ongoing learning, especially as capabilities are continuously evolving. Gamification offers an excellent way to keep colleagues engaged—helping them learn effortlessly while having fun.”

Kirsten Bliefernicht, senior business program manager, Microsoft Digital

This three-week immersive program offered 80 role-based learning sessions to fast-track Microsoft 365 Copilot adoption. We made gamification a major theme, which made mastering Copilot feel less like work and more like play.

This time, the uptick in adoption and user satisfaction that followed was companywide.

“Working efficiently and consistently with Copilot and AI requires ongoing learning, especially as capabilities are continuously evolving,” says Kirsten Bliefernicht, a senior business program manager in Microsoft Digital. “Gamification offers an excellent way to keep colleagues engaged—helping them learn effortlessly while having fun.”

Gamification for locked-in learning

Copilot Expo attendee Ramita Singh experienced the transformative effect of gamification. A senior program manager within the Microsoft Datacenter Supply Strategy and Planning team, she’s also a Copilot Champion and a regular Copilot user.

“The sessions and fun activities, like building my own avatar, inspired me. Since then, I ramped up my Copilot use and my productivity has skyrocketed.”

Ramita Singh, senior program manager, Datacenter Supply Strategy and Planning

Copilot Champions are early adopters and AI enthusiasts who help Microsoft peers learn and use AI tools like Microsoft 365 Copilot. For her part, Singh joined the Copilot Champs program to gain efficiency and become more productive.

Even as a regular Copilot user, Singh described her use as limited—until Copilot Expo.

“The sessions and fun activities, like building my own avatar, inspired me,” she says. “Since then, I ramped up my Copilot use and my productivity has skyrocketed.”

Levelling up fun supports engagement

Although the term ”gamification” is relatively new, the practice of including game-design elements in training to increase engagement and motivation and reward behavior has been around for centuries.

Research has shown that incorporating fun into training leads to significant gains in engagement and productivity.

“Seeing Copilot create an image or solve a task is exciting. That can motivate someone to learn more about AI.”

Kaz Takayama, business program manager, Microsoft Digital

Using gamification at Copilot Expo redefined the way people learn. We designed games and reward-based challenges. We awarded points and badges to build interest and increase Copilot use at Microsoft. We created a leaderboard to show the standings and add a competitive edge to the learning.

Participants were represented on the leaderboard by the avatars they created during one of the games. This anonymity meant that competitors only recognized their own avatars and position on the leaderboard.

“People are getting tired of mandatory trainings,” says Kaz Takayama, a business program manager within Microsoft Digital in Japan. “Seeing Copilot create an image or solve a task is exciting. That can motivate someone to learn more about AI.”

Copilot Expo featured diverse content designed to appeal to a variety of people, roles, and workflows. Learning sessions were capped at 30 minutes. Sessions were scheduled at accessible times and targeted to specific roles.

“The result is interactive—you see visuals, you hear music, and the creativity surprises you.”

Ju Bu, business program manager, Microsoft Digital

That personalization allowed engineers, communicators, and salespeople, for example, to learn role-specific uses for Copilot, making the learning even more effective.

During Copilot Expo, games were scheduled prior to training sessions to build engagement. Additional gamified activities followed training to reinforce key concepts and encourage the application of Copilot. Attendees earned points for every Copilot-related task they completed.

“We picked these activities because they only require prompts, and people can practice prompts every day,” says Ju Bu, business program manager for Microsoft Digital in Greater China. “The result is interactive—you see visuals, you hear music, and the creativity surprises you.”

From prompts to play: Gamified activities at Copilot Expo

Activity 1: Practice crafting prompts in Copilot to generate polished images and avatars.

Use the following tips:

• Use clear, descriptive language in prompts.
• Specify style, mood, or format (for example, “cartoon avatar” or “introspective and cinematic” versus something vague, like “make something moody”).
• Experiment with variations to compare and refine results.
• Keep prompts concise but detailed enough.

Activity 2: Use a third-party service built on Azure technology to create songs in any chosen musical genre.

Follow these tips:

• Select a genre that matches the mood you want.
• Provide clear input (lyrics, themes, or tone).
• Adjust tempo and instrumentation for variety.
• Share outputs for group feedback and fun.

Activity 3:  Use Copilot to build quick quizzes that reinforce new information.

One popular format is “Two truths and a lie.” Here are the guidelines:

• Keep statements short and focused on Copilot features.
• Mix one false statement with two accurate ones.
• Use real examples to strengthen recall.
• Encourage discussion after revealing the correct answers.

How it worked: Organizers asked Copilot to create a “Two truths and a lie” quiz by setting parameters (topic = Copilot functionality, number of statements = 3, difficulty = easy). Copilot produced the statements, and participants guessed which were true and which was false. For example:

• Copilot can generate meeting minutes → True
• Copilot can change the meeting organizer → False. Copilot cannot alter calendar details like who the organizer is.
• Copilot can provide real-time transcription → True

The power of friendly competition

According to Tomás Rogeiro Brochado de Miranda, a cloud solution architect at Microsoft based out of Portugal, adding an element of competition is a key ingredient for learning.

“Everyone likes a challenge,” he says. “You might hear someone say they don’t like games, but you’ll never hear someone say, I love to lose.”

Singh agrees.

“For a lot of people, learning feels forced when it’s required,” she says. “But when you add a bit of fun, like a competition, it generates more interest in learning new concepts.”

As organizations race to keep pace with AI, Kerametlian reminds us that learning paths and transformation aren’t one-size-fits-all.

“People learn and grow in different ways,” he says. “Gamification is one of the few powerful tools that other organizations should consider leveraging to maximize productivity and the value they get from Copilot.”

Research shows that gamification not only reinforces habit-building but also boosts positive sentiment about a product—two critical factors for driving Copilot adoption.

We would like our people to use and reuse Copilot, and gamification is helping us make that happen.

We’re also creating a fresh experience for those who’ve stepped away from Copilot. As Kneip puts it, “If someone has a bad AI experience, they won’t return—unless they see a peer succeed.”

When respected colleagues share their wins, it sparks curiosity and people give Copilot another shot.

“After they use AI in ways that matter to them, they often become champions,” Kneip says. “We see that type of turnaround every day.”

Lasting impacts

Months after Copilot Expo wrapped, the momentum hasn’t faded. Many participants are still completing Copilot-related tasks and logging points on the leaderboard—proof that competition continues to fuel engagement.

Copilot adoption at Microsoft has surged, and positive sentiment has increased.

“That’s the opportunity our customers have with AI adoption,” Kneip says. “If you give your organization something that’s relevant, peer driven, and real, they’re going to have a much better experience.”

Post-event, Microsoft engineers have turned the Copilot Expo leaderboard into a template that can be adapted and used by internal teams for their own gamified activities.

“First you need to give people access to Copilot, and then it’s about robust change management complemented by gamification, which significantly accelerates adoption and value.”

Stephan Kerametlian, business program management senior director, Microsoft Digital

Gamification activities continue building excitement around Copilot and AI and what’s possible.

The last two years at Microsoft Digital have been about increasing Microsoft 365 Copilotuser engagement, adoption, productivity, and value.

“When it comes to enabling AI transformation, engaging your employees is everything,” Kerametlian says. “First you need to give people access to Copilot, and then it’s about robust change management complemented by gamification, which significantly accelerates adoption and value. The result? Usage grows, enthusiasm soars, and productivity follows.”

Key takeaways

Here are some tips for using gamification to energize AI adoption at your organization:

• Drive lasting engagement: Gamified activities ignite fun, excitement, and learning that continues well beyond an event.
• Offer experiences: Creative training methods like friendly competition and interactive workshops significantly enhance employee engagement. Engaged employees are more likely to embrace AI tools.
• Foster innovation: Encouraging creative thinking empowers employees to explore AI applications, enhancing their problem-solving capabilities and increasing their productivity.
• Build trust and skills: Peer-led training leverages existing knowledge within teams, making it easier for employees to learn from each other about AI tools.
• Encourage experimentation: A risk-free environment allows employees to experiment with AI tools without fear of failure, which is vital for discovering practical applications.

Try it out

• Start using Microsoft 365 Copilot.
• Get step-by-step instructions for creating an engaging Microsoft 365 Copilot training series with our Copilot Virtual Skilling Event Framework.

Related links

• Review our Top 10 things to try first with Microsoft 365 Copilot guide.
• Learn how to get started with Microsoft 365 Copilot with our adoption playbook.
• Check out our Monday morning with Copilot experience.

We’d like to hear from you!

• Want more information? Email us and include a link to this story and we’ll get back to you.

The post Powering our Microsoft 365 Copilot adoption with gamification appeared first on Inside Track Blog.

It’s where our employees go to have two-way dialogue, our leaders use it to engage with their teams, and it’s how we listen and respond to our employees at scale.

It was a major milestone internally at Microsoft when we brought Microsoft 365 Copilot to Viva Engage, first launched in the spring and expanded in September.

“Copilot in Viva Engage is allowing us to bring the power of generative AI to our employees where they are,” says Ife Kolawole, a senior product manager in Microsoft Digital, the company’s IT organization. “Our employees are using it to more easily discover conversations and topics that they’re interested in.”

With Copilot added in, it has become even more useful to our employees.

“It used to be that staying informed meant manually scrolling through updates to piece together what mattered,” says Soumik Maji, who leads customer feedback and go-to-market efforts for Copilot in Viva Engage for the Microsoft Viva product group. “As a user, I’d need to manually scroll through all the posts, pick communities I’m interested in, and try to keep up. Even with prioritization, it could be overwhelming.”

That’s no longer the case with Copilot in Engage.

“The Copilot feature enables users to get a quick summary of the conversations and comments across all communities.”

Soumik Maji, Senior Program Manager, Microsoft

Now employees can quickly catch up on all the communications they have access to across their community feeds, home feed, and posts from leaders. Copilot gives them real-time, comprehensive summaries of what’s most relevant to them, eliminating hours of manual scrolling and reading.

And because the process is fully automated, people can surface key insights with just a single click.

“The Copilot feature enables users to get a quick summary of the conversations and comments across all communities,” Maji says. “For example, if Satya Nadella shares a post about a major company initiative, Copilot helps me quickly understand the sentiment of all the comments and highlights the main themes being discussed.”

Read our Viva Engage guide

Community with purpose: Deploying Viva Engage at Microsoft in three chapters

The leader’s perspective

Here at Microsoft, leaders use Viva Engage to connect and listen to employees. However with the volume and scale of information that is shared, they also need a way to listen and respond to what matters most.  

“Now with Copilot in Engage, I can instantly see what’s trending, understand how it connects to my team’s priorities, and communicate authentically. I can address feedback from employees based on these conversations from Copilot in our next All hands, or with a post in our community.”

Murali Sitaram, corporate vice president, Viva Engage

Staying connected required scrolling through feeds and piecing together context.

That’s changing.

