Is there a free Microsoft 365 Copilot readiness assessment?

Key facts

• Copilot works with the permissions users already have, so oversharing in SharePoint and OneDrive is the most common readiness gap.
• Licensing, identity, sensitivity labels, retention and auditing all affect how safely Copilot can be rolled out.
• Accred Assess is free to start, read-only, and covers 67 controls in 12 phases, from prerequisites to agents.
• In Accred Assess, anything the tool cannot read is marked not evaluated, never counted as a pass.
• An expanded Accred Assess report with all 67 controls is $99 one time per organization; results are advisory, not a certification.

What a Copilot readiness assessment should check

Microsoft 365 Copilot can only see what a user can already open, so readiness is mostly about the tenant underneath it. A useful assessment looks at licensing prerequisites, who can reach which SharePoint sites and OneDrive files, whether sensitivity labels and data loss prevention are in place, how identity and Conditional Access are configured, and whether retention and audit logging will let you answer questions later.

It should also cover people and process: who owns the rollout, how users are trained, and how adoption will be measured.

Free tools from Microsoft

Admins can start in the Microsoft 365 admin center, which includes Copilot readiness and usage reporting, and in SharePoint advanced management features such as data access governance reports where licensed. These show signals, but you still need to turn them into decisions and a plan.

Accred Assess: a free, scored assessment

Accred Assess, at assess.accredconsulting.com, is a browser-based assessment built by Accred Consulting. It connects read-only through Microsoft Graph, the Anthropic Admin API and ChatGPT analytics imports, then scores readiness against 67 controls across 12 phases: prerequisites and licensing, discovery, oversharing remediation, guardrails, identity, device protection, threat protection, compliance and auditing, Teams collaboration, monitoring, training and adoption, and agents.

The free tier gives a readiness overview and 5 priority controls with guidance, with no account or card. The expanded assessment adds all 67 controls, a framework alignment view and a print-ready report for $99 per organization. It makes no changes to your tenant.

How Accred Consulting approaches it

Accred Consulting built Accred Assess so teams can see where they stand before they spend money. Many clients run the free assessment first, then bring the results to a free consultation. If a project makes sense, the proposal sets scope, a fixed price and a timeline, and US-based specialists remediate the gaps the assessment found, from SharePoint oversharing to sensitivity labels and Conditional Access.

Track record: 475+ client projects, 2,000+ migration workstreams and 210,000+ users migrated by a US-based team. Company facts · Case studies

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