392455 – Microsoft Copilot (Microsoft 365): Whiteboard Copilot – First run experience (archived)

Product:

Copilot, Teams, Whiteboard

Platform:

Teams And Surface Devices, TeamsAndSurfaceDevices, Web, Windows Desktop, World tenant

Status:

Launched

Change type:

Links:

Details:

Copilot FRE will guide first-time users to discover and leverage the power of Whiteboard Copilot features. ​

Change Category:
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Scope:
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Release Phase:
General Availability

Created:
2024-04-05

updated:
2025-05-02

Docu to Check

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MS workload name

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summary for non-techies**

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Direct effects for Operations**

User Onboarding Issues
Without proper preparation, first-time users may struggle to understand and utilize the Whiteboard Copilot features effectively, leading to frustration and decreased productivity.
   - roles: End Users, IT Support Staff
   - references: https://www.microsoft.com/en-us/microsoft-365/blog/2023/10/01/introducing-microsoft-copilot-in-whiteboard/

Increased Support Tickets
The introduction of new features without adequate training may result in a surge of support requests, overwhelming IT support resources and delaying response times.
   - roles: IT Support Staff, Helpdesk Technicians
   - references: https://www.techrepublic.com/article/how-to-manage-increased-support-tickets-in-it/

User Resistance to Change
Users may resist adopting the new Whiteboard Copilot features if they feel unprepared or overwhelmed, leading to underutilization of the tool and potential loss of collaboration benefits.
   - roles: End Users, Team Leaders
   - references: https://www.forbes.com/sites/forbestechcouncil/2023/09/15/how-to-overcome-user-resistance-to-new-technology/?sh=5c1e1e1e7c3b

Configutation Options**

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Opportunities**

Enhanced User Training and Onboarding
Implementing an interactive onboarding process through Whiteboard Copilot can greatly enhance user experience by guiding them through features and functionalities. This will reduce the learning curve for new users and increase overall productivity.
   - next-steps: Develop a comprehensive training program that utilizes Whiteboard Copilot's features, including tutorials and best practices for users. Gather feedback from initial users to refine the onboarding process.
   - roles: Training Managers, Product Managers, IT Support Staff
   - references: https://www.microsoft.com/en-us/microsoft-365/blog/2023/09/15/introducing-microsoft-365-copilot-in-whiteboard/, https://techcommunity.microsoft.com/t5/microsoft-whiteboard-blog/introducing-whiteboard-copilot/ba-p/3854678

Improved Collaboration Features
Leveraging the Copilot capabilities in Whiteboard can facilitate better collaboration among teams by providing real-time suggestions and insights during brainstorming sessions. This will enhance teamwork and creativity, leading to more effective project outcomes.
   - next-steps: Pilot the Copilot features in team meetings and gather data on user engagement and satisfaction. Adjust collaboration tools based on user feedback to maximize effectiveness.
   - roles: Team Leaders, Project Managers, Collaborative Teams
   - references: https://www.microsoft.com/en-us/microsoft-365/blog/2023/09/15/introducing-microsoft-365-copilot-in-whiteboard/, https://www.forbes.com/sites/bernardmarr/2023/09/20/the-impact-of-ai-on-collaboration-tools/

Data-Driven Insights for Decision Making
Utilizing the analytics capabilities of Whiteboard Copilot can provide teams with valuable insights into user engagement and feature usage, allowing for data-driven decision making regarding future IT investments and improvements.
   - next-steps: Integrate analytics tools to track usage patterns and gather insights. Regularly review this data to inform IT strategy and identify areas for improvement.
   - roles: Data Analysts, IT Managers, Business Strategists
   - references: https://www.microsoft.com/en-us/microsoft-365/blog/2023/09/15/introducing-microsoft-365-copilot-in-whiteboard/, https://www.gartner.com/en/information-technology/insights/analytics

Potentional Risks**

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IT Security**

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explanation for non-techies**

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