Mastering Microsoft 365 Copilot Readiness, Deployment and Management for IT Professionals- Hands on

This course provides IT professionals with an in-depth technical foundation for deploying, managing, and securing Microsoft 365 Copilot. Participants will gain expertise in data classification, security, compliance, extensibility, and governance. Through practical guidance and best practices, IT teams will be equipped to optimize Copilot’s implementation within their organizations.

Key focus areas include data preparation, security and compliance, Microsoft 365 Copilot deployment readiness, licensing, auditing, and monitoring Microsoft 365 Copilot usage.

By the end of this course, learners will be able to:

• Understand Copilot’s architecture, data residency, and compliance regulations.
• Prepare an organization’s data for Copilot deployment and ensure security best practices.
• Configure data classification, sensitivity labels, and retention policies.
• Implement governance frameworks for auditing and monitoring Copilot interactions.
• Manage Copilot’s integration with Microsoft Teams, SharePoint, Exchange and Purview.
• Troubleshoot common Copilot configuration and adoption challenges.

Participants should have:

• A working knowledge of Microsoft 365 services, including Purview, SharePoint, Teams, and Exchange Online.
• Familiarity with IT administration, governance, and compliance frameworks.
• Experience with Microsoft security and data protection features.

Target Audience

This course is designed for:

• IT professionals responsible for managing Microsoft 365 environments.
• Security and compliance officers handling governance policies.
• Administrators overseeing Microsoft 365 adoption and Copilot deployment.

Module 1: Introduction to Microsoft 365 Copilot

• Overview of Copilot for Microsoft 365 and its role in enterprise environments
• Understanding the architecture: Retrieval Augmented Generation, Information Retrieval, and App Commanding
• Copilot data processing, security, and compliance considerations
• Preparing for data governance and regulatory compliance

Module 2: Data Classification and Preparation

• Understanding metadata and structured content (SharePoint Columns, Content Types)
• Microsoft 365 Sensitive Information Types (SITs) and Exact Data Match (EDM)
• Using Microsoft Purview for trainable classifiers and sensitivity labels
• Retention labels and lifecycle management
• Best practices for data cleansing, deduplication, and ROT (redundant, outdated, trivial) data removal

Module 3: Discovering and Protecting Sensitive Data

• Microsoft Search, eDiscovery, and Premium eDiscovery tools
• Leveraging Microsoft Purview Data Explorer for organizational insights
• Implementing SharePoint data access governance and restricted search policies
• Applying Data Loss Prevention (DLP) and Microsoft Defender for Cloud Apps policies

Module 4: Security, Compliance, and Governance

• Understanding Microsoft 365 permissions and access controls
• Implementing SharePoint site and Teams security policies
• Using sensitivity labels for encryption and information protection
• Managing Microsoft 365 compliance reports and audit logs
• Regulatory considerations: GDPR, Microsoft Advanced Data Residency, Multi-Geo

Module 5: Deploying and Managing Copilot

• Microsoft Copilot for Microsoft 365 licensing and policy settings
• Copilot Setup Wizard and deployment checklist
• Configuring Copilot settings, diagnostic logs, and monitoring tools
• User onboarding: Copilot Welcome Email and adoption toolkit
• Managing Copilot integration with Microsoft Teams, Viva, and Outlook

Module 6: Securing Microsoft 365 Copilot extension with Agents, Plugins, and Graph Connectors

• Understanding the differences between Copilot Agents, Plug-ins, and Microsoft Graph Connectors
• Security considerations for custom and third-party Copilot integrations
• Deploying and managing Graph Connectors to extend data access

Module 7: Microsoft 365 Copilot Governance and Auditing

• Retention policies and Copilot data lifecycle management
• Audit logs: Capturing and reviewing user interactions with Copilot
• Purging sensitive data and managing user history
• Leveraging compliance tools for Microsoft Copilot transparency

Module 8: Ongoing Data Protection and Risk Management

• Using Microsoft Defender for Cloud Apps and Insider Risk Management
• Configuring alert policies and monitoring sensitivity labels
• Microsoft Priva for privacy risk management and regulatory compliance
• Controlling public web access and enforcing cloud app policies

Module 9: Monitoring Copilot Usage and Adoption

• Microsoft Purview’s Data Security Posture Management (DSPM) for AI
• Microsoft 365 Copilot usage reports and adoption dashboards
• Leveraging AI Assistance Adoption Score and Copilot Lab insights

Exams and Assessments

There are no formal exams included in this course. Participants will complete interactive labs and knowledge checks to reinforce learning outcomes.

Hands-On Learning

This course includes:

• Practical labs covering data classification, security policies, and governance controls.
• Step-by-step exercises for configuring Copilot deployment and monitoring tools.
• Real-world troubleshooting scenarios to enhance IT professionals’ problem-solving skills.