“Now with Copilot in Engage, I can instantly see what’s trending, understand how it connects to my team’s priorities, and communicate authentically,” says Murali Sitaram, corporate vice president for Viva Engage. “I can address feedback from employees based on these conversations from Copilot in our next All hands, or with a post in our community.”

It’s another effective way that we’re bringing Copilot to where our employees—and our customers—are living at work.

“Powered by organizational data, Copilot is evolving from a helpful assistant into a true strategic partner-one that helps me inspire, inform, and engage at scale,” Sitaram says.

Powering Corporate Communications with Viva Engage

Community engagement in Viva Engage started with thoughtful, but manual processes that built strong connections. Now Copilot in Engage elevates those efforts with intelligence and time-saving tactics.

“We would have to dig through hundreds of comments and posts to get an idea of what employees were engaging with. It was a lot of effort, especially when trying to respond or adjust strategy in real time.”

Amy Morris, director of global employee and executive communications and employer brand, Microsoft

Amy Morris, director of global employee and executive communications and employer brand, and John Cirone, senior director of global employee and executive communications, describe how challenging and resource-intensive it was for their Corporate Communications team to connect with employees across the company.  

“We would have to dig through hundreds of comments and posts to get an idea of what employees were engaging with,” Morris says. “It was a lot of effort, especially when trying to respond or adjust strategy in real time.”

Morris and Cirone oversee global communications for all employees across the company and lead the Global Executive and Employee Communications team (GEEC), which supports communicators throughout Microsoft as they work to scale the company’s internal communications. They invested time thoughtfully reviewing conversations and tracking sentiment to understand what mattered most to employees.

This often left Viva Engage community managers relying on intuition and scattered anecdotal feedback. Decisions about content and engagement were slow, driven by guesswork, and difficult to scale. Now Copilot accelerates that process with AI.

“Before Copilot, we had manual efforts for community management, like analyzing trends and themes, which meant a lot of manual effort for community management,” Morris says. “But now Copilot helps by providing insights from community conversations, sentiment analysis, and content suggestions for leaders. We can easily see what’s trending, which helps us be more responsive.”

Staying connected to what matters most

Community managers must stay closely connected to the audiences they serve, and one of the most effective ways to achieve this is by providing accurate and thoughtful responses to the questions that matter most to them.

“As a community manager, I can appreciate a huge time savings, since Copilot helps by surfacing answers to frequently asked questions,” Morris says. “It gives a first-pass answer based on the resources available in the community and has been a huge help in reducing manual work.”

With Copilot in Viva Engage, much of this responsiveness is seamlessly automated.

“The insights we get from Copilot, like understanding what employees are discussing, have been incredibly useful. They help us tune into the conversations that matter most, and with real-time feedback, we can adjust our strategy quickly. It’s all about listening and responding at scale to employees.”

John Cirone, senior director of global employee and executive communications, Microsoft

Copilot also helps leaders create content by suggesting relevant topics based on community sentiment. This is a major time-saver and helps our teams focus their content creation efforts on what employees are most engaged with.

“The insights we get from Copilot, like understanding what employees are discussing, have been incredibly useful,” Cirone says. “They help us tune into the conversations that matter most, and with real-time feedback, we can adjust our strategy quickly. It’s all about listening and responding at scale to employees.”

For communicators working across multiple platforms, Copilot offers a seamless way to pull together the information they need to create posts that are timely, relevant, and meaningful. Its ability to tailor content for the right audience is especially helpful for leaders sharing updates with their teams or the broader organization.

“We want to be able to find those conversations and use that feedback to make improvements.”

Eva Etchells, senior content program manager, Microsoft Digital

Still, one of the biggest hurdles is often just getting the first words on the page.

“Employees often experience writer’s block when trying to craft a message,” Maji says. “Copilot helps by pulling together the relevant information from your Microsoft Graph, your emails, meetings, and Teams chats, and uses that data to generate a tailored post. Whether you’re summarizing your week’s work or sharing a company initiative, Copilot gives you the structure and content you need.”

IT Communications and community content

In Microsoft Digital, we often run marketing campaigns and promotions in Viva Engage to let employees know about new features that we’d like them to try or other similar updates. For example, we might encourage them to try a new Copilot feature or inform them about an upcoming change that they will need to make to their PCs.

Our goal is always to raise awareness and encourage adoption, but we also want feedback. While employees do provide feedback within apps, they also often go to Viva Engage to post about their issue or complaint.

“We want to be able to find those conversations and use that feedback to make improvements,” says Eva Etchells, a senior content program manager within Microsoft Digital.

Copilot in Viva Engage is also helping the IT Communications team identify important trends that they should respond to.

“Copilot’s features can help us track trending topics and identify common questions. It gives us a better understanding of what people are asking about and helps us provide more targeted responses.”

Sarah Lundy, senior content program manager, Microsoft Digital

For example, Sarah Lundy, a senior content program manager for Microsoft Digital, is currently working on communications for the Employee Self-Service Agent that supports HR, help desk, and campus services.

She’s using Copilot in Viva Engage to gather community feedback on the agent, to quickly consolidate that feedback into actionable insights, to summarize the top themes that it calls out, and to generate content based on those insights.

“It’s a huge time-saver,” Lundy says.

Lundy also manages a community called “TechConnect,” where employees can bring their questions about Microsoft Digital.

“Copilot’s features can help us track trending topics and identify common questions,” Lundy says. “It gives us a better understanding of what people are asking about and helps us provide more targeted responses.”

With faster, more accurate insights, the IT Communications Team and the individual employees who lead Viva Engage communities can both more easily stay responsive to the needs of each community at the company.

“If I need to create an FAQ or a content piece based on what’s trending in a particular community, Copilot can help pull all that information together and save me time,” Lundy says. “I’m excited to see how it will help me stay on top of community conversations, especially as things ramp up.”

Key takeaways

Keep in mind the following crucial considerations when implementing Microsoft 365 Copilot in Viva Engage to improve your enterprise’s internal communication at scale:

• Start with clear objectives: Define what Copilot should help solve—content creation, summarization, trend detection, or feedback consolidation.
• Be specific with prompts: The more specific and detailed your request, the better results you’ll get, and clear prompts lead to clearer insights.
• Treat Copilot as a collaborator: AI works best with humans-in-the-loop, where users iterate, refine, and build on its suggestions.
• Promote adoption through real examples: Leaders should use Copilot publicly and share their results and learnings to inspire employees.
• Create your own Microsoft 365 Copilot community: Having a centralized Copilot community helps your employees get access to the latest updates and serves as a knowledge base for questions, answers and experts.

Try it out

Microsoft 360 Copilot in Viva Engage is available to customers with the appropriate Microsoft 365 Copilot license. The functionality, which includes easy-to-use catch-up features and content generation tools, is now a central part of our employee experience.

• Read our guide for deploying Viva Engage.
• Learn more about Microsoft 365 Copilot.

Related links

• Learn how we’re elevating our internal communications at Microsoft with AI.
• Find out how we’re delivering communications internally at Microsoft with Microsoft Viva Amplify.
• Discover how we’re transforming internal communications at Microsoft with Viva Amplify and Viva Engage.
• Read more about Microsoft Viva Engage.
• Get started with Microsoft 365.

We’d like to hear from you!

• Want more information? Email us and include a link to this story and we’ll get back to you.

The post Deploying Microsoft 365 Copilot in Viva Engage at Microsoft appeared first on Inside Track Blog.

In short, we’re all-in on agentic AI, and we want to help you get there, too.

“We’ve made a lot of progress deploying and driving adoption of Microsoft 365 Copilot since it was released, and we’re now doing the same when it comes to enabling our employees and our teams to build agents that make us more productive,” says Brian Fielder, vice president of Microsoft Digital, the company’s IT organization. “We’re Customer Zero at Microsoft, which means we’re the first to deploy and use the technology and services that we sell to our customers. Those learnings give us a unique perspective and story to share with you about the journey we’ve been on with AI and agents.”

We have two collections of agentic AI content that we think will be useful to you.

“When it comes to agents, we’re still at the start. We expect to learn much more as we continue, lessons we’ll share here—stay connected and we’ll continue to share our story with you.” 

Brian Fielder, vice president, Microsoft Digital

The first set of stories documents our vision and strategy for agents. They walk you through our experience deploying agentic AI, our work to create tools that enable our employees to dive in, and, through smart governance, empower everyone at Microsoft to be confident and creative with how they use agents while keeping the company safe and secure.

Our second set of stories highlights some of the most interesting and effective agents that our employees, teams, and organizations have built. These stories will not only give you examples of agents that we’ve built, they show how you can go about building  similar agents for your organization based on the collective experience of our employees and teams at Microsoft.

“We hope you find reviewing the journey we’ve been on practical and useful,” Fielder says. “When it comes to agents, we’re still at the start. We expect to learn much more as we continue, lessons we’ll share here—stay connected and we’ll continue to share our story with you.”  

November 13, 2025

Alex Fleck

The agentic future: How we’re becoming an AI-first Frontier Firm at Microsoft

January 30, 2025

Keith Boyd

AI-powered agents in action: How we’re embracing this new ‘agentic’ moment at Microsoft

Deploying agentic AI at Microsoft

May 15, 2025

Alex Fleck

Riding the wave of agents washing over Microsoft with good governance

Agentic extensibility is expanding the frontier of enterprise AI. By creating agents that surface knowledge, take actions, and even reinvent workflows, people can personalize AI’s power like never before. But how do you move into the agentic future without putting your organization and employees at risk? How do you encourage citizen developers to create agents Read More

Agents we’ve deployed internally at Microsoft

November 13, 2025

David Hirning

Accelerating employee services at Microsoft with the Employee Self-Service Agent

Microsoft is a huge and complex organization, with more than 200,000 full-time employees working in hundreds of locations around the world. Engage with our experts! Customers or Microsoft account team representatives from Fortune 500 companies are welcome to request a virtual engagement on this topic with experts from our Microsoft Digital team. Previously, when our Read More

Key takeaways

We hope that you find our agentic AI stories useful. We wanted to share a mixture of our strategy and vision around enabling our employees to deploy agents, and to share stories that feature some of the most promising agents that our employees and teams have built and deployed.

We also understand that it can feel challenging to know where to start—it was for us. Here are some things we learned along the way that should help you:

• Governing agents is complex, and dependent on the overall AI maturity of your organization. Start slowly to build that maturity before unleashing too many new agents in your environment.
• A strong policy framework is the foundation. Lean on existing app governance policies, then layer agent-specific structures on top.
• Invest in data infrastructure and AI platforms. Building robust data infrastructure ensures your organization is prepared to leverage AI, and supports scalable, innovative, and secure AI-driven solutions.
• Develop a building environment strategy. Decide what scenarios match up with specific environments and make the right environments available to the relevant employees.
• Global regulations around categories like privacy, security, and responsibility provide a good baseline for establishing governance policies. Set relevant teams to work thinking through these regulations and incorporate their insights into your agent governance.
• Foster a culture of creativity and teamwork. Champion an AI-forward culture where innovation and collaboration drive the adoption of agentic AI.
• Develop AI expertise through training and development. As agentic AI transforms workflows and business outcomes across every industry, upskilling will empower your teams to navigate the rapid advances of AI, drive innovation, and ensure your organization stays competitive.
• Align AI initiatives with strategy. Ensuring AI initiatives align with business goals maximizes their impact and positions your organization to succeed in the rapidly evolving world of agentic AI.
• Implement ethical AI practices. You can use Microsoft’s Responsible AI principles as a guide. Adopting ethical AI practices builds trust, ensures responsible innovation, and prepares your organization to navigate the evolving landscape as AI becomes central to business operations and decision-making.

