Course Overview
Mastering Microsoft 365 Copilot Readiness, Deployment and Management for IT Professionals- Hands on
This 3 day course is for IT professionals deploying or considering Microsoft 365 Copilot Readiness for deployments. The course provides detailed information on Microsoft 365 Architecture, requirements and deployment steps and provides a 'hands on' learning experince using a series of compelling labs to compound learning.
This course also provides detailed guidance for discovering, protecting and preventing sensitive data overexposure with Microsoft 365 Copilot.
Please note the following:
- This course designed for IT professionals to learn how to discover, protect, govern and monitor sensitive information within an organization and successfully deploy, administer and monitor Microsoft 365 Copilot
- All Microsoft 365 Copilot administrative tasks and features will also be covered, please note, compared to data discovery and protection these are a relatively small component of a successful Copilot for Microsoft 365 project
- During the course and for 7 days after the course, each delegate will have access their own Microsoft 365 tenant, in which they will deploy Microsoft 365 Copilot and apply features to discover and protect sensitive information.
- There will be minimal cover of end user features of Microsoft 365 Copilot – delegates interested in exploring end user features of Copilot for Microsoft 365 should review our Introduction to Copilot for Microsoft 365 for business users course
- This course focuses on Microsoft 365 Copilot. There are other separately licensed Microsoft Copilots for Azure, Github, PowerPlatform, Dynamics and more which will not be covered.
Prerequisites
Important This course may require the use of Multifactor Authentication (MFA). Please read this page and download the Microsoft Authenticator app (or similar app) prior to attending the course:
https://www.qa.com/resources/faqs/mfa-requirements/
Please see the below Microsoft article for further information on reasons for the MFA requirement:
- A Basic Understanding of Microsoft 365 Administration and PowerShell
Learning Outcomes
- Develop an understanding of Understanding of Microsoft 365 Copilot Architecture
- Preparing and Securing Company Data
- How To Discover Sensitive Data
- How To Protect Data
- Data Governance
- Ongoing Data Protection Monitoring and Risk Mitigation
- How To Deploy Deploying Microsoft 365 Copilot
- Microsoft 365 Copilot Extensibility
- Microsoft 365 Copilot Monitoring and Adoption
Course Outline
Module 1: Introduction
Lesson 1: Overview of Microsoft 365 Copilot
Lesson 2: Understanding the architecture of Microsoft 365 Copilot
- Microsoft 365 Copilot and Guest\External Users
- Retrieval Augmented Generation
- App Commanding
- Microsoft 365 Copilot Data Residency
- Microsoft 365 Copilot data processing
- The unsung hero of Microsoft 365 Copilot
Microsoft 365 Copilot architecture key takeaways
Lesson 3: Preparing company data before deploying Microsoft 365 Copilot
- Preparing and securing information
- Know your sensitive information
Lesson 4: Data cleansing and hygiene of ROT
- De-duplicate of Information
- Next steps
Lab 1 - Setup for Microsoft 365
Module 2: Classifying data
Lesson 1: Data Classification Options
Lesson 2: SharePoint columns (metadata)
- Creating columns
- Benefits of SharePoint columns for Microsoft 365 Copilot deployments
- SharePoint Column Administrator tasks for Microsoft 365 Copilot
Lesson 3: SharePoint Content Types
- Creating content types
- Content types and SharePoint columns (Metadata)
- Benefits of SharePoint Content Types for Microsoft 365 Copilot deployments
- Which is better, columns or content types?
- SharePoint Content Type Administrator tasks for Microsoft 365 Copilot
- Using SharePoint Premium (aka Microsoft Syntex) to perform content classification and entity extraction
Lesson 4: Microsoft 365 Sensitive Information Types (SIT)
- Named entities
- Custom sensitive information types
- Testing sensitive information types
- Exact data match (EDM)
- Benefits of Sensitive Information Types for Microsoft 365 Copilot deployments
- Sensitive Information Types Administrator tasks for Microsoft 365 Copilot
Lesson 5: DLP Fingerprinting
Lesson 6: Trainable classifiers
- Creating a custom trainable classifier
- Trainable Classifier Administrator tasks for Microsoft 365 Copilot
Lesson 7: Sensitivity Labels
- Benefits of sensitivity labels for Microsoft 365 Copilot deployments
- Sensitivity Label Administrator tasks for Microsoft 365 Copilot
Lesson 8: Retention Labels
- Benefits of retention labels for Microsoft 365 Copilot deployments
- Retention Label Administrator tasks for Microsoft 365 Copilot
Lesson 9: Data classification key takeaways
Lab Content Types
Lab Sensitive Information Types
Lab Exact Data Match
Module 3: Discovering sensitive data
Lesson 1: Microsoft Search
Lesson 2: Microsoft Purview Data Classification Dashboard and Content Explorer
- Microsoft Purview Data Classification Dashboard
- Microsoft Purview Content Explorer
Lesson 3: Content Search and eDiscovery Searches
- Content Search and eDiscovery Search key takeaway
Lesson 4: Premium eDiscovery
- Premium eDiscovery Review Sets
- Review set capabilities
- Review set filters and queries
- Conversational/threaded views
- Review sets: tagging content
- Premium eDiscovery search and analytics
- Ignoring text and optical character recognition
- Premium eDiscovery predictive coding
Lesson 5: Microsoft Priva Privacy Risk Management
- Microsoft Priva Discovery and visualization of personal data within an organisation
Lesson 6: Microsoft Defender for Cloud Apps File Investigations
Lesson 7: SharePoint Data Access Governance Reports
Lesson 8: Information Discovery Key Takeaways
Lab Content Search
Module 4: Protecting sensitive data
Lesson 1: Introduction
- Who is responsible for protecting company information?
