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Free checklist · Microsoft 365 Copilot

Is your Microsoft 365 tenant ready for Copilot?

A free, printable checklist for small businesses and the IT providers who support them. Work through it in one sitting and see where your tenant stands before Copilot goes live.

  • Check the settings that decide what Copilot can surface: sharing links, admin roles, guests and site access.
  • Every item links to Microsoft's own documentation, so you or your IT provider can verify it.
  • Plain language, two pages, no sales call needed.

TrueNorth Data Shield is a veteran-owned business that runs read-only Microsoft 365 reviews.