Try it out

• Get started with AI agents with Microsoft 365 Copilot, Azure AI Foundry, and Copilot Studio.

Related links

• Learn how to create and publish agents with Microsoft Copilot Studio.
• Find out how to create and deploy agents with Microsoft 365 Agents SDK.
• Check out these 12 lessons to get started building AI agents.

The post Powering agentic AI adoption at Microsoft: Our ‘Customer Zero’ story appeared first on Inside Track Blog.

Agents are specialized AI tools built to handle specific processes or solve business challenges. Within Microsoft Digital, the company’s IT organization, we’re responsible for unlocking their potential internally at Microsoft.

“This is a generational opportunity. The pace of change is only increasing, and we’re committed to experimenting, learning, and leading the way to the deeper possibilities that agentic AI represents.”

Brian Fielder, vice president, Microsoft Digital

As Customer Zero, we serve as the company’s first and best users of new technologies. It’s our role to confirm that they’re business-ready and establish best practices that others can follow.

We’re doing that by empowering our team here in Microsoft Digital to supercharge their work with AI agents. At the same time, we’re the custodians of the employee experience of employees at Microsoft, so we’re actively guiding deployment and adoption efforts for AI tools across the business.

“This is a generational opportunity,” says Brian Fielder, vice president of Microsoft Digital. “The pace of change is only increasing, and we’re committed to experimenting, learning, and leading the way to the deeper possibilities agents represent.”

By following our lead, you can chart your own course to the agentic future, where employees and agents work as teams to achieve more together.

Our vision for agents and the AI-first future of IT

A new organizational blueprint is emerging. It blends machine intelligence with human judgment to create systems that are AI-operated but human-led.

We call it becoming an AI-first Frontier Firm.

The path to the frontier is starting to reveal itself already. As organizations progress through different phases of AI maturity, they move from foundational Microsoft 365 Copilot capabilities through escalating levels of agentic complexity.

First, humans operate with an assistant like Copilot. Then, human-agent teams work together. But the future lies in humans leading teams of digital workers: AI agents that perform core labor with relative autonomy.

Becoming a Frontier Firm

Pattern 1

Human with assistant

Every employee has an AI assistant that helps them work better and faster

Pattern 2

Human-agent teams

Agents join teams as “digital colleagues,” taking on specific tasks at human direction

Pattern 3

Human-led, agent-operated

Humans set direction and agents execute business processes and workflows, checking in as needed

AI maturity starts at simple AI assistance, then progresses to more complex patterns between humans and agents.

This progression reflects the levels of agentic complexity represented by simple retrieval agents, then knowledge and action agents, and finally workflow reinvention through agents that can perform fully autonomous actions to complete end-to-end business processes. The human-led, agent-operated teams that will drive Frontier Firms forward depend on this advanced stage of agentic maturity.

As the tools used to build agents rapidly mature, we’ve observed that teams can experience these patterns simultaneously. In this rapidly changing environment, it makes sense to think of these as processes that can be targeted to specific business outcomes.

Soon, Frontier Firms will have employees experiencing each of these patterns daily, leveraging the best pattern to complete the task at optimal quality and in the least amount of time. Every business challenge or opportunity is unique, so it makes sense to choose the right tool for the job.  

At Microsoft, we’ve been unlocking opportunities throughout this Frontier Firm curve. At the simpler end of the spectrum, we’re empowering our employees to create their own custom retrieval agents and boosting enterprise knowledge sharing using simple SharePoint agents.

“AI agents are an entirely new kind of tool that presents possibilities we’re only beginning to realize. We capture that potential through a disciplined, rigorous, repeatable process of continuous improvement.”

Tom Heath, senior business program manager, Microsoft Digital

We’re also creating more complex agents that affect processes at the team, division, or even company-wide level. They include our autonomous Employee Self-Service Agent designed to enable modern support on key HR IT, and real estate issues, delivering operational excellence through AIOps, and supporting engineers as they manage complex network environments.

In our role as Customer Zero for the company’s agentic solutions, we in Microsoft Digital work closely with Microsoft’s product groups to ensure that our internal usage insights are helping to shape our products to make them more effective for our customers. This is something we do, so our customers don’t have to.

They also ensure we implement these new tools safely and effectively. That’s important, because AI isn’t without its challenges.

We need to minimize risk by using AI responsibly and securely according to our Responsible AI Principles. We need to assuage AI hesitancy among employees and equip them with the skills they need to succeed. Most importantly, we need to use intentional continuous improvement practices to ensure we apply AI’s potential to processes that drive genuine value.

“AI agents are an entirely new kind of tool that presents possibilities we’re only beginning to realize,” says Tom Heath, senior business program manager for Microsoft Digital.  “We capture that potential through a disciplined, rigorous, repeatable process of continuous improvement.”

The opportunities are worth the effort.

As a company, we surveyed leaders working at Frontier Firms. We found that they’re more likely to say their company is thriving, they’re able to take on more work, and they’re more optimistic about future opportunities than the global average.

All those benefits depend on moving toward agentic maturity.

Lessons learned deploying agents at Microsoft

As Customer Zero, our team within Microsoft Digital is already making progress on agent-based workflows, and the patterns and strategies we’re using can help you on your own journey. Like other digital investments, deploying agents depends on the critical pillars of governance, implementation, change management, measurement, and support.

Culture is also a crucial factor.

AI transformation is about unlocking human potential, not replacing it. So, meeting human needs while reaping the benefits of more intelligent tools is paramount.

Agents’ disruptive potential makes getting these elements right even more important.

Governance and AI-ready data

Our Microsoft 365 Copilot deployment acted as proving ground for governing AI and ensuring our data estate is ready for intelligent tools. We’ve applied our learnings from that experience to agents.

The first and most important lesson is ensuring you have a strong data hygiene foundation for employees to build and use agents. AI-ready data rests on five pillars: Unification, connection, quality and governance, accessibility to all, and the ability to accelerate time to value.

“Thanks to our early experiences with Copilot Studio, we’ve been able to develop gates and controls based on the type of agents that creators want to build.”

Aisha Hasan, Power Platform and Copilot Studio product manager, Microsoft Digital

Agents offer powerful opportunities to enhance employee productivity, but they also introduce risks. For example, how do we keep privileged information where it belongs? How do we keep employees from building agents that violate company policies? And how can we balance the freedom to create agents with the need to prevent sprawl?

Our response has been a matrixed approach to governing agents, where we apply policies and procedures based on an array of attributes.

Examples of agentic attributes that require different governance policies

Fortunately, we have tools—many of which we built ourselves—that are helping us keep the company safe as we navigate our agentic transformation. We’re using them to establish and manage our data, keep our confidential information confidential, and protect our data from unauthorized access, misuse, or disclosures. Microsoft Purview is our primary vehicle for handling data governance.

Finally, rules and a lifecycle for agents are helping us combat sprawl and the risks associated with ownership, access, and identity. The enterprise lifecycle is the model for this work, and attestation is essential for accountability. These structures also include an agent catalog to track these tools and help determine what kinds of AI agents our employees can “hire” as digital workers to help them get their work done.

Structuring your implementation

Implementing AI tools and agents is largely about who, what, and how. For us, it comes down to creating policies that manage which employees can use or create certain agents and how we permit those agents to work within the company.

Our matrixed approach to agent creation

To land on these policies, we considered what out-of-the-box agents in Microsoft 365 can accomplish, what employees in non-engineering roles can safely and easily create for themselves using no-code or low-code tools, and what agents demand the greater experience of AI developers using pro-code applications. Options include simple agents created in Microsoft SharePoint agent builder or Copilot Studio experience lite, then more complex tools like Microsoft Power Platform, Copilot Studio, Azure AI Foundry, and more—each governed, protected, and overseen by its own policies and procedures.

With these policies in place, implementing agents at scale depends on determining the best opportunities for value.

“Thanks to our early experiences with Copilot Studio, we’ve been able to develop gates and controls based on the type of agents that creators want to build,” says Aisha Hasan, Power Platform and Copilot Studio product manager for Microsoft Digital. “Through predetermined groups and rules, we can allow freedom and experimentation at different scales without putting our internal tenant at risk.”

At Microsoft, continuous improvement provides us with a mechanism for discovering which processes to optimize through agentic workflows, then implementing and tracking those changes. This framework helps us reimagine processes as deterministic state machines to enable digital colleagues that complete workflows on employees’ behalf.

Driving adoption through change management

Change doesn’t happen automatically, especially when a new technology fundamentally alters ways of working. At Microsoft, the message is clear: Regardless of your role, there’s an agent for every task.

We have a global change team operating according to Prosci’s ADKAR model combined with the Microsoft 365 Adoption Guide. At the same time, we recognize that there is no one-size-fits-all adoption campaign, so we take efforts to tailor adoption to specific regions and internal organizations.

We’ve taken a multi-pronged approach to adoption, communications, community, and skilling that relies heavily on Microsoft Viva. Communications center on raising awareness, driving engagement, and encouraging feedback while tracking adoption.

Each Microsoft Viva app has a role to play, but Viva Engage has been the most impactful. It provides opportunities for organic connections that enhance employees’ knowledge and ability while providing opportunities to share successes and inspiration.

Adoption communications focus both on encouraging usage of ready-made agents and encouraging employees to create their own using the right tools for their level of technical capability. Campaigns include an ongoing “Agent of the month” series, spotlighting experimental agent releases, how-to content for agent builders, and promotional efforts for enterprise agents that occupy central places in business processes.

The Analyst and Researcher agents built into Copilot are ideal ways to introduce your employees to the power of agents, and “Agent Mode” in Word and Excel can make agentic workflows more intuitive through integration into the tools your employees are already using every day.

• Analyst uses chain-of-thought reasoning like a skilled data scientist to progress through problems iteratively, taking as many steps as necessary to refine its reasoning and provide a high-quality answer.
• Researcher helps employees tackle multi-step research at work—delivering insights with greater quality and accuracy than previously possible. It combines OpenAI’s deep research model with Microsoft 365 Copilot’s advanced orchestration and deep search capabilities.
• Agent Mode in Microsoft Word and Excel transforms how users create documents or spreadsheets by enabling a more interactive and collaborative experience with AI. Instead of just generating responses to single prompts, Agent Mode allows users to engage in a multi-step process where they can guide the AI through various tasks, making document creation or data analysis more intuitive and efficient.

