Who are we assessing? Set the context once.

These details title the report, set the regulatory lens for the security pillar and route the summary to the right people.

Sample data

01OrganisationHow the customer appears on the report cover.

Company name (English) Company name (Arabic) · optionalSector Headquarters City · optionalTotal employees · optional

02Microsoft 365 environmentSizes the pilot cohort and the licensing gap.

Microsoft 365 users Target pilot users A pilot of 50–300 users is typical.Tenant data location Shown in Microsoft 365 admin center › Data location.

Licences in use · select all that apply

Microsoft 365 E3Microsoft 365 E5Business PremiumBusiness StandardF1 / F3 frontlineOffice 2016 / 2019

Copilot today

No Copilot yetCopilot Chat only, if at allTrial or a few seatsUnder 50 licencesLicensed at scale50 licences or more

03Regulatory scopeFrameworks the report maps Copilot controls against.

NCA ECCNCA CCC (cloud)PDPL (KSA)SAMA CSFSDAIA AI ethics principles

04AssessorThe person completing this assessment, named on the report as its author.

Full name Job title Organisation Work email Receives a copy of the exported report.Mobile · optional

Show my name and contact details on the exported report

Add your name and work email before exporting the report.