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.

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Prerequisites

A Basic Understanding of Microsoft 365 Administration and PowerShell

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Delegates will learn how to

  • 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

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Outline

This 3 day course is for IT professionals deploying or considering Microsoft Copilot for Microsoft 365 deployments. The course provides detailed information on Microsoft 365 Architecture, requirements and deployment steps.

This course also provides detailed guidance for discovering, protecting and preventing sensitive data overexposure via Microsoft 365 Copilot

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

Module 1: Introduction

Lesson 1: Overview of Copilot for Microsoft 365

  • Isn’t Copilot for Microsoft 365 simply ChatGPT with a Microsoft UI?

Lesson 2: Understanding the architecture of Copilot for Microsoft 365

  • Copilot for Microsoft 365 architecture key takeaway

Lesson 3: Microsoft Copilot for Microsoft 365 requirements

Lesson 4: Preparing company data before deploying Copilot for Microsoft 365

  • Preparing and securing data
  • Know your sensitive data
  • Data cleansing and hygiene

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
  • Sensitive information type functions
  • 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

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 organization

Lesson 6: Microsoft Defender for Cloud Apps File Investigations

Lesson 7: SharePoint Data Access Governance Reports

Lesson 8: Information Discovery Key Takeaways

Module 4: Protecting sensitive data

Lesson 1: Introduction

  • 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

Lesson 3: Microsoft 365 Teams and Microsoft 365 Group Security

  • Microsoft 365 groups
  • Microsoft Teams Channels

Lesson 4: Sensitivity labels

  • Encryption of content using sensitivity labels
  • Microsoft Copilot for Microsoft 365 Sensitivity label considerations
  • Sensitivity label assignment

Lesson 5: Data Loss Prevention Policies

Lesson 6: Microsoft Defender for Cloud Apps Policies

Lesson 7: Data protection takeaways

  • Protect your data key takeaways
  • Upcoming protection features
  • Information Protection Ninja Training

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 Microsoft 365 Copilot licenses
  • Microsoft Copilot for Microsoft 365 Welcome email

Lesson 4: Microsoft 365 Admin Center Copilot Administration Page

  • Licenses
  • Latest info
  • Microsoft Copilot for Microsoft 365 resources
  • Settings

Lesson 5: Copilot for Microsoft Teams meetings and events administration

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 Microsoft 365 Copilot 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

  • eDiscovery Standard & Premium

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
  • 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

Lesson 10 Microsoft Purview Compliance considerations

  • Microsoft Copilot for Microsoft 365 Compliance features coming soon
  • SharePoint Premium - Content event insights:
  • SharePoint Premium - site access reviews:
  • SharePoint Premium - Restricted Access control:
  • Copilot in the SharePoint admin center:
  • Information barriers:
  • Granular Conditional Access Policies:

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 for Microsoft 365 User Onboarding Toolkit
  • Copilot Lab
  • Microsoft Copilot for Microsoft 365 Admin challenge

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Why choose QA

Dates & Locations

Microsoft 365 learning pathways

Required Star = Required
Certification = Certification
Technical Decision Maker
Office 365 General Administration
Exchange Online/Hybrid
SharePoint Online/Hybrid
Device Management, Identity and Services
Security and Compliance
Modern Desktop
Power Platform
Microsoft Teams
Copilot for Microsoft 365

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