Building the AI habit takes time, but encouraging usage of these pre-built AI agents is the perfect way to accelerate your journey to the frontier.

At every stage of our AI transformation so far, we’ve experienced the power of peer-led adoption efforts.

Our Copilot Champs Community, a team of AI enthusiasts, early adopters, and eager learners, has been incredibly effective both at providing examples of AI usage and supporting change management initiatives run by our Microsoft Digital organization.

Camp Copilot represented our first runaway success in grassroots, peer-led AI skilling. This three-week learning event gave our Copilot Champs an opportunity to showcase emerging best practices in a structured, gamified setting and reached thousands of employees. We’ve recently followed that with a Copilot Expo, which expanded on Camp Copilot with more learning around agents and a templatized format we deployed to different regions and divisions.

As we shift our focus from Copilot adoption to agentic innovation, we’re also evolving our community strategy.

Our Copilot Champs Community is still a vital source of leadership and guidance, but now we’ve augmented its role with the Builders Community, a new group tailored to sharing knowledge and inspiration around creating agents.

It’s also important to have mechanisms in place that guide employees as our company’s agentic maturity increases.

We are accelerating innovation through agent and automation templates that employees and teams are applying to their own scenarios. On top of those resources, our AI Center of Excellence and a dedicated continuous improvement function are helping our teams think through their opportunities, ensure they capture value, and maintain security.

Measuring impact to demonstrate value

Measuring the impact of AI tools has been a unique challenge, and we’re only at the beginning of our journey. That’s especially true for agents.

The Experience Insights dashboard for Microsoft 365 admin center helps our technology decision makers gather information about product usage, feedback, and employee views of help articles. Crucially, this tool allows people outside of our IT apparatus to gain limited, compliant access to adoption data, which supports more effective change management efforts within their scope.

We’ve also devised several measurement areas and key metrics we can track using the Microsoft Digital AI Value Framework. They include:

• Revenue impact: Direct contributions to revenue generation and business growth.
• Productivity and efficiency: Efficiency gains while completing tasks and processes without a reduction in quality.
• Security and risk management: Improvements in identifying, preventing, and managing security vulnerabilities and risks.
• Employee and customer experience: The impact of AI initiatives on employee satisfaction, engagement, and productivity.
• Quality improvement: Enhancements in the quality of deliverables, services, and processes.
• Cost savings: Reduction in operational costs and resource allocation efficiencies.

As our company has dedicated more attention and resources to an AI and continuous improvement framework, these value drivers have become guiding lights for ideating and executing AI initiatives—and most importantly, tracking them. Methodologies like Bowler scorecards and monthly operating reviews align perfectly with our learn-it-all culture to help us measure and adjust AI projects to align them with our business goals more effectively.

Enabling effective support for agents

When you enter an unprecedented new phase of technology, anticipating the support employees need can be difficult. Our role as Customer Zero has been essential for making sure we have enough experience to properly understand the issues that arise from implementing agents.

Our employees in Microsoft Digital have been some of the company’s first movers on agentic AI initiatives. Through our initial experience, we’ve gradually built up our knowledge and widened access to equip support professionals with everything they need to enable employees.

Within Microsoft Digital, we established a solid support base by progressing through seven steps:

1. Preliminary access: We selected our initial support specialists, including people with different Microsoft 365 app focuses, support tiers, and service audiences.
2. Communication hub: We created a community space where our support team could connect and collaborate on issues and invited non-support professionals as needed.
3. Knowledge base: We created a collaborative document where we added learnings, which eventually evolved into our knowledge base for internal support.
4. Widening access: We hosted information sessions with the wider support team and extended access so all relevant support professionals could ramp up.
5. Rehearsal: Role-playing and shadowing sessions helped teams build practical knowledge and confidence.
6. Go-live support: We prepared our support resources and processes and pushed them live in advance of our deployment.
7. Tracking: A pre-determined tracking cadence for gathering data on incidents helps support teams identify trending issues and tickets.

Pushing the frontier forward with agentic AI

It’s clear that agents will be the major driving force behind modern workflows. The AI-first Frontier Firm will be the defining blueprint of this next era.

“The future of IT is increasingly about experimentation and adaptation to accelerating AI technologies. We take our role as Customer Zero seriously, and that means boldly experimenting with agentic AI and leading this next transformation for our company and our customers.”

Brian Fielder, vice president, Microsoft Digital

Knowing the future that awaits, our Microsoft Digital team will continue to explore, experiment, and share what we’ve learned. We want to discover pathways to greater human potential, powered by AI agents.

“The future of IT is increasingly about experimentation and adaptation to accelerating AI technologies,” Fielder says. “We take our role as Customer Zero seriously, and that means boldly experimenting with agentic AI and leading this next transformation for our company and our customers.”

Key takeaways

The lessons we’ve learned throughout our unfolding agentic AI transformation can help you start your own journey:

• Build a solid foundation for governance: Take stock of your data hygiene and ensure your general governance policies are sufficiently robust before deploying agents widely.
• Consider the who, what, and how: Think carefully about how to structure agent creation across different toolsets, levels of complexity, sharing options, and more.
• Find and engage your peer leaders: Create a community tailored to agent exploration and peer-led adoption support and promote their work among your employees.
• Use a multi-pronged adoption strategy: A good strategy will include a mix of centralized communications, peer-driven leadership, learning events, and asynchronous opportunities. Don’t forget measurement and opportunities for feedback.
• Determine your metrics for success: Identify the impact you want to drive with agents, isolate them into primary value drivers, and cascade those down into key metrics.
• Build toward successful support: Use your technical team’s experience during pilots and early implementation to build a base for effective support material.

Try it out

Learn more about our journey with agentic AI.

Related links

• Learn how we’re Customer Zero for Microsoft and it’s AI products.
• See how we’re building an AI-powered continuous improvement culture at Microsoft.
• Get a look inside the councils steering AI projects at Microsoft.
• Learn how we answer the key question: Should I use Copilot Studio or Azure AI Foundry to build my agent?
• Check out what we learned using a virtual skilling event to drive Microsoft 365 Copilot adoption.
• Walk through our guide for deploying Microsoft 365 Copilot.
• Find out how we’re tackling Microsoft 365 Copilot governance internally at Microsoft.

We’d like to hear from you!

• Want more information? Email us and include a link to this story and we’ll get back to you.

The post The agentic future: How we’re becoming an AI-first Frontier Firm at Microsoft appeared first on Inside Track Blog.

Previously, when our employees had a question or a problem—whether it be a technical issue, an HR query, or just wanting to know what’s for lunch—they had to navigate through a variety of different apps, tools, and SharePoint sites to find the answer or get help with their task.

It was a time-consuming and frustrating experience. But the advent of generative AI has given us a new opportunity.

Microsoft 365 Copilot and the power of agentic AI have created a world where people simply type in questions or requests to get prompt and helpful assistance. Now we’re applying the capabilities of Copilot and agentic technology to the ongoing challenge of employee assistance.

“At Microsoft, our mission is to transform the employee experience with AI solutions that provide personalized and seamless interactions for our employees throughout the workday. What we’ve created with the Employee Self-Service Agent is a powerful example of a solution doing just that.”

Nathalie D’Hers, corporate vice president, Employee Experience

The result is the new Employee Self-Service Agent, a “one-stop shop” providing vetted and personalized solutions to our workers across a range of high-demand topics and tasks, including human resources (HR), IT support, and facilities and real estate.

The agent combines the help functions for human resources, IT support, and facilities and real estate into one tool, allowing our employees to handle a range of tasks, such as requesting parental leave, resolving a problem with their device, or getting something fixed in their office. The Employee Self-Service Agent is available to all Microsoft employees worldwide and is also now available to customers.

“At Microsoft, our mission is to transform the employee experience with AI solutions that provide personalized and seamless interactions for our employees throughout the workday,” says Nathalie D’Hers, corporate vice president of Employee Experience. “What we’ve created with the Employee Self-Service Agent is a powerful example of a solution doing just that.”

The power of a ‘single pane of glass’

The essential premise of the Employee Self-Service Agent is that it serves as the one place for Microsoft employees to go when they need assistance. This means that they don’t have to remember what tool or website offers the best way to handle their question or task—it’s all available in one seamless, AI-powered interface.

“With this agent, we wanted a ‘single pane of glass’ for our employees and managers,” says Rajamma Krishnamurthy, principal PM architect manager for Employee Experience in Microsoft HR. “The idea is that they can come in and get all their questions answered, rather than have to go to multiple tools or URLs in different areas.”

Employee-Self Service screenshot

The workflow is simple—launch Microsoft 365 Copilot, select “Employee Self-Service,” and type in your query. The agent then orchestrates an authoritative response and/or offers a form that can be used to carry out the desired action (auto-populating the form with details from the chat where possible).

“Many support tools that could benefit employees go unused because of limited awareness and the friction involved in completing tasks. This tool gives employees a new way to access that helpful information.”

Prerna Ajmera, general manager, HR digital strategy and innovation

If the question or task can’t be resolved by the agent, it hands the employee off to the appropriate tool, subagent, or support person.

The Employee Self-Service Agent is driving usage of support tools that our employees often overlook.

“Many support tools that could benefit employees go unused because of limited awareness and the friction involved in completing tasks,” says Prerna Ajmera, general manager for HR digital strategy and innovation. “This tool gives employees a new way to access that helpful information.”

An early focus on HR and IT Support

In developing the Employee Self-Service Agent, we initially identified two main categories of employee assistance to focus on: HR and technical support. These are areas that generate millions of internal queries and support cases (help tickets) from our employees every year, which means the potential for a significant return on investment (ROI). (We subsequently added real estate and facilities later in the process.)

In the case of human resources, this meant looking at all the HR experiences that employees need help with and figuring out what could be handled with AI. Whether it was a question or task related to personal time off (PTO), performance, compensation, learning, internal job listings, well-being, or something else, we needed to make sure that the information the agent returned was relevant and helpful to that employee.

This is what distinguishes the Employee Self-Service Agent from Microsoft 365 Copilot Chat, which provides a more general answer that may not apply to that particular worker’s situation, and can’t access all relevant information about that employee.

“When it comes to HR, you need to make sure the answers are coming from authoritative sources, because HR is a very sensitive and vital part of how a company runs.”

Rajamma Krishnamurthy, principal PM architect manager, Employee Experience, Microsoft HR

With Copilot, you might ask for an overview of everything to do with a given project. But when it comes to employee-assistance topics, casting a wide net is not the desired outcome. An employee doesn’t want to hear about HR policies in India when they work in the U.S., or to get Mac-focused tech help when they use a PC. The needs of each of our employees are different, and so we built the agent to reflect that.

