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Partner Crucible

This project aims to serve as an entry point into the wealth of information and services available to Canadian Microsoft partners. The Partner Crucible will curate links, models, and insights to ensure our partners have an overview and a quick path forward.

Modern Work Solution Area

Purpose

Microsoft 365
A Collection of resources for Microsoft practice building Copilot capabilities for the Modern Work solution area. For a view of other solution areas, please see the Taxonomy.

To contribute to the PartnerCrucible, see Contributor’s Guide.

Industry

Source Description Notes
TEI Of Microsoft Copilot For Microsoft 365 The Projected Total Economic Impact™ Of Microsoft Copilot For Microsoft 365 - Cost Savings And Business Benefits Enabled By Copilot For Microsoft 365 Forrester, April 2024
Work Trend Index Research and data on the trends reshaping the world of work Microsoft Work Index
Microsoft Ignite 2024 - Book of News - Microsoft 365 Copilot Key announcements from Ignite 2024 in the areas of : Microsoft 365 Copilot Actions, Pages, screen-shared and file-shared content analysis, office embeded experiences, administraton and adoption capabilities Microsoft Ignite

Partner Practice Building

Source Description Notes
Microsoft 365 Copilot: The AI-Powered Future of Work Partner resource landing page Transform
Microsoft 365 Copilot - Partner Opportunities M365 Copilot Partner opportunities - guidance on advisory, deployment, selling, adopting, and extending M365 Copilot Transform
Get AI-ready with Microsoft 365 CSP - With Microsoft 365, SMBs can safely run their businesses from anywhere with a secure, comprehensive, AI-powered cloud solution that makes hybrid work, work. Transform
Drive business growth with Copilot in the CSP channel Copilot for Microsoft 365 is generally available to businesses of all sizes, including small and medium-sized businesses (SMBs), with no seat minimum. In addition, customers with Office 365 E3 and E5 can purchase Copilot for Microsoft 365 and purchases can now be made through Cloud Solution Providers (CSPs) Transform
Copilot Success Kit Copilot Success Kit, which integrates many new and existing resources and is based on our engagement with customers around the world. It covers the three core elements of AI enablement – the leadership journey, user enablement and technical readiness – with real world guidance and tools to support your implementation. We’ve also updated the Copilot Lab and Copilot Adoption site experiences to help our customers at every stage of their AI journey. Tech Community
Microsoft365 Copilot Workshop Kit Technical and engagement delivery resource(s) with an overview of the tasks and content required to deliver the Microsoft 365 Copilot Workshop Transform
Microsoft 365 Copilot - Offer Development Guide Guidance for partner development and publishing of new AI consulting services offers Transform
Microsoft 365 Copilot - Licensing and Technical Requirements Accelerate customer AI readiness before deploying Copilot Transform
Microsoft 365 Copilot - General Availability FAQ for Partners This FAQ document covers the timing and details of general availability of Microsoft 365 Copilot along with updated guidance on partner readiness and GTM Transform
Business Case Builder The Business Case Builder uses real customer data to show the ROI that organizations can achieve by adopting our solutions across Modern Work, Security, Surface and more! Costs and benefits are calculated based on values from third-party Forrester TEI studies. The tool provides standardized and custom calculations to help you create a business case specific to your customer’s environment and needs. Transform
Advanced Business Case Builder Excel - The Advanced Business Case Builder tool allows you to conduct detailed ROI analyses for your customer(s). It has been updated to reflect the latest Forrester Total Economic Impact (TEI) data to ensure the most accurate and credible results possible. It is typically employed in sales situations where there is more complexity than can be addressed via the Standard (online) Business Case Builder tool. Transform
Microsoft 365 adoption tools Drive value with Microsoft 365 adoption tools. Use our resources to go from inspiration to execution with our productivity cloud. Get started, experiment with our services, and onboard employees at scale while being confident that you are improving the employee experience. Microsoft Adoption
Microsoft 365 Copilot - Partner Guide This deck provides comprehensive guidance for partner readiness and customer adoption Transform
Join the Microsoft 365 Copilot Partner Community Thank you for your interest in joining the new Copilot Partner Community! This is a community designed to be a resource for Microsoft Partners with interest in Microsoft 365 Copilot. Form

