Highlights
- Understand how Copilot accesses data
- Audit M365 permissions pre-rollout
- Configure sensitivity label controls
- Scope Copilot by user group
- Enable and review Purview audit logs
- Configure DLP policies for Copilot
- Test against oversharing scenarios
- Communicate data policies to users
- Build a helpdesk support runbook
- Plan a phased rollout
Course Details
How Copilot works under the hood:
Microsoft Graph, the semantic index, and a clear explanation of exactly what data it can reach
Permission audit lab:
using M365 admin centre tools to surface overshared SharePoint sites, files, and mailbox content before rollout
Sensitivity label configuration:
applying labels, setting up auto-classification, and testing that Copilot correctly excludes restricted content
Licence and policy setup:
scoping Copilot access to a defined pilot group and controlling which features are available by role
Purview audit lab:
enabling Copilot activity logging, running sample queries, and interpreting the audit records produced
DLP policy workshop:
writing and testing policies that prevent sensitive content appearing in Copilot responses or being passed to the model
Oversharing simulation:
staging realistic scenarios where Copilot should and should not surface certain content and verifying the outcome
User communication templates:
plain-language guidance explaining to staff what Copilot can access, what it cannot, and why
Helpdesk runbook build:
documenting answers to the ten most common support questions your team will receive after rollout
Rollout planning workshop:
designing a wave structure, defining feedback checkpoints, and agreeing rollback criteria before go-live
Who should attend
Feedback
4.8 out of 5 average
"Our tailored course provided a well rounded introduction and also covered some intermediate level topics that we needed to know. Clive gave us some best practice ideas and tips to take away. Fast paced but the instructor never lost any of the delegates"
Brian Leek, Data Analyst, May 2022