Microsoft 365 AI readiness
Microsoft 365 AI Readiness Checklist and Review Request
Use this checklist to decide whether your Microsoft 365 tenant is ready for Copilot, private AI, workflow assistants, or custom AI connected to company data. Then request a review if identity, sharing, data exposure, governance, or security controls are unclear.
Download the checklist or request help applying it.
The PDF turns AI readiness into a practical scorecard. The review request routes the conversation into a qualified Microsoft 365 AI readiness workflow.
What the checklist covers
Identity and access
MFA, conditional access, break-glass accounts, admin roles, stale users, and guest lifecycle.
Data exposure
SharePoint, Teams, external links, stale groups, project closeout, sensitive repositories, and ownership.
Security and monitoring
Defender coverage, endpoint posture, audit logging, mailbox controls, alert routing, and escalation.
AI governance
Approved tools, prohibited data, vendor review, human review, pilot scope, and exception handling.
Request a Microsoft 365 AI Readiness Review
Tell us enough to qualify the environment and route the next step. You will also get the checklist PDF by email.
What you get after requesting a review
- Qualified follow-up around Microsoft 365 user count, industry, compliance pressure, and AI plans.
- The checklist PDF delivered to your inbox.
- Optional follow-up notes on permission sprawl, private AI, readiness reviews, and next steps.
- A path into a practical assessment or discovery call.