
Prepare SharePoint for Copilot: A Professional Services Guide to AI Readiness
How do you prepare SharePoint for Copilot?
To prepare SharePoint for Copilot, organisations must structure their information architecture, review permissions, strengthen governance policies and eliminate outdated or duplicated content. Microsoft Copilot relies on existing SharePoint data, so poorly organised libraries, weak security controls and inconsistent metadata can create compliance risks and inaccurate AI outputs. Preparing SharePoint properly ensures Copilot delivers secure, relevant and business-aligned results particularly for professional services firms handling sensitive client information.