A major task in developing the agent was making sure that all the content that it draws from is accurate and up to date. This was especially important for HR-related responses, which sometimes deal with sensitive topics. We’ve carefully thought through privacy and security issues, are following our company Responsible AI principles, and making sure the agent adheres to regulations for each country or region.

“When it comes to HR, you need to make sure the answers are coming from authoritative sources, because HR is a very sensitive and vital part of how a company runs,” Krishnamurthy says. “Our new agent was built so that only vetted sources are responding to these questions.”

One advantage of the Employee Self-Service Agent is its ability to provide real-time assistance. Rather than having to file a ticket and then wait 24 to 48 hours for a response, the employee can get on-demand help and hopefully resolve their problem without waiting. 

“Previously, resolving an HR help request could take a couple of days,” Ajmera says. “These delays often came from the back-and-forth of traditional support channels—‘OK, you told me this; now, what’s the policy for that? What’s next?’ With the agent, employees can get answers in minutes. That’s the beauty of it.”

“The agent’s content is specifically grounded in our authoritative IT service sources, and it also knows relevant details about you as a user. All of this context makes it better at guiding employees to solve their own support issues.”

Trent Berghofer, general manager, Microsoft Digital Modern Support

Agentic assistance to accomplish more

Another differentiator from previous employee assistance tools is that the Employee Self-Service Agent enables task completion, not just information retrieval.

For example, consider technical support (such as dealing with an audio issue on an employee’s device). Our workers are now able to get detailed, contextual, and specific help with their technical issues, helping them solve the issue without having to engage with assisted support and get a ticket created.

An agentic solution for employee assistance

Retrieve

The agent retrieves information from authoritative sources and delivers responses based on contextual data about the employee.

Take action

The agent helps the employee take action right from the chat and avoid having to navigate multiple tools and workspaces.

Extend

The agent is designed to be flexible and customizable, based on the organization’s existing software workflows and third-party solutions.

The Employee Self-Service Agent retrieves authoritative information with natural-language queries and enables users to take action from within the chat.

“The agent’s content is specifically grounded in our authoritative IT service sources, and it also knows about you as a user—that you have this particular device, and the compliance state of that device, and what country you’re located in,” says Trent Berghofer, general manager of the Microsoft Digital Modern Support team. “All of this context makes it better at guiding the employee to solve their own problem, versus doing a generic search on the issue.”

If the employee does have to connect to live support via phone or chat, the technician will have access to their conversation with the agent. This way, the support professional can view details the user has already provided and the solutions that have already been tried. This saves time and decreases frustration.

Task completion is a primary gauge of return on investment (ROI) for the Employee Self-Service Agent. The overall goal across all help categories is for the agent to result in at least 40% fewer support tickets.

Each ticket represents a significant cost to any organization, and those costs add up, especially at large companies. With more than 2 million IT support interactions (via Virtual Agent, chat, and phone) across Microsoft annually, we project that the Self-Service Agent will produce substantial savings in tech support alone.

HR is another area where we hope to generate impact, as employees meet their needs with the Employee Self-Service Agent. Our specific goals include:

• Reduce monthly HR tickets by 44% by mid-2026 through expanded self-service capabilities
• Save employee time with rapid, frictionless fulfillment of requests 
• Boost overall discovery and use of HR programs to deliver increased ROI
• Increase business agility and reduce end-to-end process time

“Once it’s fully adopted, we’re expecting the agent to manage somewhere between 400,000 and 600,000 employee interactions a year that used to result in an HR support ticket,” Ajmera says. “That’s a significant shift and learning curve for our organization, in terms of how employees get help. Scaling the agent up to have this major business impact has been one of the biggest challenges for us.”

Saving time with AI support

Employee time savings is another significant driver of ROI. This is a key part of the third vertical we’ve targeted with the Employee Self-Service Agent—real estate and facilities.

“Before we had the Employee Self-Service Agent, the employee-assistance experience was kind of fragmented across mobile, websites, and physical kiosks. The new agent unifies all of these experiences and puts them in the same place.”

Becky West, principal group product manager, Microsoft Digital

With hundreds of office buildings around the world, including dozens of cafés and other specialized sites, Microsoft must handle a constant stream of employee inquiries and activities related to real estate and facilities. These include things like:

• Transportation – calling a shuttle for a ride between buildings
• Dining – learning where your favorite dish is being served (and ordering it to go)
• Booking a room – locating a space to relax or connect with colleagues
• Lobby and visitor services – registering a campus guest
• Facilities tickets – getting help with a repair or other building issue
• Parking registration – recording where your car is parked
• Maps – finding your way around a building or a campus

“Before we had the Employee Self-Service Agent, the employee-assistance experience was kind of fragmented across mobile, websites, and physical kiosks,” says Becky West, principal group product manager in Microsoft Digital. “The new agent unifies all of these experiences and puts them in the same place. Now our employees can ask questions in natural language, and it guides them through whatever campus experience they need to do—invite a guest, find dining options, create a ticket, etc.”

The number of working hours currently spent by our employees trying to find the answer to their facilities-related question or filling out a form to complete a task is difficult to quantify precisely across such a large organization. But consider just one common exercise: registering a visitor at a Microsoft building.

According to Digital Workplace Services data, in 2024 there were 2 million registered visitors at Microsoft buildings worldwide, with roughly 1.2 million of these considered business-related.

Previously, employees had to email or talk to lobby hosts (front-desk staff) to invite guests to Microsoft; the host would then enter the guest details into the Guest Management System.

Now, the Employee Self-Service Agent provides a simple form within the chat, asking for details like guest name, email, purpose (business or personal), building number, and date. Once the form is submitted, the system generates a confirmation and sends a QR code directly to the guest via email. That alone has the potential to save us 50,000 hours of employee time per year.

“One benefit of this is that anything you can do with Copilot Studio in terms of a custom engine agent, you can do in the Employee Self-Service Agent. Our product documentation goes into detail on how to configure it based on your particular needs.”

Kyle von Haden, principal group product manager, Microsoft 365 Copilot product group

Another great example is a common facilities request, like replacing a light bulb, reporting broken furniture, or workspaces that require cleaning. Instead of having to figure out which tool to use to report the issue and then filling out a request, the individual can go straight to the Employee Self-Service Agent and upload a photo.

“The agent detects the problem based on the image, fills in details, and enables the user to file their service request right from the chat,” West says.

Customizable and extensible

The Employee Self-Service Agent was built with Microsoft Copilot Studio, a tool that enables users to create and extend AI agents. The product is intentionally designed so that our customers can customize it to fit their own business needs using preconfigured workflows and accelerator packs that come with the agent.

“One benefit of this is that anything you can do with Copilot Studio in terms of a custom engine agent, you can do in the Employee Self-Service Agent,” says Kyle von Haden, a principal group product manager for the Microsoft 365 Copilot product group. “Our product documentation goes into detail on how to configure it based on your particular needs. We’re even including code samples that show you how to extend the agent further than what you get right out of the box.”

For instance, many of our customers rely on third-party solution providers such as Workday, SAP, or ServiceNow. So, our development process included producing connectors for some of these third-party offerings, making it easier for customers to integrate the Employee Self-Service Agent into their existing workflows.

This extensibility is an advantage of adopting the Employee Self-Service Agent, according to von Haden.

“The beauty of this product is that it comes with all these accelerators that help customers jumpstart their ability to deliver AI-driven employee assistance, because there’s no inherent limitations,” he says. “They have all the same flexibility they’d get by building a solution from scratch, but they get to build on this Copilot Studio foundation that offers powerful capabilities and will continue to grow as we invest more in it.”

The role of Customer Zero

With a new product like the Employee Self-Service Agent, having Microsoft employees use it as part of their everyday work and then provide detailed feedback was a valuable aspect of the development process. This is the essence of the company’s commitment as Customer Zero.

“For the Employee Self-Service Agent, the role of our internal users as Customer Zero has been incredibly important—in this case, doubly so,” says Kirk Gregersen, corporate vice president of product for Microsoft Viva and Microsoft 365 Copilot Experiences. “Because not only are we learning how to deploy the product in a real, complex environment, but we’re doing it in a world that’s completely new, given all of the changing variables around AI.”

To that end, we began rolling the agent out to employees more than a year ago in a geographically phased approach—first to the United Kingdom and Canada, then India, then to the United States and the rest of the world. Regular communications to employees—via email, Microsoft Viva, and other channels—raised awareness and encouraged use of the agent. And a sophisticated plan for listening and gathering product telemetry was implemented, so that all feedback could be captured and routed back to the product team.

This process was particularly important for building stakeholder trust in the tool. For example, our HR professionals worked closely with the product group to make sure the answers produced by the Employee Self-Service Agent met their high bar for accuracy and reliability.

“Engaging our stakeholders early was key,” Ajmera says. “We iterated with them as they went through the various prompts and responses manually and rated them for accuracy. We learned a lot. It’s still a work in progress, but we’ve gotten to the point where the agent is able to automatically generate responses that meet stakeholder expectations.”

“This product is very significant for us, both from the user perspective and the cost-savings angle. We can get the right answers to and solve issues for our employees faster, which increases their satisfaction and helps them be more effective.”

Kirk Gregersen, corporate vice president, Microsoft Viva and Microsoft 365 Copilot Experiences

This “virtuous flywheel” development process played a role in making the Employee Self-Service Agent better and preparing it for general release, as a feature available to all Microsoft 365 enterprise customers with a Copilot license. That release is expected soon.

Because the agent is built on Microsoft Copilot Studio, it gives us flexibility to adapt and grow as needed. We plan to eventually expand the Employee Self-Service Agent to other key areas across the company, like finance, legal, and more—to become a true single-pane-of-glass portal for all our employees’ needs.

In the end, the agent offers the potential to deliver the kind of impact that only truly breakthrough business software can: delighted users and major ROI.

“This product is very significant for us, both from the user perspective and the cost-savings angle,” Gregersen says. “We can get the right answers to and solve issues for our employees faster, which increases their satisfaction and helps them be more effective. And the solution scales up to real cost savings for the organization.”

Key takeaways

Here are some things to consider when tackling employee assistance at your organization:

• Approach it from the user perspective. Offering a “single pane of glass” portal from which an employee can access help on a wide variety of topics may present some technical challenges, but it meets users where they are and resolves their pain points.
• Start with high-demand categories. We launched our Employee Self-Service Agent journey with two core verticals that offer potential for ROI: HR and IT support. We then added facilities and real estate, in part because the high usage rates (such as for dining and transportation) would drive greater employee awareness and boost user-session numbers.
• Think about task completion. Employees need to not only access authoritative information, they also want the ability to accomplish their goal right from the agent interface. If their issue can’t be handled by the agent, it should be able to make a smooth handoff to the tool that can.
• Spend time up front on data governance. An employee-assistance agent must supply clear, current, and accurate information that is highly relevant to that user. Vague, inaccurate, or irrelevant answers can damage product credibility with your employees.
• Customizable rather than a turnkey solution. It’s important to note that the Employee Self-Service Agent is a flexible template built on top of Copilot Studio; it requires customization by your organization in terms of implementation, categorization, data selection, third-party integration, privacy, legal considerations, and other factors.
• Make sure to collect feedback and iterate. Generative AI tools are still new, and your help solutions can be improved by listening to your employees and acting on what they tell you about their experience.