- Data, Privacy, and Security for Microsoft 365 Copilot
- Customer Data Protection Responsibilities and Capabilities
Lesson 2: SharePoint Permissions
- SharePoint permissions essentials
- SharePoint permissions key takeaway
- SharePoint permissions solution #1
- SharePoint permissions solution #2
- Microsoft Sharepoint Permission Best Practices
Lesson 3: Microsoft 365 Teams and Microsoft 365 Group Security
- Microsoft 365 groups
- Microsoft Teams Channels
Lesson 4: Sharepoint Restricted Sites\Restricted Access Control – Sharepoint Advanced Management Licence
- Microsoft 365 group-connected sites
- Non Microsoft 365 group associated sites
Lesson 5: Excluding Sites\Libraries\Lists From Microsoft Search
Lesson 6: Restricted SharePoint Search – Public Preview
Lesson 7: Sensitivity labels
- Encryption of content using sensitivity labels
- Microsoft 365 Copilot Sensitivity label considerations
- Sensitivity label assignment
- SharePoint Data access governance reports
Lesson 8: Data Loss Prevention Policies
Lesson 9 Microsoft Defender for Cloud Apps Policies
Lesson 10: Data protection takeaways
- Protect your data key takeaways
- Information Protection Ninja Training
Lab SharePoint Permissions
Lab Sensitivity Labels
Module 5: Deploying and managing Microsoft 365 Copilot
Lesson 1: Prerequisites
Lesson 2: Deploying Copilot
- Microsoft 365 Copilot and policy settings for connected experiences
Lesson 3: Licensing
- Assigning Microsoft 365 Copilot licenses
- Microsoft 365 Copilot Welcome email
- User Onboarding kit
Lesson 4: Microsoft 365 Admin Center Copilot Administration Page
- Microsoft 365 Copilot resources
- Settings
- Microsoft 365 Copilot feedback logs
- Copilot in Bing, Edge, and Windows
- Data, security, and compliance
- Improved Responses with web content in Microsoft 365 Copilot
- End User Public web access controls
- Plugins
- Security Copilot
Lesson 5: Copilot for Microsoft Teams meetings and events administration
- Teams Meeting Policies – Transcription
- Teams Meeting policies Copilot options
Lab Deploying Microsoft 365 Copilot
Module 6: Microsoft 365 Copilot Extensibility
Lesson 1: Plug-ins and Microsoft Graph connectors
Lesson 2: Managing Plug-ins
- Integrated apps default settings
- Microsoft 365 Copilot for Microsoft 365 Copilot ready apps
- Plugin Data, Privacy, and Security
Lesson 3: Managing Microsoft Graph Connectors
- Connector architecture
- Deploying Graph Connectors
Module 7: Microsoft 365 Copilot Governance
Lesson 1: Microsoft 365 Retention Policies
Lesson 2: Data stored about user interactions with Microsoft 365 Copilot
Lesson 3: Purging Microsoft 365 Copilot user interaction history
Lesson 4: Microsoft 365 Copilot Auditing
Lesson 5: Microsoft 365 Copilot User Interaction Content Search and eDiscovery (Standard & Premium)
Lab -Auditing Microsoft 365 Copilot
Lab Content Search and Microsoft 365 Copilot Interactions
Module 8: Ongoing Data Protection
Lesson 1: Alerts
- Microsoft 365 Alert Policies
- Microsoft Defender for Cloud Apps Alerts
- Microsoft Purview Insider Risk Management
Lesson 2: Monitoring sensitivity labels
Lesson 3: Microsoft Priva
- Microsoft Priva Privacy Risk Management policies
- Privacy policy alerts and issues
- Issue resolution
- Microsoft Priva Ninja Training
Lesson 4: Communication compliance
Lesson 5: SharePoint site lifecycle management
Lesson 6: Removing old data
- Microsoft 365 group expiration policies
Lesson 7: Privileged Information Management for Groups
Lesson 8: Using Microsoft Search to verify information protection
Lesson 9: Updates and changes to features
- Microsoft Copilot for Microsoft Purview Compliance considerations
Lab Microsoft 365 Alerts
Lab Sensitivity Labels and Microsoft 365 Copilot
Lab DLP and Microsoft 365 Copilot
Lab Communication Compliance and Microsoft 365 Copilot
Lab PIM Groups
Module 9: Monitoring Usage and Adoption
Lesson 1: Tools for monitoring Copilot
- Microsoft 365 Copilot Usage Report
- Microsoft Copilot Dashboard
- AI Assistance Adoption Score Category
- Copilot Lab
- Microsoft 365 Copilot Adoption
- Microsoft 365 Copilot Admin challenge
Lab Microsoft 365 Copilot Monitoring and Adoption
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