Microsoft 365 Copilot technical overview for IT professionals

This course provides IT professionals with a comprehensive technical understanding of Microsoft 365 Copilot. Participants will gain insights into Copilot’s architecture, licensing, administrative settings, extensibility, security, compliance, deployment considerations, monitoring, governance, and adoption. The course introduces Copilot’s features, responsible AI principles, data processing, auditing, and governance, equipping IT professionals to manage and optimize Copilot for their organizations.

Key focus areas include Microsoft 365 Copilot architecture, security, compliance, governance, deployment readiness, licensing management, and extensibility. Hands-on labs are not included in this course.

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

• Describe the key features and capabilities of Microsoft 365 Copilot.
• Understand Microsoft’s Responsible AI approach, content filtering, and auditing mechanisms.
• Understand Microsoft 365 Copilot’s architecture and data flow.
• Assess security, compliance, data residency, and governance considerations.
• Navigate IT professional readiness tasks for Microsoft 365 Copilot deployment and licensing management.
• Manage Copilot settings, user permissions, web search availability, diagnostics, and monitoring tools.
• Understand Microsoft 365 Copilot’s auditing, regulatory compliance, and governance policies.

Participants should have:

• A working knowledge of Microsoft 365 services.
• Familiarity with IT administration, governance, and compliance concepts.
• Understanding of Microsoft 365 security, compliance fundamentals, and data protection policies.

Target Audience

This course is designed for:

• IT professionals responsible for managing Microsoft 365 environments.
• Administrators and technical leads overseeing Microsoft 365 security, compliance, licensing, and AI adoption.
• Organizations seeking to understand the technical landscape of Microsoft 365 Copilot.

Introduction to Microsoft 365 Copilot

• Overview of Microsoft 365 Copilot and its capabilities
• Microsoft 365 Copilot use cases across applications
• Differences between Microsoft 365 Copilot and ChatGPT
• Microsoft 365 Copilot features and benefits
• Accessing Microsoft 365 Copilot across different Microsoft 365 applications

Microsoft 365 Copilot and Responsible AI

• Microsoft’s Responsible AI principles
• AI content filtering and governance
• Microsoft 365 Copilot compliance with GDPR and other regulations
• Intellectual property and copyright considerations (Microsoft Copyright Commitment)

Microsoft 365 Copilot Architecture

• Microsoft Graph
• Semantic Indexing
• Microsoft Search integration
• Retrieval Augmented Generation (RAG) and Information Retrieval (IR)
• App commanding and extensibility
• Preparing company data before deployment (governance best practices)
• Key takeaways from Copilot architecture and data security

Microsoft 365 Copilot Extensibility

• Copilot Plug-ins, Agents, and Microsoft Graph Connectors
• Integration with third-party applications and Microsoft 365 extensions
• Data residency and processing considerations

Deployment, Readiness, and Licensing for IT Professionals

• Microsoft 365 Copilot licensing models and management
• Microsoft 365 Copilot setup and configuration
• Copilot welcome email and user onboarding
• Copilot settings and diagnostic logs
• Microsoft 365 Copilot Setup Wizard and Readiness tools
• Monitoring Copilot usage with consumption meters and Power BI reports
• Troubleshooting and managing Copilot

Security, Data Protection, and Compliance

• Copilot data security and compliance considerations
• Microsoft Information Protection and Microsoft Purview compliance policies
• SharePoint and Teams security including sensitivity labels
• Data loss prevention (DLP policies and governance tools)
• Microsoft 365 Copilot auditing, interaction governance, and regulatory compliance

Monitoring, Auditing, and Reporting

• Copilot interaction governance and user activity tracking
• Microsoft 365 Copilot auditing and compliance logs
• Microsoft 365 Copilot usage reports and dashboards
• Microsoft Copilot Dashboard and AI Assistance Adoption Score
• Tools for tracking Copilot’s performance, user adoption, and policy enforcement

Appreciating the Art of Prompting in Microsoft 365 Copilot

• The importance of effective prompting techniques for AI adoption
• Scenario-based prompting library for Copilot across Microsoft 365 apps
• Introduction to Copilot Labs and prompt refinement tools

Microsoft 365 Copilot Adoption Strategies

• Copilot Scenario Library and real-world business use cases
• Establishing a Microsoft 365 Copilot Center of Excellence
• Controlling Copilot web search and public content access
• Microsoft 365 adoption guide and FastTrack resources

Exams and Assessments

There are no formal exams in this course.