Microsoft is pushing hard on Copilot in 2026 — in Outlook, Teams, SharePoint. For property managers and SMEs it sounds tempting: summarise mail, write minutes, find documents.
Without governance, productivity quickly becomes data leakage: Copilot sees what the user may see — including wrongly shared libraries.
Before Copilot: identity and structure
I only enable Copilot once the base is in place:
- MFA/passkeys for everyone, admins separated
- Conditional Access (block risky sign-ins)
- SharePoint: libraries per property/client, groups not individual shares
- Sensitivity labels for leases and owner files
That is the same work as my M365 base setup — Copilot is the reward, not the start.
What Copilot usefully does
- Meeting summaries in Teams (internal, not auto-sent to tenants)
- Email drafts for standard replies — always reviewed
- Search across SharePoint instead of folder archaeology
What I do not recommend: automatic replies to external tenants without approval — same human-in-the-loop principle as casavi AI.
Power Automate & n8n on top
Copilot helps individuals. For recurring processes (DATEV export, ticket routing, backup checks) I use Power Automate or n8n — auditable, controllable.
Backup remains mandatory
Microsoft protects availability, not your accidentally deleted mailbox. Plan third-party backup for Exchange/SharePoint/OneDrive — and test restore.
Conclusion
M365 + Copilot in 2026: structure first, then AI — otherwise you accelerate chaos.
How I can help
Tenant review, Copilot rollout, SharePoint restructure and automation — GDPR-compliant, no downtime. Contact me for a setup audit.