Try it out

Learn more about the Employee Self-Service Agent.

Related links

• Learn more about our strategic approach to agentic AI internally at Microsoft.
• Find out how we’re transforming the way our employees get help on campus with the Employee Self-Service Agent.
• Read how the Employee Self-Service Agent is helping Puget Sound-based Microsoft employees with their transportation needs.
• Explore how Microsoft HR is using Viva and Copilot to empower our employees.
• Learn how we’re enabling modern support at Microsoft with AI.
• Discover our five-step guide that helps IT leaders get to enterprise AI maturity.

We’d like to hear from you!

• Want more information? Email us and include a link to this story and we’ll get back to you.

The post Accelerating employee services at Microsoft with the Employee Self-Service Agent appeared first on Inside Track Blog.

In the past, Julie might have interacted with different apps and websites to get help with each of those tasks. Today, thanks to the power of agentic AI and Microsoft Copilot Studio, Julie can turn to a single portal to handle all of it: the Employee Self-Service Agent.

This agentic tool, which will soon be released publicly as a free add-on for the Microsoft 365 Copilot license, has already made a big impact on the lives of our employees, saving them time, effort, and frustration. We call it the “one-stop shop” experience of employee self-service.

“Before we had the Employee Self-Service Agent, the employee-assistance experience was fragmented across mobile, websites, and physical kiosks,” says Becky West, a principal group product manager in Microsoft Digital, the company’s IT organization. “The new agent unifies all of these experiences and puts them in the same place.” Now our employees can ask questions in natural language, and it guides them through whatever campus experience they need to do—invite a guest, find dining options, create a help ticket, etc.

“Our employees rely on AI tools like Copilot to help get their work done. And the same is now true for resolving an issue related to facilities.”

Becky West, principal group product manager, Microsoft Digital

Of course, employees like Julie also need assistance with other common job-related tasks, like getting their human resources (HR) questions answered or fixing a technical issue with their device.

Those are also important categories included in the Employee Self-Service Agent, something the flexibility and extensibility of Copilot Studio makes possible.

“Our employees rely on AI tools like Copilot to help get their work done,” West says. “And the same is now true for resolving an issue related to facilities, HR, or IT support. We live in an AI-powered world, and this agent meets the moment for our people.”

In this story we share how we’re using the Employee Self-Service Agent in the real estate and facilities space, but it does much more than that. Our employees also use it to get help with IT problems and answers to their HR queries, and we expect to add other key areas soon, such as finance and legal. Available to all Microsoft employees worldwide, the full agent is already delivering a significant boost in productivity, cost savings, and user satisfaction across the company.

Everyday use cases for agentic assistance

Julie might not need IT support or help with an HR issue every day. But she’s always on the hunt for her favorite foods for lunch.

In our existing dining app, employees could look up that day’s menu for a specific building cafeteria, but they couldn’t just ask, “Hey, where can I get some good teriyaki on campus today?”

With the Employee Self-Service Agent, now they can.

“Searching on type of cuisine or dish is one of the top requests we were getting,” says Balaji Radhakrishnan, principal software engineering manager for the dining team. “It was an important feature missing from our existing apps, and we solved that with the employee-assistance agent.”

Employee Self-Service Agent screenshot

Not only can the agent help Julie locate the perfect lunch, it also connects her to the tool where she can order and pay for it. This streamlines the process for her—she doesn’t have to remember which website or app to call up to procure her teriyaki treat. (In the future, we plan to extend the functionality so the agent remembers your previous food choices, and you can order right from the agent.)

Dining is just one of the facilities-related experiences we targeted when developing the Employee Self-Service Agent. Other tasks include:  

• Lobby and visitor services – registering a campus guest
• Parking – registering a car to park on campus
• Maps – navigating around a building or a campus
• Facilities tickets – getting help with office furniture, lighting, HVAC, or other building issue
• Transportation – calling a shuttle for a ride between buildings or finding commuting help
• Finding a space – locating a place to relax, work, or connect with colleagues

“We started out by looking at the services we already offered,” West says. “We thought about what tasks would be in highest demand, where that information or transaction lived now, and how best to surface it. The more we explored the power of the agent, the wider the variety of experiences we were able to incorporate.”

Saving time and reducing frustration

Resolving employee pain points and saving time are two of the key advantages inherent to this area of agentic employee assistance. Consider the common employee task of registering a business-related campus guest (such as an interview candidate or a prospective customer).

“If we can handle 50%—600,000—of these business-related visitor registrations through the Employee Self-Service Agent, that adds up to 50,000 hours of employee time each year.”

Bhavani Paruchuri, senior product manager, Microsoft Digital

According to Bhavani Paruchuri, a senior product manager in Microsoft Digital, in 2024 Microsoft saw more than 2 million registered visitors at our buildings worldwide. Roughly 1.2 million of these were business-related guests.

Previously, employees had to email or talk to lobby hosts (front-desk staff) when they wanted to register a guest; the host would then enter visitor details into the Guest Management System. Now, the Employee Self-Service Agent provides a simple form within the chat, asking for details like guest name, email, purpose, building number, and date. Once the form is submitted, the system confirms it and sends a QR code directly to the guest via email.

“We calculated that this new process could save at least five minutes for each guest registration,” Bhavani says. “If we can handle 50%—600,000—of these business-related visitor registrations through the Employee Self-Service Agent, that adds up to 50,000 hours of employee time each year. So, just in this one area alone, the agent can have a big impact on overall productivity.”

Those savings add up, and quickly.

“Once you start using the agent for dining, you use it daily. As we added in cuisine and price filtering and other functionality that wasn’t available before, you could see it was a big differentiator from what the previous tools could do.”

Erik Downing, principal product manager, Microsoft Digital

One of the reasons we decided to include facilities-related help early on in the development of the Employee Self-Service Agent is that these common tasks would help increase usage of the new portal—building a habit with our workers that would have long-term benefits.

We have already seen employees used to finding a meal with the agent also using it to solve other challenges, including in the HR and Support spaces.

“Once you start using the agent for dining, you use it daily,” says Erik Downing, a principal product manager with Microsoft Digital. “As we added in cuisine and price filtering and other functionality that wasn’t available before, you could see it was a big differentiator from what the previous tools could do.”

West explains how this can have an outsized effect on promoting product adoption.

“If people get in the daily habit of using the agent for these routine tasks, they’ll be more comfortable going to it for other things,” West says. “Then you can really start to scale the agent up and see the larger impact across more areas.”

Filing a service request with the help of AI

Julie gets to work one morning and is dismayed to discover that her adjustable desk will no longer rise to a standing position. She needs to open a facilities ticket for help.

“The AI automatically picks out the problem class and the problem type; presents a form with the details; asks for confirmation; then kicks off the ticket right from there. It’s all in one place, AI-driven, and truly agentic in terms of task completion—and it will only get better.”

Sonaly Choudary, senior product manager, Microsoft Digital

In the past, this would have required Julie to send Facilities an email with a description of the problem, or she would have had to track down the right app or web form for the same purpose.

Now, she can simply snap a photo of the broken desk and upload it to the Employee Self-Service Agent.

The agent will open a form and use information from the photo to create the help ticket right there. This image-based technology, like natural-language chat, is something that our previous apps couldn’t do, which reflects the power of AI. 

“Whether you upload a photo or just describe your issue using natural language, we’ve really pushed this tool to be as agentic as possible,” says Sonaly Choudary, a senior product manager who works on facilities technology products for Microsoft Digital. “The AI automatically picks out the problem class and the problem type; presents a form with the details; asks for confirmation; then kicks off the ticket right from there. And then you can query the agent to get status updates on it. It’s all in one place, AI-driven, and truly agentic in terms of task completion—and it will only get better.”

How Customer Zero makes our products better

Because Microsoft employees are the first ones to use our newest products and features, we have the opportunity to roll them out gradually and test them under actual enterprise-work conditions, which enables us to gather valuable feedback and telemetry. This data is then fed back into the product development process to make key improvements. We call this our Customer Zero philosophy.

“We were pioneers as Customer Zero in showing the need for these services in an employee-assistance portal, and the product group saw that need.”

Michelle Schaefer, principal product manager in Microsoft Digital

In the case of the Employee Self-Service Agent, we began product development by tackling HR and IT support, which were key areas to capture cost savings.

But how could we get even wider usage of the product? We turned to our real estate and facilities functions.

“The facilities and real estate aspect of Microsoft Digital is unique, in that it focuses on the employee experience at the company, literally in the buildings,” says Michelle Schaefer, a principal product manager in Microsoft Digital. “All those tasks—getting lunch, parking, filing a facilities ticket, moving around the campus, inviting a guest—are universal for all our employees. We were pioneers as Customer Zero in showing the need for these services in an employee-assistance portal, and the product group saw that need. And we’re constantly gathering telemetry to learn how our workers can more easily discover the agent and have a better experience with it each time.”

Adding the facilities and real estate category to the Employee Self-Service Agent also helped our engineers learn more about building an agent that presents a “single pane of glass” to the user on the front end but incorporates so many different functions on the back end.

“Our strategy with this new natural-language agent is to augment our existing tools, which brings AI to the experience and gets the user to the right place.”

Thomas Po, senior product manager, Microsoft Digital

Each team has its own tools that compete for our employees’ attention.

“The challenge was to turn all those into a common experience for the user,” says Erik Orum Hansen, a principal engineering manager for Microsoft Digital. “That’s been a learning journey for us, as the organization pivoted to developing a single agent incorporating all these different functions.”

This single-portal approach makes it so much easier for users to explore their options and figure out the best way to accomplish the task, even as the underlying tools are still available.

We still have as many as 15 different tools that employees use today for campus related tasks, but we’re managing them more effectively—now our employees only need to use them when their use case is more challenging or detailed in nature.

“Our strategy with this new natural-language agent is to augment our existing tools, which brings AI to the experience and gets the user to the right place,” says Thomas Po, a senior product manager for Microsoft Digital. “The user may not have the specific facilities app they need on their phone, but everyone has Copilot, right? It’s about giving our employees access to information in more places and connecting them to the right tool or function.”

Employee Self-Service Agent screenshot

The Employee Self-Service Agent can also see when an employee took prior action, recognize that they might want to take the same action again, and suggest that action—for example, suggesting that they may want to reserve a shuttle ride to the same location they’ve visited previously.

“This allows users to have a more contextual, conversational experience,” says Ram Kuppaswamy, a principal software engineering manager in Microsoft Digital. “For example, for transportation needs they can just type, ‘Help me book a campus shuttle,’ and the agent can suggest options based on their previous ride history. Then it can call up a form to help complete the booking. Users really love it.”

