Secure your M365 Copilot Deployment with Elimity

40% of Microsoft Copilot rollouts are delayed due to IAM issues. Learn how to get ready with 6 quick steps.


What is Microsoft Co-Pilot? 

Microsoft describes Microsoft 365 Copilot as an AI-powered assistant built directly into the apps you use every day. It helps users work faster and smarter by generating content, analysing data, and summarising information, based on the data they already have access to.

Copilot is integrated into Microsoft 365 apps like:

  • Word
  • Excel
  • PowerPoint
  • Outlook
  • Teams
  • and more

When a user types a prompt, Copilot uses Microsoft Graph to understand the context—pulling from emails, documents, chats, meetings, and other data the user is authorised to see. It then delivers helpful, real-time responses.

👉 Read the full Microsoft explanation here: What is Copilot?

 

Why Access Control before Implementing Co-Pilot? 

Before rolling out Microsoft Co-Pilot, it's critical to get your access controls in order. Why? Because identity hygiene matters. 

Without clear, well-managed permissions, Co-Pilot could unintentionally surface sensitive information—like payroll data, legal contracts, or HR files—to users who shouldn't have access. AI respects existing permissions, so weak IAM = risky AI.

To prepare, focus on essential identity security controls such as:

  • Removing orphaned accounts
  • Limiting privilege escalation
  • Detecting access accumulation
  • Enforcing segregation of duties (SoD)
  • Monitoring business-critical roles
🔐 Explore the full list of IAM controls and KPIs in this practical guide by Elimity:

 

 👉 Identity Security Controls for NIS2 & Beyond

 

How to Start Securely with AI and Co-Pilot?

Launching Co-Pilot without reviewing your access controls is like giving AI a master key to your digital workplace. To reduce risk and stay in control from day one, follow these identity security best practices:

  1. Map who has access to what
    Start with visibility: consolidate accounts and permissions across Microsoft 365 (SharePoint, Teams, OneDrive, etc.)

  2. Remove unused or orphaned accounts
    Former employees, test users, or legacy roles still hanging around? Remove them to avoid unintended AI access.

  3. Enforce least privilege
    Ensure users only have access to the data and apps they need—no more, no less.

  4. Identify overprivileged users
    Use tools to detect users with excessive or admin-level access and reduce where possible.

  5. Implement Segregation of Duties (SoD)
    Make sure no single user has conflicting roles (e.g., someone who can both request and approve payments).

  6. Set up monitoring & access reviews
    Regularly review and validate access with team leads and app owners—especially as Co-Pilot starts surfacing data across tools.

For a deeper dive into these controls, check out Elimity’s security framework:

👉 Identity Security Controls & KPIs

 

Webinar - The 6 Steps You Have to Do Before Implementing Microsoft Copilot 

6 Steps You Have to To Before Implementing Copilot

Rolling out Microsoft 365 Copilot? You’ll need more than just licenses.

Identity risks like overexposed permissions, orphaned accounts, and weak access governance can delay or even derail your deployment.

Elimity and CISO Mike Den Buurman show you how to prepare your organization for Copilot — with a lightweight, fast-track approach to IAM.

✅ Why 40% of Copilot rollouts are delayed (and how to avoid it)
 6 essential IAM steps to secure your Copilot deployment
✅ How to get actionable access insights in just 1 day

 

Book Your Co-Pilot Access Review

Preparing for Microsoft Copilot doesn’t have to mean complex IAM projects or weeks of auditing.

Our lightweight platform connects out-of-the-box with Microsoft Entra ID and SharePoint, giving you instant visibility into who has access to what, and where the risks are. 

👉 Learn more about Elimity’s approach or book your Co-Pilot access review

Hubspot Blog - Book a Demo

 

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