Copilot Adoption

Source Description Notes
Microsoft Copilot Adoption Microsoft Copilot combines the power of large language models (LLMs) with your organization’s data – all in the flow of work – to turn your words into one of the most powerful productivity tools on the planet. It works alongside popular Microsoft 365 Apps such as Word, Excel, PowerPoint, Outlook, Teams, and more. Copilot provides real-time intelligent assistance, enabling users to enhance their creativity, productivity, and skills. Adoption
Copilot for Microsoft 365 User Onboarding Toolkit To help your people quickly realize the full benefit of Copilot for Microsoft 365, we’ve developed a user onboarding toolkit, including ready-to-send emails and community posts that you can send to your business users as they onboard Adoption

Technical Readiness

Source Description Notes
Copilot learning journey Understand, Adopt, Extend, and Build Copilot: curated training, documentation, videos, and other resources in these official collections, official Plans, and video playlists. Microsoft Lean
Microsoft 365 Copilot Explained Get an inside look at how large language models (LLMs) work when you connect them to the data in your organization. See what makes this possible and how the process respects your privacy to keep data safe with Microsoft 365 Copilot Microsoft Mechanics
Microsoft 365 Copilot Technical Overview for Partners This is a library of Microsoft 365 Copilot slides for Microsoft partners to use as needed when talking to customers. These are designed to provide an overview of privacy, security, data residency, technical questions. Microsoft Transform
Data, Privacy, and Security for Microsoft 365 Copilot Provides an overview of Microsoft 365 Copilot data usage, privacy, residency, and sovereignty Microsoft Learn
Data residency in the AI era: New capabilities to manage your data Announcing the expansion of Microsoft’s data residency capabilities by adding content of interactions with Microsoft Copilot for Microsoft 365 to our portfolio of data residency commitments and offerings. We are expanding our product terms and Microsoft 365 data residency offerings to contractually guarantee that we will store the content of your interactions with Copilot for Microsoft 365 in the same country or region in which you store your existing Microsoft 365 content. Microsoft Blog
How to prepare for Microsoft 365 Copilot Blog provides an overview of Copilot, shares technical details, and how you can prepare for it: best practices about setting permissions policies, details about admin controls, change management, adoption, security, privacy, compliance, and data residency to help your organization get prepared. Tech Community
M365 Copilot Public Product Roadmap M365 Copilot Roadmap includes, launched, rolling out, and in development features. M365
Microsoft Copilot Partner Bootcamp Copilot for Microsoft 365 Pre-Sales, Deployment, and Adoption Bootcamp  

Scenarios and Accelerators

Source Description Notes
Copilot for Finance (preview) Copilot empowers finance professionals to stay in the flow of work by seamlessly connecting productivity tools such as Excel with existing financial systems to support critical business processes and generate insights and actions in real time. Microsoft Learn
Microsoft Copilot Scenario Library Use our guidance by department and individual scenario to get inspired, empower your workforce and realize value from your Copilot investment. ​ Microsoft Adoption
Extensibility for Microsoft Copilot Extensibility approaches broken into patterns based on scenarios to help you navigate the most appropriate path for your scenario and requirements. Microsoft Learn
Plugin for Copilot for Microsoft 365 - Sample orthwind inventory message extension sample - This sample implements a Teams message extension that can be used as a plugin for Microsoft Copilot for Microsoft 365. The message extension allows users to query the Northwind Database. GitHub
Microsoft Graph connector project generator Create a new Microsoft Graph connector project with a single command. Using Graph connectors you can import external data into Microsoft 365 and Microsoft Search. Ingested content is available to Microsoft Copilot for Microsoft 365, Microsoft Search and other Microsoft 365 services GitHub
What’s new and improved with Microsoft Graph connectors New Microsoft Graph connector features and enhancements to support Microsoft 365 Copilot extensibility including: Graph connectors for Confluence on-premises and SharePoint Server, quick setup, graph connectors SDK, Salesforce data source filter, Entra auth support, Index browser for troubleshooting… Tech Community
M365 Deployment Blueprint - Mitigate Oversharing In this deployment blueprint, we provide a recommended approach to address internal oversharing concerns throughout a Microsoft 365 Copilot deployment Microsoft Learn