Prepare your organisation’s Microsoft 365 tenant for Copilot licensing and prerequisites
Our Microsoft 365 Copilot - Licensing Readiness & Prerequisites service helps organisations verify that licensing, identity and platform requirements are in place so that Microsoft 365 Copilot can be activated and used by the intended users.
We validate base license eligibility, user identity configuration and platform prerequisites, and provide a readiness checklist and gap report so you can assign Copilot licences with confidence and align your tenant controls with Microsoft’s documented requirements.
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Service Overview
Highlights
- Review and validate Microsoft 365 Copilot licensing requirements
- Assess tenant identity and user configuration readiness
- Verify platform and app prerequisites for Copilot use
- Produce readiness gap analysis and recommendation plan
Business Benefits
- Ensure only eligible users receive Copilot licences
- Clarify tenant readiness to support Microsoft 365 Copilot
- Reduce deployment delays due to missing prerequisites
- Provide documented evidence of compliance to stakeholders
Typical use cases
- Organisations planning a Copilot rollout for productivity teams
- IT teams who must validate licensing before purchase
- Compliance teams requiring documented readiness proof
- Managed service providers preparing tenant environments for customers
Objectives & deliverables
What Success Looks Like
- Identify base licence eligibility for Microsoft 365 Copilot
- Confirm that user identities and mailboxes align with requirements
- Assess platform prerequisites including Exchange Online and OneDrive
- Deliver a readiness report with next steps
What You Get
- Copilot licensing eligibility report
- User identity and mailbox readiness audit
- Platform prerequisites checklist
- Readiness gap and recommendation plan
How It Works
- Gather current tenant licence and identity data
- Compare against Microsoft 365 Copilot licensing prerequisites
- Assess Exchange Online and app requirements
- Compile readiness artefacts and present findings
Engagement Options
- Licence Eligibility Assessment
- Identity and Directory Readiness Review
- Platform Prerequisite Validation
- Copilot Readiness Report and Roadmap
Additional Information
Prerequisites & licensing
To assess Copilot readiness, you must have administrative access to your Microsoft 365 tenant, visibility of current licence assignments, and access to identity and mailbox configuration data.
- Global administrator or equivalent access in Microsoft 365 admin centre
- Inventory of current Microsoft 365 licences and assignments
- Microsoft Entra ID user accounts and authentication status
- Exchange Online mailboxes enabled for users being assessed
Security & Compliance Notes
- Verify that identity and access controls meet corporate compliance requirements before licence assignments.
- Consider conditional access policies which may affect Copilot authentication or data access.
Common Bundles
Customers who use this service often bundle with these services
License-to-Capability Mapping (M365 Maps)
Map Microsoft licence features to practical capabilities and delivery services, turning purchased SKUs into a clear enablement backlog.
Modern Work Workshops
Facilitated workshops to improve Microsoft 365 collaboration, productivity, and adoption by aligning scenarios, behaviours, and priorities across teams.
Microsoft 365 (Any) + Teams Phone Enablement
Teams Phone enablement aligning Microsoft 365 licensing, number strategy, call routing, policies, and rollout planning for reliable cloud telephony.
Security & Compliance Workshops
Interactive workshops covering security and compliance fundamentals, regulatory requirements, risk assessment techniques, and practical controls for consistent organisational understanding.
Governance & Compliance
Define governance, security and compliance controls for Microsoft Copilot adoption, aligning policies, risk management and regulatory obligations requirements.
Communication Compliance
Detect and govern risky communications across email and collaboration channels with policy driven reviews, escalation workflows, and privacy aware operational controls.
Entra Internet Access (SSE) Delivery
Deploy Microsoft Entra Internet Access to enforce identity-aware web protection, traffic steering, and visibility for users and branch locations.
Entra Private Access (ZTNA) Delivery
Deliver Microsoft Entra Private Access to replace VPNs with identity-centric ZTNA, per app access policies, and integrated Conditional Access controls.
Frequently Asked Questions
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