Built on the power of Copilot Studio

We built the Employee Self-Service Agent with Microsoft Copilot Studio, a powerful platform that allows you to create and extend AI agents. The agent is designed so that our customers can customize it to fit their own business needs and integrate it with their existing technologies.

“We didn’t want a custom connector; we wanted to go with an out-of-the-box connector that worked with Dynamics,” he says. “There were some product iterations to deal with while we made sure it met Microsoft’s data-compliance standards, but ultimately it made it easier to show customers how simple it is to implement the agent—it’s a very low-code/no-code solution.”

Erik Orum Hansen, principal engineering manager, Microsoft Digital

When we built the part of the Employee Self-Service Agent that handled HR and IT Support needs, we were able to create connectors for major third-party service providers in those areas, such as Workday, SAP, and ServiceNow. (These connectors are now “out-of-the-box capabilities” that are included in the product.)

In the facilities and real estate space, we have numerous vendors that we work with to provide various campus services. Since we already used various existing internal applications to connect employee requests with these vendors, we were able to create connectors for the agent easily using Copilot Studio. More importantly, we were also able to use the out-of-the-box Dataverse connector that worked with our Dynamics 365 data, which cut down on development time.

“The agent functions as a single entry point, which then connects with the Microsoft Dynamics data,” Schaefer says. “We have numerous different facilities vendors in different parts of the world, but we didn’t have to build multiple connectors to those vendors because of the common Dynamics back end.”

Orum Hansen says this caused a small delay in the internal deployment of the product, but that it was worth it in the end.

“We didn’t want a custom connector; we wanted to go with an out-of-the-box connector that worked with Dynamics,” he says. “There were some product iterations to deal with while we made sure it met Microsoft’s data-compliance standards, but ultimately it made it easier to show customers how simple it is to implement the agent—it’s a very low-code/no-code solution.”

“We’re also previewing more multi-agent capabilities that are coming from Copilot Studio, which our customers will be able to incorporate into their own solutions. The product is just going to get richer and richer over time, as it extends into other lines of business.”

Kirk Gregersen, corporate vice president, Microsoft Viva and Microsoft 365 Copilot Experiences

The future of workplace AI

In many ways, we’re still in the early stages of the revolution that AI agents are going to bring to the workplace.

But the Employee Self-Service Agent is a significant early marker on that path.

“The first step is to develop this agent that’s optimized for the HR, IT, and facilities verticals,” says Kirk Gregersen, corporate vice president of product for Microsoft Viva and Microsoft 365 Copilot Experiences. “We’re also previewing more multi-agent capabilities that are coming from Copilot Studio, which our customers will be able to incorporate into their own solutions. The product is just going to get richer and richer over time as it extends into other lines of business.”

As employees like Julie are already finding out, this new era of agentic AI is going to be a major improvement over what came before.

“Most companies already have some kind of employee-assistance portal solution,” Orum Hansen says. “With this new agent, there’s an opportunity to really reimagine the entire experience—to shed some of the old baggage and figure out how to do things differently. It’s going to lead to a more efficient workplace, along with more satisfied employees.”

Key takeaways

Here are a few factors to remember when implementing an AI-powered employee-assistance solution at your company:

• Pick high-value targets. Consider employee needs and the most commonly used assistance functions (using data where available), then develop a solution that addresses those areas. This will drive adoption and daily use of the agent.
• Customize the solution. Take advantage of the extensibility of Copilot Studio to develop an agent that fits your organization’s specific needs.
• Augment existing tools. Your employee-assistance agent can be the front door through which users find the tool they need. Over time, you can retire legacy tools and portals as the agent is able to complete the same functions on its own.
• Go beyond information retrieval. Employees want to be able to carry out tasks right from the agent, so incorporate forms and other technologies that allow them to accomplish their goal as quickly and easily as possible.
• Think outside the box. The image-driven feature we developed for filing a facilities ticket is a great example of applying the revolutionary abilities of AI to solve problems in new and innovative ways.    

Try it out

Learn more about the Employee Self-Service Agent.

Related links

• Read about the full scope of the impact the Employee Self-Service Agent is having on our organization.
• Learn about our strategic approach to agentic AI internally at Microsoft. 
• Explore how the Employee Self-Service Agent is helping Puget Sound-based Microsoft employees with their transportation needs.
• Explore how Microsoft HR is using Viva and Copilot to empower our employees.

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• Want more information? Email us and include a link to this story and we’ll get back to you.

The post Reimagining campus support at Microsoft with the Employee Self-Service Agent appeared first on Inside Track Blog.

That’s the best way to think about the new Audio Recap feature in Microsoft Teams.

Designed to cut through the noise of information overload, it’s a new feature that transforms recorded meetings into easy to digest podcast-style summaries.

For our employees juggling scheduling conflicts, this feature is a game-changer—instead of sifting through lengthy transcripts or replaying entire recordings, they can quickly catch up by listening to concise, tailored recaps.

“It’s like putting your meetings in your earbuds,” says Lesley Montgomery, a principal product manager within Microsoft Digital, the company’s IT organization. “It’s flexible, mobile, and makes catching up on meetings unexpectedly engaging.”

Think about your favorite podcasters talking conversationally about a meeting that you need to catch up on—that’s what this is like.

Boosting meeting accessibility in the modern workplace

Our employees frequently find themselves double- or even triple-booked, forcing them to choose which meetings to attend live and which to skip. Audio Recap provides a practical solution by making missed content far more accessible. With this feature, employees can catch up on discussions while commuting, working out, or even during short breaks between tasks. No need to carve out extra time to sit down at a desk, open a transcript, and scroll through pages of text.

“With Audio Recap, any recorded Teams meeting can be rendered as an audio recap, like a podcast. Instead of reading through a transcript or replaying the entire recording, it lets you take a recorded meeting and turn it into a podcast session.”

Lesley Montgomery, principal product manager, Microsoft Digital

Audio Recap also reflects the reality and needs of today’s digital-first culture, where people expect information to be quick, available on mobile, and consumable on their own terms. Just as TikTok popularized short-form video and podcasts redefined long-form storytelling, Audio Recap is a new medium for workplace knowledge sharing—one that respects time, privacy, and attention spans.

“With Audio Recap, any recorded Teams meeting can be rendered as an audio recap, like a podcast,” Montgomery says. “Instead of reading through a transcript or replaying the entire recording, it lets you take a recorded meeting and turn it into a podcast session.”

Audio Recap allows for a high degree of customization, and users can tailor how their recap is delivered—choosing the timeframe, selecting up to eight meeting transcripts, and picking from three distinct podcast styles to match their listening preferences:

• Executive: Dual-host format highlighting strategic insights, critical decisions, and essential context
•  Newscast: Single-voice delivery focused on key facts for quick, no-frills catch-up
•  Casual: Conversational dual-host style offering lighter, more engaging summaries

This level of personalization ensures that each employee gets the version of the recap that works best for them. Some may want the highlights in five minutes; others may prefer a more narrative-style recap to catch subtle details.

“I literally just did an audio recap of some meetings this week,” says Sara Bush, a principal PM manager within Microsoft Digital. “And they were so good that I took the transcript for one and made it into a PowerPoint deck—all using AI, in minutes. I chose the newscast version, which is more succinct.”

Audio Recap also streamlines meeting reviews through consolidation. Instead of jumping between multiple meeting links or trying to track down recordings, users can view all recorded meetings in a single, unified space. By stitching together multiple recaps, Audio Recap creates a smoother experience and helps reduce friction in catching up on important discussions.

This also ensures employees don’t miss critical updates, even if their calendars are packed. Imagine a day with five overlapping meetings. Instead of toggling between recordings and transcripts, an employee can simply request audio recaps of each meeting and listen to them in sequence. It’s like having a personalized “meeting playlist” that makes the workday easier to manage.

Designed for users, built on privacy and convenience

Audio Recap was developed out of a collaboration between our product groups and our team here at Microsoft Digital, acting as Customer Zero for the company, which means testing features internally before the company rolls them out to customers. Our focus has been squarely on user benefit, not just product capability. By looking closely at how Audio Recap fits into real workflows, we’ve ensured the feature aligns with user needs. The guiding principle for us is to meet employees where they are and let them consume meeting information in ways that feel natural, intuitive, and efficient.

Privacy is another element that Audio Recap adds to the meeting replay experience. Reading transcripts or replaying video meetings can lead employees to feel exposed, especially in shared workspaces where colleagues might glance at their screen. With audio, employees can simply plug in their headphones and consume content discreetly. This not only protects sensitive information but also adds comfort and flexibility. Whether at home, in the office, or on the go, users can catch up on meetings without feeling tethered to a desk.

“You can be mobile, take it with you, and listen on the go—without worrying about someone looking over your shoulder,” Montgomery says. “It’s flexible, convenient, and makes catching up on meetings a fun and engaging experience.”

Staying current with generation TikTok

The workplace is evolving alongside cultural shifts in how people consume content.

“With this solution, we’re solving for time. We’re simplifying and democratizing communication in the ways that people take it in best, or prefer to take it in.”

Sara Bush, principal PM manager, Microsoft Digital

Quick, engaging formats on mobile devices dominate outside of work—and employees expect similar options inside the workplace.

Audio Recap taps into this trend by making meeting content consumable in the same way people enjoy podcasts or streaming audio.

By offering meetings in podcast form, Microsoft Teams continues to evolve as a modern, forward-looking platform that keeps pace with the changing expectations of a digital workforce.

“With this solution, we’re solving for time,” Bush says. “We’re simplifying and democratizing communication in the ways that people take it in best, or prefer to take it in. For example, this podcast summary for my drive to work is a perfect format for me, whereas that quick video format might be just right for somebody else.”

Audio Recap is part of the company’s broader effort to reshape how work gets done in a digital-first era. By giving employees the freedom to decide how they consume meeting information, Teams becomes not just a tool for collaboration, but a productivity amplifier.

Meetings are a necessary part of work, but how we handle the content they generate doesn’t have to feel outdated. Audio Recap makes catching up not only easier, but also more enjoyable—and where time and attention are in short supply, this shift is invaluable.

Key takeaways

If you’re interested in providing employees with a new productivity tool to streamline Teams meeting recaps, take note of these practical scenarios where Audio Recap shines:

• Overbooked calendars: Catch up on two or three meetings you couldn’t attend live without wasting extra hours.
• Long commutes: Turn drive time or train rides into productive catch-up sessions.
• Global teams: Recaps can bridge time zones, letting employees listen when it’s convenient rather than staying up for late-night calls.
• Focus time: Instead of multitasking during a live meeting, employees can skip it, then consume the recap later when they can give it full attention.

Try it out

Download Microsoft Teams today.

Related links

• Discover intelligent recap for Teams calls and meetings.
• Listen to an audio recap of your meetings in Teams.
• Read an overview of AI in Microsoft Teams for IT admins.
• Generate audio overviews with Copilot in OneDrive.
• Meet your AI Companion.

