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Ready for Copilot: Building the Foundation for AI in Microsoft 365

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The Compass Guide to Replacing InfoPath with Power Apps eBook

What’s Inside the eBook

In this guide, you’ll find practical guidance on:

  • Preparing Microsoft 365 for AI and Copilot adoption

  • Improving information management, data quality, and governance
  • Modernizing legacy platforms like SharePoint Server, InfoPath, and SharePoint Designer workflows
  • Aligning AI use cases with business strategy and realistic ROI expectations
  • Avoiding the most common reasons enterprise AI initiatives fail

This is not a theoretical overview, it’s a roadmap based on real-world experience helping organizations modernize Microsoft 365 and prepare for AI.

Next Steps

If the eBook raises questions about your own environment, these are good next steps to consider:

  • Review where your critical content lives and how it’s governed
  • Identify legacy systems or workflows that may limit Copilot’s effectiveness
  • Evaluate whether your current Microsoft 365 structure supports AI safely and at scale

You don’t need to solve everything at once, but clarity on where you stand is key.

How Compass365 Can Help

Compass365 helps organizations prepare Microsoft 365 for AI through structured, practical services:

AI Readiness Accelerator for Microsoft 365 Copilot

Assess content, governance, and security; optimize information structures; and enable users for secure Copilot adoption.

Microsoft 365 Migration and Modernization

Migrate from file shares and legacy platforms, modernize SharePoint and workflows, and build a scalable foundation for AI and automation.

Whether Copilot is part of your immediate plans or further down the roadmap, the preparation you do today directly impacts long-term success.

Want to Talk Through Your Next Steps?

If you’d like to discuss what AI readiness or modernization could look like for your organization, we’re happy to help.

We make it easy as 1, 2, 3 to improve operations and the way your employees work using Microsoft 365

DISCOVER

During a complimentary discovery session, you share your vision, goals, and requirements with our experts.

PLAN

Together we envision your solution, confirm the scope, and create a project plan, schedule and budget.

EXPERIENCE SUCCESS

Our Microsoft experts deliver your solution on time and within budget, and support your rollout and adoption.