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Manage and extend Microsoft 365 Copilot (MS-4017)

This course provides administrators and technical professionals with the skills required to manage, secure, govern, and extend Microsoft 365 Copilot across an organization.

Duration · 1 dayVirtual + In-PersonInstructor-Led

$650

Course Description

This course provides administrators and technical professionals with the skills required to manage, secure, govern, and extend Microsoft 365 Copilot across an organization. Participants will learn how Copilot interacts with Microsoft 365 data, how to prepare environments for deployment, implement governance controls, monitor usage, and extend Copilot capabilities through plugins, connectors, and custom integrations.

The course combines administration, security, governance, and extensibility concepts to help organizations maximize the value of Microsoft 365 Copilot while maintaining compliance and operational control.

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Audience Profile

This course is intended for:

  • Microsoft 365 Administrators
  • IT Administrators
  • Microsoft 365 Engineers
  • Collaboration Engineers
  • Cloud Administrators
  • Solution Architects
  • Adoption Specialists
  • Technical Decision Makers

Prerequisites

Before enrolling, you should have:

  • Familiarity with Microsoft 365 services and administration
  • Understanding of Microsoft Entra ID and Microsoft 365 security concepts
  • Basic knowledge of Microsoft 365 Copilot capabilities
  • Experience managing Microsoft 365 environments is recommended

— What You'll Learn —

Learning Objectives

In this course, you will learn to:

  • 1Understand Microsoft 365 Copilot architecture and components
  • 2Prepare and assess environments for Copilot deployment
  • 3Configure security, compliance, and governance controls
  • 4Manage user access and licensing
  • 5Monitor Copilot usage and adoption
  • 6Implement responsible AI governance practices
  • 7Extend Copilot through plugins, connectors, and integrations
  • 8Develop a strategy for ongoing management and optimization

— Day-by-Day —

Course Outline

Module 1

Microsoft 365 Copilot Architecture and Administration Overview

  • Microsoft 365 Copilot Overview
  • Copilot Architecture
  • Microsoft Graph and Organizational Data
  • Large Language Models and Grounding
  • Data Access and Permissions
  • Copilot Service Components
  • Administration Roles and Responsibilities
  • Common Deployment Scenarios
  • Demonstration: Reviewing Microsoft 365 Copilot Administrative Capabilities

Module 2

Preparing Your Environment for Copilot

  • Licensing Requirements
  • Microsoft 365 Tenant Readiness
  • Identity and Access Management
  • Microsoft Entra ID Considerations
  • Data Quality and Content Readiness
  • SharePoint and OneDrive Preparation
  • Teams Readiness Assessment
  • Deployment Planning Best Practices
  • Hands-On Lab: Conducting a Copilot Readiness Assessment

Module 3

Security, Compliance, and Governance

  • Security Architecture Overview
  • Permission-Based Access Model
  • Data Security Principles
  • Sensitivity Labels
  • Data Loss Prevention (DLP)
  • Information Protection
  • Compliance Considerations
  • Audit and Reporting Capabilities
  • Hands-On Lab: Reviewing Security and Compliance Configurations

Module 4

Managing Users, Access, and Adoption

  • Assigning Licenses
  • Managing User Access
  • Administrative Controls
  • Adoption Planning
  • User Readiness Considerations
  • Training and Enablement Strategies
  • Monitoring User Activity
  • Supporting End Users
  • Hands-On Lab: Configuring Access and User Management Policies

Module 5

Monitoring, Reporting, and Optimization

  • Copilot Usage Reporting
  • Adoption Metrics
  • Productivity Indicators
  • Administrative Dashboards
  • Monitoring Service Health
  • Troubleshooting Common Issues
  • Continuous Improvement Strategies
  • Cost and License Optimization
  • Hands-On Lab: Reviewing Copilot Analytics and Reports

Module 6

Extending Microsoft 365 Copilot

  • Introduction to Copilot Extensibility
  • Plugins and Connectors Overview
  • Microsoft Graph Connectors
  • Custom Business Data Integration
  • Third-Party Data Sources
  • Extensibility Use Cases
  • Security Considerations for Extensions
  • Governance for Extended Solutions
  • Demonstration: Exploring Copilot Extensibility Options

Module 7

Building Custom Copilot Experiences

  • Copilot Studio Overview
  • Custom Copilot Experiences
  • Conversational Design Principles
  • Workflow Integration Opportunities
  • Business Process Automation
  • Custom Knowledge Sources
  • Testing and Validation
  • Lifecycle Management
  • Hands-On Lab: Designing a Custom Copilot Solution

Module 8

Responsible AI and Operational Governance

  • Responsible AI Principles
  • Organizational AI Policies
  • Human Oversight Requirements
  • Ethical AI Considerations
  • Risk Management Frameworks
  • Governance Committees and Roles
  • Ongoing Compliance Monitoring
  • Future-Proofing AI Governance
  • Group Discussion: Developing a Copilot Governance Framework
  • Capstone Exercise: Microsoft 365 Copilot Management and Extension Project
  • Activity: Assess environment readiness
  • Activity: Define governance controls
  • Activity: Plan user enablement and adoption
  • Activity: Design monitoring and reporting strategies
  • Activity: Identify extensibility opportunities
  • Activity: Develop an operational support model
  • Activity: Present recommendations

— The Big Picture —

Key Takeaways

  • Microsoft 365 Copilot architecture and administration
  • Deployment readiness and planning
  • Security, compliance, and governance controls
  • User and license management
  • Monitoring and optimization strategies
  • Copilot extensibility and customization
  • Responsible AI implementation

— What You'll Walk Away With —

Skills Gained

  • Copilot administration and governance
  • Security and compliance management
  • User access and adoption management
  • Monitoring and reporting
  • Copilot extensibility planning
  • Custom Copilot solution design
  • Responsible AI governance

— Next Steps —

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