Copilot Private

Manage and extend Microsoft 365 Copilot (MS-4017)

Course Length: 1 day

Manage and extend Microsoft 365 Copilot to meet your business needs.

Manage and extend Microsoft 365 Copilot

Register or Request Training

  • Private class for your team
  • Live expert instructor
  • Online or on‑location
  • Customizable agenda
  • Proposal turnaround within 1–2 business days

Course Overview

Manage and extend Microsoft 365 Copilot to meet your business needs. This course introduces you to Copilot, examines how to implement and administer it, and then explores the fundamentals of Copilot extensibility.

This class is designed for administrators, Microsoft 365 administrators, and IT professionals who are interested in learning how to manage and extend Microsoft 365 Copilot.

Course Benefits

  • Examine the Microsoft 365 Copilot design and its security and compliance features and how to implement Microsoft 365 Copilot.
  • Understand key tasks that administrators must complete when implementing Microsoft 365 Copilot, such as completing prerequisites, preparing data for searches, assigning Copilot licenses, and extending Copilot.
  • Explore how Microsoft 365 Copilot adheres to existing privacy and compliance obligations, how it ensures data residency and compliance boundary, and how it protects sensitive business data.

Delivery Methods

Private Class
Delivered for your team at your site or online.

Microsoft Certified Partner

Webucator is a Microsoft Certified Partner. This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).

Microsoft Certified Partner

Course Outline

  1. Implement Microsoft 365 Copilot
    1. Get ready for Microsoft 365 Copilot
    2. Implement SharePoint Advanced Management tools to prepare for Microsoft 365 Copilot
    3. Prepare your data for searches in Microsoft 365 Copilot
    4. Protect your Microsoft 365 Copilot data with Microsoft 365 security tools
    5. Assign your Microsoft 365 Copilot licenses
    6. Extend Microsoft 365 Copilot
    7. Drive Microsoft 365 Copilot adoption throughout your organization
  2. Examine data security and compliance in Microsoft 365 Copilot
    1. Examine how Microsoft 365 Copilot uses your proprietary business data
    2. Examine how Microsoft 365 Copilot protects sensitive business data
    3. Examine how Microsoft 365 Copilot uses Microsoft 365 isolation and access controls
    4. Examine how Microsoft 365 Copilot meets regulatory compliance mandates
  3. Apply principles of Zero Trust to Microsoft Copilots
    1. Prepare for Microsoft Copilot using Zero Trust security
    2. Apply Zero Trust principles to your Microsoft Copilot deployment
    3. Explore Zero Trust recommendations for your Copilot configuration
    4. Apply Zero Trust principles to your Microsoft 365 Copilot deployment
    5. Deploy or validate your data protection
    6. Deploy or validate your identity and access
    7. Deploy or validate your App Protection policies
    8. Deploy or validate your device management protection
    9. Deploy or validate your threat protection services
    10. Deploy or validate minimum user permissions to data
  4. Manage Microsoft Copilot
    1. Compare Microsoft Copilot and Microsoft 365 Copilot
    2. Explore Microsoft Copilot with enterprise data protection
    3. Manage Microsoft Copilot in Microsoft Edge
    4. Manage Microsoft Copilot on mobile devices
  5. Manage Microsoft 365 Copilot
    1. Manage Microsoft 365 Copilot settings
    2. Manage web access for Microsoft 365 Copilot
    3. Manage Copilot for Microsoft Teams meetings and events
    4. Explore Microsoft Purview data protections for AI apps
    5. Secure data for AI apps using Data Security Posture Management (DSPM) for AI
    6. Monitor the value of Microsoft 365 Copilot through the Copilot Dashboard
    7. Track Microsoft 365 Copilot readiness and usage across your organization
    8. Monitor your Copilot interactions using a communication compliance policy
    9. Delete your Microsoft 365 Copilot interaction history
  6. Microsoft 365 Copilot extensibility fundamentals
    1. What is Copilot extensibility?
    2. What are agents?
    3. What are declarative agents?
    4. What are custom engine agents?
    5. Add knowledge with Graph connectors
    6. Add skills with plugins
  7. Choose a Microsoft 365 Copilot extensibility development path
    1. Why extend Copilot?
    2. Which path for extensibility should you choose?
    3. Which development approach should you take?
    4. How are companies extending Microsoft 365 Copilot?
    5. How can I secure my data and ensure privacy?
  8. Manage Microsoft 365 Copilot extensibility
    1. Manage Copilot agents in integrated apps
    2. Create a connection between a data source and a Microsoft Graph connector
    3. Monitor your Microsoft Graph connectors
    4. Manage how Microsoft Graph connector content is displayed in Microsoft 365 Copilot

Class Materials

Each student receives a comprehensive set of materials, including course notes and all class examples.

Have questions about this course?

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