Manage and extend Microsoft 365 Copilot (MS-4017)
Learn to implement, secure, manage, and extend Microsoft 365 Copilot with Zero Trust, compliance controls, agents, plugins, and Microsoft Graph connectors.
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- Private class for your team
- Live expert instructor
- Online or on‑location
- Customizable agenda
- Proposal responses same day as request
Course Overview
Learn how to implement, secure, manage, and extend Microsoft 365 Copilot to meet organizational needs. This one-day course covers deployment preparation, data security and compliance, Zero Trust principles, administration, adoption and usage monitoring, and Copilot extensibility through agents, plugins, and Microsoft Graph connectors.
This course is designed for administrators, Microsoft 365 administrators, and IT professionals who want to manage and extend Microsoft 365 Copilot.
Course Benefits
- Prepare your organization, data, security controls, and licensing for Microsoft 365 Copilot.
- Manage Microsoft 365 Copilot settings, web access, Teams experiences, and interaction history.
- Evaluate how Microsoft 365 Copilot uses and protects organizational data and supports regulatory compliance.
- Apply Zero Trust principles to data protection, identity and access, applications, devices, threats, collaboration, and user permissions.
- Use Microsoft Purview and Data Security Posture Management for AI to help secure data used by AI applications.
- Monitor Microsoft 365 Copilot readiness, usage, value, and communications compliance.
- Understand Copilot extensibility concepts, including agents, plugins, and Microsoft Graph connectors.
- Select an appropriate Copilot extensibility path and manage agents and connector content.
Delivery Methods
Live expert-led online training from anywhere. Guaranteed to run .
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).

Course Outline
- Implement Microsoft 365 Copilot
- Get ready for Microsoft 365 Copilot
- Implement SharePoint Advanced Management tools to prepare for Microsoft 365 Copilot
- Prepare your data for searches in Microsoft 365 Copilot
- Protect your Microsoft 365 Copilot data with Microsoft 365 security tools
- Assign your Microsoft 365 Copilot licenses
- Extend Microsoft 365 Copilot
- Drive Microsoft 365 Copilot adoption throughout your organization
- Module assessment
- Examine Data Security and Compliance in Microsoft 365 Copilot
- Examine how Microsoft 365 Copilot uses your proprietary business data
- Examine how Microsoft 365 Copilot protects sensitive business data
- Examine how Microsoft 365 Copilot uses Microsoft 365 isolation and access controls
- Examine how Microsoft 365 Copilot meets regulatory compliance mandates
- Module assessment
- Apply Principles of Zero Trust to Microsoft Copilots
- Prepare for Microsoft Copilot using Zero Trust security
- Apply Zero Trust principles to your Microsoft Copilot deployment
- Explore Zero Trust recommendations for your Copilot configuration
- Apply Zero Trust principles to your Microsoft 365 Copilot deployment
- Deploy or validate your data protection
- Deploy or validate your identity and access
- Deploy or validate your App Protection policies
- Deploy or validate your device management protection
- Deploy or validate your threat protection services
- Deploy or validate secure collaboration for Microsoft Teams
- Deploy or validate minimum user permissions to data
- Module assessment
- Manage Microsoft Copilot
- Compare Microsoft Copilot and Microsoft 365 Copilot
- Explore Microsoft Copilot with enterprise data protection
- Manage Microsoft Copilot in Microsoft Edge
- Manage Microsoft Copilot on mobile devices
- Module assessment
- Manage Microsoft 365 Copilot
- Manage Microsoft 365 Copilot settings
- Manage web access for Microsoft 365 Copilot
- Manage Copilot for Microsoft Teams meetings and events
- Explore Microsoft Purview data protections for AI apps
- Secure data for AI apps using Data Security Posture Management (DSPM) for AI
- Monitor the value of Microsoft 365 Copilot through the Copilot Dashboard
- Track Microsoft 365 Copilot readiness and usage across your organization
- Monitor your Copilot interactions using a communication compliance policy
- Delete your Microsoft 365 Copilot interaction history
- Module assessment
- Microsoft 365 Copilot Extensibility Fundamentals
- What is Copilot extensibility?
- What are agents?
- What are declarative agents?
- What are custom engine agents?
- Add knowledge with Graph connectors
- Add skills with plugins
- Module assessment
- Choose a Microsoft 365 Copilot Extensibility Development Path
- Why extend Copilot?
- Which path for extensibility should you choose?
- Which development approach should you take?
- What development tools are available to extend Microsoft 365 Copilot?
- How are companies extending Microsoft 365 Copilot?
- How can I secure my data and ensure privacy?
- Module assessment
- Manage Microsoft 365 Copilot Extensibility
- Manage Copilot agents in integrated apps
- Create a connection between a data source and a Microsoft Graph connector
- Monitor your Microsoft Graph connectors
- Manage how Microsoft Graph connector content is displayed in Microsoft 365 Copilot
- Module assessment
Class Materials
Each student receives a comprehensive set of materials, including course notes and all class examples.
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