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Pre-Engagement
Questionnaire: Copilot for
Microsoft 365 Briefing
[Company name]
2/1/2024
Table of Contents
Introduction...............................................................................................2
Company Overview..................................................................................2
Modern Work Challenges ......................................................................3
Modern Work Summary.........................................................................3
Introduction
This questionnaire is designed to help us understand your organization’s business challenges and
current software solution and tools in key areas to ensure the Copilot for Microsoft 365 Briefing is
tailored for you. When necessary, please work with your technical lead to provide the requested
information with as much detail as possible.
Please complete and return the following survey within two weeks.
Company Overview
Company Name: Industry:
Number of
employees:
Geography: UK, North America, EMEA, APAC, WW
Point of Contact:
Business
Decision Maker:
Technical Lead:
Name:
Email:
Telephone:
Modern Work Challenges
Please highlight the key challenges that your organization faces as they relate to modern work.
Question Answer Comments
Which of the following Modern
Work challenges are you looking to
improve?
Note: select all that apply.
 Work from anywhere
Adopt secure generative AI in
our workplace
 Secure collaboration between
employees
 Secure collaboration with
customers and/or partners
 Telephony/PBX renewal
 Manage my computers and
mobile devices
 Protect against current threads
like ransomware and phishing
 Ensure my company’s data
remains confidential
 Other
Modern Work Summary
Use the following table to capture information about your Office 365 and AI experience.
Question Answer Comments
Have you ever used
Office 365?
 Yes
 No
Have you ever used
Microsoft Teams?
 Yes
 No

What version of
Microsoft Office do you
use?
 Office Professional 2016 or older
 Office 2019
 Office (Consumer licensed)
 Office Apps from Office 365
 Other
What other cloud
services are you using
today?
☐ Google Workspace Business Starter
☐ Google Workspace Business Standard
☐ Google Workspace Business Plus
☐ Google Workspace Enterprise
☐ Slack
☐ Zoom Meetings
☐ Zoom Phone
☐ Ring Central
Have you tried using
generative AI tools?
☐Yes (Note the details in the Comments column.)
☐ No
What desktop OS is
installed on user
devices?
☐ Older Version
☐ Windows 7
☐ Windows 8
☐ Windows 10
☐ Mac (Specify the version in the Comments
column.)
☐ Other (Note the details in the Comments
column.)
Are you using multi-
factor authentication?
(token or app
verification in
combination with
password)
☐Yes (Note the details in the Comments column.)
☐ No
What types of devices
does your team use?
(Select all that apply)
☐Microsoft Surface
☐Windows PCs
☐Apple phones
☐Apple computers
☐Android phones
☐Other
Would you like to
protect company email
and files on both
personally owned and
company-provided
devices?
☐Yes
☐ No
☐ Not Sure
Do you store Personally
Identifiable customer
information?
☐Yes
☐ No

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Microsoft CSP Briefing Pre-Engagement - Questionnaire

  • 1. Pre-Engagement Questionnaire: Copilot for Microsoft 365 Briefing [Company name] 2/1/2024 Table of Contents Introduction...............................................................................................2 Company Overview..................................................................................2 Modern Work Challenges ......................................................................3 Modern Work Summary.........................................................................3
  • 2. Introduction This questionnaire is designed to help us understand your organization’s business challenges and current software solution and tools in key areas to ensure the Copilot for Microsoft 365 Briefing is tailored for you. When necessary, please work with your technical lead to provide the requested information with as much detail as possible. Please complete and return the following survey within two weeks. Company Overview Company Name: Industry: Number of employees: Geography: UK, North America, EMEA, APAC, WW Point of Contact: Business Decision Maker: Technical Lead: Name: Email: Telephone:
  • 3. Modern Work Challenges Please highlight the key challenges that your organization faces as they relate to modern work. Question Answer Comments Which of the following Modern Work challenges are you looking to improve? Note: select all that apply.  Work from anywhere Adopt secure generative AI in our workplace  Secure collaboration between employees  Secure collaboration with customers and/or partners  Telephony/PBX renewal  Manage my computers and mobile devices  Protect against current threads like ransomware and phishing  Ensure my company’s data remains confidential  Other Modern Work Summary Use the following table to capture information about your Office 365 and AI experience. Question Answer Comments Have you ever used Office 365?  Yes  No Have you ever used Microsoft Teams?  Yes  No 
  • 4. What version of Microsoft Office do you use?  Office Professional 2016 or older  Office 2019  Office (Consumer licensed)  Office Apps from Office 365  Other What other cloud services are you using today? ☐ Google Workspace Business Starter ☐ Google Workspace Business Standard ☐ Google Workspace Business Plus ☐ Google Workspace Enterprise ☐ Slack ☐ Zoom Meetings ☐ Zoom Phone ☐ Ring Central Have you tried using generative AI tools? ☐Yes (Note the details in the Comments column.) ☐ No What desktop OS is installed on user devices? ☐ Older Version ☐ Windows 7 ☐ Windows 8 ☐ Windows 10 ☐ Mac (Specify the version in the Comments column.) ☐ Other (Note the details in the Comments column.) Are you using multi- factor authentication? (token or app verification in combination with password) ☐Yes (Note the details in the Comments column.) ☐ No
  • 5. What types of devices does your team use? (Select all that apply) ☐Microsoft Surface ☐Windows PCs ☐Apple phones ☐Apple computers ☐Android phones ☐Other Would you like to protect company email and files on both personally owned and company-provided devices? ☐Yes ☐ No ☐ Not Sure Do you store Personally Identifiable customer information? ☐Yes ☐ No