We’d like to hear from you!

• Want more information? Email us and include a link to this story and we’ll get back to you.

The post ‘Putting your meetings in your earbuds’: How we now catch up on missed meetings with Audio Recap podcasts appeared first on Inside Track Blog.

People are using Microsoft 365 Copilot as their personal AI assistant and employing agents to power new workflows. Meanwhile, our teams are building and deploying AI-powered solutions to meet our enterprise needs.

But advancing along the AI maturity curve means more than just adoption. It’s about fundamentally reworking our daily habits to boost productivity and empower our AI assistants to help us accomplish meaningful work.

At Microsoft, we’re dedicated to helping our employees weave Copilot and other AI tools into the fabric of their workdays. To get there, we’ve used the lessons from our early skilling efforts and our experience with peer-to-peer adoption leadership as the foundation for a new learning path.

This is the story of Copilot Expo.

A new approach to skilling

Thanks to the success of our Camp Copilot adoption efforts, we learned valuable lessons about rolling AI out across a company like ours.

We took what we learned working with our champ community and turned it into a more formal Microsoft 365 Copilot adoption program that evolved into an extended company-wide event called Copilot Expo. Our change leaders within Microsoft Digital, the company’s IT organization, drove this three-week online skilling path with the support of our dedicated community of AI peer leaders, the Copilot Champs.

“We saw daily adoption move a lot more when we were presenting content that was bespoke to people’s roles and organizations.”

Stephan Kerametlian, business program management senior director, Microsoft Digital

As AI technology matured, we knew we needed to update our skilling offerings along with it. Some key lessons helped us make that a reality:

• AI adoption is about more than monthly active usage (MAU) and daily active usage (DAU). It’s about depth of engagement with the tools.
• Peer leadership is a must. Seeing people you know use a tool makes it much more accessible and attainable.
• Gamification was one of the most successful features of our early efforts, so we knew we needed to deepen those elements.
• Making content on-demand extends the life of an event like this, leading to easier knowledge discovery and further engagement.
• Company-wide initiatives are powerful, but divisions crave events tailored to their work, on their teams, in their disciplines.

“We saw daily adoption move a lot more when we were presenting content that was bespoke to people’s roles and organizations,” says Stephan Kerametlian, a business program management senior director within Microsoft Digital. “Copilot Expo was able to go a lot deeper into different roles and processes to make Copilot more real in people’s day-to-day jobs.”

Copilot Expo: Advancing along the AI maturity curve

Copilot Expo extended throughout three weeks, with plenty of opportunities for learning at different levels of AI maturity.

Our curriculum included three main sessions for the week. To accommodate different time zones with live presentations instead of recordings, each of those sessions took place three times across 12 hours. After each main session, breakouts expanded on their themes, highlighting different areas of Microsoft 365 Copilot.

Some breakouts covered day-in-the-life scenarios that resonated with a wide cross-section of employees, but we also tailored use cases to more specific disciplines and tasks. As a result, the learning path included more role-specific breakouts like “Copilot for Product Managers,” more technical topics outside Copilot like GitHub and Azure DevOps, and more advanced learning like deep dives on prompting.

To help land the lessons for the week, we offered gamified experiences on Microsoft Viva Engage. These activities typically involved a creative prompting exercise, which participants would then share with their Viva Engage communities. As an added bonus, the social aspect helped drive further groundswell for Copilot Expo.

“Peer influence can scale further and faster than policy alone. Employees show a lot more interest in content their colleagues create than material handed down from IT or adoption professionals.”

Cadie Kneip, readiness business program manager, Microsoft Digital

The sheer number of sessions meant we needed to expand the involvement of Microsoft Digital subject matter experts and change leaders, but it was absolutely essential that we involve our Copilot Champs and maintain the peer-to-peer aspect that made Camp Copilot such a success.

Why?

Because we find that our employees respond well when a respected colleague shows them how to do something or shares why they are excited to try something new.

“Peer influence can scale further and faster than policy alone,” says Cadie Kneip, a readiness business program manager within Microsoft Digital. “Employees show a lot more interest in content their colleagues create than material handed down from IT or adoption professionals.”

When participants completed the learning path, we handed out awards, shared resources, and provided opportunities for feedback. All of these elements helped employees feel a sense of accomplishment while providing our adoption team with valuable insights.

We also updated our key metrics around Copilot usage and sentiment. To make sure these metrics demonstrated meaningful change, we tracked them for comparable periods both before and after Copilot Expo.

Gamification drives deeper engagement

When we developed the plan for Copilot Expo, we knew gamification was one of the most powerful levers we could pull. Not only does it provide a fun way for participants to practice the skills they’ve learned, but it boosts retention and uptake.

Our internal research suggests that fun and gamification amplify engagement by 24% and increase productivity by 50%. They also reduce the time it takes to form habits by 40%.

“You need to think about the activities you can do to inspire your employees to recognize the value AI can hold for their work.”

Sandra Hausfelder, global adoption lead, Microsoft Digital

One of the most exciting components was a live leaderboard featuring participants’ avatars and gamertags created using Microsoft 365 Copilot. The dashboard assigned people points when they completed different components of the curriculum, and the friendly competition boosted engagement through a sense of pride.

We also increased the number of gamified activities that took place throughout the learning path. Yet again, our presenters and peer-to-peer leaders provided essential support, and we were able to crowd-source many of these gamification ideas.

Gamified activities included:

• Creating a new digital avatar by prompting Microsoft 365 Copilot.
• Building a unique superhero.
• Writing a song with Copilot’s assistance.
• Creating digital swag by designing an enamel pin.
• Going on a scavenger hunt by trying out 10 Copilot scenarios.

“You need to think about the activities you can do to inspire your employees to recognize the value AI can hold for their work,” says Sandra Hausfelder, a global adoption lead for Copilot in Microsoft Digital.

At the end of Copilot Expo, we offered MVP badges designed using Credly for everyone who completed all the necessary steps. In addition to solidifying the learning with a final motivator, providing a badge encouraged participants to share their journey with their networks, further promoting Copilot Expo as an opportunity for professional growth.

Decentralization and on-demand learning

One of the most important aspects of Copilot Expo is its capacity for extending learning opportunities beyond our centralized event series. We’re accomplishing that in two ways.

First, we make all of our Copilot Expo content available on demand as part of a persistent SharePoint page accessible to both participants and non-participants. These resources aren’t just for passive discovery. We also use them for active adoption efforts like our “Copilot Daily Discoveries” campaign on Microsoft Viva Engage.

Since the end of Copilot Expo, employees have accessed these resources thousands of times—even people who didn’t participate in the event series itself. That demonstrates a real hunger for opportunities to learn about AI.

The greatest potential impact may come from decentralizing this learning model. Company-wide events can only do so much to bridge time zones, languages, and discipline-specific scenarios.

As a result, we’ve designed a system for enabling more tailored events within individual regions and Microsoft divisions. Essentially, we’ve templatized the Copilot Expo experience, and leaders can reach out to the Microsoft Digital team to help assemble and run their own events with more customized learning paths.

Building momentum with activities

We start by conducting discovery sessions and interviews that uncover how employees might use Microsoft 365 Copilot in their roles. We also look at existing usage metrics and identify Copilot Champs who can act as advisors and ambassadors.

“We have a baseline package of material, and then we partner with organizational executives and change leaders who want to bring it to their own teams,” Kneip says. “Then we work with Copilot Champs to tailor it to their organizations.”

These focused events typically take shape as three-day learning paths. They tend to cover similar elements to the company-wide expo across the basics, leveling up, and building daily habits. The difference is that they’re highly scenario-specific.

For example, we might provide example scenarios for the Cloud + AI team, like “Give me suggestions for optimizing our next datacenter.” On engineering-heavy teams, we might focus on opportunities for AI in the software development lifecycle.

“Every mini-expo looks a little bit different because we customize it to the organization,” Hausfelder says. “We work hard to create a span of customization by looking into the details of what the organizations need us to land for their employees.”

Continuous impact through more effective adoption

Whether they’re division-based or specific to a region, these learning paths have been highly effective. In one instance, we ran a three-day event specific to Central America and the Caribbean. That led to a 15% increase in DAU and a 17% increase in week-over-week Microsoft 365 Copilot usage.

“Copilot Expo sets us up for success in the future, because it’s a delivery mechanism for employees, by employees, scaled through Copilot Champs.”

Alexandra Jones, director of business programs, Microsoft Digital

Our company-wide Copilot Expo also demonstrated substantial impact. Before-and-after tracking of key metrics over equivalent testing periods revealed substantial boosts:

• Average DAU increased substantially.
• Copilot-assisted hours climbed sharply.
• Copilot actions taken jumped significantly.
• Copilot-assisted value nearly doubled.
• The perception of the quality work done with Copilot measurably increased.

It’s a testament to the power of coordinated efforts that reach across the company as a whole and resonate with individual organizations.

“We’ve created this persistent platform as a recognizable brand for skilling, and it enables us to continue driving change,” says Alexandra Jones, a director of business programs within Microsoft Digital. “Copilot Expo sets us up for success in the future, because it’s a delivery mechanism for employees, by employees, scaled through Copilot Champs.”

Key takeaways

Adopt the lessons we’ve learned during the Microsoft Copilot Expo to successfully run your own AI skilling event.

• Listen to stakeholders: Collaborate with organizational insiders to think about the gaps they see and the content that will be relevant to their teams.
• Design your content for discovery: Evolve your offerings to be more self-serve and self-directed while maintaining crucial opportunities for connection.
• Start small and apply the lessons you learn: Begin with a pilot. Bring eager adopters together and run a small and focused expo.
• Gamification gets results: People take delight in demonstrating progress and participation. Incorporate badges, certifications, leaderboards, and other elements of fun.
• Identify your key metrics: Don’t just think about usage percentage. Focus on metrics that really demonstrate value. Examples include the number of actions, Copilot-assisted hours, and sentiment.

Try it out

Get step-by-step instructions for creating an engaging Microsoft 365 Copilot training series with our Copilot Virtual Skilling Event Framework.

Related links

• See how we made Microsoft 365 Copilot adoption fun with Camp Copilot.
• Try our 7 tips for driving Microsoft 365 Copilot adoption with a virtual skilling event.
• Learn how we’re driving Microsoft 365 Copilot adoption with our Copilot Champs Community.
• See how we’re transforming our employee experience with AI.
• Supercharge your business transformation with Microsoft Viva.
• Unleash API-powered agents at Microsoft: Our internal learnings and a step-by-step guide.
• Unlock your productivity with these Top 10 tips for using Microsoft 365 Copilot every day.

We’d like to hear from you!

• Want more information? Email us and include a link to this story and we’ll get back to you.

The post Enabling meaningful AI adoption at Microsoft with a Microsoft 365 Copilot Expo appeared first on Inside Track Blog.