4 Key Best Practices for Using SharePoint Copilot

The following are four best practices for using copilot on SharePoint:

1) Prepare the data and permissions

• Make sure that the SharePoint content is well-organized and that users have the appropriate permissions to the data.
• Review content governance policies and make sure that they are aligned with the Copilot strategy.
• Use just-enough access (JEA) to ensure users only have access to the content they need.

2) Use natural language descriptions

• When describing a site or page to Copilot, utilize natural language that is clear and concise.
• Be specific about Copilot should create, and provide as much context as possible.
• Utilize keywords and phrases that are relevant to the content.

3) Review and edit Copilot's creations

• Once Copilot creates a site or page, be sure to review it and make any needed edits.
• Copilot still under development, so check its work for accuracy and completeness.
• You may need to add content or formatting to the site or page.

4) Use Copilot in conjunction with other tools

• Copilot is powerful, but it is not a replacement for other SharePoint tools.
• You may need to utilize SharePoint Designer to create complex layouts or custom web parts.
• You can use Copilot to create templates for sites and pages, to save time.