Course Overview
Mastering Microsoft Copilot for Microsoft 365 Readiness, Deployment and Management for IT Professionals- Hands on
This 3 day course is for IT professionals deploying or considering Microsoft Copilot for Microsoft 365 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 Copilot for Microsoft 365.
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 Copilot for Microsoft 365
- All Copilot for Microsoft 365 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 Copilot for Microsoft 365 and apply features to discover and protect sensitive information.
- There will be minimal cover of end user features of Copilot for Microsoft 365 – 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 Copilot for Microsoft 365. 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 Copilot for Microsoft 365 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 Copilot for Microsoft 365
- Microsoft Copilot for Microsoft 365 Extensibility
- Microsoft 365 Copilot Monitoring and Adoption
Course Outline
Module 1: Introduction
Lesson 1: Overview of Copilot for Microsoft 365
Lesson 2: Understanding the architecture of Copilot for Microsoft 365
- Copilot for Microsoft 365 and Guest\External Users
- Retrieval Augmented Generation
- App Commanding
- Copilot for Microsoft 365 Data Residency
- Copilot for Microsoft 365 data processing
- The unsung hero of Copilot for Microsoft 365
Copilot for Microsoft 365 architecture key takeaways
Lesson 3: Preparing company data before deploying Copilot for Microsoft 365
- 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 Copilot for Microsoft 365 deployments
- SharePoint Column Administrator tasks for Microsoft Copilot for Microsoft 365
Lesson 3: SharePoint Content Types
- Creating content types
- Content types and SharePoint columns (Metadata)
- Benefits of SharePoint Content Types for Microsoft Copilot for Microsoft 365 deployments
- Which is better, columns or content types?
- SharePoint Content Type Administrator tasks for Microsoft Copilot for Microsoft 365
- 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 Copilot for Microsoft 365 deployments
- Sensitive Information Types Administrator tasks for Microsoft Copilot for Microsoft 365
Lesson 5: DLP Fingerprinting
Lesson 6: Trainable classifiers
- Creating a custom trainable classifier
- Trainable Classifier Administrator tasks for Microsoft Copilot for Microsoft 365
Lesson 7: Sensitivity Labels
- Benefits of sensitivity labels for Microsoft Copilot for Microsoft 365 deployments
- Sensitivity Label Administrator tasks for Microsoft Copilot for Microsoft 365
Lesson 8: Retention Labels
- Benefits of retention labels for Microsoft Copilot for Microsoft 365 deployments
- Retention Label Administrator tasks for Microsoft Copilot for Microsoft 365
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 Copilot for Microsoft 365
- 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 Copilot for Microsoft 365 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 Copilot for Microsoft 365
Lesson 1: Prerequisites
Lesson 2: Deploying Copilot
- Microsoft Copilot for Microsoft 365 and policy settings for connected experiences
Lesson 3: Licensing
- Assigning Copilot for Microsoft 365 licenses
- Microsoft Copilot for Microsoft 365 Welcome email
- User Onboarding kit
Lesson 4: Microsoft 365 Admin Center Copilot Administration Page
- Microsoft Copilot for Microsoft 365 resources
- Settings
- Copilot for Microsoft 365 feedback logs
- Copilot in Bing, Edge, and Windows
- Data, security, and compliance
- Improved Responses with web content in Copilot for Microsoft 365
- 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 Copilot for Microsoft 365
Module 6: Copilot for Microsoft 365 Extensibility
Lesson 1: Plug-ins and Microsoft Graph connectors
Lesson 2: Managing Plug-ins
- Integrated apps default settings
- Microsoft Copilot for Copilot for Microsoft 365 ready apps
- Plugin Data, Privacy, and Security
Lesson 3: Managing Microsoft Graph Connectors
- Connector architecture
- Deploying Graph Connectors
Module 7: Microsoft Copilot for Microsoft 365 Governance
Lesson 1: Microsoft 365 Retention Policies
Lesson 2: Data stored about user interactions with Microsoft Copilot for Microsoft 365
Lesson 3: Purging Microsoft Copilot for Microsoft 365 user interaction history
Lesson 4: Microsoft Copilot for Microsoft 365 Auditing
Lesson 5: Microsoft Copilot for Microsoft 365 User Interaction Content Search and eDiscovery (Standard & Premium)
Lab -Auditing Copilot for Microsoft 365
Lab Content Search and Copilot for Microsoft 365 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 Copilot for Microsoft 365
Lab DLP and Copilot for Microsoft 365
Lab Communication Compliance and Copilot for Microsoft 365
Lab PIM Groups
Module 9: Monitoring Usage and Adoption
Lesson 1: Tools for monitoring Copilot
- Copilot for Microsoft 365 Usage Report
- Microsoft Copilot Dashboard
- AI Assistance Adoption Score Category
- Copilot Lab
- Microsoft Copilot for Microsoft 365 Adoption
- Microsoft Copilot for Microsoft 365 Admin challenge
Lab Copilot for Microsoft 365 Monitoring and Adoption
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