Who can see what
SharePoint, OneDrive and Teams permissions matter. Old "everyone" links can expose sensitive files through Copilot.
Microsoft Copilot
Microsoft Copilot Consulting
Microsoft Copilot can draft emails, summarise meetings, find documents and analyse spreadsheets inside Microsoft 365. But it can only work with what it can see, and it will see everything a user has access to. Proweb Technologies provides Microsoft Copilot consulting that gets your business ready, sets Copilot up safely, trains your team and connects it to your CRM, ERP and other business systems.
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Preparation
Why Copilot needs preparation
Copilot respects your existing Microsoft 365 permissions. That's good, unless those permissions are too open. Before rollout, it's worth checking:
Where your information lives
Copilot is more useful when files are organised and up to date.
Licensing
Which users need Copilot licences and which don't we'll help you work this out before rollout.
What we cover
What our Copilot consulting covers
Readiness review
Permissions, sharing settings, data organisation and licensing.
Security and access clean-up
Fixing over-shared sites and folders so Copilot only surfaces what each person should see.
Setup and rollout
Configuring Copilot for a pilot group first, then expanding.
Training
Practical sessions showing your team how to use Copilot in Outlook, Teams, Word, Excel and PowerPoint for their actual work.
Connecting Copilot to business systems
Extending Copilot to work with your CRM, ERP or custom platforms, with role-based, permission-aware access.
Automation alongside Copilot
Pairing Copilot with Power Automate for repeatable processes.
Choose wisely
Copilot or a custom AI agent?
Copilot is excellent for everyday Microsoft 365 work. Some jobs, such as processing a specific type of client email into a non-Microsoft system, are better handled by a custom agent built for that task. We'll recommend the right mix.
Why Proweb
Why Proweb
Proweb manages Microsoft 365 environments as part of our managed infrastructure, IT support, cloud and cyber security services. We also deliver CRM and ERP projects with Dynamics 365, Salesforce, HubSpot and Monday.com. Copilot rollout touches all of these, and we handle them together.
FAQ
Frequently asked questions
Roll out Copilot the safe way
Book a free AI audit to review permissions, licensing and first use cases.
Or call (02) 9897 2245 · support@prowebtechnologies.com.au