AI Readiness For Microsoft 365
Get Your Microsoft 365 Ready Before AI Starts Reading It
We find out which AI tools can reach your company data, cut back who can see what, and set clear rules for who approves the next tool, as part of our fully managed IT service.
Sound Familiar?
Your Team Is Already Using AI
Someone is pasting client notes into ChatGPT. Someone else connected an AI note taker to their calendar. A manager wants Copilot. Nobody decided any of it.
That is normal, and AI saves real time. The problem is that nobody has checked what each tool can reach, or who approves the next one.
What AI Readiness Gets You
Staff use AI without guessing the rules.
Client, donor and staff data stays where it belongs.
A clear answer when a client or funder asks how you use AI.
Copilot answers your team can trust.
The Risk
What Goes Wrong When AI Shows Up First
AI tools see what your people can see. Copilot does not give anyone new access. It makes the access you already granted searchable in plain English.
Old Shares Become Search Results
Files shared with the whole company years ago stayed hidden because nobody went looking. Copilot goes looking. Ask it about salaries or a client dispute and it answers with whatever that person can open.
Apps Nobody Approved
One person clicks Accept on a permission screen, and an AI app can read their email or every file they can open. That access stays until someone removes it.
Nobody Owns The Yes
Staff ask for a new AI tool and it gets turned on because nobody said no. Then the vendor adds features that can send email or change records, using permissions granted months ago.
What We Do
What AI Readiness Includes
We do this work inside your Microsoft 365 as part of our fully managed IT service. After that, every new AI tool request goes through the same approval rules.
Connected App Review
Find out what is already plugged in:
- Every app with access to your Microsoft 365.
- What each app can read, and what it can change.
- Who granted the access, and when.
- Removal of anything nobody approved.
Permissions Cleanup Before Copilot
Cut back who can see what:
- Sharing links open to the whole company or to anyone with the link.
- Former staff and old guests who still have access.
- SharePoint sites and Teams with no clear owner.
- Clear permissions on any new file structure we build.
Sensitive Data Protection
Set up Microsoft Purview so confidential data stays put:
- Sensitivity labels for confidential files.
- Data loss prevention rules for client, donor and staff information.
- Retention rules, so you keep what you need and delete what you do not.
AI Approval Rules
Decide who says yes:
- A named approver for new AI tools.
- Written sign-off before we install or connect anything.
- A clear line between tools that only read and tools that act.
- A person signs off on anything that moves money or changes access.
AI Usage Policy
Put the rules in writing:
- Which AI tools staff can use, and for what.
- Which data stays out of AI tools.
- What staff do when they are not sure.
Copilot Setup
Turn on Copilot once the groundwork is done:
- Free Copilot Chat and paid Microsoft 365 Copilot, explained in plain language.
- Licences for the right people first.
- Identity security in place first: MFA, compliant devices and sign-in rules.
More Microsoft 365 Services AI Automation Microsoft 365 Support & Security Move to Microsoft 365 Microsoft 365 Governance Azure Desktops & Servers Windows 365 Cloud PCs
What You Can Expect
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Rated 5 out of 5
quick, reliable and professional
“…They helped us switch to Office 365 for all our email and document storage with back up of our files, and it’s been great. We always find them to be quick, reliable and professional, and we’re happy to have found them.”
Maria C.
Office Manager
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Rated 5 out of 5
there to help me
“When I needed some IT assistance, Berj @ TUCU was there to help me and take care of what needed to be done in order for me to continue working and adding a more efficient manner to do so! Thank you, Berj!!”
Dawn Nelson
AI Readiness FAQ
What is AI readiness?
It is the Microsoft 365 work that decides what AI tools can see and do in your organization: who can open which files, which apps are connected, how sensitive data is labelled, and who approves new tools.
For our clients, it is part of fully managed IT, not a separate product.
Not sure where to start? Read our five questions to ask before you connect AI to business data.
Does Copilot let staff open files they could not open before?
No. Microsoft 365 Copilot only uses data the signed-in person already has permission to view. The risk is old oversharing, which Copilot makes easy to find.
We only use the free Copilot Chat. Do we need this?
Free Copilot Chat answers from the web, not from your files, email or chats. Paid Microsoft 365 Copilot licences change that, so do the permissions work before you buy them.
You still need an AI usage policy and an app review now. Your staff are already using other AI tools.
Does Microsoft train its AI on our data?
Microsoft states that prompts, responses and data from your Microsoft 365 are not used to train its foundation models. Other AI tools have their own terms, which is one reason every new tool goes through your approval rules first.
Can you connect AI tools other than Copilot?
Yes. When staff want an AI tool connected to company data, we review its security setup and connect it once an authorized person in your organization approves it in writing.
Our review covers the security setup of the app when we check it. It does not cover your privacy, legal or contract obligations, and it does not cover features the vendor adds later.
Can we get an AI readiness assessment on its own?
No. AI readiness is part of our fully managed IT service, or part of onboarding when you join us. AI tools change every month, and a one-time report goes stale fast.
Not sure yet? See our managed IT pricing ranges.
Security Driven. People Powered.
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On The Call, You Can
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- Ask anything about how we work and what is included
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- Leave with clear next steps, whatever you decide